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Ep. 37 - From Detroit to South Florida and Everything In Between

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Manage episode 498419280 series 3556880
Content provided by Jennifer Rosen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jennifer Rosen 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.

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In this episode of Mind Your Nest, we sit down with the incredibly warm and knowledgeable Jeff Lukosavich, a fellow Midwesterner turned South Florida financial advisor who’s carved out a powerful niche in long term care planning. From engineering at Ford to navigating life after divorce, Jeff shares his journey of reinvention, why he believes long term care is the retirement insurance no one talks about, and how his work is more about heart than hustle.

We cover the difference between traditional and hybrid policies, why the industry has shifted so much since the 80s, and how planning ahead—especially in a transient state like Florida—can protect your legacy and your peace of mind. This conversation is full of real talk, practical tips, and heartfelt stories about aging with dignity, caring for loved ones, and doing the kind of planning that’s easy to put off until it’s not.

Whether you're in your 40s thinking about your parents or in your 60s wondering what your options are, this one’s for you. And don’t worry—we even find a way to make insurance not boring.

Contact Jennifer Rosen:
Email: [email protected]

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 498419280 series 3556880
Content provided by Jennifer Rosen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jennifer Rosen 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.

Send us a text

In this episode of Mind Your Nest, we sit down with the incredibly warm and knowledgeable Jeff Lukosavich, a fellow Midwesterner turned South Florida financial advisor who’s carved out a powerful niche in long term care planning. From engineering at Ford to navigating life after divorce, Jeff shares his journey of reinvention, why he believes long term care is the retirement insurance no one talks about, and how his work is more about heart than hustle.

We cover the difference between traditional and hybrid policies, why the industry has shifted so much since the 80s, and how planning ahead—especially in a transient state like Florida—can protect your legacy and your peace of mind. This conversation is full of real talk, practical tips, and heartfelt stories about aging with dignity, caring for loved ones, and doing the kind of planning that’s easy to put off until it’s not.

Whether you're in your 40s thinking about your parents or in your 60s wondering what your options are, this one’s for you. And don’t worry—we even find a way to make insurance not boring.

Contact Jennifer Rosen:
Email: [email protected]

  continue reading

42 episodes

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