
Sign up to save your podcasts
Or


It's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerable. Jennifer is joined by her son (and financial advisor) Cameron to explore why these risks are so commonly underestimated and what it means for your future security. Are you truly prepared for the hidden costs of growing older? Tune in the find out.
Here's some of what we discuss in this episode:
๐ Designations Matter: why beneficiary forms override your will
๐ธ Planning for Expenses: the danger of ignoring future healthcare and long-term care costs
๐ Update Your Heirs: outdated beneficiaries that send assets to the wrong person
๐ก Don't Gift Too Soon: tax traps when transferring property while alive
๐ค Avoid Family Conflict: how communication prevents litigation
Contact Maestro Wealth:
Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin
Phone: 336-448-1086
By Craig MoserIt's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerable. Jennifer is joined by her son (and financial advisor) Cameron to explore why these risks are so commonly underestimated and what it means for your future security. Are you truly prepared for the hidden costs of growing older? Tune in the find out.
Here's some of what we discuss in this episode:
๐ Designations Matter: why beneficiary forms override your will
๐ธ Planning for Expenses: the danger of ignoring future healthcare and long-term care costs
๐ Update Your Heirs: outdated beneficiaries that send assets to the wrong person
๐ก Don't Gift Too Soon: tax traps when transferring property while alive
๐ค Avoid Family Conflict: how communication prevents litigation
Contact Maestro Wealth:
Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin
Phone: 336-448-1086

3,242 Listeners

2,000 Listeners

816 Listeners

869 Listeners