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How OD practice owners should think about long term care insurance with Bryan Langdon, CLU

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Manage episode 503725177 series 2798570
Content provided by Adam Cmejla. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Cmejla or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's not, the difference between LTC planning and LTC insurance, at what age a practice owner should consider evaluating options, and a tax-deductible way that practice owners can pay for the premium.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.

And with that introduction, I hope you enjoy my conversation with Bryan Langdon.

Resources:

20/20 Money Ultimate Financial Success Masterclass

OD Masterminds Request Form

Ash Brokerage

Bryan's Email

————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms

Apple Podcasts

Spotify —————————————————————————————

For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

  continue reading

355 episodes

Artwork
iconShare
 
Manage episode 503725177 series 2798570
Content provided by Adam Cmejla. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Cmejla or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's not, the difference between LTC planning and LTC insurance, at what age a practice owner should consider evaluating options, and a tax-deductible way that practice owners can pay for the premium.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.

And with that introduction, I hope you enjoy my conversation with Bryan Langdon.

Resources:

20/20 Money Ultimate Financial Success Masterclass

OD Masterminds Request Form

Ash Brokerage

Bryan's Email

————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms

Apple Podcasts

Spotify —————————————————————————————

For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

  continue reading

355 episodes

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