The Longevity Challenge: How Not to Outlive Your Retirement Funds

July 12, 2021
Hosted by Ron Roel

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Guest Information

Episode Description

As we live longer and healthier lives, this question has become our biggest worry: How do we make sure we don’t outlive our retirement savings? Of course, it’s important to live our current life to the fullest—as we’ve learned from the sudden losses inflicted by the pandemic. But it’s also important to put together our best plan to meet the challenges, known and unknown, we’ll probably face in the later chapters of life. In today’s episode, Ronald Rogé, a widely recognized wealth manager and Certified Financial Planner, talks about how to create such a plan, starting with the key questions we all need to ask ourselves: How does our plan relate to our personal pursuit of happiness? What’s things are really important in our life, and what aren’t? And what do we want our legacy to be? Ron, the author of the incisive, yet down-to-earth book, The Banker and the Fisherman: Lessons in Life, Happiness & Wealth for the 21st Century, will take us through changing strategies for saving and investing during these volatile times, as well as the new rules of retirement planning we may need to explore as we move 45 Forward. Ron will also offer some lessons in “financial geriatrics,” what we should consider in “right-sizing” our senior lifestyle, planning for later-life health care needs, and passing on of our estate. Ultimately, Ron notes, we should be calculating what it will take for us to live to 100. Will we make it? Who knows, but the odds are getting better all the time.

45 Forward

45 Forward

Monday at 12 Noon Pacific Time on VoiceAmerica Variety Channel

Thanks to advances in medicine and health, most of us are just at half-life when we reach our mid-40s, with many potentially productive years ahead. But there’s no road map to prepare us for this period. That’s where 45 Forward comes in.

My show provides you with strategies to shift the traditional waiting-for-retirement model to a journey of compelling life chapters. Each show tackles an aspect of health, finance, family and friends, housing, work and personal pursuits as part of an integrated plan. Experts discuss topics like revitalizing relationships, creating mini-retirements, managing the maze of technology, finding your next homestead and caring for aging parents.

The show instills confidence, and hopefully some comfort, amid the stresses permeating today’s society. Fear of the future is not knowing how to prepare for it. 45 Forward does not proffer prefabricated answers, but helps you shape your life amid the daily anxieties of our time.

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Ron Roel

Ron Roel

I’m a veteran journalist who spent a wide-ranging career covering business, politics and social issues, the last two decades focusing on the blend of diverse life skills I call successful aging.

I have written extensively on aging topics, spoken at conferences, radio and TV shows, and launched several entrepreneurial ventures, discovering along the way that the path to aging well also requires an unexpected entrepreneurial vision. I spent 20 years as a writer and editor at Long Island’s daily newspaper, Newsday, helping to found Act 2, a weekly section for 50-plus readers. I created Roelresources.com, a website offering practical advice and inspirational essays for people ages 40 and above. I have been a volunteer and consultant to AARP Long Island, writing articles, advocating for seniors, and developing action plans for the AARP Age-Friendly Communities initiative.

I am active in programs and organizations that support seniors, such as the National Aging In Place Council and the Senior Umbrella Network. I have developed a special expertise in family caregiving, as one of four brothers who took care of their mother for almost 25 years. I regularly collaborate with many professionals who provide services and support for older Americans, and I am completing a book for caregivers on Long Island, “The Caregiving Navigator/How to Plan, What to do, and Where to Turn When Caring for you Aging Loved Ones. And Yourself,” scheduled for publication in early 2021.

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Episode Directory

August 2021

July 2021

  • 7/26/2021: Hudson Cooper: An Actor’s Profile in Career Courage Listen Now
  • 7/19/2021: How Do You Take the Career Road Less Traveled? Listen Now
  • 7/12/2021: The Longevity Challenge: How Not to Outlive Your Retirement Funds Listen Now
  • 7/5/2021: Encore: How a Small, Family-owned Brush Company Took on China Listen Now

June 2021

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