Fireside Financial Ep #21: Go-Go to No-Go: Navigating Long-Term Care, Home Equity, and Legacy Goals

Your Retirement Planning Simplified · Jan 6, 2025 · 12m

Joe and Regan examine the essentials of long-term care planning in retirement. They emphasize the importance of proactive strategies to manage future healthcare expenses. They look at the "retirement expense smile," covering the go-go, slow-go, and no-go years, and explore options like funding care through investments, leveraging home equity, or using long-term care insurance. They highlight the critical role of accessible home modifications, clear communication with family, and securing essential estate planning documents such as wills and powers of attorney. The episode also touches on…