Planning For Longevity: The Two Essentials for A Fulfilling Future
There are two vital pieces to ensuring a long, happy future: a strong financial plan and a commitment to health. At Vance Wealth, we’ve seen firsthand how these two elements work together through the example of our clients, who demonstrate how to live well, age well and truly enjoy every stage of life.
“Some of our clients are in their 70s, traveling and enjoying this phase of their lives,” shared John Vance, Founder and CEO. “It’s inspiring to see how vibrant they are, and it gives me a lot of perspective on how much vitality we all have ahead of us.”
For John, and many of our clients, longevity is about more than just living a long life — it’s about living with energy and purpose.
Here are three key practices that ensure health and happiness in addition to longevity.
1. Tracking Progress
Just as we encourage clients to track financial goals, it’s important to prioritize tracking health goals, too.
“I like to track my exercise and diet,” John explained, “because these two areas have a dramatic impact on health, but they require discipline. If you don’t track it, you can’t measure your progress.”
Small, consistent actions in both health and financial planning lead to long-term success.
2. Youthful Mindset
Many clients recognize that staying socially active helps maintain a youthful mindset.
“Studies show that, as we age, community is one of the most important aspects of emotional health,” John shared. “It’s so important to surround ourselves with people who share our goals and excitement for life. I love to be around people who look to the future with optimism and abundance — people who remember to be a kid at heart. Even spending time around younger colleagues, family members and friends can help us catch that youthful energy and perspective.”
Whether it’s financial planning or health, surrounding yourself with positivity and optimism can make all the difference.
3. Balance Over Perfection
Just like in financial planning, the goal is balance.
“Longevity isn’t about being perfect,” John added. “It’s about being thoughtful and methodical enough to make steady progress.”
Our clients understand that aiming for progress, not perfection, is the key to thriving in both health and wealth.
By learning from our clients, we’ve seen how longevity in life and financial security go hand in hand. Together, these habits help ensure not only a long life but one filled with purpose, vitality and peace of mind.
“When we’re not prepared financially to live a long life, we’re less likely to invest in ourselves and our future. It’s a self-fulfilling prophecy. We know, in the back of our minds, that we haven’t saved enough,” John explained. “But we’re forecasting our clients for their 90s and 100s. We want our clients to be asking if they can sustain their lifestyle for another 40 years.”
“That’s where the planning becomes so important—and the small, daily habits that allow you to live out your plan with longevity and vitality.”
