<p>Show notes-</p><p><br /></p><p>Mourning Dove Medical Presents Dr. G at the Heart of Healthcare </p><p><br /></p><p>Guest</p><p>David Patrick Paget</p><p>- Canadian moved to the USA as one of eight kids in 1960s </p><p>- Previously a Coca Cola truck driver</p><p>- Real estate experience from Rancho Cucamonga to French Valley in 1999</p><p>- Enjoys wine touring in Temecula https://gogrape.com</p><p><br /></p><p>Mission-Educate &amp; Empower in three parts, helping listeners ‘SEE’ what’s needed to navigate the healthcare system. </p><p><br /></p><p>1. Story (theme) David is on a fixed income as a senior citizen collecting social security, he supplements by hosting wine tours. Money matters during the late stages of life. Many seniors have a nest egg built by the equity of their family home, a portion is an asset for funding care. </p><p><br /></p><p>2. Educate (Teaching points)</p><p>- How to find brokerage</p><p>- Timing 25-30 years (small or no mortgage) </p><p>- Paid when house sells</p><p>- Home equity is paid out by investors </p><p>- Misconception you will loss your house </p><p>- If married one spouse must occupy the property </p><p>- Consider creating a living trust </p><p>- Counseling required for senior citizens, before the process begins </p><p>- Better than an equity line of credit</p><p><br /></p><p>3. Empower -A valuable a resource https://www.c2financial.com</p><p><br /></p><p>Website info https://mourningdovemedical.com</p><p>Video podcast 🔗 https://youtu.be/ZtMP5Of5ZS4?si=Mr_eKRonOfM27aUl #hapc #EducateAndEmpower #PeaceOfMind #TheRealDealAboutHospice #Hope #LateStagesOfLife #RealTalk </p>