In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Dr. Coughlin sees a future where forward-thinking financial professionals will build longevity networks to meet the increasing demands of aging clients. And, as a result, they’re separating themselves from the competition. Get tips about how to start building your longevity network.

A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.

Affluent investors are the cornerstone of a successful practice. Discover proven strategies to attract prospects with assets of $1 million or more.

Apps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age