Ageless Future The Hidden Pillar of Longevity: How Financial Health Protects Your Future
Dec 10, 2025
Join financial experts Bryan J. Sweet and Sonu Varghese as they delve into the crucial link between financial health and longevity. Bryan, a longtime wealth advisor and creator of the Dream Architect framework, highlights the dangers entrepreneurs face from tax surprises during business sales. Sonu, an asset allocation specialist, uncovers the concept of 'tax assets' that can shield profits while enabling growth. They emphasize proactive planning to enhance liquidity and flexibility, ultimately revealing how strategic tax management empowers lifestyle choices and fuels a secure financial future.
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Financial Stability Drives Health Outcomes
- Financial stability ranked as the top predictor of better health in a Consumer Health POV Report (2017).
- Regan uses this to argue that financial health enables people to invest in their physical longevity.
Plan Taxes Before You Sell
- Start proactive tax planning before you sign a sale or close a business transaction.
- Assemble your CPA and financial advisor team early to identify opportunities to reduce tax exposure.
Tax Assets Offset Capital Gains
- A capital gain creates a tax liability while a capital loss creates a tax asset that can offset that liability.
- Sonu frames tax planning as generating tax assets while still pursuing investment growth.