You’ve worked a lifetime to build your savings and invest strategically. In your later years, you want Living into your 80s, 90s, or even to 100 can be a wish granted when we have the lifestyle and resources we hope to have. But financially, longevity takes deliberate care and planning to manage. In this episode of the I’ve Been Meaning to Do That podcast, host Oscarlyn Elder talks with Truist Wealth Managing Director of Brokerage Products Alex Null about longevity risk and your portfolio. They discussed potential strategies for an investor’s later years that can limit the range of negative outcomes in a wealth plan, and how structured products, and annuities may play a role for retirement income across even the longest lifespan.

They discuss:

• Why living longer means planning longer

• Understanding your portfolio’s mix of assets over your whole lifetime of investing

• When and how to start your longevity plan with your advisor

• Facing market volatility in retirement

• What are structured products, including structured notes and market-indexed certificates of deposit?

• What are annuities?

• What Alex has been meaning to do

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Podcast Worksheet

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