Tag: Retirement Savings
Financial Strategies for a Long, Healthy Retirement With Heather Holmes (Ep. 13)

Financial Strategies for a Long, Healthy Retirement With Heather Holmes (Ep. 13)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

On today’s episode of WE Money Talk, discover how custom life expectancy assessments like Halo can help you plan smarter for the future. Understanding your unique life expectancy can revolutionize your financial planning and ensure you don’t outlive your money.

Join Terry Wheeler as he discusses the critical topic of longevity planning with Heather Holmes, CEO and founder of Genivity and Lumiant. They delve into the significance of custom life expectancies and their impact on financial decisions. Heather opens up about her journey and the inspiration that led to the creation of Halo, a groundbreaking tool for personalized longevity assessments.

Key highlights include:

  • The role of custom life expectancy assessments in planning for your retirement
  • Halo’s personalized longevity reports and how they can help you make smarter financial decisions
  • The implications of life expectancy on social security and pension optimizations
  • How to plan for healthcare and long-term care costs accurately

Resources:

Connect with Terry Wheeler: 

Connect with Heather Holmes:

About Heather Holmes: 

Heather Holmes is the Founder and CEO of Genivity (acquired by Lumiant), an innovative WealthTech SaaS platform at the nexus of health and wealth for financial planning and wealth management strategies.

FEATURE
Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)

Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

How long will you live? 

You might be lucky enough to reach your 90s, so what do you need to do now to make sure that your retirement savings last your lifetime?

Join Terry Wheeler as he dives into the concerns of longevity, the importance of long-term planning, and how changing retirement income sources impact retirement planning.  He also examines the impact of market fluctuations on retirement portfolios, highlighting the critical importance of implementing defensive strategies.

Terry discusses: 

  • What strategies can be employed to address longevity risk
  • When is it important to understand longevity and the quality of years in retirement
  • How does market volatility impact retirement savings
  • What are volatility buffers, and how can they protect against market downturns
  • And more

Connect with Terry Wheeler: 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.