Chapters
00:00 Introduction to Financial Fitness After 50
01:40 The Four Keys to Building Financial Fitness
04:11 Diversifying is Like Building Strength and Stamina
04:52 Investment Strategy Changes with Age
08:26 Regularly Review and Adjust your Strategy
09:20 Build a Trusted Team of Financial Advisors
10:50 Creating Multiple Active Income Streams
13:06 Finding the Balance
14:33 Taking Bold Action
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Rightsized Home & Health Review https://bit.ly/4aiIBxx
Rachael Van Pelt, PhD is a retired healthspan scientist turned Realtor and longevity coach helping 55+ adults rightsize with confidence. If you’re unsure whether to move, stay put, or unlock equity, she’ll help you run the numbers, weigh the tradeoffs, and build a plan that supports both health longevity and financial freedom. Rachael works locally (in Colorado) as a Realtor and nationally as a coach. If you want expert guidance for your rightsizing journey, book a free strategy session using the above link.
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