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Long-Term Care: A 5-Step Process to Determine If You Can "Self-Fund"

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Manage episode 515165353 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.

You've heard it before—70% of Americans over 65 will need long-term care.

While that number is technically true, it’s also misleading.

Because here's what many people don’t realize: the vast majority of retirees will never face a catastrophic, six-figure care event.

In fact, nearly two-thirds will spend ZERO out of pocket during their lifetime! 🤯

So how do you prepare responsibly without overpaying for protection you may never use?

In this episode, I walk you through a simple 5-step process to decide if you can safely "self-fund" your long-term care needs, while still protecting your retirement plan and peace of mind.

***

SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.

The result?

Smarter tax strategies, better investment decisions, and a more confident retirement.

If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.

👉 Schedule a Complimentary Strategy Session

***

EPISODE RESOURCES:

Grab the Episode Show Notes

Join the Stay Wealthy Retirement Newsletter

Learn About the Total Retirement System™

  continue reading

240 episodes

Artwork
iconShare
 
Manage episode 515165353 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.

You've heard it before—70% of Americans over 65 will need long-term care.

While that number is technically true, it’s also misleading.

Because here's what many people don’t realize: the vast majority of retirees will never face a catastrophic, six-figure care event.

In fact, nearly two-thirds will spend ZERO out of pocket during their lifetime! 🤯

So how do you prepare responsibly without overpaying for protection you may never use?

In this episode, I walk you through a simple 5-step process to decide if you can safely "self-fund" your long-term care needs, while still protecting your retirement plan and peace of mind.

***

SCHEDULE A (FREE) RETIREMENT STRATEGY MEETING:

My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.

The result?

Smarter tax strategies, better investment decisions, and a more confident retirement.

If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.

👉 Schedule a Complimentary Strategy Session

***

EPISODE RESOURCES:

Grab the Episode Show Notes

Join the Stay Wealthy Retirement Newsletter

Learn About the Total Retirement System™

  continue reading

240 episodes

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