What’s in a Mid-Year Plan Review? And What’s the Big Deal With Longevity Risk?
by SGL Financial
Our 2 Cents – Episode #044
What’s in a Mid-Year Plan Review? And What’s the Big Deal With Longevity Risk?
Life happens, things change, goals shift, and as a result, so should your financial plan. On today’s episode we expand on our topic from last week about why it’s so important to have your Mid-Year Plan Review and precisely what you should be including in that review.
After that we dive into a detailed discussion of Longevity Risk, or what’s also known as the “Multiplier of Other Financial Risks.” While living a long time is generally never a bad thing, it’s certainly something that you must be financially ready for!
Oh, and psst!…make sure you stay until the end for some more fun facts and personal tidbits about Gabriel & Steve Lewit!
Tune in now to join us for this discussion!
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