Is Your Retirement Plan Built for the Long Haul?

Living a long life is a blessing, but without the right financial plan, it can become a challenge. In this episode, Nathan unpacks how longevity multiplies risk in retirement, including market volatility, health care costs, and Social Security. He shares how some unexpected, real-life curveballs forced tough conversations with clients, and what you can do now to avoid those same outcomes.

 

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

📆 The longer you live, the more risk you face

📉 Inflation + poor planning = real trouble

🚨 Real-life stories of running out of money

💸 Why playing it “too safe” can backfire

 

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