In this episode of ‘Roadmap to Retirement,’ I am joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to discuss the emotional and psychological aspects of financial planning. We discuss various topics including the importance of intentional spending, social influences on financial decisions, and the difference between fleeting happiness and enduring contentment. Brendan shares insights from his podcast, ‘The Human Side of Money,’ emphasizing behavior management in financial decision-making. The conversation also touches on how retirees can find purpose and fulfillment, and explores practical strategies to maximize life satisfaction through thoughtful use of money.

Key takeaways:

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• investing in experiences
  
• regaining time through outsourcing tasks
  
• the benefits of giving during one’s lifetime