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7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett
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In this episode of Planning and Beyond, we sit down with Dan Haylett, a trailblazer in the world of retirement planning. Together we explore the emotional difficulties of modern day retirement and how advisors can support their clients in being what Dan calls a "retirement rebel.” Dan shares his innovative approaches to helping first-generation retirement rebels, including supporting couples. This episode is a must-listen for financial advisors looking for skills in navigating the emotional challenges that come with planning for pre-retiree and retiree couples.
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