The Intersection of Health and Wealth

Adam Bruderly
June 19, 2023

A recent study conducted by Fidelity found that healthcare and medical expenses for a 65-year-old retiring in 2021 are expected to surpass $300,000 throughout retirement. This represents a 30% increase from a decade ago and a staggering 88% rise from twenty years ago.  The majority of financial plans address this issue by suggesting that individuals save more or work longer. However, incorporating exercise and nutrition into one's lifestyle is an often-overlooked recommendation and perhaps would have the greatest impact on both your finances and your health.

At Journey, we uphold the principles of Purpose-Based Planning, which involves considering all dimensions of our clients' lives and acknowledging the importance of addressing each one of them. Our philosophy is rooted in the belief that the three foundational pillars of wellness, namely mental, financial, and physical, constitute the bedrock for the life we aspire to have. We are steadfast in our belief that integrating exercise and nutrition into our clients' strategies should not be a novelty, but a necessity.  One that leads to a more profound sense of well-being that will last for generations to come.

FSM Wealth Advisors, LLC dba Journey Wealth Management, is an independent investment advisor that offers a variety of different investment vehicles. This page is for informational purposes and does not address any individual’s financial situation. Journey Wealth Management does not guarantee the accuracy or completeness of information provided by third parties and assumes no obligation to update this information. Journey Wealth Management will not accept investment offers via social media.