Podcasts about long term care planning

Nobody wants to picture the version of later life where their mind or body stops cooperating, so most people file long-term care under "deal with it later." Jesse Vickey built a whole company on the belief that later is exactly the wrong time to start. The founder of Long Term What? joins Bri Conn, CFP® to make one of the most avoided money conversations feel clear and even a little hopeful, walking through what long-term care actually is, the four ways people pay for it, and why roughly 70 percent of adults will need it while the average long-term care bill already runs about $129,000 a year. For Childfree adults especially, who can't assume an adult child will step in as the default caregiver, the planning window and the health that lets you qualify for coverage are everything. The throughline is one Jesse comes back to again and again: the best time to plan is while you're still healthy enough to have all your options open.In This Episode, You'll Learn:What long-term care actually means, the two triggers insurers use to define it, and why 70 percent of adults will need care while costs climb around 5 percent a yearThe four ways people pay for long-term care, from relying on family to Medicaid to insurance to self-funding, and how to think through which fits your lifeWhy insurance can act as a psychological "permission slip" to actually accept care, when self-funders often deny it to themselves to preserve their savingsWhy a health pre-screen before you formally apply is critical, how a single recorded decline can follow you across insurers, and why your healthy window is the time to actWhat to look for in a policy, from benefit length and cash versus reimbursement to rate-increase risk and the new coverage that finally follows you abroadEpisode Guest:Jesse Vickey is the founder of Long Term What?, a company built on the belief that long-term care is one of the biggest untold stories in America. After graduating from Duke and beginning his career on Wall Street, he left banking to found two mission-driven companies, one using humor to teach college graduates the life skills school never covered, and another connecting busy families with in-home meal prep. Through Long Term What?, he now helps people cut through the confusion of long-term care, learn their options, talk with their families, and build a plan, guiding them through insurance when it's the right fit.Connect with Jesse Vickey:Website: longtermwhat.com YouTube: Long Term What?Episode Host:Bri Conn, CFP® is a Childfree Wealth Specialist® at Childfree Wealth® and Customer Experience Manager at Childfree Trust®. She specializes in financial management, life design, and estate planning, with particular focus on LGBTQ+ individuals and couples, drawing on her own early financial challenges and recovery to fuel her work in personal finance education.About Childfree Insights:Childfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.Connect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

In this episode, Angela discusses the concept of an 'I Love You Plan'—a comprehensive estate and financial plan that expresses love and care for family members. She highlights alarming statistics about the lack of wills, life insurance, disability coverage, and long-term care planning, and urges listeners to take action to avoid leaving their loved ones with chaos and conflict. Key Takeaways

Retirement today looks very different from what previous generations experienced, and the old assumptions don't always hold up anymore. Lee walks through five realities shaping retirement in 2026 and explains why flexibility, purpose, and thoughtful preparation have become increasingly important. If your retirement plan is still built around yesterday's expectations, it may be time to take another look. Here's what we discuss in today's show: ⏳ Living Longer: Why retirement may need to last decades

Philip Snyder, Senior Vice President at The Warner Companies, breaks down one of retirement's most overlooked needs: long-term care. With roughly 70% of retirees expected to need care, Philip explains why a pension or Thrift Savings Plan alone won't cover it, why nursing home costs rising above inflation make early planning essential, and how today's hybrid life insurance policies build cash value and pass unused benefits to beneficiaries. Practical guidance for federal employees and everyday Americans on how—and when—to fund the care they may one day need.

Host Chris Boyd is joined by Russ Ball and Luke Bagley for a conversation about one of the biggest financial risks facing retirees: the rising cost of long-term care. Long-term care can have a significant impact on retirement savings, but deciding how to prepare for those expenses is not always straightforward. Chris, Russ, and Luke break down the options families should understand and the financial considerations that can help shape a long-term care strategy. They discuss: · The growing cost of long-term care and its potential impact on retirement. · How traditional long-term care insurance works, including qualification requirements, benefit triggers, elimination periods, premium increases, and inflation protection. · The pros and cons of hybrid life insurance and annuity-based long-term care solutions. · When self-funding long-term care expenses may make sense. · How long-term care planning can help protect retirement assets and preserve a financial legacy. And much more. Whether you are preparing for retirement, already retired, or helping aging parents make financial decisions, this conversation highlights why long-term care deserves a place in the retirement planning process. #LongTermCare #RetirementPlanning #FinancialPlanning #WealthManagement #EstatePlanning #RiskManagement #RetirementStrategy #LegacyPlanning

Long-term care planning is not just about how much money you have. It's about protecting your choices, dignity, and family relationships before a crisis occurs. In this episode, Don walks through five common mistakes involving care communities, Medicaid, insurance, and family caregiving. Through real-world stories, he shows how early preparation can reduce stress, preserve options, and help loved ones avoid unnecessary financial and emotional burdens. What could your family prevent by planning before care is needed?   Here's some of what we discuss in this episode:

