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What If You Live Longer Than You Expect? – Season 7: Episode 7

You’ve probably made plans to take care of those people who are close to you if you didn’t live as long as you’d expected: life insurance, trusts and wills, succession planning for your business, etc.

But have you thought about you might do if you lived much longer than you thought you would? Are you prepared if you find yourself in your 90s, or even older, and in need of an income? What if you needed long term care for an extra-long term?

There are things you can (and should) do to plan for a long life. Podcast host Johnny Dean and his guest, “Professor” Rick Plum, CFP®  talk about ways you may be able to protect yourself and your income in this week’s episode of Managing Your Financial Future. 

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

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Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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