You want to enjoy your later years by spending time with friends and family, discovering new interests, and enjoying your surroundings. Thorough longevity planning now helps make all that possible. To help you get started, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes colleagues Jacqueline Parks, regional director of advice and planning, and Tony Bryan, senior vice president and wealth strategist back to our podcast, I’ve Been Meaning To Do That. Together they outline the critical steps you need to follow to give your own longevity plan the best chance of success.

They discuss:

• The mistaken idea that Medicare will pay for long-term care

• Directives, including financial and health care powers of attorney

• Whether health savings accounts can help finance long-term care insurance

• The role of the revocable trust

• The importance of keeping paperwork up to date

If you’d like to take notes on today’s episode, you can download a template to work with.

Podcast Worksheet

Have a question for Oscarlyn or her guests? Email [email protected]