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Greenville SC Senior Living: Plan Now or Face a 5-Year Waitlist
Retirement planning involves many conversations about income, taxes, and investments. But one of the questions Stewart Smith and Mitch Davies hear most often from families across Upstate South Carolina is this: How do we figure out the senior care piece and how do we pay for it?
This week, Stewart and Mitch are joined in the studio by Lynn Baird of Oasis Senior Advisors, a 30-year veteran who helps families navigate independent living, assisted living, memory care, and skilled nursing facilities across the Greenville area. Think of her as a real estate agent and advocate for families going through one of the most complicated transitions of their lives.
In this episode:
- The four levels of senior care and exactly what triggers the move from one to the next
- How activities of daily living (ADLs) connect to insurance and long-term care benefits
- What senior living actually costs in Upstate SC — and why it may surprise you
- Why some of the most sought-after Greenville communities have five-year waiting lists
- The questions every family should ask when touring a facility
- How to recognize the signs that a loved one may need more help — and why it's harder to spot than most people think
- Medicaid planning and the five-year lookback — what you need to know before you need it
- Stewart's personal story about his father, a power of attorney, and a stroke that changed everything eight months later
Mitch also covers this week's market update — inflation numbers, the new Federal Reserve chair, and what continued volatility means for retirees who haven't stress-tested their portfolios lately.
For senior living placement in Upstate SC, visit Lynn at oasissenioradvisors.com and search for the Greenville location.
Ready to stress-test your retirement plan?
ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas create tax-efficient retirement income strategies.
📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615
📞 (864) 775-5033
Schedule your complimentary consultation today at www.clearpathretirement.com
Subscribe & Connect:
YouTube: @ClearPathRetirementPlanning
Facebook: https://www.facebook.com/ClearPathRetirement
LinkedIn: https://www.linkedin.com/company/clearpathretirement
Important Disclosure:
Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement Plannin...
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By Stewart SmithRetirement planning involves many conversations about income, taxes, and investments. But one of the questions Stewart Smith and Mitch Davies hear most often from families across Upstate South Carolina is this: How do we figure out the senior care piece and how do we pay for it?
This week, Stewart and Mitch are joined in the studio by Lynn Baird of Oasis Senior Advisors, a 30-year veteran who helps families navigate independent living, assisted living, memory care, and skilled nursing facilities across the Greenville area. Think of her as a real estate agent and advocate for families going through one of the most complicated transitions of their lives.
In this episode:
- The four levels of senior care and exactly what triggers the move from one to the next
- How activities of daily living (ADLs) connect to insurance and long-term care benefits
- What senior living actually costs in Upstate SC — and why it may surprise you
- Why some of the most sought-after Greenville communities have five-year waiting lists
- The questions every family should ask when touring a facility
- How to recognize the signs that a loved one may need more help — and why it's harder to spot than most people think
- Medicaid planning and the five-year lookback — what you need to know before you need it
- Stewart's personal story about his father, a power of attorney, and a stroke that changed everything eight months later
Mitch also covers this week's market update — inflation numbers, the new Federal Reserve chair, and what continued volatility means for retirees who haven't stress-tested their portfolios lately.
For senior living placement in Upstate SC, visit Lynn at oasissenioradvisors.com and search for the Greenville location.
Ready to stress-test your retirement plan?
ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas create tax-efficient retirement income strategies.
📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615
📞 (864) 775-5033
Schedule your complimentary consultation today at www.clearpathretirement.com
Subscribe & Connect:
YouTube: @ClearPathRetirementPlanning
Facebook: https://www.facebook.com/ClearPathRetirement
LinkedIn: https://www.linkedin.com/company/clearpathretirement
Important Disclosure:
Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement Plannin...