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what really happens during an evaluation appointment, the first Financial Advisor Meeting most people have when they start exploring what it actually takes to plan for retirement. They break down the five critical areas that determine Retirement Success, known as the ROUTE to Retirement: Retirement Risk Management, Retirement Income Planning, Medicare Planning and Long-Term Care Planning under one unified healthcare umbrella, Retirement Tax Planning, and Estate Planning. If you've ever wondered what separates a real Retirement Financial Plan from a portfolio review with a nice title, this episode lays out exactly where most plans quietly fall short.Listen in to learn about why a simple one-to-ten risk question reveals more about your Retirement Readiness than any account statement ever could, how a written Retirement Investment Strategy and a real Social Security Planning conversation change decision making for the better, and why Retirement Tax Strategies put in place before the calendar year ends can outweigh almost any other move you make on the road to retiring comfortably.In this episode, find out:Why the risk scale used in every evaluation appointment skips the number seven, and what your honest answer reveals about your true Retirement ReadinessHow a written retirement income plan and clear Social Security Planning turn a stressful guessing game into a Retirement Financial Plan with actual data behind itWhy Medicare Planning and Long-Term Care Planning are treated as one Unified Healthcare conversation, and what a dedicated Medicare specialist changes about that experienceWhy most people's Retirement Tax Planning happens too late to matter, and how proactive Retirement Tax Strategies executed before December 31st can beat any adjustment to an investment strategyWhat a five-year-old estate plan gets wrong, and the real story of a client who needed updated documents in a single week before leaving for a cruiseTweetable Quotes:"Retirement planning is a bunch of knobs, and if you turn one, you're turning all the others." - Murs Tariq"It's something people don't want to talk about, and it's easy to procrastinate on it because, hey, I'm good, I'm healthy." - Murs TariqWhether you're years from retiring or already retired, this episode doubles as a retirement checklist for anyone planning retirement who wants a second look at whether their plan for retirement actually holds up across all five areas. Retirement isn't one decision; it's five connected ones, and this episode walks through exactly how those five come together to help you secure your retirement with real confidence instead of a guess.Resources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Brian Wiley is joined by business coach and author Allison Dunn for a conversation about why critical thinking is one of the most valuable financial skills an investor, business owner, or retiree can develop. They discuss how better decision-making applies to retirement planning, leadership, investing, and navigating life's biggest financial choices. The show also answers listener questions on retirement planning, including how to coordinate 401(k)s, Traditional IRAs, HSAs, and Roth conversion strategies to improve tax efficiency. Brian explains why retirement accounts should be viewed both individually and as part of one comprehensive financial plan, while also discussing health insurance planning before Medicare eligibility. Later, the conversation turns to long-term care planning, estate planning, trusts, and the pros and cons of self-funding versus insurance-based solutions. They also explore fiduciary advice, family communication around money, Micron stock and concentrated positions, investor psychology, and why having a thoughtful process often leads to better financial outcomes than simply reacting to markets or emotions.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Guest: Allison Dunn, Author and Business Coach https://deliberatedirections.com/think-first-allison-dunn/ ————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

What happens when retirement arrives sooner than expected? In this unique case-study episode, we walk through the real-life story of Fran, a 62-year-old former teacher who found herself retired after a career change and workplace restructuring. Along the way, you'll hear how a comprehensive financial plan can uncover opportunities, address risks, and provide confidence for the road ahead. Here's some of what we discuss in this episode:

In this episode, Bri Conn, CFP® and Melissa Holcombe, DSW, LCSW sit down with Jennifer Crowley, registered nurse, certified life care planner, and founder of The Life Care Experts, for a conversation about what it actually takes to plan for aging with intention. Jennifer has spent over 30 years walking alongside individuals through the most vulnerable chapters of their lives, and she brings a clear-eyed, practical framework for Childfree and solo aging adults who want to stay in the driver's seat of their own care -- even if their health or cognitive abilities change.In This Episode, You'll Learn:Why hope is not a care plan and what the difference between reactive crisis management and proactive life care planning actually looks like in practiceHow Jennifer's seven-step U DECIDE framework helps solo agers and Childfree adults build a structured, values-aligned aging roadmap without feeling overwhelmed by where to startWhy sharing your financial and healthcare information with a trusted person is not about losing control -- it is about preserving it -- and what someone needs to know to step in on your behalf if you cannotWhat dementia-proofing your future actually means, why rural aging requires earlier and more intentional planning than most people realize, and how to start building your care ecosystem before you need itWhy your power of attorney document is only as useful as the conversation you have had with the person you named, and what it costs when that conversation never happensEpisode Guest:Jennifer Crowley is a registered nurse of 32 years, dual certified life care planner and care manager, and founder of The Life Care Experts in northwest Montana. She is the author of 7 Steps to Long-Term Care Planning, The Life Care Management Handbook, and The Ultimate Care Plan Guide, and co-founder of the Life Care Management Institute, which offers over 30 online courses and do-it-yourself resources for aging and life care planning.Connect with Jennifer:7 Steps to Long-Term Care Planning by Jennifer Crowley: available at https://thelifecareexperts.com  Family Aging Life Care Planning online course: https://lifecareexperts.thrivecart.com/familyagingplan/ Instagram: @lifecaremanagementinstitute Facebook: @lifecaremanagementinstitute LinkedIn: linkedin.com/company/lifecaremanagementinstituteEpisode Hosts:Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.Melissa Holcombe, DSW, LCSW is a licensed clinical social worker and Doctor of Social Work with a background in probate court and guardianship. She brings a unique clinical perspective to the intersection of aging, legal planning, and intentional life design for Childfree adults.About Childfree Insights:Childfree Insights delivers education for financial and estate planning without children. It supports people with no kids in making informed decisions about retirement, legacy planning, beneficiaries, and long-term care. Home of Childfree Wealth® and Childfree Trust®.Connect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

This episode should be positioned as a must‑hear guide for anyone over 50 who wants to protect their independence, dignity, and family from the emotional and financial strain of long‑term care. The hook is not insurance — it's freedom, quality of life, and proactive planning.   John and Raymond Lavine break down the real costs of long‑term care, why planning early matters, and how to protect your independence, dignity, and family as you age. Raymond shares lessons from his mother's 103‑year life and decades of caregiving, explaining how long‑term care insurance works and why it's about freedom — not fear.

