S2 Ep1:Beyond the Bank Account: What Good is a Seven-Figure Portfolio if You’re Six Feet Under?

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Most retirees realize too late that health is as crucial as wealth. Are you prepared for both?
Kick off the second season of Retirement Without Numbers™ with a powerful conversation on balancing health and wealth. Join Carla Garcia as she sits down with CFP®, CFS®, CEO and Principal of Capital Wealth Management, LLC Tom Hine to discuss the vital integration of health and wellness into financial planning. Through his personal journey of overcoming health challenges, Tom reveals how balancing health and wealth can lead to a truly fulfilling retirement.

Key Topics Covered:

• The Connection Between Longevity, Health, and Financial Planning: Discover how maintaining good health can enhance your financial security and extend your retirement years.
• Using Wearable Devices: Learn about the Aura ring and other wearable devices that track sleep and health metrics to promote a healthier lifestyle.
• Developing a Balanced Framework: Explore Tom’s innovative approach to balancing investments and personal wellness for a truly rich life.
• Incorporating Passion and Mental Agility: Understand the role of mental agility and pursuing passions in achieving a fulfilling retirement.
• Utilizing Health Management Tools: Find out how continuous glucose monitors and other tools can proactively manage your health and well-being.

This episode offers valuable insights for listeners looking to create a comprehensive retirement plan that addresses both financial stability and personal well-being. Tune in to learn how to achieve true wealth and a balanced, fulfilling retirement.

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