Ep. 107 - The Longevity Surprise: Why Some Retirement Plans May End Too Soon

Ep. 107 - The Longevity Surprise: Why Some Retirement Plans May End Too Soon

On this episode of Through The Pines we’ll discuss the longevity surprise: why some retirement plans may end 15-20 years too soon, and what you should be doing to protect your wealth for a longer life.

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while getting in his daily , this is Through the Pines.

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

2023, 2024, 2025 & 2026 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & Associates

Contact: rex.m.baxter@ampf.com

      Website: planwithbaxter.com

Open / frame

• “Last time we talked health and longevity as a wealth-building input. Today is the sequel: what happens when the plan’s end date is wrong.”

• Ask the advisors: What age do most plans they see actually run to? 85? 90? 95?

• • The punchline: a portfolio can recover from a bear market. A plan built for 90 can break if someone lives to 105–110. That’s the new headline risk.

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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Podcast Copyright, The Banyan Collective - 2026