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内容由Sam Sivarajan提供。所有播客内容(包括剧集、图形和播客描述)均由 Sam Sivarajan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Episode 27: Rewriting Retirement Spending Rules with Adam Chapman

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Manage episode 436484059 series 3511449
内容由Sam Sivarajan提供。所有播客内容(包括剧集、图形和播客描述)均由 Sam Sivarajan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Episode Summary:

Join host Sam Sivarajan in this compelling episode of The Future-Ready Advisor, featuring Adam Chapman, a pioneer in retirement planning and founder of Yes Money. Discover Chapman’s revolutionary approach that encourages retirees to spend intelligently, ensuring a balanced and fulfilling retirement.

Key quote from the episode:

"It's about changing a lifetime of habits of saving versus spending." [7:28]

Topics discussed in this episode:

  • The Innovative Spending-Focused Approach to Retirement [1:49]
  • How Ensemble Teams Transform Financial Advising [2:22]
  • Tackling the Decumulation Paradox in Retirement Planning [7:28]
  • The Role of Trust and Deep Understanding in Financial Advice [12:09]
  • Psychological Aspects and Behavioral Finance in Retirement Spending [22:06]

Resources mentioned in this episode:


Episode transcript:

Check out the transcript for the full conversation with Adam Chapman.

  • Subscribe to the Podcast: Don’t miss an episode of The Future-Ready Advisor, subscribe on your favorite podcast platform.
  • Follow Sam on Social Media: Join the discussions on Sam's LinkedIn to get more insights and updates.
  • Check out the website: Visit www.samsivarajan.com for more resources and episodes.

  continue reading

32集单集

Artwork
icon分享
 
Manage episode 436484059 series 3511449
内容由Sam Sivarajan提供。所有播客内容(包括剧集、图形和播客描述)均由 Sam Sivarajan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Episode Summary:

Join host Sam Sivarajan in this compelling episode of The Future-Ready Advisor, featuring Adam Chapman, a pioneer in retirement planning and founder of Yes Money. Discover Chapman’s revolutionary approach that encourages retirees to spend intelligently, ensuring a balanced and fulfilling retirement.

Key quote from the episode:

"It's about changing a lifetime of habits of saving versus spending." [7:28]

Topics discussed in this episode:

  • The Innovative Spending-Focused Approach to Retirement [1:49]
  • How Ensemble Teams Transform Financial Advising [2:22]
  • Tackling the Decumulation Paradox in Retirement Planning [7:28]
  • The Role of Trust and Deep Understanding in Financial Advice [12:09]
  • Psychological Aspects and Behavioral Finance in Retirement Spending [22:06]

Resources mentioned in this episode:


Episode transcript:

Check out the transcript for the full conversation with Adam Chapman.

  • Subscribe to the Podcast: Don’t miss an episode of The Future-Ready Advisor, subscribe on your favorite podcast platform.
  • Follow Sam on Social Media: Join the discussions on Sam's LinkedIn to get more insights and updates.
  • Check out the website: Visit www.samsivarajan.com for more resources and episodes.

  continue reading

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