In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care.

Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting their savings. The discussion covers the importance of planning ahead for healthcare costs, the role of life insurance in securing a dignified retirement, and how small decisions made today can impact your future financial well-being.

Whether you're nearing retirement or still in your working years, this episode will provide you with the tools to safeguard your wealth, plan for long-term care, and protect your family's future.

Timestamps:
0:00 - Importance of acting today for retirement and financial planning.
0:13 - Chris Orestis emphasizes the need for immediate action.
1:01 - Introduction of Madhavi Jane and the focus of the podcast.
1:26 - Madhavi introduces Chris Orestis as the “Retirement Genius.”
3:00 - Chris talks about using life settlements for long-term care.
4:03 - Chris shares his background and involvement in retirement planning.
5:02 - The benefits of life settlements for paying for care.
6:24 - Chris discusses his media presence and expertise.
7:02 - Chris explains his transition from politics to retirement planning.
10:34 - The growing need for long-term care solutions.
14:39 - How life settlements can help seniors pay for care.
18:04 - How life insurance policies qualify for life settlements.
21:50 - The steps involved in the life settlement process.
27:10 - Chris explains the process of closing a life settlement.
32:01 - Tax implications of life settlements and annuities.
35:58 - Combining life insurance, long-term care insurance, and annuities.
39:50 - Chris’s advice on securing life insurance and long-term care.
42:10 - Planning for retirement and healthcare in advance.
44:02 - Chris talks about estate planning and the importance of health.
47:01 - Chris emphasizes family and financial planning for retirement.
50:00 - Rapid-fire Q&A segment begins.
52:16 - Real-life story of how life settlements helped a family.
54:02 - Chris discusses Social Security and Medicare so

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