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.

On the latest installment of Wisdom and Wealth, Frank and Ryan are exploring how an increasingly important aspect of wealth management, called longevity planning, can potentially help position our finances for the long haul.

Timecodes:

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

1:50 - Living longer can be a bit of a double-edged sword for us

3:40 - A wealth management strategy popping up within longevity planning

5:35 - An example of how wealth management can support concierge medicine

7:38 - An additional concern we should examine within longevity planning

10:08 - The ripple effect of not implementing proper longevity planning

11:50 - Questions you should be asking yourself and discussing with trusted advisors

13:10 - Utilize the second opinion service

14:30 - How to get in touch with Frank and his team

15:00 - Closing remarks

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