Planning for Longevity: Making the most of your years
From Great Points by Matt Schroeder
May 11, 2026 · 24 min · Season 7 · Episode 7
About this episode
Matt discusses the importance of planning for longevity and how to enhance quality of life through thoughtful financial planning.
On today's episode, Matt talks about planning for longevity. As financial planners, we are trained to create plans through age 95 or 100. There are a lot of nuances to doing so, but there is also a lesson buried in the exercise: you can have higher quality of living through age 95 or 100 by thinking through some key pieces of the puzzle. What are the things you want to do and people you want to spend time with? What can you do today to prioritize health and wellness? W...
People in this episode
Host: Matt Schroeder
Topics covered
- longevity
- financial planning
- health and wellness
- quality of life
- retirement planning
Keywords
- longevity
- financial planning
- health
- wellness
- retirement
- quality of life
- age 95
- planning
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