Episode 41 - Financial Planning and Senior Living, with Brad Breeding - [CFP CE Credit Eligible]

Zebra Smash - Real Financial Planners | Real Conversations

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Fresh off of his presentation at the NAPFA 2017 Fall National Conference, Brad Breeding, CFP(R) of myLifeSite.net joins Ben and Roger to talk about aspects that planners need to consider when discussing aging plans/living arrangements with clients.

Brad has a unique perspective in this area, having worked as an advisor for 14 years before launching myLifeSite.net. In that time, he fielded so many questions about Continuing Care Retirement Communities (CCRCs) that that identified a need for resources and databases related to general questions about CCRCs, various contract types, the application process, and how to research specific communities.

In this episode, Brad touches on:

The age/life phase when most folks need to seriously consider long-term aging plans
Pros and cons of "Aging in Place"
Considerations of defaulting to a family caregiver, and the limitations of direct home care providers
Defining elements of most Continuing Care Retirement Communities
Differences between the three primary CCRC contract types
Aspects to consider regarding refundable entry fees

While discussing home care providers, we stumbled on the right name for case managers who can help coordinate health and other care-related activities for older folks. The term we were looking for was "geriatric care managers." Brad wrote a great post about geriatric care managers at myLifeSite.net You can also find more information at the webpage of the Aging Life Care Association (formerly the National Association of Professional Geriatric Care Managers).

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