![Dr. Thomas Mathar - Financial Wellness vs. Financial Independence: How to Achieve Both for a Secure Future - podcast episode cover](https://image.simplecastcdn.com/images/62718810-abcb-4d0d-a376-4c8dd1f690fe/2c0a85b0-e2a6-4d09-b3a0-3d3f390152c9/3000x3000/standard-deviations.jpg?aid=rss_feed)
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?
Links
Connect with Us
Compliance Code: 0564-OAS-3/6/2024