From Accumulation to Activation

Episode 04: The Hidden Costs of Longevity


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Living longer sounds great — until clients face the financial and emotional realities that come with it. In this episode of From Accumulation to Activation, Tim and Mike unpack the risks of outliving your income, skyrocketing healthcare costs and the critical role of guaranteed lifetime income. They share practical strategies for advisors to help clients plan for retirement with confidence, including conversations around Medicare, long-term care and care coordination. If you want to future-proof your retirement planning approach, this episode is a must-listen.

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From Accumulation to ActivationBy Ash Brokerage