Long-Term Care Planning: How to Prepare for Aging Parents & Support Family Caregivers | Lindsay FriedmanAre you prepared if a loved one suddenly needs long-term care? What if the best time to plan isn't during a crisis—but long before one begins?In this episode of Healthy Lifestyle with Lori Anne, Coach Lori Anne welcomes Lindsay Friedman, entrepreneur, author, lifelong caregiver, and Founder of CareBloom and LTCareNav. Drawing from her experience as a multigenerational caregiver, former nursing assistant, and healthcare innovator,Lindsay is transforming how families navigate long-term care with practical solutions, trusted resources, and expert guidance.Whether you're caring for aging parents, planning for the future, or supporting a loved one with memory care needs, this conversation offers valuable insights to help families make informed decisions with greater confidence and less stress.

04-15-2026 Brian I. Gordon Learn more about the interview and get additional links here: https://www.thetimesusa.com/long-term-care-planning-when-you-have-special-needs-children/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes Lily Vittayarukskul. Lily is the Co-Founder and CEO at Waterlily. Waterlily uses AI to project your future long-term care needs, helping you build a personalized plan. In this episode, Lily and Mike discuss her time as a NASA data scientist and what brought her into the world of long-term care. They then discuss the software that Lily developed and how it uses AI to accurately project long-term care needs. This is a great episode that provides valuable insights for anyone seeking more information on long-term care and how to track it. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance brokerage director at Helmick & Co. This is the second episode in a two-part series on long-term care. In this episode, Michael and Mike discuss funding long-term care. Whether it is self funded, traditional long-term, or hybrid policies, the guys detail each option. They also talk about when the right time is to consider long-term care as well as underwriting. This is a great episode that provides valuable insights for anyone seeking more information on long-term care and the process of coverage. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

70 percent of us will need some kind of care in our elder years. That care could be VERY expensive. Saying, “That will never happen to me” is not a good strategy. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

Most financial plans ignore long-term care—and it can cost you everything you built.

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP sits down with Michael Rowe. Michael is an insurance brokerage director at Helmick & Co. This is the first episode in a two-part series on long-term care. In this episode, Michael and Mike discuss home care. The guys discuss Medicare, Medicaid, and the importance of caregivers. This is a great episode that provides valuable insights for anyone seeking more information on long-term care and the process of coverage. ​For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

177 Hospice, Caregiving, and Long-Term Care Planning with Raymond Levine Host Marie Betcher, a former hospice nurse and longtime registered nurse, interviews Raymond Levine, Raymond explains he designs long-term care plans that can help pay for caregiving either at home or in a facility, addressing the common misconception that long-term care insurance is only "nursing home insurance." They discuss caregiver stress and the need to support caregivers with respite and practical help. Raymond outlines how long-term care policies generally work as a pool of money over a set period, often with inflation or cost-of-living features, and notes that benefits may not cover 100% of costs depending on the plan and setting. Raymond advises making incremental home modifications in advance to support aging in place and reduce falls. The episode ends with Raymond offering Zoom, phone, and in-person meetings, directing listeners to his website tools and FAQ features, and Marie encouraging listeners to subscribe and share. 00:00 Welcome + Medical Disclaimer  00:29 Meet Your Host Marie Betcher  00:46 Raymond Levine's Backstory: Army, Vietnam & Career Path 02:43 What Raymond Does: Long‑Term Care Planning Meets Hospice Reality 04:21 Caregiver Burnout: Supporting the Family, Not Just the Patient 05:50 Does Long‑Term Care Insurance Pay for In‑Home Care or Facilities? 07:28 What Hospice Covers Under Medicare (and What It Doesn't) 11:00 How Long‑Term Care Policies Work: Pools of Money, Inflation Riders & Costs 16:08 Affordable Options When Money's Tight: Life Settlements, Reverse Mortgages & Hybrids 20:12 Avoiding Crisis: Planning, Home Modifications & Real‑World Care Logistics 22:09 Hospice Isn't a Daily Caregiver: Building a Care Team https://raymondlavineofficial.com/   If you want to help, you can donate to help support Hospice Explained at the Buy me a Coffee link   https://www.buymeacoffee.com/Hospice  Hospice Explained Affiliates & Contact Information Buying from these Affilite links will help support this Podcast.  Maire introduces a partnership with Suzanne Mayer RN inventor of the  cloud9caresystem.com,  When patients remain in the same position for extended periods, they are at high risk of developing pressure injuries, commonly known as bedsores. One of the biggest challenges caregivers face is the tendency for pillows and repositioning inserts to easily dislodge during care.(Suzanne is a former guest on Episode #119) When you order with Cloud 9 care system, please tell them you heard about them from Hospice Explained.(Thank You) Marie's Contact Marie@HospiceExplained.com www.HospiceExplained.com   Finding a Hospice Agency 1. You can use Medicare.gov to help find a hospice agency, 2. choose Find provider 3. Choose Hospice 4. then add your zip code This should be a list of Hospice Agencies local to you or your loved one.

