In Money Conscious Episode 16: Experts on Longevity Planning Services Available Now, knowledgeable leaders from Raymond James and the Millstone Evans team update you on longevity planning – what it is and what it encompasses, including an overview of incredible tools available today. 

Included on the expert panel are Sacha Millstone, president of the Millstone Evans Group and podcast host, along with the firm’s Life Cycle Planning Specialist Toni Noto and, from Raymond James, Senior Longevity Planning Consultant Alaina Butler. The episode is hosted by Dave Singleton, who works with the team on the firm’s communications and is also a longtime client who asks questions from the client’s point of view. 

In this information-packed and engaging episode, Sacha, Toni and Alaina share their perspectives on how longevity planning benefits people of all ages. They explore how important it is to have a vision for the rest of your life – and how key it is to plan early to make that vision a reality. They also spotlight specific details about the available suite of longevity planning tools and resources, including:

• Clear Match Medicare. An unbiased agent will partner with you to help you consider which options to consider and how best to navigate those choices as your needs change.


• EverSafe. This service shields you and your loved ones from financial fraud through monitoring accounts for unusual activity and sending alerts to you and anyone you designate as a trusted advocate. 


• Everplans. Their step-by-step process helps you organize key documents – from wills and end-of-life wishes to family memories– in a secure online database, which you can share with trusted family and friends. 

All three of these are complimentary, added-value longevity planning services that The Millstone Evans Group offers clients. 

The panel also focuses on Broadspire Care Management, a fee-based caregiving service. Broadspire’s dedicated care experts use a holistic, specific approach to assist you with identifying and successfully addressing the often-disorienting challenges involved in caring for an aging or disabled loved one. 

Guests:

• Sacha Millstone is the President of Millstone Evans Group and has been a financial advisor and leader in the industry for decades. She brings a wealth of experience to this podcast, this conversation and to the firm’s clients in 37 states. 


• Toni Noto is the Life Cycle Planning Specialist for the Millstone Evans Group. Clients value her experience around key areas that have big implications in retirement – including Medicare planning and other key aspects of longevity planning. 


• Alaina Butler is the Senior Longevity Planning Consultant at Raymond James, helping connect advisors and branches to the resources they need to help their clients and clients’ families holistically. Alaina was one of the bright stars at recent Millstone Evans Group Market Outlook event – attendees loved her longevity planning presentation. 

Show Notes:

• In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way. 


• After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you!


• Visit The Millstone Evans Group website for more information about the company.


• On April 18, 2023, to help families and individuals struggling to access the affordable, high-quality care they need, the Biden Administration announced the most sweeping set of executive actions to improve care in history.