On today’s episode of WE Money Talk, discover how custom life expectancy assessments like Halo can help you plan smarter for the future. Understanding your unique life expectancy can revolutionize your financial planning and ensure you don’t outlive your money.

Join Terry Wheeler as he discusses the critical topic of longevity planning with Heather Holmes, CEO and founder of Genivity and Lumiant. They delve into the significance of custom life expectancies and their impact on financial decisions. Heather opens up about her journey and the inspiration that led to the creation of Halo, a groundbreaking tool for personalized longevity assessments.

Key highlights include:

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• The role of custom life expectancy assessments in planning for your retirement
  
• Halo’s personalized longevity reports and how they can help you make smarter financial decisions
  
• The implications of life expectancy on social security and pension optimizations
  
• How to plan for healthcare and long-term care costs accurately
  

Resources:

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• Genivity Halo Assessment Report
  
• Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)
  
• Fact or Fear? The Real Costs of Long-Term Care (Ep. 7)
  
• How To Protect Your Loved Ones: Estate Planning Essentials (Ep. 11)
  

Connect with Terry Wheeler: 

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• WE Alliance Wealth Advisors
  
• 1-800-355-8174
  
• terry@weriaadvisors.com
  
• LinkedIn: Terry Wheeler
  
• Facebook: WE Alliance Wealth Advisors, Inc
  
• YouTube: WE Alliance Wealth Advisors, Inc
  

Connect with Heather Holmes:

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• LinkedIn: Heather Holmes
  
• Lumiant
  

About Heather Holmes: 

Heather Holmes is the Founder and CEO of Genivity (acquired by Lumiant), an innovative WealthTech SaaS platform at the nexus of health and wealth for financial planning and wealth management strategies.