Winter storms have a way of revealing weak spots, just like life's storms bring financial surprises in retirement. In this episode, Don uses recent winter weather events as a backdrop to highlight the expenses and risks that often catch retirees off guard. The focus isn't on panic, but preparation, and planning ahead for when life's storms hit.   Here's some of what we discuss in this episode: ❄️ Financial Storms: Why unexpected costs hit harder in retirement

On this episode: People are staying in their homes longer and that may make them neglect some important planning issues. This DIYer looks back and says here’s what I could have done better. Many people are nervous about this stock market. One analyst believes that’s a good thing. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

Long-term care is one of the most personal topics in financial planning, and also one of the most frequently avoided.Melissa Joy, CFP®, is joined by Pearl Planning colleague Alexa Kane, CFP®, to unpack how families can think about care earlier and more realistically.This conversation goes beyond nursing homes to explore in-home care, assisted living, and memory care, along with the emotional and financial realities families face when care is needed. Melissa and Alexa explain why long-term care planning often affects women more heavily, why waiting until later in life can limit options, and how today's long-term care solutions differ from the policies many people remember from past generations.Rather than assuming insurance is the answer for everyone, they walk through how Pearl Planning approaches long-term care thoughtfully, weighing costs, health considerations, family dynamics, and alternatives. The discussion also highlights what modern hybrid policies are designed to do, how underwriting works, and what options exist for those who cannot or choose not to pursue insurance.Key takeaways include:Why long-term care planning is often a bigger issue for womenHow rising care costs can impact retirement plans and family decisionsThe importance of starting the conversation earlier than most people expectThe difference between traditional long-term care insurance and newer hybrid optionsPractical alternatives to insurance, including self-funding and housing-based strategiesThis episode offers a calm, realistic framework for approaching a difficult topic and encourages listeners to plan ahead before long-term care becomes an urgent decision.The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

OIP's long-term care planning framework is a simple four-step process: Educate → Discover → Present Solutions → Execute. Scott and Bill emphasize that LTC (or “elder care/aging with dignity”) planning works best when it starts early and stays plan-first, not product-first—otherwise the conversation turns into a transaction. They also stress that “self-insuring” is still a plan, but many clients underestimate the non-financial consequences (family burden, caregiver strain, and messy dynamics) that show up when there's no proactive strategy.Evan explains how Waterlily makes these conversations easier and more personalized: a short client intake generates an individualized care timeline (likelihood, timing, duration, care hours, and zip-code-based costs) and helps clients visualize tradeoffs like family caregiving vs. paid professional care. The platform can also model funding approaches by importing policy PDFs (or illustrations) to simulate how benefits would actually pay during a client's predicted claim scenario, and it supports quoting/application workflows to reduce friction and improve execution. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

This week, Todd Lutsky explains how procrastinators can catch up on their long term care planning despite getting a late start. Todd also takes a question for a listener about selling property in an irrevocable trust.

Join Charisse for a heartfelt discussion with Jonathon Fleece, President and CEO of Empath Health, as they explore gentle ways to support loved ones experiencing memory loss or other cognitive issues. Jonathon shares insights on navigating care options, finding comfort, and embracing empathy during life’s most challenging moments. Whether you’re a retiree or caring for a family member, this episode offers reassurance, practical advice, and hope for your journey. Like this episode? Hit that Follow button and never miss an episode!

The holidays bring families together, and sometimes, they reveal things we've been too busy to notice. In this episode, Don talks about the subtle signs that a parent or loved one may need extra support and how Thanksgiving gatherings can spark important long-term care conversations. You'll hear how the holidays are not just a celebration, but an opportunity to protect the people you love.   Here's some of what we discuss in this episode:

There are some ideas that look good on paper, but don’t turn out that way in real life. There are plenty of financial products that fit that bill and you should know about them. Like this episode? Hit that Follow button and never miss an episode!

You're planning for your future, but have you considered the unexpected costs of long-term care? This episode cuts through the confusion, offering a straightforward look at long-term care benefits. Discover how to protect your finances. Learn strategies for ensuring your care is sustainable. We explore options beyond traditional insurance. Consequently, you'll gain peace of mind. Furthermore, hear why planning now is essential. We discuss how to avoid burdening your family. Understand the different types of plans available. Moreover, learn about the qualifications. It's about maintaining control of your destiny. Prepare for a financially sustainable future. This discussion will help you make informed decisions. It highlights the importance of a sustainable plan. Don't leave your future to chance. Ensure a sustainable financial legacy. Our Guest: Raymond Lavine Raymond Lavine is the founder of Lavine LTC Benefits, bringing extensive expertise to long-term care planning. He is interested in providing information to individuals and businesses on ‘why' caregiving benefits are valuable. Raymond has years of experience advising clients about the products and services of long-term care benefits and support services. Raymond's area of knowledge is caregiving benefits planning. He has personal experience with his father's long-term care needs at various times in his life, and his mother's use of LTC benefits has given him empathy in having a care plan to preserve both health and wealth. He is experienced as an Extended Care Benefits Advisor, and he believes that planning for the future is essential to family and estate planning, where caregiving is integral, which could happen now or in the future. +++++++++++++++++++++++++++ Related Episodes: Surprise! Your Employer Has Benefits to Help With Caregiving Money Talk: How to "Have the Talk" ++++++++++++++++++++++++++++++++++++++++ Sign Up for more Advice & Wisdom - email newsletter. ++++++++++++++++++++++++++++++++++++++++ Please help us keep our show going by supporting our sponsors. Thank you. ++++++++++++++++++++++++++++++++++++++++ Make Your Brain Span Match Your LifeSpan Relevate from NeuroReserve With Relevate nutritional supplement, you get science-backed nutrition to help protect your brain power today and for years to come. You deserve a brain span that lasts as long as your lifespan. ++++++++++++++++++++++++++++++++++++++++ Feeling overwhelmed? HelpTexts can be your pocket therapist. Going through a tough time? HelpTexts offers confidential support delivered straight to your phone via text message. Whether you're dealing with grief, caregiving stress, or just need a mental health boost, their expert-guided texts provide personalized tips and advice. Sign up for a year of support and get: Daily or twice-weekly texts tailored to your situation Actionable strategies to cope and move forward Support for those who care about you (optional) HelpTexts makes getting help easy and convenient. ++++++++++++++++++++++++++++++++++++++++ List of the Top 20 Alzheimer's Podcasts via FeedSpot! See where we rank. Join Fading Memories On Social Media! If you've enjoyed this episode, please share this podcast with other caregivers! You'll find us on social media at the following links. Instagram LinkedIn  Facebook Contact Jen at hello@fadingmemoriespodcast.com Or learn more at Our Website

