Listen "Longevity Risk"
Episode Synopsis
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
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 of the podcast Financial Choices Matter
What We Can Learn From Past Market Meltdowns
08/05/2025
6 Retirement Blunders Millionaires AVOID
23/01/2025
What Are The Odds of Needing Long-Term Care?
09/01/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.