Stay Wealthy Retirement Podcast

Long-Term Care: A 5-Step Process to Determine If You Can "Self-Fund"


Listen Later

You've heard it before—70% of Americans over 65 will need long-term care.

While that number is technically true, it's also misleading.

Because here's what many people don't realize: the vast majority of retirees will never face a catastrophic, six-figure care event.

In fact, nearly two-thirds will spend ZERO out of pocket during their lifetime! 🤯

So how do you prepare responsibly without overpaying for protection you may never use?

In this episode, I walk you through a simple 5-step process to decide if you can safely "self-fund" your long-term care needs, while still protecting your retirement plan and peace of mind.

***

SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

My team and I have guided hundreds of families across the U.S. through retirement's biggest challenges over the last two decades.

The result?

Smarter tax strategies, better investment decisions, and a more confident retirement.

If you're seeking clarity and a proven retirement planning process, we'd be honored to help.

👉 Schedule a Complimentary Strategy Session

***

EPISODE RESOURCES:

Grab the Episode Show Notes

Join the Stay Wealthy Retirement Newsletter

Learn About the Total Retirement System™

...more
View all episodesView all episodes
Download on the App Store

Stay Wealthy Retirement PodcastBy Taylor Schulte, CFP®

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

622 ratings


More shows like Stay Wealthy Retirement Podcast

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,943 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

453 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,318 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

447 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

519 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

749 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

534 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

197 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

806 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

189 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

558 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

150 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

855 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

103 Listeners