From Retirement Planning to Longevity Planning

A longer life needs more than a financial plan. Dov Sugarman, co-founder of Ingagers, joined me on the Get Ready Before Life Happens podcast to talk about moving from traditional retirement planning to holistic longevity planning. What stood out: Retirement planning is one part of longevity planning. Aging well includes mind, body, lifestyle, legal, financial, and social needs. Wellbeing, health, relationships, and purpose deserve intentional investment. Advisors can become partners in helping clients navigate life transitions. AI can support advisors while keeping the human relationship at the center. Bottom Line: Retirement is often treated as a finish line. Longevity planning asks a better question: How do you want to design the years ahead? Bio: Dov Sugarman is co-founder and CEO of Ingagers, the AI-powered longevity engagement platform for holistic wealth management. Ingagers helps financial advisors serving clients aged 50+ deliver the kind of proactive, holistic guidance that strengthens client relationships and positions advisors as the trusted "first call" before and during life's big transitions. He brings over 20 years of experience at the intersection of aging, wellness, and technology, with an academic background in health policy and management and holistic nutritional counseling, and a career spent managing senior living organizations, building agetech ventures, and advising longevity-focused companies. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support