
Sign up to save your podcasts
Or


In this important discussion, we focus on "long term care awareness", especially relevant during Long-Term Care Awareness Month. We examine the critical aspects of "long term care" and effective "financial planning" strategies that align with a minimalist approach to "personal finance". Learn practical insights on "how to save money", drawing from a thoughtful, careful spending philosophy.
PS. Asset-based long-term care combines care coverage with savings or life insurance, so you don’t risk wasting premiums if you never need care.
Do You Have Questions? Scheduele a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube
Or text your Name, Last Name, & Email to (949) 359-5100 so our team can help you schedule a FREE 15-minute call
Newsletter: https://cdfinancial.com/newsletter
Socials:
Instagram: https://instagram.com/cdfinancial.llc/
Facebook: https://facebook.com/cdfinancial
LinkedIn: https://linkedin.com/company/cd-financial
👋 WHO AM I?
CD Financial helps federal employees and near-retirees create sustainable, tax-smart retirement income. Expect weekly strategies on 401K, FERS, TSP, Social Security timing, tax planning, and health-meets-wealth habits—clear, practical, compliant.
⏱ TIMESTAMPS
0:00 Intro
Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Support the show
By Charles Dzama5
66 ratings
In this important discussion, we focus on "long term care awareness", especially relevant during Long-Term Care Awareness Month. We examine the critical aspects of "long term care" and effective "financial planning" strategies that align with a minimalist approach to "personal finance". Learn practical insights on "how to save money", drawing from a thoughtful, careful spending philosophy.
PS. Asset-based long-term care combines care coverage with savings or life insurance, so you don’t risk wasting premiums if you never need care.
Do You Have Questions? Scheduele a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube
Or text your Name, Last Name, & Email to (949) 359-5100 so our team can help you schedule a FREE 15-minute call
Newsletter: https://cdfinancial.com/newsletter
Socials:
Instagram: https://instagram.com/cdfinancial.llc/
Facebook: https://facebook.com/cdfinancial
LinkedIn: https://linkedin.com/company/cd-financial
👋 WHO AM I?
CD Financial helps federal employees and near-retirees create sustainable, tax-smart retirement income. Expect weekly strategies on 401K, FERS, TSP, Social Security timing, tax planning, and health-meets-wealth habits—clear, practical, compliant.
⏱ TIMESTAMPS
0:00 Intro
Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Support the show

1,941 Listeners

441 Listeners

808 Listeners

1,310 Listeners

535 Listeners

744 Listeners

547 Listeners

673 Listeners

89 Listeners

815 Listeners

131 Listeners

950 Listeners

106 Listeners

47 Listeners

14 Listeners