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What if your retirement lasted more than 40 years?
After recently losing her grandmother just one week before her 103rd birthday, Sonja shares a personal story that highlights one of the biggest challenges facing retirees today: preparing financially, physically, and emotionally for a much longer retirement than previous generations ever expected.
A retirement that lasts decades requires more than simply saving enough money. It requires a plan that can adapt as life changes.
In this video, Sonja discusses:
• Why longevity changes retirement planning
• The three phases of retirement: Go-Go, Slow-Go, and No-Go years
• Building financial resilience throughout retirement
• Retirement income planning strategies
• Sequence of returns risk
• Social Security planning considerations
• Why health is one of your greatest retirement assets
• Planning for meaningful experiences and "memory dividends"
• The importance of purpose after leaving your career
• How relationships and community influence retirement success
You'll also learn why retirement planning isn't just about investments. It's about creating a lifestyle that supports independence, flexibility, and confidence throughout every stage of retirement.
Whether retirement is just around the corner or still years away, understanding how a longer life changes financial planning can help you make more informed decisions today.
If you're wondering what your own longevity strategy could look like, or how to build a retirement income plan that evolves with you over time, we'd be happy to start that conversation.
Chapters
00:00 A Personal Story About Longevity
00:43 My Grandmother's 43-Year Retirement
01:15 The Three Phases of Retirement
02:08 Building Financial Resilience
02:56 Why Your Health Is a Retirement Asset
03:36 Planning for Experiences & Memory Dividends
04:12 Finding Purpose in Retirement
04:39 Why Connection Matters
04:56 Planning for a Long Life
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