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!
Resources:
- What Does It Mean To Plan For the Certainty of Uncertainty? (Ep. 11)
- How to Talk About Finances With Your Aging Parents (Ep. 16)
Connect with Jonathan Kuttin:
- jonathan.s.kuttin@ampf.com
- joseph.greco@ampf.com
- kuttinwealthmanagement@ampf.com
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
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