27 min
Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg Financial Side of Life
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- Investing
Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg
Long-term care and estate planning are two financial life planning areas that everyone can benefit from. Subscribe to my newsletter.
But it is even more so a woman’s issue.
Why? Two reasons. Women are oftentimes the caregiver for their spouses. And because women frequently outlive their spouses, there is no one to care for them.
Although today’s podcast is intended for everyone, without a doubt, women need to pay close attention and plan for their own care and successful outcome.
Liz Wallace, estate planning and specifically, elder law attorney with Agile Elder Law, joins me, Angie Furubotten-LaRosee, your Financial Planner Tri-Cities, in this discussion. We are talking about estate planning with careful consideration given to planning for asset protection and long-term care.
We are hosting a free webinar this month, How to Protect Your Nest Egg and Pay for Long-Term Care. May 28th 2020 at 5:15 PM . Register here aveafp.com/events.
This is a complex issue with many variables. I hope you will listen in and join our webinar.
Subscribe and watch this podcast on my YouTube channel. As always, tune in to hear all the details.
In this episode you’ll learn more about:
* Why do most Americans not complete their will and estate plans?
* What are important consequences for not completing estate planning documents?
* How does estate planning even relate to long-term care planning?
* 2 common mistakes you see people make.
* What are risks of not having proper planning if you experience a long-term care event?
* What are key steps people should take to protect themselves, their assets and their loved ones?
Links
* Liz Wallace, Agile Elder Law
* Reach Liz at Liz@agilelawfirmeast.com (509) 530-2380
* Facebook and Instagram
* If you are looking for a financial advisor to help you earn more, save more, invest more so you can do more, reach out to Angie today.
* #FinancialPlannerTriCities #TriCitiesWA
* This podcast is brought to you by Angie at Avea Financial Planning, LLC., your Financial Planner Tri-Cities.
Ask Angie, Financial Planner Tri-Cities
Have a question that you’d like to have answered on a future podcast episode?
or send your question — along with your first name and the city you live in — to angie@aveafp.com.
Full podcast episode transcript.
[00:00:00] Angie Furubotten-LaRosee, CFP®: [00:00:00] Hey everybody. It’s Angie here, Certified Financial Planner, and I want to welcome you to the financial side of life podcast. So today I enjoined by Liz Wallace. Say hello to our listeners, Liz.
Liz Wallace,
Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg
Long-term care and estate planning are two financial life planning areas that everyone can benefit from. Subscribe to my newsletter.
But it is even more so a woman’s issue.
Why? Two reasons. Women are oftentimes the caregiver for their spouses. And because women frequently outlive their spouses, there is no one to care for them.
Although today’s podcast is intended for everyone, without a doubt, women need to pay close attention and plan for their own care and successful outcome.
Liz Wallace, estate planning and specifically, elder law attorney with Agile Elder Law, joins me, Angie Furubotten-LaRosee, your Financial Planner Tri-Cities, in this discussion. We are talking about estate planning with careful consideration given to planning for asset protection and long-term care.
We are hosting a free webinar this month, How to Protect Your Nest Egg and Pay for Long-Term Care. May 28th 2020 at 5:15 PM . Register here aveafp.com/events.
This is a complex issue with many variables. I hope you will listen in and join our webinar.
Subscribe and watch this podcast on my YouTube channel. As always, tune in to hear all the details.
In this episode you’ll learn more about:
* Why do most Americans not complete their will and estate plans?
* What are important consequences for not completing estate planning documents?
* How does estate planning even relate to long-term care planning?
* 2 common mistakes you see people make.
* What are risks of not having proper planning if you experience a long-term care event?
* What are key steps people should take to protect themselves, their assets and their loved ones?
Links
* Liz Wallace, Agile Elder Law
* Reach Liz at Liz@agilelawfirmeast.com (509) 530-2380
* Facebook and Instagram
* If you are looking for a financial advisor to help you earn more, save more, invest more so you can do more, reach out to Angie today.
* #FinancialPlannerTriCities #TriCitiesWA
* This podcast is brought to you by Angie at Avea Financial Planning, LLC., your Financial Planner Tri-Cities.
Ask Angie, Financial Planner Tri-Cities
Have a question that you’d like to have answered on a future podcast episode?
or send your question — along with your first name and the city you live in — to angie@aveafp.com.
Full podcast episode transcript.
[00:00:00] Angie Furubotten-LaRosee, CFP®: [00:00:00] Hey everybody. It’s Angie here, Certified Financial Planner, and I want to welcome you to the financial side of life podcast. So today I enjoined by Liz Wallace. Say hello to our listeners, Liz.
Liz Wallace,
27 min