Marc Freedman: Finding a New Life Currency as We Age

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The need for a meaningful and purposeful life transcends age. In fact, you might say it’s even more important as we grow older. In this episode, Marc Freedman – President, CEO, and Founder of, – joins host Bill Coppel -Managing Director and Chief Client Growth Officer at First Clearing – to explore ways advisors can help clients prepare for what could be the most exciting stage of their lives.

In this episode, you’ll hear:

  • How connecting across generations can give older people a sense of purpose
  • The value of transitional periods in preparing for the future – and how advisors can provide support
  • Why overcoming age segregation in society can make us happier

Marc is President, CEO, and Founder of and one of the nation’s leading experts on the longevity revolution. He’s a member of the Wall Street Journal’s “experts” panel, a frequent commentator in the media, and author of five books. His newest book, How to Live Forever: The Enduring Power of Connecting the Generations, was featured in the New York Times and named by the Wall Street Journal as one of the year’s best books on aging.


This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0920-00841

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