Purpose in Retirement, Purpose of this Podcast
The Wall Street Journal just came out with an article called “How to Retire Better, From Retirees Who Learned the Hard Way.” What’s interesting is that 2 of the 3 suggestions had NOTHING to do with...
View ArticleEp. 22: Paying for Extended Care with Traditional Long-term Care Insurance
One commonly shared concern for all retirees and pre-retirees I’ve spoken to over the years: “Never be a burden on your loved ones.” As we all go through the aging process, the potential need for...
View ArticleEp. 23 – Using Hybrid Long-term Care to Fund Extended Care Costs in Retirement
This is part 2 of 3 in our series, “How to pay for Long-term care costs in retirement.” Rodney Mogen and Peter Ciravalo from BC Brokerage are my guests again today and they bring a ton of knowledge on...
View ArticleEp. 24 – Self Funding Long-term Care Expenses
Most people go into retirement without Long-term Care Insurance. Meaning, they plan to “self-fund” Long-term Care expenses. But really, what ends up happening is that a family member, or family...
View ArticleHow to self insure for long term care
The numbers don’t add up… These three statistics don’t add up to me! 1. 70% of Americans over 65 will need long-term care during their lives. 2. Fewer than half of you over the age of 65 own...
View ArticleEp. 25 – The #1 “Value Add” a Comprehensive Financial Planner Provides for...
I hope you enjoy this one! I am not going to give it away in the description but here are the most common responses I hear from people (until they listen to this episode of course): – Tax planning –...
View Article7 reasons to own permanent life insurance in retirement
We’ve all heard the sales pitches! “Permanent life insurance solves all of your problems!” For those of you who have followed me for a period of time know I don’t believe this to be true. But at the...
View ArticleEp. 27 – Which type of permanent life insurance should I own in retirement?
In episode 26, we addressed 7 reasons you may want to own permanent life insurance during retirement. In this episode, we will discuss the different types of permanent life insurance (whole and...
View ArticleWhat is a fiduciary financial advisor?
Just because a financial advisor is technically a fiduciary, does it mean they are automatically superior to other financial advisors? What is a fiduciary financial advisor in the first place? Are...
View ArticleEp. 28 – The top estate planning concern leading DIY investors to hire a...
Opposites attract, and this bleeds into the world of personal finance. There is a reason why the #1 cause for marital issues is related to personal finances. Well, when planning for retirement, this is...
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