Steadfast Care Planning
Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
Steadfast Care Planning
Faith Meets Finance: Navigating Retirement with Purpose with Michael Perez
Thinking about retirement—or helping others prepare? Here are 3 key takeaways to keep in mind:
1. Legacy Doesn’t Happen by Accident
Roughly two-thirds of Americans haven’t done any estate planning. Intentional planning is an act of love—it removes uncertainty and stress for your family. Don’t leave your legacy to chance or state laws. Start the conversation now.
2. Retirement with Purpose Starts with the Right Foundation
Mike outlines five pillars of a faith-driven retirement: Time, Calling, Financial Finish Line, Radical Generosity, and Legacy. These guideposts help shape retirement into a season of meaning, impact, and joy.
3. Family Conversations Are More Powerful Than You Think
Talking with your loved ones—especially adult children—about your plans brings clarity, peace, and stronger stewardship across generations. It’s not just about money. It’s about preparing hearts and minds for what’s ahead.
Whether you’re nearing retirement or advising those who are, this episode is packed with helpful, faith-rooted insights on planning for a future that matters.
Want to go deeper? Grab Mike’s book at faithfinancesbook.com.
For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.
To explore your options for long-term care insurance, click here.
Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care.
Come back next time for more helpful guidance!
