139: The Human Side of Retirement with Dan Haylett (Part 1)

The Human Side of Money

Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning.

By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements.

In Part One of this episode, Dan Haylett emphasizes the importance of shifting the focus from financial figures to human connection, purpose, and lasting memories.

And he walks through the Retirement Planning Workbook he uses with clients to help them live with purpose, joy and meaning in retirement

You’ll Learn:

• The importance of understanding the emotional aspects of retirement and his own experiences helping clients navigate this transition
• The revolutionary “Retirement Planning Workbook” he developed to address the human side of retirement
• How to help clients spend their savings meaningfully to create lasting memories

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Connect with Brendan Frazier:

• RFG Advisory
• LinkedIn: Brendan Frazier

Connect with Dan Haylett:

• Humans vs Retirement
• LinkedIn: Dan Haylett
• TFP Financial Planning

About Our Guest:

Dan Haylett is the director, Head of Growth, and financial Planner at TFP Financial Planning. As a co-director of TFP, Dan’s “pull back the duvet every morning” purpose is helping our clients spend their time and money on what’s truly important.

His passion for understanding and learning about the emotional, behavioural and financial challenges of life after work makes him a true specialist in helping clients have the freedom and confidence to take advantage of their ‘window of spending opportunity’ and live their best life.

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