Old Enough Money
How Longevity and AI Will Change Family Wealth Management
Imagine being younger longer…
What would you do with another 10 or 20 healthy years?
What if traditional retirement became obsolete?
More Time. A Richer Life.
The Big Idea
Longevity may give us more time. AI will help us do more with that time.
The combination could fundamentally change what’s possible in a human lifetime.
What is Old Enough Money?
Having enough money to live the way you want — long enough.
Wealth is More Than Money
Money is one form of capital. Wealth is the capacity to live a rich life across all 7 capitals.
The 7 Capitals of a Rich Life
Financial • Health • Knowledge • Relationship • Experience • Purpose • Legacy
A rich life requires more than financial capital. It also depends on your health, what you know, the relationships you have, the experiences that enrich your life, the purpose that gives you meaning, and the legacy you leave behind.
How Rich Is Your Life?
Most of us know our financial net worth. But how often do we take stock of the rest of our lives?
The Life Capital Wheel gives you a simple way to see the whole picture — not as a grade, but as a snapshot of your life right now.
How would you rate each capital based on your life right now?
1 = far from where I want it. 10 = right where I want it
Explore the Book
What might a longer, healthier life make possible—and how should your financial choices support it?
Old Enough Money shows how to build a richer life with the time ahead.
Who It’s For
- Individuals asking how a longer, healthier life could change what “enough” means.
- Professionals making career, financial, and personal choices as AI changes what’s possible.
- Retirees and pre-retirees ready to reimagine the years ahead with purpose and possibility.
- Families strengthening ties and passing on values, stories, and capability—not just assets.
- Financial advisors using AI productivity gains to deepen relationships and build lasting trust.
- Wealth management leaders preparing their teams for a future shaped by longevity and AI.
Get the Book
Old Enough Money will be available in hardcover, paperback and Kindle e-book editions. Purchase links will appear here when ordering opens.
Bring Old Enough Money to Your Audience
Robert C. David speaks at financial advisor conferences, wealth management events and financial firm branch offices about how longevity and AI will reshape family wealth management. Programs are available as a keynote, interactive breakout session, or half-day or full-day workshop.
The conversation can also be tailored for wealth management team retreats, client events, family offices, and private family gatherings.