As we age, one of the biggest financial threats isn't the market, it's the cost of long-term care. In this episode, Nick and Jake break down the real facts behind long-term care insurance, hybrid policy options, and ways to protect what you've built. Are you prepared for the "what ifs" of retirement, whether you're in your 40s, 50s, or beyond? Tune in to find out. Here's what we discuss in this episode:

PRISM Enters the Chat & LTC Insurance in Pharmacy | TWIRx RxRated Version   

On this episode of Fire Your Financial Advisor by Golden Reserve: Yelling “Uncle!” doesn’t help get your 401(k) out of a financial headlock. What are your exit ramps from a market crash? Is your retirement strategy too complicated? Sometimes boring is better. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

When your health fails, families often bear the emotional and financial cost. In this episode of Protect Your Assets, David Hollander dives into long-term care planning, from real-life caregiving challenges to understanding the true cost of in-home and facility care. Learn how to evaluate caregivers, what long-term care can cost in California, and how veterans or their spouses may qualify for the VA’s Aid and Attendance benefit to help pay for care. David also breaks down key RMD strategies for retirees age 73 and older, including how a QLAC can reduce taxable income and delay distributions. Plus, a brief market update and what to watch for as year-end approaches. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

When your health fails, families often bear the emotional and financial cost. In this episode of Protect Your Assets, David Hollander dives into long-term care planning, from real-life caregiving challenges to understanding the true cost of in-home and facility care. Learn how to evaluate caregivers, what long-term care can cost in California, and how veterans or their spouses may qualify for the VA’s Aid and Attendance benefit to help pay for care. David also breaks down key RMD strategies for retirees age 73 and older, including how a QLAC can reduce taxable income and delay distributions. Plus, a brief market update and what to watch for as year-end approaches. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

In this episode of Saving With Steve, host Steve Sexton is joined by Lily Vittayarukskul, CEO and Co-Founder of Waterlily, a company that uses AI to make long-term care planning more sustainable and affordable for caregivers and aging loved ones. Lily discusses closing the retirement gap and the future of long-term care planning in the age of AI. She shares how technology, data, and smarter planning can transform how families prepare for aging, long-term care, and retirement security, why preparedness matters, and how innovation can make a difference.   Learn more about the show at www.SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Geoff Hoatson, CEO and Founding Attorney of Family First Firm -- Florida's largest elder law firm -- and a leading expert on helping seniors and their families navigate the challenges of aging. They discuss smart strategies for long-term care planning and probate protection. Geoff shares how to avoid common pitfalls, safeguard your legacy, and ensure peace of mind for you and your loved ones.   Learn more about the show at www.SavingWithSteve.us

All Home Care Matters and our host, Lance A. Slatton were honored to welcome Elena Sallitto, Esq. as guest to the show.   About Elena Sallitto, Esq.:   Elena is one of the leading authorities on elder and disability planning law in Maryland. She is at the forefront of expert representation, teaching, and legislative reform. She works alongside the Alzheimer's Association, the Maryland Chapter of AARP, aging life care specialists who coordinate home health, universities, and many other experts and advocates in her field.   About Stavely & Sallitto Elder Law:   Stavely & Sallitto Elder Law was founded with a singular mission: to empower individuals and families in navigating life's legal complexities with confidence and peace of mind. With seasoned attorneys who blend professional acumen with genuine empathy, Elena leads her firm in focusing on a range of practice areas tailored to meet the specialized needs of her clients and community.   At the heart of her practice is a deep understanding of the challenges faced by seniors, the disabled, and their loved ones as they navigate issues such as Medicaid & Asset Protection, Long Term Care Planning, Estate Planning, Estate Administration & Probate, Special Needs Planning, and Guardianship.   Elena's firm is uniquely rooted in a commitment to client-centered care. She empowers her team to foster meaningful relationships built on trust, respect, and understanding.   Connect with Elena Sallitto, Esq. & Stavely and Sallitto Elder Law: Official Website:  https://www.stavelysallittoelderlaw.com/ 

