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Ep 18: Preparing for Longevity Risk

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Manage episode 316767717 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What’s the risk of longevity? Does your financial plan prepare for the possibility of living until 100? On today's episode, we'll discuss how longevity impacts your retirement plan.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/preparing-for-longevity-risk/

What we discuss in this episode:

0:55 - How old is their oldest client?

2:09 - How old is their oldest family member?

2:48 - Why is it considered longevity “risk”?

5:53 - How well do people plan for longevity?

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 316767717 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What’s the risk of longevity? Does your financial plan prepare for the possibility of living until 100? On today's episode, we'll discuss how longevity impacts your retirement plan.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/preparing-for-longevity-risk/

What we discuss in this episode:

0:55 - How old is their oldest client?

2:09 - How old is their oldest family member?

2:48 - Why is it considered longevity “risk”?

5:53 - How well do people plan for longevity?

  continue reading

61 episodes

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