Money, Memory, and Longevity: Navigating Retirement Challenges

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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11M ago 25:34

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Can money really buy a longer, healthier life?

In this episode, Tyler Emrick, CFA®, CFP®, dives into the surprising connection between wealth and longevity, uncovering how financial freedom can unlock better health, reduced stress, and more fulfilling retirement years.

We also tackle the challenges of cognitive decline, exploring its impact on financial decision-making and how a trusted financial advisor can help safeguard your investments and create a solid aging plan to spend smarter, plan better, and protect your legacy as you age.

Here’s some of what we discuss in this episode:

Wealth can unlock many benefits for retired clients.
The four components of an ‘aging plan’ to help people as they experience cognitive decline.
Aging and the impact of cognitive decline on investment decisions.
What studies tell us about the value of financial advisors as people age.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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