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
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