A Conversation on Retirement and Investing with Jeff Haanen

The Faith and Investing Podcast

On today's podcast Tim Weinhold, our Executive Editor at the Eventide Center for Faith & Investing, sits down with Jeff Haanen to discuss his recent article series for us on Retirement and Investing.

On the podcast today:

• Tim Weinhold, Executive Editor for ECFI
• Jeff Haanen, Founder of the Denver Institute for Faith & Work

Notes & Links:
Video of this Interview
Jeff's' book: An Uncommon Guide to Retirement: Finding God’s Purpose for the Next Season of Life
Jeff's Retirement & Investing Series:
Pt 1: The Trouble with Investing for Retirement

Pt 2: A Biblical Perspective on Retirement

Pt 3: Reform Retirement, Redeem Investing
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This communication is provided for informational purposes only and was made possible with the financial support of Eventide Asset Management, LLC (“Eventide”), an investment adviser. Eventide Center for Faith and Investing is an educational initiative of Eventide. Information contained herein has been obtained from third-party sources believed to be reliable.

Any reference to Eventide’s Business 360® approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s overall research process. Statements made by ECFI should not be interpreted as a recommendation or advice pertaining to any security. Investing involves risk including the possible loss of principal.

Chapters

1. A Conversation on Retirement and Investing with Jeff Haanen (00:00:00)

2. Intro to Today's Episode (00:00:42)

3. Interview Begins (00:02:16)

4. Why do most people invest? (00:04:38)

5. The version of investing we've been sold (00:06:27)

6. The fear-greed combo (00:07:24)

7. Retirement and a theology of work (00:08:38)

8. A biblical view of retirement (00:10:41)

9. Transitioning to our latter years (00:16:21)

10. What is the overarching objective of our senior years? (00:18:28)

11. On being an elder and mentorship (00:20:31)

12. Investing for the retirement dream vs investing for human flourishing (00:25:04)

13. Redemption is more important than returns (00:28:10)

14. A better vision for the vocation of financial advisors (00:29:16)

15. How financial advisors can talk with their clients about a biblical vision for retirement and investing (00:32:39)

16. Follow Us & Disclosure (00:36:36)