Join Mark as he talks about the realities of long-term care and preparing for the costs that come along with it.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Long-term care is one of the most complicated and overlooked parts of financial planning, especially when you're Childfree. Without kids to step in, who actually takes care of you when you can't? In this episode, Dr. Jay sits down with Scott Barnes, CFP® and CLTC®, to explore what care really costs, what insurance does (and doesn't) cover, and how to start building a plan you can trust.We'll cover:[1:21] Talking to your partner or planner about future care[2:41] Why Medicare won't help and Medicaid only steps in once you're broke[5:07] How much to set aside if you plan to self-fund[6:28] When it makes sense to consider long-term care insurance[12:08] Who qualifies for coverage and when to apply[14:47] What insurers look for and how to avoid being denied[17:59] Why Medicaid beds are hard to find in nicer facilities[20:14] What to consider if you never end up using your coverage[22:34] The consequences of waiting too long to plan[25:05] What to do if you don't qualify for insurance[26:48] The difference between standalone and combo long-term care products[27:38] What to watch out for when speaking to insurance brokersThis episode also includes a sneak peek at Childfree Trust®, a new service launching soon to serve as your power of attorney, executor, or trustee if you don't have anyone to fill those roles. If you've ever wondered how to make long-term care decisions when you're solo, this one's for you.Mentioned in this Episode:* Childfree Trust waitlist: https://childfreetrust.com/* Schedule your Childfree Wealth® Checkup: https://Childfreewealth.com/schedule-a-checkup/* Read more about long-term care: https://childfreewealth.com/resources/long-term-care-childfree/* Get a quote for long-term care insurance through LLiS: https://allis.llis.com/quoterequest * Dr. Jay's Book "Portraits of Childfree Wealth": https://a.co/d/e4vLB2v The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples. Like the show? Leave us a rating & review! If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Join our newsletter HERE. Schedule a meeting with a Childfree Wealth Specialist® HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Artificial intelligence is quietly reshaping the way we plan—and pay—for long-term care. In this new episode of Friends Talk Money, Richard, Pam, and Terry sit down with Lily Vittayarukskul, Co-Founder and CEO of Waterlily, for a candid conversation about what most people get wrong about long-term care and how AI is changing the game. In this episode, you'll learn: Why most Americans underestimate the true cost and likelihood of needing long-term care How Waterlily uses AI and over 500 million data points to predict your personal care needs The real numbers behind self-funding vs. insurance for long-term care How to make smarter, unbiased decisions for your future, your family, and your finances What's ahead for AI in financial planning and eldercare Lily also shares her inspiring journey from NASA intern to health tech entrepreneur, and how her family's experience sparked a mission to help others plan ahead with confidence. If long-term care planning has been on your mind—or should be—this is a conversation worth hearing.  

As life expectancy increases, so do the financial challenges of retirement. In this insightful episode of the Senior Matters Podcast, host and estate planning attorney Mark E. Wight sits down with fiduciary advisor Scott Summerlin of Starlifter Wealth Management to unpack the new financial realities facing today's retirees. The conversation begins with a striking shift in retirement demographics—retirees in the 1970s lived to about 71. Today, a healthy 65-year-old woman can expect to live to 85 or longer. That's 20+ years of retirement, and without the right planning, inflation and taxes can steadily erode retirement savings. Scott explores how healthcare and long-term care costs are among the biggest threats to retirement. While Medicare covers many health needs, long-term care requires separate planning. Scott urges listeners to plan at least 10 years in advance due to Medicaid and Medicare look-back periods, especially since healthier individuals have more options in their 60s. The conversation also addresses how the financial industry has evolved, with long-term care insurance shifting from expensive, use-it-or-lose-it policies to hybrid options embedded in annuities or life insurance. These changes offer more value and flexibility to today's retirees. Scott then tackles market volatility, explaining how a once-manageable 5% withdrawal rate can spike to 8% in a downturn, leading to rapid portfolio depletion. With examples like a $1M nest egg dropping to $600K, Scott illustrates how volatility can directly affect lifestyle—and why retirees need certainty-focused investments such as bonds and annuities. Listeners will also learn how mainstream financial news often misleads by focusing solely on the stock market. Scott recommends a more balanced strategy that includes fixed-income products and a long-term outlook. Finally, Scott offers guidance on finding the right financial advisor, suggesting listeners lean on trusted professionals like estate attorneys and CPAs, and always verify credentials through FINRA's Broker Check.

Working caregivers, are you feeling overwhelmed trying to balance it all? Many don't know about the resources & benefits available to them through their employers. This week, Kathy Sikorski, an elder law attorney, and Jen Fink, your host, uncover the hidden gems in your employee benefits package that can ease your caregiving burden. Discover the benefits that can give you back precious time and energy. Are you leaving money and support on the table? Tune in to find out! Additional resources mentioned in this episode: Legal Benefits Long Term Care Insurance Financial Advisor FMLA Mental Health Benefit Physical Health Benefits Our Guest: Cathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the caregiving crisis.Cathy uses her own caregiver experience and expertise to educate, entertain and elevate the conversation around work, money, aging and caregiving. In October 2021, Corner Office Books released her latest book 12 Conversations: How to Talk to Almost Anyone about Long-Term Care Planning. Click below to connect with Cathy at Facebook. Or go to her website www.cathysikorski.com   +++++++++++++++++++++++++++ Related Episodes: What Every Beneficiary & Trustee Needs To Know Money Talk: How to "Have the Talk" ++++++++++++++++++++++++++++++++++++++++ Sign Up for more Advice & Wisdom - email newsletter. ++++++++++++++++++++++++++++++++++++++++ Please help us keep our show going by supporting our sponsors. Thank you. ++++++++++++++++++++++++++++++++++++++++ Make Your Brain Span Match Your LifeSpan Relevate from NeuroReserve With Relevate nutritional supplement, you get science-backed nutrition to help protect your brain power today and for years to come. You deserve a brain span that lasts as long as your lifespan. ++++++++++++++++++++++++++++++++++++++++ Feeling overwhelmed? HelpTexts can be your pocket therapist. Going through a tough time? HelpTexts offers confidential support delivered straight to your phone via text message. Whether you're dealing with grief, caregiving stress, or just need a mental health boost, their expert-guided texts provide personalized tips and advice. Sign up for a year of support and get: Daily or twice-weekly texts tailored to your situation Actionable strategies to cope and move forward Support for those who care about you (optional) HelpTexts makes getting help easy and convenient. ++++++++++++++++++++++++++++++++++++++++ Join Fading Memories On Social Media! If you've enjoyed this episode, please share this podcast with other caregivers! You'll find us on social media at the following links. Instagram LinkedIn  Facebook Contact Jen at hello@fadingmemoriespodcast.com Or learn more at Our Website

