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Crafting a Wealth Plan to Last Your Lifetime
Episode 78

Crafting a Wealth Plan to Last Your Lifetime

One of the biggest threats to your retirement isn’t market volatility; it’s your longevity. People are living longer, which means you’ll likely spend more years in retirement than you think. Join John as he outlines actions you should be taking now that could boost your savings, allowing you to feel secure during your slow down years and your retirement years, without sacrificing those plans you have.

Rethink Your Money · Creative Planning, John Hagensen, Dr. Dan Pallesen

February 5, 202447m 23s

Show Notes

One of the biggest threats to your retirement isn’t market volatility; it’s your longevity. People are living longer, which means you’ll likely spend more years in retirement than you think. Join John as he outlines actions you should be taking now that could boost your savings, allowing you to feel secure during your slow down years and your retirement years, without sacrificing those plans you have.

 

Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!

 

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Topics

financial planningjohn hagensendr. dan pdiversificationsocial securitywealthcreative planningtax planningfinancial wisdomstock marketmoneyestate planningretirementstocktaxestax strategyfinancial educationinvesting