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Longevity Wealth Strategies
Longevity Wealth Strategies
Welcome
Who We Serve
Journey
Services
Financial Planning
About
Founders
What is Wealthspan
Investment Philosophy
Contact
Wealthspan Resources
Client Portal
Longevity Files
Wealth Tools
FAQ
Complimentary Strategy Session
Welcome
Who We Serve
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Services
Financial Planning
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The 5 Non-Financial Risks to Your Longevity Plan
Wealthspan, Longevity & Healthspan Mark Sweeney 10/8/25 Wealthspan, Longevity & Healthspan Mark Sweeney 10/8/25

The 5 Non-Financial Risks to Your Longevity Plan

Wealth alone won’t secure your future. Explore the five non-financial risks that can shrink your freedom and learn how to protect your wealthspan.

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The $400,000 Gap Nobody Talks About: Healthcare Costs in Retirement
Retirement Confidence, Longevity & Healthspan Mark Sweeney 10/7/25 Retirement Confidence, Longevity & Healthspan Mark Sweeney 10/7/25

The $400,000 Gap Nobody Talks About: Healthcare Costs in Retirement

The average American will spend over $400,000 on healthcare in retirement, yet most people never budget for it. The question isn't whether you'll face these costs. It's whether you'll be ready when they arrive.

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Your Wealth Has a Lifespan: 7 Steps to Make It Last
Wealthspan, Financial Wellness, Financial Ideas & Insights Mark Sweeney 10/6/25 Wealthspan, Financial Wellness, Financial Ideas & Insights Mark Sweeney 10/6/25

Your Wealth Has a Lifespan: 7 Steps to Make It Last

Your wealth has a lifespan. This 7-step roadmap shows you how to make it last as long as you do, building clarity, resilience, and freedom at every stage.

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Clarity at a Glance: Seeing Your Financial Life on One Page
Wealthspan, Financial Planning Mark Sweeney 10/3/25 Wealthspan, Financial Planning Mark Sweeney 10/3/25

Clarity at a Glance: Seeing Your Financial Life on One Page

Retirement planning doesn’t have to feel overwhelming. Asset Map gives you a clear, one page view of your finances, from 401k accounts to insurance, so you can make smarter choices and extend your wealthspan with confidence.

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Your Wealthspan, Explained: Why Retirement Is Just the Beginning
Wealthspan, Longevity & Healthspan Mark Sweeney 10/2/25 Wealthspan, Longevity & Healthspan Mark Sweeney 10/2/25

Your Wealthspan, Explained: Why Retirement Is Just the Beginning

Retirement isn’t an end, it’s a launch.

Discover how Wealthspan helps your money, health, and freedom align for a confident future

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The Last-Minute Boost
Retirement Confidence, Tax-Smart Planning Mark Sweeney 9/30/25 Retirement Confidence, Tax-Smart Planning Mark Sweeney 9/30/25

The Last-Minute Boost

If you’re 60–63, 2025 gives you a unique opportunity to supercharge your retirement savings with higher catch-up contributions. Starting in 2026, high earners will need to make catch-ups as Roth contributions, making planning more important than ever.

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Asset Classes: Building Your Portfolio for a Longer, Freer Life
Investment Insights Mark Sweeney 9/25/25 Investment Insights Mark Sweeney 9/25/25

Asset Classes: Building Your Portfolio for a Longer, Freer Life

Your portfolio isn’t just numbers. It’s the foundation for your financial freedom. Discover how stocks, bonds, cash, and alternatives work together to extend your wealthspan and secure a life of choice, health, and purpose.

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Risk, Initiative, and the Power of Planning: Poking the Box in Your Financial Life
Mindset & Decision Making, Retirement Confidence Mark Sweeney 9/24/25 Mindset & Decision Making, Retirement Confidence Mark Sweeney 9/24/25

Risk, Initiative, and the Power of Planning: Poking the Box in Your Financial Life

Retiring with confidence isn’t about predicting the future. It’s about taking initiative today. At Longevity Wealth Strategies, we help you move from passive waiting to proactive planning so your wealth becomes a launchpad, not a risk.

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Are You Taking More Risk Than You Realize?
Investment Insights Mark Sweeney 9/22/25 Investment Insights Mark Sweeney 9/22/25

Are You Taking More Risk Than You Realize?

Many investors unknowingly take on more risk than they’re comfortable with and it often shows up as unnecessary stress. In this edition of The Longevity Files, we share a real client story where Nitrogen’s Risk Analyzer revealed the mismatch between their true comfort level and their portfolio.

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Your Retirement Has Four Acts. Are You Prepared for All of Them?
Longevity & Healthspan, Retirement Confidence Mark Sweeney 9/19/25 Longevity & Healthspan, Retirement Confidence Mark Sweeney 9/19/25

Your Retirement Has Four Acts. Are You Prepared for All of Them?

