<p><strong>Dan Haylett joins Abraham as our next guest, having an insightful conversation on:</strong></p>
<ul>
 <li>His move from investment management to financial planning, and why it is so difficult to make that jump</li>
 <li>Insight into how he joined TFP and what enabled his transition</li>
  <li>Where the business is today and the transformation over the past few years</li>
  <li>Where the real value lies in financial planning</li>
  <li>Dan’s thoughts on client charges and fixed fees</li>
  <li>Where the business is headed, and the direction it may take in the years to come</li>
</ul>

Ep 37 - Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more!

Not your average financial podcast, Retirementals is hosted by Abraham Okusanya.

Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.

Anchor (from Spotify)

Retirementals

Ep 35 - Simonne Gnessen chats to Abraham Okusanya about her role as a Financial Coach, targeting the gap in the market for lower income clients and why there is a bias towards the profession.

Ep 36 - Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & more