Claim OwnershipPlanning For The Future
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Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.
28 Episodes
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We sit down with Chicago Natives Ron and Karen Dowling of Dowling Legacy And Retirement.Ron and Karen tell us how having a parent in long term care for over 20 years encouraged them to get in to Legacy and Retirement planning.
Philip White joins us from Retirement Logistics out of Springfield Mo Philip talks to us about building strategies that best suits your family and situation. To get a Free Copy of Philips book "Protecting Your Assets From Longterm Care" Call 417-408-8100
Eric Lansford joins us from Sound financial Investments. Eric talks about how family and values effect the way you plan for long term care. Building strategies that best suits your family and situation. Learn how feeding your financial health is like a Hive. to get a free copy of Eric's book "Don't go broke in a nursing home." call 800-267-4969
Mitch McAbee joins us from Dominion Capital Management out of Oklahoma City. When it comes to long term care planning everything starts with a conversation so your advisor can learn about you and your situation to help you create the the plan the best suits your needs. For a Free copy of Mitch's book Call 405-400-9256
Greg DuPont Joins us, he is an Attorney and Author and a Health and Wealth Advocate. Being an attorney and a long term care and wealth management planner gives Greg a perspective that not every planner gets to deal with. from how to avoid probate to durable powers of attorney and how to create tax free money for long term care. To get a Free Copy of Greg's Book "Protecting your future with tax free long term care" call 614-356-8732
Micheal Greer President of Greer Financial Group in Richmond Virginia joins us to talk about how long term care planning has changed, To get a free copy of Micheals Book "Tax Free Money for Long Term Care" call 804-427-7784
J. Barry Watts President of Savingyoutaxes.com joins us as we talk about the past present and future of planning for long term care. The bottom line is taxes will keep going up but there are ways to save money on them but it takes some planning. We also talk about how leaving a legacy for your family can come in many ways from money to memories. to get a free copy of J. Barry Watts book "Don't go Broke in a nursing home" call 417-429-2124
Brian Parker of Advanced Financial Concepts in South East Louisiana joins us as we talk about how longterm care planning has changed. Brian has some great tips on how to convert your life insurance policies or existing annuities into tax free money for long term care. We also talk about what makes Louisiana a unique place to live.
The Wrezinski Advisory Group joins us with over 70 years worth of experience in financial planning. We talk about educating clients and potential clients, we also learn what asset based long term care really means. We dig into how the interstate system has changed our decisions on how we plan for long term care and so much more.
Erin Sinclair is the President of Sinclair Financial Solutions and the Author of the new book "Don't Go Broke in a Nursing Home The LGBTQ Edition." We talk about how long term care has changed and the challenges the LGBTQ community has faced over the years planning for the future as a couple. Erin has an energy and passion that is unmatched wether its helping people with longterm care planning or on the rugby field.
Dana Trenchfield President of Results Retirement and Wealth Management joins us. Dana talks about why she got started in Long Term Care Panning and how educating people about todays programs can help keep your money safe.
Billie Miles President of the Miles Financial Group joins us, he is an Author a radio host and a Safe Money Specialist. Billie talks to us about what it means to be a safe money specialist and how to keep your money secure and grow for you.
We sit down with Martha Patterson an elder care attorney out of Los Angeles CA, Martha talks with us about Probate and how to avoid it. Martha teaches us how to fill up your wagon when it comes to long term care planning.
Tracie is the President of Lampson Retirement Solutions in Houston Texas .Tracie breaks down Long term care and Retirement planning in to relatable terms to help people better understand the WHY. Listening to her will make the light bulb go off in your head as she makes sense of topics that can be confusing.
Scott is the President and CEO of Complete Solutions out of Dayton Ohio. Scott is a big believer in educating yourself when it comes to financial planning. Scott's holistic approach to your financial future will have you looking at your finances like you look at your physical health.
Bill is the President and CEO of Beacon Hill Financial out of Cincinnati Ohio. Bill talks to us about crisis planning and asset protection. Bill also breaks down the evolution of long term care and how far it has come.
William (Bill) Wilson celebrates his 38th year doing business in the Financial Service Industry. Mr. Wilson is President and Founder of Wilson Financial Group, Inc. Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It's about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan how to get there, and get the right advice along the way.
Scott comes to us from Las Vegas Nevada with its booming retirement communities making it a unique market for Elder Care Planning. Scott talks about changing times from the multigenerational house holds to families spread across the country. People spend their money differently in Las Vegas and Scott helps then Plan for that,
Brendon Murphy comes to us from the City of Brotherly Love with great ideas for all of us to secure our long term care in light of the New normal we are living in. As the world has changed so should the way you look at your financial future and Brendon has some great tips and tricks. Brendon also get controversial on what should and should not be on a true Philly Cheese Steak and where to find the best one in town. Brendon was so fun and informative to take to we can't wait to do it again.
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