The Boomer Woman’s Podcast, episode 312
Beyond The Nest Egg with Aaron Kirsch and Laura Zettel-Watson
Aaron Kersch and Laura Zettel-Watson joined forces to answer the question “What if there was a way to help everyone design their dream retirement before they even stepped into the office of a Financial Planner?”
Aaron is the financial planner, Laura is a psychologist and a gerontologist (among other things!) The answer to that question is “The Rewarding Retirement Workbook: Six Essentials Beyond Your Nest Egg”.
Today they discuss:
- Research: 50% of happiness is predetermined by genes, 8-15% comes from circumstances like income
- Hedonic and eudaimonic happiness
- Relationships matter more than money for happiness
- Focus on activities rather than goals
- Behavioural finance
- Go-Go Years, Slow-Go Years, and No-Go Years
Aaron and Laura also discuss the Six Essentials Beyond our Nest Egg and why we Boomer Women are unique in history.
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Agnes - in conversation with Aaron Kirsch and Laura Zettel-Watson
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About the guest: Aaron Kirsch
Aaron is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor who guides his clients with financial planning and professional investment management so they can enjoy the rewarding retirement they deserve.
Since starting his career at a large Wall Street firm in 2001, Aaron has worked at financial services companies both large and small, including running his own wealth management firm for eight years.
Aaron is a founding partner and Senior Vice President at GreenUp Wealth Management, a Registered Investment Adviser.
About the guest: Laura Zettel-Watson
Laura Zettel-Watson is a Professor of Psychology and Director of the Aging Studies Program at California State University, Fullerton, a Certified Professional Gerontologist, and co-founder of the consulting firm GeroFusion, LLC.
For over 20 years, she has conducted research relating to several areas of gerontological health and well-being, including social relationships, cognitive aging, chronic pain, and the role of assistive technology in improving health.
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