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Fireside Financial Ep #21: Go-Go to No-Go: Navigating Long-Term Care, Home Equity, and Legacy Goals
Manage episode 459567488 series 3008801
Контент предоставлен Joseph Curry and CFP Professional. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Joseph Curry and CFP Professional или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Joe and Regan examine the essentials of long-term care planning in retirement. They emphasize the importance of proactive strategies to manage future healthcare expenses. They look at the "retirement expense smile," covering the go-go, slow-go, and no-go years, and explore options like funding care through investments, leveraging home equity, or using long-term care insurance. They highlight the critical role of accessible home modifications, clear communication with family, and securing essential estate planning documents such as wills and powers of attorney. The episode also touches on preserving legacy goals with life insurance strategies, making it a must-listen for anyone focused on comprehensive retirement and financial planning.
Read the full show notes and find more information here: FF EP 21 Show Notes
100 эпизодов
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