Retirement Readiness: Insurance, Medicare, and Estate Planning (Ep. 6)
As you reach the final decade before retirement, protecting your health, income, and legacy becomes a top priority. Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive into the "protection equation," helping you evaluate which safety nets are still necessary and which are simply hidden expenses. From the evolution of long-term care to navigating the complexities of Medicare and trusts, learn how to shield your plan from unexpected derailments. Key Topics: Life & Disabilit...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from The Live Greater View
Retirement Readiness: 7 Big Mistakes People Make Years Before Retirement (Ep. 10)
Retirement Readiness: Managing Retirement Distributions (Ep. 9)
The 401(k) Playbook: Target Date Funds - Are They Actually the Right Choice?
Retirement Readiness: Are You Thriving in Retirement? (Ep. 8)
Get summaries like this every morning.
Free AI-powered recaps of The Live Greater View and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.