EPISODE · Mar 27, 2026 · 11 MIN
Longevity 2.0: – Don’t Outlive Your Money
from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi
Living to 95 or 100 is more common than ever, but healthcarecosts can reach $315k+.Tony Leonardi, CFP® explains why old rules fail, howHSAs and annuities help, and how modeling boosts success rates. Timestamps: 00:00 – Intro & Longevity Reality 01:00 – Why Old Rules No Longer Work 04:00 – Real Client Story 07:00 – Action Plan 11:00 – Free Resources & Webinar Free Roth IRA Conversion Playbook 2026 Edition:leonardifamilywealthcare.com/roth-ira-conversion-playbook Free model build:calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answers Because there IS a Smarter Way to Retire. #LongevityRisk #TaxEfficientRetirement#RetirementIncomePlanning #HSAs #Annuities #ConfidentRetirement#WealthPreservation
What this episode covers
Living to 95 or 100 is more common than ever, but healthcarecosts can reach $315k+.Tony Leonardi, CFP® explains why old rules fail, howHSAs and annuities help, and how modeling boosts success rates. Timestamps: 00:00 – Intro & Longevity Reality 01:00 – Why Old Rules No Longer Work 04:00 – Real Client Story 07:00 – Action Plan 11:00 – Free Resources & Webinar Free Roth IRA Conversion Playbook 2026 Edition:leonardifamilywealthcare.com/roth-ira-conversion-playbook Free model build:calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answers Because there IS a Smarter Way to Retire. #LongevityRisk #TaxEfficientRetirement#RetirementIncomePlanning #HSAs #Annuities #ConfidentRetirement#WealthPreservation
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Longevity 2.0: – Don’t Outlive Your Money
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