The Longevity Plan: How to Make Your Money Last as Long as You Do with Heather Holmes (Ep. 7)
Retirement planning often involves considering how to make your savings last as long as possible, which is known as a longevity plan. In this episode, we discuss ways to influence your longevity and improve your quality of life during retirement.
Heather Holmes, Founder, and CEO of Genivity, an innovative WealthTech platform, shares how her platform HALO helps people with their long-term financial planning strategy.
Heather discusses how HALO, a WealthTech platform, uses technology to help people with their long-term financial planning strategy and shares practical steps for increasing longevity.
Heather discusses:
- The latest research on longevity
- How Genivity HALO helps financial advisors help their clients prepare to live well longer
- The value of preparing for longevity and how you can finance it
- And so much more!
Resources:
Connect with Brett Ramsey:
Connect with Heather Holmes:
About our Heather Holmes:
Heather Holmes is the Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long-term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing, and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Podcast: Play in new window | Download | Embed
Subscribe: RSS