Knowledgeable Aging

Resources for the Aging Population

Planning Across Advisors – What 60 and 70 year olds wish they knew in their 30s and 40s

Have you ever thought about what you are missing when it comes to financial education? Do you like your advisor, but feel like something may be missing? Now is the time to make a change and get the tools and tips you need as economy opens up and changes loom ahead. Take a step toward your “best financial health.”

  • Do you have a Financial Plan & Regular Cash Flow Check Ups?
  • What is the Status of your Income Protection?
  • Do your key professionals collaborate for your overall success?

Listen to the Podcast

  • 2:43 – What you don’t know CAN hurt you
  • 4:20 – Financial Plan and Regular Check Ups
  • 8:57 – Budget and Cash Flow
  • 12:31 – Know Status of your Income Protection
  • 13:13 – Roth IRA or Roth Conversion
  • 15:34 – Update Your Estate Plan
  • 18:02 – Professionals Collaborating for You
  • 22:06 – Plan to Replicate Your Paycheck in Retirement
  • 26:02 – Questions
Jenevieve J. Lenz, MBA

Jenevieve is a dually licensed integrated financial wealth advisor. She is currently one of the leading planners with the largest independent financial firm in the Mid-Atlantic, First Financial Group.

As an advocate for her business clients and member of NAIFA (National Association of Insurance and Financial Advisors) she has been educating the public since her role as VP-Financial Consultant at Charles Schwab in 2008.   She is on the board of two small businesses, one in NY and one in Virginia.  She lives in Reston with her husband, two children and their rescue dog.

Jenevieve is passionate about sharing knowledge and “balance sheet”  protection with integrated tax optimization with professionals, entrepreneurs and business owners.

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