Ep 5: The Five Pillars – Health Care Planning


Manage episode 265835149 series 2687881
By Jammie Avila. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fourth pillar in our process: healthcare planning.

Show Notes, Contact & Resources:



1:11 – Let’s start with the elephant in the room.

1:43 – This is why we include this step in our five pillars.

2:36 – How prepared is the average pre-retiree is for handling healthcare costs in retirement?

4:05 – Unexpected healthcare expenses weigh the heaviest.

6:13 – Whether you realize it or not, you already have a long-term care plan.

7:04 – Story about a client in Florida.

8:21 – What’s your general advice to someone about buying some form of care?

8:54 – What strategies do you put in place to account for these costs in retirement?

11:54 – It’s purpose planning to protect you and your family.

13:19 – Will Medicare cover your long-term care needs?

14:09 – Who can help with Medicare planning?

15:47 – If you are unsure about your Medicare benefits or long-term care planning, get in touch with us.

13 episodes