Tag: Wealth GPS

FEATURE
Measuring Longevity Risk: Here’s What You Need To Know About SEIA’s Wealth GPS with Julia Fahlen (Ep. 28)

Measuring Longevity Risk: Here’s What You Need To Know About SEIA’s Wealth GPS with Julia Fahlen (Ep. 28)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Your health and longevity play a crucial role when it comes to your financial future, especially when it comes to retirement planning. 

Get ready to explore the fascinating world of longevity risk and why it’s becoming an increasingly important topic for people of all ages in this episode of The Millionaire Next Door.

This week, Robert Curtiss is joined by fellow team member and wealth coordinator at SEIA, Julia Fahlen, to unpack the ins and outs of the firm’s Wealth GPS and its role in measuring their clients’ longevity risk to ensure they don’t run out of money in retirement.

Rob and Julia discuss:

  • Ways SEIA Wealth GPS provides a holistic approach to evaluating their clients’ financial picture
  • The firm’s cash flow modeling system and reasons it’s a critical component when it comes to financial planning 
  • Tips for handling finances (and spending) going into and in retirement
  • The value of being mindful of your finances 
  • And more!

Resources:

Connect with Julia Fahlen:

Connect with Robert Curtiss:

About Our Guest:

Julia Fahlen, CPA, is a Wealth Coordinator in SEIA’s Pasadena office. She assists with gathering information needed to create client profiles for financial reports and plans.

Previously, Julia worked at Deloitte Tax LLP in the National Federal Tax Services group, assisting companies deduct transaction costs.

Archives

Categories