In this episode of the Glide Longevity Podcast, Dr. Jeffrey Gladden and financier Kevin Gray discuss the intersection of longevity and finance. They explore how longevity impacts financial planning, the importance of understanding risk capacity versus risk tolerance, and the evolving concept of retirement. The conversation also delves into the implications of AI on the job market and investment strategies during uncertain times, emphasizing the need for continuous engagement and proactive planning in both health and wealth management. In this conversation, Kevin Gray and Dr. Jeffrey Gladden explore the evolving concept of retirement, emphasizing the shift towards a more engaged and fulfilling life post-career. They discuss the importance of work-life balance, the need for strategic tax planning, and the integration of wealth and estate planning. The role of family offices in managing wealth and adapting to a changing financial landscape is highlighted, along with the necessity of personalized strategies for first-time wealth creators. The discussion culminates in the holistic approach to health and wealth, underscoring the significance of longevity in financial planning.
For Audience
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Takeaways
Chapters
00:00 Introduction to Longevity and Finance
02:59 Risk Capacity vs. Risk Tolerance
05:50 Personal Health and Financial Planning
08:52 Reframing Retirement
12:00 The Role of AI and Market Dynamics
15:09 Investment Strategies in Uncertain Times
17:56 The Future of Work and Wealth
25:01 Redefining Retirement: The New Paradigm
27:04 Architecting Transitions: Work-Life Balance and Fulfillment
29:30 Tax Strategies for Longevity Services
32:02 Asset Location and Tax Management
34:28 Integrating Wealth and Estate Planning
37:17 The Role of Family Offices in Wealth Management
40:02 Adapting to a Changing Financial Landscape
42:52 Creating Personalized Wealth Strategies
46:07 Health and Wealth: A Holistic Approach
50:44 The Future of Longevity and Health Funding
To learn more about Kevin Gray:
Email: kevin.gray@veracitycapital.com
Website: veracitycapital.com
LinkedIn: https://www.linkedin.com/company/veracity-capital/
Reach out to us at:
Website: https://gladdenlongevity.com/
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LinkedIn: https://www.linkedin.com/company/gladdenlongevity
YouTube: https://www.youtube.com/channel/UC5_q8nexY4K5ilgFnKm7naw
Gladden Longevity Podcast Disclosures
The Gladden Longevity Podcast and Age Hackers are produced by Gladden Longevity Podcast, which operates independently from Dr. Jeffrey Gladden's clinical practice and research at Gladden Longevity in Irving, Texas.
Dr. Gladden may serve as a founder, advisor, or investor in select health, wellness, or longevity-related ventures. These may occasionally be referenced in podcast discussions when relevant to educational topics. Any such mentions are for informational purposes only and do not constitute endorsements.
The Gladden Longevity Podcast is intended for educational and informational purposes only. It does not constitute the practice of medicine, nursing, or other professional healthcare services — including the giving of medical advice — and no doctor–patient relationship is formed through this podcast or its associated content.
The information shared on this podcast, including opinions, research discussions, and referenced materials, is not intended to replace or serve as a substitute for professional medical advice, diagnosis, or treatment. Listeners should not disregard or delay seeking medical advice for any condition they may have. Always seek the guidance of a qualified healthcare professional regarding any questions or concerns about your health, medical conditions, or treatment options.
Use of information from this podcast and any linked materials is at the listener's own risk.
Guests on the Gladden Longevity Podcast may hold financial interests, advisory roles, or ownership stakes in companies, products, or services discussed during their appearance. The views expressed by guests are their own and do not necessarily reflect the opinions or positions of Gladden Longevity, Dr. Jeffrey Gladden, or the production team.
To support the creation of high-quality educational content, the Gladden Longevity Podcast may include paid sponsorships or affiliate partnerships. Any such partnerships will be clearly identified during episodes or noted in the accompanying show notes.
We may receive compensation through affiliate links or sponsorship agreements when products or services are mentioned on the show. However, these partnerships do not influence the opinions, recommendations, or clinical integrity of the information presented.
All content is carefully curated to align with our mission of promoting science-based, ethical, and responsible approaches to health, wellness, and longevity. We strive to maintain the highest standards of transparency and educational value in all our communications.