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Late-Life Finances

We recently spoke with Scott Brewster, CFP®, MBA, EA when we were doing research on the effects of longer work life and actual living life on investment portfolio models.

“To me it is about making sure that when clients do start making withdrawals, that they do so in a matter that the portfolios can last 10, 20, 30 or more years.  The investment process is one that should be continually matched to one’s unique personal changing situation, lasting longer than anyone historically thought of a retirement portfolio needing to last. The key is to make sure one’s portfolio does not end before one does.”

It seems that the effect of a much longer expected life may need to be seriously taken into account when planning for one’s late-life financial reality.

See medical disclaimer below. ↓

The ideas expressed here are solely the opinions of the author and are not researched or verified by AGEIST LLC, or anyone associated with AGEIST LLC. This material should not be construed as medical advice or recommendation, it is for informational use only. We encourage all readers to discuss with your qualified practitioners the relevance of the application of any of these ideas to your life. The recommendations contained herein are not intended to diagnose, treat, cure or prevent any disease. You should always consult your physician or other qualified health provider before starting any new treatment or stopping any treatment that has been prescribed for you by your physician or other qualified health provider. Please call your doctor or 911 immediately if you think you may have a medical or psychiatric emergency.

Andreas Tzortzis
He has worked as a journalist for the New York Times, International Herald Tribune, Newsweek and Monocle Magazine from Berlin and London before leading Red Bull’s mainstream-facing content platform, The Red Bulletin, from Los Angeles. He recently returned to his hometown of San Francisco with his small family. dre@agei.st

 

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