What is discussed in our first meeting?

Preparing For Tomorrow podcast · Jan 22, 2026 · 15m

Hello to all our new and returning listeners! Because we've had a large increase in listeners, I thought I'd share what we discuss during our initial consultation (which costs you only time). It's good for long time listeners to get a refresher as well. Our first meeting, via phone or Zoom and sometmes in person, is mostly educational. It's impossible to make a decision on something as important as preparing for futue extended care needs unless we understand what we are deciding. LTC insurance is not for everyone. It must fit in with the rest of your retirement plan in order to protect both…