The Longevity Hub: Insights for Life & Business
Longevity is reshaping families, communities, and industries. At Podplan, we share practical guidance for older adults and their families, alongside strategies for financial advisers who want to grow by supporting clients through later life transitions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Adviser-Advantage
5
mins
read
The 4 Stages of Later Life: A Financial Adviser's Framework for Proactive Planning
Later life planning goes beyond portfolios. This framework helps financial advisers understand the stages of ageing, anticipate clients’ needs, and offer guidance on health, housing, and care with empathy and foresight.
All Posts


