Longevity Risk
Play • 21 min

Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long.

Show Notes: 

1:12 - Main Topic - Longevity Risk

2:25 - How Old Is Your Oldest Client?

2:39 - Oldest Person In Your Family?

3:20 - Who Is The Oldest Person You Have Personally Known?

4:00 - Why Is Living Long Risky?

7:02 - Have People Prepared For Longevity Appropriately?

9:10 - Client Story

11:00 - Starting The Conversation

15:07 - Millie Says She Was Going To Get Serious About Retirement Within The Next Year, But Wants Out Of Her Job Now

More episodes
Clear search
Close search
Google apps
Main menu