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Living Too Long is About More Than Just Money (Ep. 63)
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We all may be getting a little obsessed with living longer.
And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more!
In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into emotional well-being, independence, and personal fulfillment — including a deeper need for “permission to spend” and enjoy life fully.
Jack discusses:
- Why advisors should think beyond ‘goal planning’ and understand their clients’ anxieties and fears (particularly their tolerance for longevity risks)
- Active listening and empathy as keys to effective financial planning
- How to get the longevity planning conversations started with clients
- Leveraging technology, such as longevity planning apps, to provide comprehensive and tailored solutions to clients
- And more!
Resources:
Connect with Jack Martin:
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