- The wide variety of exponential technologies and how they will impact the nature of advice you give.
- Why Bitcoin, blockchain, and other digital assets are here to stay and why it's incumbent upon financial advisors to learn about them even if you don't recommend them.
- The impact of lengthening lifespans, what that means for a move toward a multi-stage life, and how to plan for someone who may live to 1oo or longer.
- The fresh approach for personal financial planning and investment management that's needed as people live many decades in retirement, including:
- Generating lifetime income you can’t outlive.
- Tax and estate planning strategies to protect yourself and heirs.
- Managing your home: where to live, buying second homes, downsizing.
- How living to 100+ offers your clients the opportunity to enjoy peace and contentment, happiness and joy, and a rich and fulfilling life and how your planning advice needs to adjust to include aspects of self-care such as:
- Nutrition
- Sleep
- Exercise
- Breathing
See the full notes at: https://stevesanduski.com/future-proof-your-advisory-practice-with-ric-edelman