In this episode of The Plum Pointe Wealth Management Podcast Series, we delve into the fascinating world of longevity planning. With advancements in healthcare and technology, people are living longer lives than ever before. But what does this mean for your wealth plan? Can it support you as you age well into your 90s or even 100s?

From managing healthcare costs to ensuring your assets last throughout your extended retirement years, we uncover strategies to help you prepare for a longer lifespan.

Discover how incorporating longevity risk into your financial plan can provide you with peace of mind and confidence in your financial future. Whether you're nearing retirement or already enjoying your golden years, this episode offers valuable insights to help you navigate the complexities of planning for a longer, healthier, and more fulfilling life.

Chapters:

0:00 - Introduction and overview on the topic of the show

1:09 - A big challenge many older adults are facing

2:53 - Why you should be thinking more about your longevity plan

4:30 - The ripple effect of neglecting to plan for a longer life

7:53 - How Brian helps address these conversations at Plum Pointe Wealth Management

10:20 - Five steps to consider for a lengthy retirement

13:12 - Revisiting your financial plan over time

16:08 - Repositioning your portfolio later in life

17:50 - Completing a risk audit

19:33 - How you can begin your longevity planning efforts

20:44 - A client story successfully planning for a lengthy retirement

23:20 - How to get in touch with Brian and his team

24:01 - Closing remarks

Connect with Brian Dunckley:

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