Two Keys to a Happy Retirement: Health and Wealth Plans

It’s nearly impossible to have a successful retirement without taking care of both your physical health and your financial health. Here are five tips to help.

An older couple smile at each other as they enjoy coffee on their porch.
(Image credit: Getty Images)

My mom and stepdad worked hard over their lifetime to accumulate enough assets for a comfortable retirement. They wanted to go anywhere and do anything, whenever and wherever they wanted.

Flash-forward to today, and a significant amount of their time and money in retirement is being spent on their health care needs. While they both had some pre-existing conditions, many of their current health problems can be traced back to a lack of movement in their 60s and 70s. Their lack of strength and stamina, combined with a sedentary lifestyle, eventually led to a serious health condition for my stepdad, forcing an early retirement and the unexpected sale of his business. Significant life changes like these are often financially devastating. Fortunately, their finances were stable enough to cope with those surprises, but their current state of health continues to prevent them from enjoying the retirement of their dreams.

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Bradley Rosen
President, Longevity Financial

Bradley Rosen is the owner and president of Longevity Financial, an independent financial professional with over 24 years of financial planning experience. Bradley provides each client with a customized Design for Life By Longevity FinancialⓇ plan that encompasses each part of their financial picture, including investments, insurance, taxes and legacy planning. He is passionate about creating longevity with one’s finances and prioritizing holistic health, both physically and financially. His unique approach to retirement planning is the result of watching both his grandmothers outlive their retirement income. For his dedication to educating and empowering women, he was awarded the Thelma Gibson Award in 2015. He has been featured in Forbes and on the local CBS, NBC and FOX TV news affiliates in his new hometown of Atlanta.