The Lifetime Income Series: Going From Worry to Worry-Free

Special Guest: Dr. Gary Small, Director of the UCLA Longevity Center

This week Jim and Cathlyn discuss the fears and worries that many retirees face today and offer some potential solutions. They address some of the real concerns retirees or those nearing retirement must deal with today; outliving their assets, higher inflation, lower returns on their assets, and rising medical expenses. Jim introduces the case study of Tom and Sue Turner to illustrate the issues and possible solutions. The guest this week is Dr. Gary Small of the UCLA Longevity Center who will focus on brain health and how best to maintain healthy brain function into and through retirement.

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