About this episode
The episode discusses the importance of longevity planning in retirement, emphasizing a holistic approach to meet the needs of senior clients.
Retirement planning is mainly focused on the math, but there is much more to aging than surviving financially, and today’s advisors are taking a more holistic approach to serving their senior clients. Donna discusses how longevity planning is providing a more comprehensive solution to the needs of retirement community. Also, on MoneyTalk, what to do with your old 401k. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/1/2026; Original Air Dates: 1/5/2026 & 8/26/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.
People in this episode
Host: Donna Sowa Allard
Topics covered
- longevity planning
- retirement planning
- financial advice
- holistic approach
- senior clients
- 401k management
Keywords
- longevity planning
- retirement planning
- financial advice
- senior clients
- 401k
Mentioned in this episode
Organizations: Cumulus Providence, MoneyTalk, 401k
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