Episode 30 - Whealthcare: Financial Health Care Planning, with Carolyn McClanahan

Zebra Smash - Real Financial Planners | Real Conversations

Content provided by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

6+ y ago 56:26

MP3•Episode home

Archived series ("Inactive feed" status)

When? This feed was archived on July 03, 2020 04:25 (4y ago). Last successful fetch was on March 10, 2020 13:55 (4y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

ZebraSmash turns 30 (episodes)! And for our 30th, we've got a special treat: Carolyn McClanahan of Life Plan Partners walks Ben through Whealthcareplan.com, her new software program that helps advisors put together financial caretaking plans, assess financial decision making capacity, and build long-term care plans for clients.

Ben took all three assessments as if he was a client, so listen to Carolyn explain to Ben why his life expectancy is a mere 78 years old (spoiler: it's too much sitting!) and the things he should be doing to make life easier for a potential financial caretaker.

There's a lot here, but some neat takeways included:

A FINRA requirement starting in 2018 will result in advisors needing to have Trusted Contact Information for clients
The critical role advisors play in spotting financial fraud and abuse
People without advanced directives spend $18,000 more at the end of life compared to those that do
It bears repeating: Ben's life expectancy is just 78 years old.

Check out Whealthcareplan.com for a free trial. You can also follow Carolyn on Twitter (@CarolynMcC).

Astute listeners will note Roger's absence. He was busy saving orphaned puppies from multiple burning buildings. Don't worry, he'll be back in the next episode.

Stay tuned for more details on our first ever live ZebraSmash meetup at the NAPFA Fall National Conference in Orlando next month!

93 episodes

#Business #Financialplanning #Zebra Smash #Roger Pine #Zebra Smash - Ben Birken #CFA #CFP®