Moving On Mama: Long-Term Care Planning

Moving On Mama: Long-Term Care Planning

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Moving On Mama: Long-Term Care Planning episodes

  • How Wealthy Are You?

    This episode breaks down levels of wealth based on your investable assets, and why it is vital for you to invest in the services of a financial advisor to retain or maximize your wealth in the face of economic uncertainties

    7 min
  • A Congressman's Report

    In light of current intraparty and interparty wrangling in Congress over social spending and how it should be paid for, this segment takes a look at Medicare v Eldercare, "a big issue finally resolved" in the words of  American attorney and Democratic politician,  Rep. Morris K. Udall, 2nd District of Arizona, from March 31, 1965.

    24 min
  • Self Funding vs Long-Term-Care Insurance

    Financial Advisor, David Snyder, of Ameriprise Financial Services, LLC focuses on Options 1  and 2, Self-Funding and Long-Term Care Insurance, in long-term care planning. You will learn the pros and cons of each relevant to your long-term care plan

    39 min
  • Options 5 & 6: HSAs and Trusts

    Health Savings Accounts and Trusts  round out the informational series on funding options for long-term care planning.  HSAs are predicated on employment; some 43% of companies offer them. The greatest benefit of HSAs, arguably, is their tax-advantaged status - which is great for those who self-fund long-term care expenses. The downside is out-of-pocket high deductibles in order to qualify for these plans.  Charitable  Remainder Trusts, where you can transfer your assets in exchange for income that you can draw from for a lifetime to pay for long-term care expenses, may be a good choice for those who don't have children or heirs. 

    7 min
  • Option 4: Long-Term Care Annuities

    Long-Term Care Annuities is the focus here in your LTCP. The host reflects on Helen Reddy, whose anthem, "I Am Woman" touched a chord with so many Generation Jones women who were adolescents when this song came out. I Am Woman inspired the possibilities of "what could be" for all women along the spectrum.

    6 min

About Moving On Mama: Long-Term Care Planning

From the publisher's feed

Moving On Mama: Long-Term Care Planning is about helping mature women, particularly those tail-end baby boomers aka Generation Jones women, plan for long-term care with a myriad of options that…