Working caregivers, are you feeling overwhelmed trying to balance it all? Many don't know about the resources & benefits available to them through their employers. This week, Kathy Sikorski, an elder law attorney, and Jen Fink, your host, uncover the hidden gems in your employee benefits package that can ease your caregiving burden. Discover the benefits that can give you back precious time and energy. Are you leaving money and support on the table? Tune in to find out! Additional resources mentioned in this episode: Legal BenefitsLong Term Care InsuranceFinancial AdvisorFMLAMental Health BenefitPhysical Health Benefits Our Guest: Cathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the caregiving crisis.Cathy uses her own caregiver experience and expertise to educate, entertain and elevate the conversation around work, money, aging and caregiving. In October 2021, Corner Office Books released her latest book 12 Conversations: How to Talk to Almost Anyone about Long-Term Care Planning. Click below to connect with Cathy at Facebook. Or go to her website www.cathysikorski.com  

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the Retirement Checklist Challenge, a structured approach to evaluating how prepared you are for retirement. They introduce a Retirement Checklist covering Retirement Income Planning, Tax-Efficient Retirement Strategies, Medicare and Retirement, Long-Term Care Planning, Risk Management, and Estate Planning for Retirees. The goal of the challenge is to help you assess your readiness by scoring yourself on 34 key factors that contribute to a Secure Retirement Plan.Listen in to learn about Financial Planning for Retirement, strategies for Retirement Savings, and ensuring a stress-free transition to retirement. Whether you're already retired or preparing for the next phase, this episode will help you plan for retirement effectively, identifying potential gaps in your strategy. You'll also learn how to access the full Retirement Checklist to take the challenge yourself!In this episode, find out:· Why Retirement Income Planning is crucial to maintaining financial security.· How to evaluate your Social Security Strategies and income sources.· The importance of Tax-Efficient Retirement Strategies to minimize tax burdens.· How to assess your Medicare and Retirement options effectively.· The role of Risk Management and diversification in protecting your retirement.Tweetable Quotes:"A well-prepared retirement starts with understanding your income, healthcare, and tax strategies—take the Retirement Checklist Challenge to see where you stand!" – Radon Stancil"Retirement planning isn't just about saving money—it's about ensuring you have the right strategy for income, taxes, healthcare, and long-term security." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

In this episode, Bill interviews Levinson General Agent Grant Zimmerman, President of Alloy Insurance Group. This episode is a must, as Grant shares with all of us what has gotten him to extraordinary levels of success. He is driven like no other, he is relentless and his compassion for other human beings is unparalleled. Listen to Grant as he shares the secrets & Levinson's Tools that lead him to one success story after another. Amazingly, Grant is barely 30 years of age, yet he has already molded a career which will only expand and become more successful with each passing day. Listen to Bill and Grant as they explore the insurance industry, as it could very well, change your life. Grant Z. Bio:   Grant Zimmerman is the owner of Alloy Insurance Group, a diverse Insurance Brokerage based out of Ormond Beach, Florida.  When Zimmerman founded his company, he did it with the intentions of serving the unique needs of clients nationwide, and teaching agents how to expand beyond their single line focus to create additional streams of income.  Alloy Insurance Group assists individuals and businesses with Life Insurance, Annuities, Employee Benefits, Long-Term Care Planning, Disability Income Coverage, Individual U65 Health, and Medicare.   Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com Youtube Library: @thelevinson1

