Tax planning might not top everyone's list of leisure activities, but in the middle of tax season there’s a hidden opportunity. What if, instead of seeing it as a mere logistic hurdle, we embraced it as a moment to refine our financial strategy?

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What if your retirement lasts much longer than you anticipated? Increasing life expectancies have reshaped our understanding of retirement and financial planning in recent years, and we’ll likely become more concerned about effectively managing financial resources throughout a potentially very long life in the future.

In this episode, we’re sharing some insights gleaned from a recent industry conference focused on the impacts of longevity on retirement planning. There's a growing need to rethink how long you'll need your savings to last and how you approach your investment strategies to accommodate potentially decades more of life.

We’re discussing the intriguing idea of a 150-year lifespan and the emergence of cutting-edge longevity research and how this thought-provoking information challenges our traditional views on aging and needs us to rethink traditional financial planning strategies.

Whether it's reimagining retirement careers or evaluating the future of medical advancements, we have to align our wealth span with a potentially extended health span. Join us as we unravel the financial implications of living longer and healthier lives.

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📰 See the full show notes here

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We're spotlighting women's wealth in honor of International Women's Day and Women's History Month. Join us as we dig into some of the stats surrounding women's financial empowerment. From the rising number of women controlling wealth as they outlive their spouses to tackling stereotypes that hinder women's earning potential, this episode addresses the systemic barriers that impact women's financial journeys.

• [00:00] Women are increasingly managing wealth due to rising life expectancies, career earnings, and control over family finances
• [04:27] Participation in sports builds confidence, teamwork, and leadership. Parents and leaders should encourage girls to stay active in sports
• [07:24] Empower women by sharing domestic responsibilities and reconsidering biases to help reduce poverty
• [10:32] Despite choices for part-time or flexible jobs, women still earn about 8% less than men for the same roles.
• [13:04] Women's earnings and potential often decrease when they become mothers, despite studies showing they are more productive than childless women
• [16:12] Men interrupt women 33% more than they do men, reflecting cultural norms of power and connection in communication
• [19:53] Prioritizing women's education and economic advancement benefits entire communities