In this episode of the Glide Longevity Podcast, Dr. Jeffrey Gladden and financier Kevin Gray discuss the intersection of longevity and finance. They explore how longevity impacts financial planning, the importance of understanding risk capacity versus risk tolerance, and the evolving concept of retirement. The conversation also delves into the implications of AI on the job market and investment strategies during uncertain times, emphasizing the need for continuous engagement and proactive planning in both health and wealth management. In this conversation, Kevin Gray and Dr. Jeffrey Gladden explore the evolving concept of retirement, emphasizing the shift towards a more engaged and fulfilling life post-career. They discuss the importance of work-life balance, the need for strategic tax planning, and the integration of wealth and estate planning. The role of family offices in managing wealth and adapting to a changing financial landscape is highlighted, along with the necessity of personalized strategies for first-time wealth creators. The discussion culminates in the holistic approach to health and wealth, underscoring the significance of longevity in financial planning.

 

For Audience

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Takeaways

•        Longevity impacts both health and financial planning.
•        Understanding risk capacity versus risk tolerance is crucial.
•        Retirement is evolving; continuous engagement is key.
•        Health investments can yield exponential returns.
•        AI will significantly change the job market.
•        Market timing is risky; dollar cost averaging is safer.
•        Planning for taxes is essential in financial strategies.
•        Personal health insights can reshape financial planning.
•        Investment strategies should adapt to market dynamics.
•        Wealth management must align with longevity goals. Retirement is evolving into a choice for continued engagement.
•        Clients often become busier and more fulfilled post-retirement.
•        Tax strategies are crucial for funding longevity services.
•        Asset location can significantly impact tax management.
•        Estate planning must align with long-term financial goals.
•        Family offices provide comprehensive wealth management solutions.
•        Adapting to a changing financial landscape is essential.
•        Personalized strategies are key for first-time wealth creators.
•        Health and wealth should be viewed holistically.
•        Longevity is becoming a central theme in financial planning.

 

Chapters

00:00 Introduction to Longevity and Finance

02:59 Risk Capacity vs. Risk Tolerance

05:50 Personal Health and Financial Planning

08:52 Reframing Retirement

12:00 The Role of AI and Market Dynamics

15:09 Investment Strategies in Uncertain Times

17:56 The Future of Work and Wealth

25:01 Redefining Retirement: The New Paradigm

27:04 Architecting Transitions: Work-Life Balance and Fulfillment

29:30 Tax Strategies for Longevity Services

32:02 Asset Location and Tax Management

34:28 Integrating Wealth and Estate Planning

37:17 The Role of Family Offices in Wealth Management

40:02 Adapting to a Changing Financial Landscape

42:52 Creating Personalized Wealth Strategies

46:07 Health and Wealth: A Holistic Approach

50:44 The Future of Longevity and Health Funding

 

To learn more about Kevin Gray:

Email: [email protected] Website: veracitycapital.com LinkedIn: https://www.linkedin.com/company/veracity-capital/

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