Psychology Expert: 5 Simple Steps To Retire Happy

Discover the surprising secrets to a happy and fulfilling retirement as psychologist and best-selling author Dr. Daniel Crosby reveals how to balance money and meaning. Learn how to avoid common retirement pitfalls and create a life you’ll love after work!
Dave Zoller, CFP®

Dr. Crosby’s new book: https://amzn.to/3Bginwe


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00:00 Happiness in Retirement
01:06 Insights from Dr. Daniel Crosby
01:52 Understanding Financial Decisions
03:33 The 5 Steps for Retirement w/ Confidence
07:47 Finding Your Unique Strengths in Retirement
11:29 Mental Models for Better Money Decisions
18:35 Preparing for the Worst-Case Scenario in Retirement
23:44 Buying Happiness: Practical Tips
29:31 Money and Meaning in Retirement


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Streamline Your Retirement by getting these 3 key parts right!
1) Tax-efficient Withdrawal Planning
2) Investment Planning
3) Tax Reduction Planning

My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists.

Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half.

We can only work with a select number of clients so we created this channel to share what's working well for the families we help.
We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET!


Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
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Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.