‘Whealthspan’: A New Investment Strategy Linking Health & Wealth

February 20, 2023
Hosted by Ron Roel

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Guest Information

Episode Description

As we plan for the later chapters of life, many of us have two major concerns: Will we have enough savings to last through our later years? And will we be healthy enough to enjoy the increased longevity afforded to older adults these days? In today’s episode, renowned longevity authority and proactive aging educator Scott Fulton offers an innovative strategy to linking wealth and health, an approach he calls “Whealthspan.” Scott points out that as we age, our health is really the ultimate wealth—that which enables us to extend our longevity. Quality time is what we seek as we age, and time is also what we must invest in our earlier years to plan for healthy longevity. Today’s episode is the third of a series of 45 Forward conversations with Scott, which he calls “Extending Your Best Before Date,” aimed at exploring lifestyle choices, strategies and changes we can make to extend a healthier lifespan. Scott will talk about how we can leverage proven financial principles into our mindset of personal health and longevity. He’ll examine an array of established financial strategies, such as investing for the long term, understanding your risk tolerance, diversifying your assets, and reviewing rebalancing your portfolio—and demonstrate how we can apply these principles to invest in healthy longevity. Scott is passionate around the tremendous opportunity to increase life expectancy through the power of public education, and his unique investment approach to health is something we wish we had learned in school.

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.

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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