Self-Insuring for Long-Term Care, Rebalancing Inherited Portfolios, and Smarter Wealth Moves
Description
On this week’s Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down whether it’s better to self-insure for long-term care or rely on costly, often restrictive hybrid policies. Next, they explain how to rebalance an inherited portfolio, especially when legacy holdings no longer align with your goals or risk tolerance. Then, they dive into how to finance a vacation home wisely—weighing the risks of portfolio loans, capital gains exposure, and over-leveraging in retirement.
You’ll also hear a sharp analysis of gold’s recent surge—and why emotional investing often backfires.
Packed with real-life caller scenarios and expert financial guidance, this episode is a must for anyone focused on smart wealth management, legacy planning, and minimizing risk.
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