“How do I give myself the permission to savor and enjoy what I have today while still being thoughtful and responsible about tomorrow?”
That’s not a question with an easy answer. Which means it’s perfect for Shaping Wealth co-founder Dr. Joy Lere to tackle. In a conversation with Dan Haylett on his Humans vs. Retirement podcast, they discuss why our money mindsets can be so challenging.
Highlights:
>> The massive mindset shift required to transition from the accumulation to decumulation phases of financial life
>> Why empathy from advisors is so important in navigating that shift
>> The critical training advisors don’t receive around managing the human side of money