Open health conversations with a client self-assessment and curious, nonjudgmental questions.
Connect health concerns to retirement spending, estate planning, and quality-of-life goals.
Understand the distinction between lifespan and healthspan when discussing retirement priorities.
Explore budgeting for health support and home safety improvements as part of a financial plan.
Hear how Stevyn uses bloodwork, body composition, wearables, and mobility measures to track trends.
Recognize the value of personalized guidance and sustainable habits for your own wellbeing.
In this episode, Matthew Jarvis welcomes Stevyn Guinnip, founder of Grow Wellthy, to discuss why health belongs in the retirement planning conversation. Stevyn explains how advisors can use a simple self-assessment to invite clients to share concerns and connect those concerns to financial goals, without stepping into the role of a healthcare professional. They explore the difference between lifespan and healthspan, the financial implications of declining health, and ways to budget for wellbeing and a safer home. The conversation also covers tracking health trends, the tools Stevyn uses with clients, and the value of personalized support. Matthew and Stevyn encourage advisors to give their own health the same thoughtful attention they bring to managing wealth.
– Matt Jarvis: Website | LinkedIn
– Stevyn Guinnip: Website | LinkedIn
– Grow Wellthy book
– Learn More about our Coaching Programs