• Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)

  • Apr 11 2024
  • Duración: 43 m
  • Podcast

Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)  Por  arte de portada

Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)

  • Resumen

  • In this episode of the Retirement Plan Playbook, hosted by Brent Pasqua, Matthew Theal, and Joshua Winterswyk of Evermont Wealth, focuses on affording long-term care in retirement.

    The episode begins with casual banter about baseball and moves into more serious topics like the sentencing of Sam Bankman-Fried and the performance and implications of Donald Trump's, “Truth Social” SPAC offering under the ticker symbol DJT.

    The core of the show is an extensive look at the considerations, costs, and planning strategies around long-term care, emphasizing the importance of early and informed planning to secure a comfortable and worry-free retirement.

    01:19 Baseball Season Banter: Angels' Woes

    03:57 Sam Bankman-Fried's Sentence: A Deep Dive into the FTX Saga

    09:13 The Trump SPAC and Truth Social: Investment or Political Contribution?

    13:48 Navigating Long-Term Care Costs in Retirement Planning

    21:08 Exploring Self-Insurance and Out-of-Pocket Care Costs

    24:32 Challenges and Trust Issues with Long-Term Care Policies

    26:24 Alternative Strategies for Long-Term Care Planning

    28:29 Utilizing Home Equity and Other Assets for Long-Term Care

    31:44 Creating a Personal Long-Term Care Fund

    37:35 Evermont Recommends

    Connect with Evermont Wealth:

    • matthew@evermont.com
    • joshua@evermont.com
    • (909) 296-7977
    • Evermont.com
    • LinkedIn: Matthew Theal
    • LinkedIn: Brent Pasqua
    • LinkedIn: Joshua Winterswyk
    • LinkedIn: Evermont Wealth

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