Episode 15

Wealth Planning for Age 90, 100 and Beyond!

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. This can sometimes be a double-edged swrod scenario.

On the latest installment of Path to Abundant Living, we’re exploring how an increasingly important aspect of wealth management, called longevity planning, can potentially help position our finances for the long haul.


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

1:50 - Living longer is a double-edged sword

3:10 - How wealth managers are addressing these issues

5:15 - How wealth management is being used to ensure their wealth is well-positioned

7:45 - Concierge medicine and how it plays a role within wealth management

10:20 - Longevity planning should take estate planning into account

11:25 - The issues that pop up within estate planning in this moment

13:16 - What you should be discussing with your trusted advisors

14:47 - Where to begin with putting solutions in place

16:20 - How to get in touch with Matt and Scott

17:10 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:



About the Podcast

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Path to Abundant Living
What got you here, won't get you there