Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life
The Long View28 Heinä

Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life

Our guest on the podcast today is Ryan Frederick, an author, speaker, and entrepreneur focused on the intersection of place and healthy longevity. As founder and CEO of HERE, he provides content courses and coaching in place planning, a holistic, research-based approach to help people find the right place for every stage of life. He’s also the author of Right Place, Right Time, a book that helps individuals think through housing decisions for the second half of life. In addition, Ryan provides strategy consulting to organizations looking to create better places, including Fortune 500 companies, institutional investors, health systems, and housing developers and operators. He’s also a member of the Advisory Council for the Stanford Center on Longevity. He previously served on the National Advisory Board of Johns Hopkins University School of Nursing and was a member of the Bipartisan Policy Center Task Force on Health and Housing. He’s a graduate of Princeton University and Stanford Business School.

Episode Highlights

00:00:00 Senior Living, Longevity, and 100-Year Life Planning

00:08:39 How Place Influences Health as You Age

00:10:37 The Four Pillars of Place Planning

00:16:19 Income’s Impact on Housing, Home Equity, and Limitations of Aging in Place

00:30:01 Place Planning Tools and Building Community

00:41:43 New Housing Models, Cohousing, and Age Diversity

00:49:13 Continuing Care Retirement Communities and Healthy Aging Dashboards

More From Morningstar

Your Retirement Countdown, With Christine Benz

Harry Margolis: How to Confront Aging Challenges Head-On

Joy Loverde: Planning Ahead for Care Needs as You Get Older

If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.

Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances.

If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(391)

Jeff Ptak: The Simple Secret to Becoming a Better Investor

Jeff Ptak: The Simple Secret to Becoming a Better Investor

Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in ...

15 Syys 52min

Jean Chatzky: How to Create a Forever Paycheck for Retirement

Jean Chatzky: How to Create a Forever Paycheck for Retirement

Today on the podcast, we welcome back Jean Chatzky. Jean is the author of a new book about retirement planning called The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and N...

8 Syys 48min

David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’

David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’

Today’s guest on The Long View is David Booth. David is a repeat guest, the founder of Dimensional Fund Advisors, and has just released a new book titled Stay Calm: Learn to Embrace Uncertainty in Inv...

1 Syys 50min

Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio

Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio

Our guests on the podcast today are Andy Clarke and Nelson Wicas, co-authors—along with Ganesh Suntharam—of the new book, The Architecture of Wealth: The Art and Science of Portfolio Construction. And...

25 Elo 54min

Jeff Ptak: The Simple Secret to Becoming a Better Investor

Jeff Ptak: The Simple Secret to Becoming a Better Investor

Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in ...

18 Elo 51min

Nick Maggiulli: Climbing the Wealth Ladder

Nick Maggiulli: Climbing the Wealth Ladder

Today on the podcast we welcome back Nick Maggiulli. He’s the author of a new book called The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. His first book was called Just Kee...

11 Elo 54min

Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change

Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change

Our guest on the podcast today is Stefan Sharkansky. Stefan is a Ph.D. statistician who specializes in finance. He wrote a provocatively titled paper, “The Only Other Spending Rule Article You Will Ev...

4 Elo 39min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
hyva-paha-johtaminen
lakicast
rss-rahamania
rss-paasipodi
rss-sami-miettinen-neuvottelija
rss-pinnan-alle
rss-inderes
rss-karon-grilli
oppimisen-psykologia
pomojen-suusta
rss-alanvaihtajat
rss-lentopaivakirjat
rss-porssipuhetta