September 23, 2020

It’s easy to look back on our lives and recognize the events that brought us to where we are today. How can we apply that same level of thinking to the next chapter in life? That’s the theme we’ll explore in today’s episode.

It’s an honor to have our next guest on the show. Meir Statman, Ph.D is a professor of finance at Santa Clara University and has authored two of my favorite books on finance. Born in a refugee camp in Germany during 1947, Meir has an incredible life story that he takes us through on the show. 

We’ll hear his thoughts on keeping an open mind, learning about ourselves, and how life stages will ultimately prepare us for the next transition.

In this episode, we discuss:

• Why Meir chooses to look at his life through the lens of serendipity
• How we can use the concept of serendipity as we look to the future
• How to address the common post-career fear of financial uncertainty
• The surprising theory of getting satisfaction from saving money vs. spending it
• The reason why Meir hasn’t retired from teaching in his seventies
• Why Meir focused on teaching his daughters the value of kindness as they grew

Links

Time for a Big Shift by Meir Statman

The Mental Mistakes We Make With Retirement Spending by Meir Statman

Finance for Normal People: How Investors and Markets Behave by Meir Statman

What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions by Meir Statman