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Podcast: Retire With Style
Episode: Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances
Description: In part two of their conversation, financial advisors Alex Murguia and Dan Haylett explore the challenges of financial advising, focusing on client objections, the importance of listening, and integrating emotional well-being into financial planning. They discuss strategies for engaging clients, the role of structure in retirement, and the risks that come with a lack of it. Dan also shares insights from his book, The Retirement You Didn't See Coming, highlighting the need for a holistic approach that addresses both the financial and non-financial sides of retirement.
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Takeaways
Advisors should be prepared to handle client o...