Longevity Risk - Financial Choices Matter

What this episode covers

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

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 20 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on August 20, 2020.

What is this episode about?

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...

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