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 show1:09 - A big challenge many older adults are facing2:53 - Why you should be thinking more about your longevity plan4:30 - The ripple effect of neglecting to plan for a longer life7:53 - How Brian helps address these conversations at Plum Pointe Wealth Management10:20 - Five steps to consider for a lengthy retirement13:12 - Revisiting your financial plan over time16:08 - Repositioning your portfolio later in life17:50 - Completing a risk audit19:33 - How you can begin your longevity planning efforts20:44 - A client story successfully planning for a lengthy retirement23:20 - How to get in touch with Brian and his team24:01 - Closing remarksConnect with Brian Dunckley:WebsiteLinkedInYouTube

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