Dr. Thomas Mathar - Financial Wellness vs. Financial Independence: How to Achieve Both for a Secure Future

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 Dr. Thomas Mathar on LinkedIn Aegon UK Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 0564-OAS-3/6/2024