Through the Wealth Lens

Wealth Planning for Age 90, 100 and Beyond


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We're living longer than ever these days. That means our wealth may need to see us through what could be an extremely lengthy retirement!

In the latest installment of Through the Wealth Lens, we're exploring how an increasingly important aspect of wealth management, called longevity planning, can potentially help position our finances for the long haul.

Thanks again for joining us and we hope you enjoy another enlightening conversation here on the show!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:22 - Why living longer can be a double-edged sword

3:40 - How wealth managers are addressing the idea of living longer

6:09 - How wealth management solutions can support concierge medicine

7:57 - Longevity planning should always take estate planning into account

9:58 - The questions you should be asking yourself

11:12 - Where to begin in putting these solutions in place?

12:40 - How you can get in touch with Hannes and his team

13:30 - Closing remarks

Connect with Hannes Grascher:

Website

LinkedIn

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Through the Wealth LensBy Hannes Grascher