Tag: Healthy Habits

120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke

120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke

Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates:

  1. Money
  2. Health
  3. Social Connection

Most financial advisors know the money part.

But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement?

Fortunately, Michael Finke is the foremost authority on this topic and shares with us the three cornerstones of a happy and fulfilling retirement and how to incorporate it into your retirement planning work with clients.

You’ll Learn: 

  • The only two places your money can go
  • How to increase your clients’ happiness per dollar spent
  • Why your clients should start taking forced semi-retirements
  • One thing most retirees believe will provide satisfaction but doesn’t
  • The amount of wealth where life satisfaction peaks before falling again
  • The one relationship in your life with the highest correlation to life satisfaction

Resources:

Connect with Brendan Frazier: 

Connect with Michael Finke:

About our Guest: 

Michael Finke, Ph.D., is a Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging.  He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.

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