About this episode

Rod Yancy discusses the importance of mindset and emotional health in retirement planning beyond just financial considerations.

What’s next? Don’t drift. Design. Our next small group coaching program starts in April. Learn more here . ________________________ Most retirement planning conversations start and end with money. Rod Yancy, founder of Oath Planning, challenges that assumption head-on — arguing that mindset, emotional health, and identity matter more than any portfolio balance when it comes to actually thriving in retirement. In this conversation, Rod shares data from Oath’s latest client survey, their Q1 2026 Money and Meaning Institute survey of over 500 retirees and near-retirees, and some the findings may surprise you. For example, the biggest regrets aren’t about money. The financial advisory industry is structurally incentivized to keep money at the center of retirement planning — even when that leaves clients less than fully prepared for what they’ll face in planning for life in retirement. He offers a candid, practitioner-level view of what he actually sees working (and failing) in retirement transitions. Rod Yancy joins us from Tulsa, Oklahoma. _________________________ Bio Rod Yancy is a multifaceted entrepreneur, writer, attorney, and leader. His personal…

People in this episode

Host: Retirement Wisdom

Guest: Rod Yancy

Topics covered

• retirement planning
• mindset
• emotional health
• identity
• financial advisory
• regrets in retirement

Keywords

• retirement
• planning
• mindset
• emotional health
• identity
• financial advisory
• regrets

Mentioned in this episode

Organizations: Oath Planning, Money and Meaning Institute

Places: Tulsa, Oklahoma, University of Oklahoma

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