Retirement is a long retirement is a play with four distinct acts, each with a different pace, different challenges, and different needs.

Your plan needs to be ready for all of them, from the "honeymoon" to the final journey.

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Your Retirement Is a Marathon, Not a Sprint
Retirement Confidence Mark Sweeney 9/18/25 Retirement Confidence Mark Sweeney 9/18/25

Your Retirement Is a Marathon, Not a Sprint

Most of us sprint toward a retirement date, a number in the bank. We treat it like a finish line, believing that's all there is to plan for. But what happens after you cross it? What do you do with the next 8,000 days? This isn't a short victory lap; it’s a second act. It's time to build a strategy that's ready for the whole race.

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5 Steps to Smarter Retirement Planning
Retirement Confidence Mark Sweeney 9/17/25 Retirement Confidence Mark Sweeney 9/17/25

5 Steps to Smarter Retirement Planning

Retirement isn’t the end of the road. It’s the start of a new one. With the right plan, you can trade uncertainty for freedom and turn your savings into the life you’ve imagined. Here are five steps to help you prepare for a confident, fulfilling retirement.

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The Unstoppable You: Why Your Brain is Your Best Investment
Longevity & Healthspan, Retirement Confidence Mark Sweeney 9/16/25 Longevity & Healthspan, Retirement Confidence Mark Sweeney 9/16/25

The Unstoppable You: Why Your Brain is Your Best Investment

Your mind is your best tool for that construction. By investing in lifelong learning, you're not just preparing for the future; you're actively creating a more vibrant, meaningful life right now. It's the ultimate investment in yourself.

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Your Purpose After Work. Live Fully.
Longevity & Healthspan, Retirement Confidence Mark Sweeney 9/11/25 Longevity & Healthspan, Retirement Confidence Mark Sweeney 9/11/25

Your Purpose After Work. Live Fully.

For decades, retirement has been defined by a simple script: work, save, and then stop. The happiest, longest-living people don't just stop working; they replace work with meaningful activities. They have a "reason for being."

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10 Smart Strategies for a Longer Wealthspan
Longevity & Healthspan, Wealthspan Mark Sweeney 9/9/25 Longevity & Healthspan, Wealthspan Mark Sweeney 9/9/25

10 Smart Strategies for a Longer Wealthspan

Imagine it's a Saturday morning 25 years from now. Your coffee is hot, your calendar is empty, and your money is working harder than you are.

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What is Financial Wellness?
Financial Wellness Mark Sweeney 9/7/25 Financial Wellness Mark Sweeney 9/7/25

What is Financial Wellness?

Most people think financial planning is about spreadsheets and budgets. But true financial wellness is quieter. It's the confidence to live your life without money whispering stress in your ear.

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Why Financial Planning Needs a “Personal” Compass
Financial Planning Mark Sweeney 9/4/25 Financial Planning Mark Sweeney 9/4/25

Why Financial Planning Needs a “Personal” Compass

Most people think financial planning is all about numbers and spreadsheets. But the truth is, your values are your personal GPS. They tell you where you want to go so your money can get you there.

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4 Behavioral Traps That Can Wreck Your Investments & How to Avoid Them
Investment Insights Mark Sweeney 8/28/25 Investment Insights Mark Sweeney 8/28/25

4 Behavioral Traps That Can Wreck Your Investments & How to Avoid Them

The biggest threat to your wealth isn't the market. It's your own behavior. Even smart investors fall into predictable traps when fear, greed, or overconfidence take the wheel. The good news? These psychological pitfalls can be managed.

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The 3-Bucket Strategy: A Smarter Way to Plan for Your Retirement
Retirement Confidence, Investment Insights Mark Sweeney 8/13/25 Retirement Confidence, Investment Insights Mark Sweeney 8/13/25

The 3-Bucket Strategy: A Smarter Way to Plan for Your Retirement

Retirement planning isn't just about reaching a certain age; it's about creating financial confidence that lasts a lifetime. The 3-Bucket Strategy organizes your money by purpose and timeline.

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Value for Money: The Overlooked Key to Financial Wellness
Financial Ideas & Insights Mark Sweeney 8/12/25 Financial Ideas & Insights Mark Sweeney 8/12/25

Value for Money: The Overlooked Key to Financial Wellness

Financial wellness isn't just about how much money you have. It's about how well you use it. This is the core of the "value for money" mindset, a powerful way of thinking that goes beyond finding a good deal.

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Mark Sweeney is Financial Planner with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA and SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Longevity Wealth Strategies.

Khy Sweeney is an employee of Longevity Wealth Strategies and is not affiliated with LPL Financial or Prudential.

Longevity Wealth Strategies and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

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