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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: Page 1
Jan 22, 2021

In this episode, Dan speaks to Pauline Johnson-Zielonka PhD, who is a social psychologist and the author and founder of Retirement Life Plan. 

They have a fascinating discussion covering the psychology behind retirement, the four different areas that Polly thinks are important when people are retiring, plus how financial planners can help their clients ease the transition into retirement. 

Enjoy!

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