Chapters

00:00 Introduction to Financial Fitness After 50

01:40 The Four Keys to Building Financial Fitness

04:11 Diversifying is Like Building Strength and Stamina

04:52 Investment Strategy Changes with Age

08:26 Regularly Review and Adjust your Strategy

09:20 Build a Trusted Team of Financial Advisors

10:50 Creating Multiple Active Income Streams

13:06 Finding the Balance

14:33 Taking Bold Action

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Lifestyle Longevity Assessment: https://bit.ly/3Ajb46K

Connect with Rachael: https://calendly.com/rachael-vanpelt/discovery

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Rachael Van Pelt, PhD, is a healthspan scientist, coach, Realtor, and investor dedicated to helping pre-retirees design a lifestyle that supports health, wealth, and happiness for the long haul. With a unique blend of expertise in longevity research, lifestyle coaching, and real estate, Rachael specializes in guiding clients toward their ideal next chapter—whether it’s downsizing, embracing a sunbird lifestyle, or simply optimizing the home they love. Through her innovative approach, Rachael empowers her clients to choose the path that enhances their health and longevity, ensuring that their retirement years are as vibrant, fulfilling, and financially secure as possible.

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inPlace Professionals, LLC. 

2024 All rights reserved. 

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