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Barry Fisher, CEO of Blaze 'n' Bear Insurance Services and host of the Protecting What Matters radio show about changing the way we think about money and protecting what matters.In this episode we discussed:Why long term care planning is an essential part of financial planning. How advisors can start to have conversations on long term care planning. Why long term care insurance is just part of the puzzle - it's a funding mechanism.The future of long term care insurance. How business valuations help with succession planning. Barry J. Fisher is the CEO of Blaze ‘n Bear Insurance Services, Inc. a firm dedicated to helping small and medium sized business owners achieve financial success by concentrating on matters pertaining to business continuation, succession and estate planning.  Blaze ‘n Bear's business valuation service is the centerpiece of its planning practice. In 1999 Barry co-founded the American Association for Long Term Care Insurance (“AALTCI”).  As AALTCi's first president, Barry helped create the Long-Term Care Professional (“LTCP”) designation.  He is also past-president of the California Association of Health Underwriters (2001) and Chairman of CAHU-PAC (2004-2006) where he helped raise over $1,000,000 for political advocacy. Barry has served on the California Department of Insurance (“CDI”) Curriculum Board and on various CDI workgroups pertaining to legislation and insurance agent education. He is also a Past Chairman of the ILTCI Conference and served on the Society of Actuaries Long-Term Think Tank. He has been a frequent contributor to industry publications on a wide range of insurance and legislative topics and is a sought-after speaker at industry events.Barry hosts a weekly 90-minute radio broadcast on KPRL (1230AM) called “Protecting What Matters”, and supports a number local & national charities and organizations dedicated to creating better communities.Connect with Barry Fisher:Website (here).LinkedIn (here).Radio Show:Protecting What Matters Radio Show (here).Mentioned on this episode:Investopedia: www.investopedia.comReal Clear Politics: Realclearpolitics.comPlanning for Long-Term Care survey findings (Lincoln)Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Lily Vittayaruksku was studying aerospace engineering when her aunt was diagnosed with terminal colon cancer. Her aunt had lived under the same roof as Vittayaruksku while she was growing up and helped raise her. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott was joined by Brad Shepard for a virtual episode about Long-Term Care. Fall and the Holidays will be here before you know it and November is LTC Awareness Month.For the past 24 years, Brad has enjoyed an area of focus in selling, training and marketing Long-Term Care and Linked Benefit solutions. His current role, Regional Sales Director, with OneAmerica is to help distribution partners, advisors and agents develop and grow their Long-Term Care Planning business through extensive business planning, marketing, training and support. He has also been a speaker, on the topic of Long-Term Care Planning, at hundreds of educational seminars, workshops and webinars across the country.Brad is a Pennsylvania native and a graduate of the University of Pittsburgh. He resides in New Bloomfield, PA with his wife, Denise, son Logan, and daughter Linsay.In this episode you will learn the following:LTC Awareness: November is LTC Awareness Month, not to be confused with Long-Term Care Insurance Awareness Month. The focus is on planning and awareness of long-term care needs, especially relevant during family gatherings in the holiday season.Pension Protection Act (PPA): The PPA, effective since January 1, 2010, allows for the tax-free distribution of gains from non-qualified annuities if used for long-term care expenses. Despite its benefits, it remains relatively unknown among financial professionals.Tax Benefits and Plan Design: The PPA allows for tax-deferred gains within non-qualified annuities to be used tax-free for LTC. This involves a 1035 exchange to a PPA compliant annuity, potentially doubling or tripling the annuity value for LTC benefits, providing significant financial leverage.Client Examples and Practical Applications: The discussion includes real-life examples and practical advice for advisors on how to leverage non-qualified annuities for LTC planning, emphasizing the importance of educating clients about these tax advantages.Connect with Scott on LinkedInConnect with Brad on LinkedInFor more on The Optimized Advisor Podcast click here  To learn more about One America products click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Welcome to this edition of The Planning for Retirement Podcast.  This is Volume 1 of this new series, The Whiteboard Retirement Plan, where Kevin breaks down a real-life client case for “Bob and Jennifer” in plain English.  The goal is to help answer the question, “Can I fire my boss?”   He discusses the savings rate, income sources, and withdrawal rate, highlighting the need for adjustments and planning opportunities. The episode ends with a discussion on the impact of early Social Security claiming and survivor benefits. Bob and Jennifer are in a good position to retire, but there are some risks they need to address. Long-term care planning is important, as 70% of people over 65 will need some form of long-term care. They should consider whether to self-fund or get long-term care insurance. Tax planning is also crucial, as 80% of their assets are in tax-deferred accounts. They should explore Roth conversions to minimize taxes and leave a financial legacy to their children. Finding purpose in retirement is essential, and they should consider how to spend their free time to maximize their life experiences with their loved ones. Lastly, they need to have an optimized investment strategy to spin off income for the rest of their lives, while at the same time address a potential bear market or recession.   Takeaways Diversification is crucial in investment portfolios to mitigate the risk of selling the wrong thing at the wrong time. Interest rate cuts by the Fed can impact the stock market and the economy, but volatility and corrections are normal in investing. The Whiteboard Retirement Plan is a straight forward analysis on whether or not a client can fire their boss and retire comfortably.   Early Social Security claiming can result in reduced benefits, affecting both the retiree and potential survivor benefits.  However, in some cases you may consider collecting early to offset a high rate of withdrawal on investments.   Adjustments to your plan are necessary to ensure a sustainable retirement income.  Long-term care planning is important for all retirees to consider, as it can have a significant impact on your loved ones, particularly your surviving spouse and children.   Tax planning, including Roth conversions, can help minimize taxes and maximize your financial legacy to the next generation. Finding purpose in retirement is crucial for a fulfilling and meaningful retirement. Links Social Media: ⁠⁠Facebook ⁠⁠ ⁠⁠LinkedIn ⁠⁠ ⁠⁠Instagram⁠⁠ Referenced in Episode: ⁠⁠June Inflation Report: https://www.barrons.com/livecoverage/cpi-inflation-june-report-data-today Purpose and Successful Retirement Transition Questionnaire: https://dashboard.mailerlite.com/forms/81643/127757558462022794/share ⁠⁠Are you interested in working with me 1 on 1?  Fill out our Retirement Readiness Survey

Taylor Schulte and Benjamin Brandt join the show to talk about the Retirement Podcast Network and share valuable perspectives on various retirement-related topics.   Listen now and learn: How to leverage the Retirement Podcast Network to enhance your retirement readiness The major pain points retirees and those planning for retirement face Diverse ideas on how to approach advanced retirement planning strategies   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   02:34 Origin of the Retirement Podcast Network 07:09 Retirement Planning Beyond Investing 10:18 Retirement Income Strategies 14:10 Strategic Roth Conversions Are Great, But Not Everything 17:36 Long-Term Care Planning 20:58 Future Content Hubs at Retirement Podcast Network