Longevity Planning

from Don Sowa's MoneyTalk · host Cumulus Providence

Retirement planning is mainly focused on the math, but there is much more to aging than surviving financially, and today’s advisors are taking a more holistic approach to serving their senior clients. Donna discusses how longevity planning is providing a more comprehensive solution to the needs of retirement community. Also, on MoneyTalk, what to do with your old 401k. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/1/2026; Original Air Dates: 1/5/2026 & 8/26/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jun 3, 2026

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Longevity Planning

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