『184: Mark Hedderman – The Retirement Trap Nobody Warns You About』のカバーアート

184: Mark Hedderman – The Retirement Trap Nobody Warns You About

184: Mark Hedderman – The Retirement Trap Nobody Warns You About

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What happens when a client has enough money to retire, but no idea what they’re retiring to?That's the tension at the center of my conversation with Mark Hedderman, a second-generation financial advisor from Ireland who's been rethinking what great financial planning should actually look like.Mark started noticing a gap in the traditional model. Clients could accumulate enough money for several lifetimes while quietly neglecting other parts of their lives that become much harder to fix later.We get into why advisors can mistake a growing portfolio for a successful outcome, how retirement can expose problems the accumulation years hide, and why the rise of AI may actually make the human side of financial advice more valuable.4 Insights From This Week’s Episode…#1.) Money Is The Vehicle, Not The OutcomeA client can reach every financial milestone and still arrive at retirement unprepared for what comes next. Mark and I explore why the numbers only tell part of the story and what advisors risk missing when accumulation becomes the primary definition of success.#2.) AI May Make The Human Side Of Advice More ValuableTechnology can analyze portfolios, compare fees, and produce financial information faster than ever. The bigger question is what happens to the advisor's value when those things become commodities.#3.) Help Your Clients Retire To SomethingLeaving a career can also mean losing purpose, routine, relationships, and identity. Mark explains why retirement shouldn't feel like slamming on the brakes, and how advisors can help clients gradually transition into a new season filled with meaningful experiences, relationships, and pursuits.#4.) Being Rich And Being Wealthy Aren't The Same ThingMore money can create freedom, but it can also become a scoreboard that never stops moving. Mark challenges the assumption that a larger portfolio automatically creates a better life and explores the point where accumulating more can actually distract clients from what the money was supposed to make possible.FREE GIVEDownload your copy of The Life Care Plan. One place for care preferences, legal and estate details, and the conversations families put off until it’s too late. Get your copy here: https://bradleyjohnson.com/184-life-care-plan-download/ SPONSORED BY BELAYIf you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdlSHOW NOTEShttps://bradleyjohnson.com/184FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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