Retirement is about more than financial stability; it’s about designing a meaningful, fulfilling next chapter of life.

What role do health and social connections play in your retirement satisfaction? How can understanding the psychological side of money improve your journey?

In this episode, Nate Yeomans and Gregg Indovina talk with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, about creating a purpose-driven retirement. Brendan shares his insights on aligning financial plans with life goals, focusing on health, and the importance of social connections.

Brendan discusses: 

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• The crucial role of social connections for fulfilling retirement
  
• The psychological side of money management
  
• Three pillars of a happy retirement: money, health, and relationships
  
• The pitfalls of delayed gratification and procrastination
  
• And more!
  

Connect with Design Wealth Advisors: 

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• LinkedIn: Nathan Yeomans
  
• LinkedIn: Gregg Indovina
  
• LinkedIn: Design Wealth Advisors
  
• DesignWealthAdvisors.com
  
• (720) 833-7676
  

Connect with Brendan Frazier:

• 
  
• LinkedIn: Brendan Frazier
  
• Website: RFG Advisory
  

About our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG Advisory. He joined RFG after founding Wired Planning, a global training platform for financial advisors. Brendan leverages his expertise in behavioral finance to support RFG’s advisors and their clients. He holds a BBA in Marketing from Belmont University.