Happiness in Retirement

Matt is the co-founder and CEO of Westhill Financial Advisors, an independent advisory firm in Marin providing financial planning and investment management.

Matt is an enthusiastic student of Behavioral Finance in general, and specifically on the topic of what non-financial factors make for a happy, fulfilling, and meaningful retirement. He teaches Behavioral Finance as an instructor through UC Berkeley’s extension program.

What factors are found to drive a happy, fulfilling, and meaningful retirement?

The talk includes brief real-life case studies and explores scientific research on what factors predict happiness in retirement: The Three Pillars.

We’ll explore key life cornerstones (Identity, Structure, Social Interaction, Mastery, and Purpose) that are often lost when we leave work and discuss practical ways to replace them.