Latest / Planning & Beyond® - Where financial planning meets human understanding
55. Retirement Realities: What Advisors Need to Know About Client Psychology and Support with James Woodfall
Text us to share what you found helpful!
Retirement is not just a date on the calendar. It is a major life transition that can affect a client’s identity, routines, relationships, and sense of purpose.
In this episode, Ashley welcomes back James Woodfall for a conversation about the psychology of retirement and what financial advisors need to understand as clients move from working life into retirement.
James shares findings from his recent research in developmental psychology, including how concepts like continuity theory and role theory can help advisors better understand what clients may…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.