People are going through a reckoning of how they want to operate in the world. How can you make your life the well lived life that you want and do the same for your clients? Lauren Minch interviews gerontologist and life stage expert Barbara Waxman in this episode of the PFP Section podcast. Takeaways include:

The importance of focusing on the life stage versus age
Research on the u-curve of happiness
Why midlife is like adolescence round 2, only better
Helping clients to unlock what they really want

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

Learn in depth from Barbara at her session at the PFP event at AICPA ENGAGE on Monday, July 26th.
Register for Financial Independence: Rethinking retirement on July 12th or 19th (includes free CPE for PFP/PFS members).

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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Middlescence: New age. New stage. Midlife redefined. {PFP Section}

AICPA Personal Financial Planning (PFP)