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041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley
Manage episode 378787470 series 3001511
תוכן מסופק על ידי Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Once our clients start building their retirement plans, they realize that while they’re probably going to be okay for income, several risk factors could derail their retirement, including healthcare and long-term care.
To help explain how life insurance and long-term care are a vital part of any retirement plan, we have SHP’s J. Cawley on the podcast today.
In this episode, we dig into the changing state of long-term care and coverage, how to find long-term care that meets your specific needs, and how to have the important conversations with your team and loved ones to ensure you leave your legacy on your terms.
In this podcast interview, you’ll learn:
- Why long-term care has historically been an afterthought for so many people and why that needs to change.
- How to choose hybrid long-term care vehicles to suit your potential needs.
- Why most people don’t want to rely on families for end-of-life care–and why this care can get very expensive very quickly.
- The main reason why many wealth advisors don’t talk about long-term care with their clients.
- Examples of how to structure your estate plan to reduce your risk and prevent long-term care costs from putting a huge dent in your portfolio.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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