We all may be getting a little obsessed with living longer.

And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more!

In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into emotional well-being, independence, and personal fulfillment — including a deeper need for “permission to spend” and enjoy life fully.

Jack discusses:

  • Why advisors should think beyond ‘goal planning’ and understand their clients’ anxieties and fears (particularly their tolerance for longevity risks)
  • Active listening and empathy as keys to effective financial planning
  • How to get the longevity planning conversations started with clients
  • Leveraging technology, such as longevity planning apps, to provide comprehensive and tailored solutions to clients
  • And more!


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