Latest / Financial Behavior Thought Leaders
The Retirement Rebellion – How Gen X Retires and The Challenges They Face with Dan Haylett
Show Notes
What if retirement planning isn't really about retirement at all, but about helping clients build the life they want next?
In this episode of Financial Behavior Thought Leaders, Mary Bell Carlson sits down with Dan Haylett to explore why Gen X is challenging traditional ideas about retirement and what financial advisors need to understand about this emerging generation of "retirement rebels."
Dan explains why traditional retirement planning can fall flat with Gen X, particularly when the conversation focuses primarily on spreadsheets, investments, and financial optimization…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.