How long will your retirement savings need to last? Welcome to “Life Isn’t Lived on a Spreadsheet,” the podcast where we challenge conventional retirement planning. Join Alec Quaid, Certified Financial Planner and Wealth Manager at Poterack Capital Advisory, as he kicks off a deep-dive mini-series on “The Retirement Equation.” Discover a fresh, holistic perspective on retirement that factors in more than just dollars and cents—this is retirement planning that prioritizes you.

In this episode, we tackle one of the most critical variables of the retirement equation: longevity. Alec explains why your life expectancy could make or break your financial security and how to plan wisely so your resources last as long as you do. Learn about strategies, tools, and key metrics that go beyond accumulation and shift focus to securing income stability throughout retirement.

Topics covered include:

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• Why longevity is crucial to your retirement plan’s success
  
• How to choose the right retirement age for financial security and lifestyle goals
  
• Using life expectancy data to build a sustainable income model
  
• The impact of working longer—and how it doubles as a financial benefit
  
• What is the Income Stability Ratio, and how can it safeguard your retirement?
  

Listen in for actionable insights, expert advice, and a roadmap to confident, secure retirement planning. Don’t miss this essential episode on the role of longevity in retirement!