How Living Longer Affects Your Portfolio (Ep. 17)

How Living Longer Affects Your Portfolio (Ep. 17)

Advancements in modern medicine have significantly improved the average life expectancy compared to a few decades ago.

How does this impact retirement planning? What are the resulting implications for your portfolio?

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about longevity risk, why it is highly relevant today, and strategies to plan for the financial uncertainty that comes with living a longer life.

Jon discusses:

  • Opportunities to work longer without having to go back to your full-time job
  • How to account for higher expenses and health care costs (especially in light of current inflation)
  • How investment considerations might change in longer investing time horizons
  • Why liquidity and cash flow are the two most important components of longevity planning
  • And more!


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