What The Financial

What The Financial


Episode 3 – How Living Longer Affects Your Investment Portfolio

July 15, 2020

What are the effects of living longer on your investment portfolio? How does inflation come into play?


In today’s episode, Steve Lebens discusses the effects of living longer on your investment portfolio, how risk exposure grows as you age, and how to plan for long-term care.


In this episode, you’ll learn:


  • How to determine the risk of longevity affecting your investment portfolio
  • What the 4% rule is 
  • The impact of inflation in this scenario
  • How the risk exposure grows as you get older
  • How you can plan for expensive long-term care
  • And more!

Tune in now to learn about the effects on your investment portfolio as you get older.


Resources:  Lebens Advisory Group