Second Half of Life Podcast

The Secret Strategy: Planning Tips for Your Second Half of Life (Classic)

January 12, 2023 Steinbacher, Goodall & Yurchak Season 4 Episode 1
Second Half of Life Podcast
The Secret Strategy: Planning Tips for Your Second Half of Life (Classic)
Show Notes

The episode is a rebroadcast of an episode originally produced in 2020. In it, Long-Term Care Planner Tammy Zilske discuss some strategies that are available to anyone and everyone that will help minimize the financial and emotional impact of a healthcare crisis for you or a loved one. She discusses the five-year Medicaid lookback period and how to use that to your advantage to qualify for Medical Assistance to help pay for long-term care if you need it in the future, or even right now. She also talks about legal strategies that will protect your home and assets from the cost of long-term care, why starting early BEFORE a healthcare crisis is critical and will lead to better outcomes, and different planning options that put YOU in control.

Please note that because this episode was originally recorded in 2020, some of the numerical figures mentioned may be out of date.