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Transformative experiences are an interesting problem for financial advisors. How do you prepare a client for needs and wants they can’t entirely anticipate?

A major problem in retirement planning is the difficulty of imagining one’s future self.

To overcome present bias – the tendency to prioritize spending on yourself, today – experts have recommended techniques such as writing a letter from your future self or looking at a digitally aged photograph to build a connection with an older you whose needs will one day be as important as yours right now.

But what if the desires of that future person have changed so dramatically as to be unrecognizable?

L.A. Paul, professor of philosophy and cognitive science at Yale University, has written about “transfor

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