Longevity Risk Planning For A Longer Retirement

Living longer is a gift—but is your retirement plan built to last just as long?

In this episode of Elevate Wealth, President & CEO Deanne Rosso and Wealth Adviser Clarke Holt discuss longevity risk—the very real possibility of outliving your money. A 20-year retirement used to be the norm, but today, many retirees need their savings to stretch 30+ years.

✔️ In this video, you’ll learn:
– Why longevity risk is one of the most underestimated challenges in retirement
– Strategies to make your money last: guaranteed income, growth investments, and dynamic withdrawals
– How part-time work, consulting, or volunteering can add meaning—and financial flexibility
– Why retirement doesn’t always have to be a “hard stop”

Retirement should be long and fulfilling. Let’s make sure your plan supports both.

Ready to build a retirement strategy designed to go the distance? Visit elevate-wealth.com and click “Let’s Talk.”

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Видео Longevity Risk Planning For A Longer Retirement канала Elevate Wealth Advisory Athens, GA