Using Data to Plan for Longevity Risk with Brian Smith
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Using Data to Plan for Longevity Risk with Brian Smith
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Steven Jarvis, CPA, welcomes Brian Smith of Foundational Income Associates back to discuss the difference between life expectancy and longevity and why that distinction matters in financial planning. They explore how advisors can use data and longevity calculators rather than arbitrary ages when building retirement plans. The discussion also highlights how longevity risk can compound other retirement risks, including market and healthcare risk. Brian shares a case study involving a 60-year-old teacher where incorporating guaranteed lifetime income helped improve the plan's probability of success. They also discuss how advisors can use professional resources and specialists to navigate the growing complexity of retirement planning. Ultimately, the conversation is about making intentional, data-informed decisions instead of allowing longevity assumptions to happen by default.
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