Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 04: Going the Distance: Are We Ready to Plan for 100-Year Lives?
The Finance Geeks Podcast
48 minutes
1 week ago
Episode 04: Going the Distance: Are We Ready to Plan for 100-Year Lives?
In this episode of The Finance Geeks, Paul and Warren pull on their running shoes and take on the longevity challenge — asking what it really means to financially plan for clients who might live to 100 (or beyond). The traditional retirement playbook is being stretched, and planners can’t assume the finish line is fixed at 65 plus 20 years. So, what changes when the race is longer than we ever trained for?
They explore how life expectancy, health data, and shifting societal norms are reshaping retirement. From managing withdrawal strategies and sequence of returns risk, to making sure clients don’t burn through their resources in the early miles, this conversation gets into the mechanics of longevity-aware planning — and why financial planners need to think in decades, not just years.
But it’s not all about the numbers. Paul and Warren also touch on identity, purpose, health, and meaning — the softer side of planning for the long game. Whether your clients are sprinting toward early retirement or pacing themselves into their 90s, this episode is packed with insights to help planners support the full journey — not just the start.
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Chapters: 0:00 - Intro
8:34 - The Longevity Challenge: Are We Ready to Plan for 100-Year Lives?
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Show Notes:
Jean Calment - oldest person in history
https://en.wikipedia.org/wiki/Jeanne_Calment
ONS Life expectancy in UK
https://www.ons.gov.uk/peoplepopulationandcommunity/birthsdeathsandmarriages/lifeexpectancies/bulletins/nationallifetablesunitedkingdom/2021to2023additionaldata
Two Doors in Retirement – Life Expectancy and Income Withdrawal
https://tandemfinancial.co.uk/tandem-thinking/two-doors-in-retirement-life-expectancy-and-income-withdrawal/
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The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
