Will Your Money Outlast You?

One of the fears of growing old is running out of money before you die. That’s why this Before I Die New Mexico Festival presentation with Steve Margulin, CPA, CFP® is so important. In this video, “Don’t let your savings suffer a pre-mature death,” Steve shares valuable information about how to make your money last into your golden years and the elements of successful aging.

Among the topics covered are the three phases of retirement (The Go-Go Years, The Slow-Go Years, and The No-Go Years), tips for making your elder years healthy, long term care considerations, why being the Bank of Mom and Dad is bad for your kids and your finances, the financial perils of fraud, grey divorces, and inflation, and figuring out how much money you need to retire.

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Healthy Aging Tips – It’s Not Just About Money!

Steve offered these tips to enjoy a long and healthy retirement, and avoid added healthcare costs.

  1. Eat healthy foods – yes, that means fruits and vegetables!
  2. Move every day – stand up every hour. Take a walk or do other exercises.
  3. Set a regular sleep schedule.
  4. Drink plenty of water – flavor it if it helps you drink 8-10 8 ounce glasses a day.
  5. Manage stress in your life.
  6. Build a strong social circle.
  7. Don’t skip doctor appointments.

About Steve Margulin

Steve Margulin CPA CFP

Steve Margulin, CPA, CFP®, Retirement Extender®

Steve Margulin is a well-known financial advisor and life coach in Albuquerque, New Mexico, who has guided individuals and families on financial matters since 1993. Steve has made a lifelong commitment to learning and has earned five (5) professional designations.  He customarily takes over 100 hours of continuing education to stay current and learn more about the subjects he advises on.

As a Certified Public Accountant, Steve teaches retirement readiness and enhancing your life in retirement coursework as an Adjunct Professor through the University of New Mexico.  The courses blend financial education with life planning to help clients build wealth, align their money with their values, and teach attendees to pursue to and maintain a healthy retirement.

Steve uses a holistic approach to help clients maintain and improve their financial well-being as a Wealth Advisor and Managing Member of Retirement Extender®, a Branch Office of CWM, LLC, an SEC Registered Investment Advisor.

Steve implements his holistic approach by using an integrated team of investment, planning, & tax specialists at Retirement Extender®.  His goal is to ensure clients have control over their day-to-day, month-to-month finances; have the capacity to absorb a financial shock; be on track to pursue their financial goals; and have the financial freedom to make the choices that allow them to enjoy life.

Festival Sponsors

2021 Festival Sponsors

Thank you to these companies and organizations that made the Before I Die NM Festival possible.

A portion of the sponsorship proceeds and ticket sales from the Before I Die NM Festival were donated to 501(c)(3) charitable partner, Historic Fairview Cemetery, established in Albuquerque in 1881. The cemetery is the final resting place of 12,000 individuals, with remarkable stories reflecting the history of Albuquerque, New Mexico, and the United States of America. The website is www.HistoricFairviewCemeteryABQ.org.