The Secret to Staying Vital at 80

(and Why It Matters to Your Clients Now)

Too often, retirement planning focuses on financial preservation while ignoring a deeper truth, many clients lack a clear vision for vitality, purpose, and wellbeing in their later years. This mindset gap can lead to stagnation, poor health, and emotional drift.

Without a plan to stay engaged and energized, clients risk drifting into complacency. And in today's world, where people are living longer than ever, planning only for longevity without fulfillment creates a dangerous disconnect. Advisors miss an opportunity to empower clients with a new kind of value.

In this clip, Dr. Amy D'Aprix and I explore how longevity, mindset, and movement are tied together. We talk about living like you'll reach 105, the concept of "compressed morbidity," and how to integrate vitality and purpose into your planning conversations. If you're serious about future-proofing your value as an advisor, these are the qualitative nudges that make you indispensable.

This clip is an excerpt from episode 75 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Dr. Amy D'Aprix, MSW, PhD, CPCA, a certified gerontologist, life transition expert, author, and the founder of LifeBridge Strategies. Stream the entire episode on your favorite podcast channel: