Manage episode 265835149 series 2687881
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fourth pillar in our process: healthcare planning.
Show Notes, Contact & Resources:
1:11 – Let’s start with the elephant in the room.
1:43 – This is why we include this step in our five pillars.
2:36 – How prepared is the average pre-retiree is for handling healthcare costs in retirement?
4:05 – Unexpected healthcare expenses weigh the heaviest.
6:13 – Whether you realize it or not, you already have a long-term care plan.
7:04 – Story about a client in Florida.
8:21 – What’s your general advice to someone about buying some form of care?
8:54 – What strategies do you put in place to account for these costs in retirement?
11:54 – It’s purpose planning to protect you and your family.
13:19 – Will Medicare cover your long-term care needs?
14:09 – Who can help with Medicare planning?
15:47 – If you are unsure about your Medicare benefits or long-term care planning, get in touch with us.