Dr. Thomas Mathar - Financial Wellness vs. Financial Independence: How to Achieve Both for a Secure Future
Apr 04, 2024•52 min•Ep. 284
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Episode description
Tune in to hear:
- How might financial planning conversations need to change in light of the new longevity many will experience?
- How will the “100 year life” affect the 3 life stages (education, work and retirement) that used to be more clearly delineated?
- How might we be able to give more salience and power to our mental image of a future self? What does Dr. Mathar’s research around this topic suggest?
- What are the differences between financial wellbeing and financial independence?
- If financial independence is all about a dollar value, how does financial wellbeing look different?
- Are there any heuristics Dr. Mathar can offer about following the money vs. following your dreams?
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