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EP042: Long-Term Care Planning with Kit Lancaster, AWMA, CFP

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Manage episode 429240369 series 3586689
Content provided by Pooja A. Patel, DrOT, OTR/L, BCG, CDP, CFPS, CGCP, Pooja A. Patel, BCG, CDP, CFPS, and CGCP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pooja A. Patel, DrOT, OTR/L, BCG, CDP, CFPS, CGCP, Pooja A. Patel, BCG, CDP, CFPS, and CGCP 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://ppacc.player.fm/legal.

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"According to the U.S. Department of Health and Human Services, 70% of people turning 65 can expect to use some form of long-term care during their lives, with an average duration of three years. With the high costs associated with long-term care, it's crucial for older adults and their families to have a solid financial plan in place to ensure a secure and comfortable future."
November is National Family Caregivers Appreciation Month. November is also Home Care & Hospice Month. In this episode, I interview Kit Lancaster, a certified financial planner. Together, we take a dive into everything you need to know about financial planning and long-term care.

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How do you make financial decisions? Who helps you understand your options, potential and purpose? Sterling Edge Financial was founded to help you make more informed financial decisions. There are thousands of financial related questions, decision points and considerations for consumers to consider. With an endless list of options and products seeking your attention with limited or a self-serving understanding of who you are, and what you are seeking to accomplish.
Sterling Edge Financial is here to be a guide. We seek to create and maintain a space for clients to talk about life, finances, purpose and potential. Life is complicated, unique and ever changing. Who we are, what we want today, and what is possible tomorrow can be difficult to see and navigate. Our process is designed to help you find, figure out and pursue the best courses of action for you; with the humility and understanding that things will change. Sterling Edge Financial is here to serve our clients by reducing and take on the burden of evaluating an ever changing landscape with and for our clients. Working with them to find and understand their priorities. Empowering them to take next step that best serves them on their life journey.

Support the show

  continue reading

69 episodes

Artwork
iconShare
 
Manage episode 429240369 series 3586689
Content provided by Pooja A. Patel, DrOT, OTR/L, BCG, CDP, CFPS, CGCP, Pooja A. Patel, BCG, CDP, CFPS, and CGCP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pooja A. Patel, DrOT, OTR/L, BCG, CDP, CFPS, CGCP, Pooja A. Patel, BCG, CDP, CFPS, and CGCP 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://ppacc.player.fm/legal.

Send us a text

"According to the U.S. Department of Health and Human Services, 70% of people turning 65 can expect to use some form of long-term care during their lives, with an average duration of three years. With the high costs associated with long-term care, it's crucial for older adults and their families to have a solid financial plan in place to ensure a secure and comfortable future."
November is National Family Caregivers Appreciation Month. November is also Home Care & Hospice Month. In this episode, I interview Kit Lancaster, a certified financial planner. Together, we take a dive into everything you need to know about financial planning and long-term care.

---
How do you make financial decisions? Who helps you understand your options, potential and purpose? Sterling Edge Financial was founded to help you make more informed financial decisions. There are thousands of financial related questions, decision points and considerations for consumers to consider. With an endless list of options and products seeking your attention with limited or a self-serving understanding of who you are, and what you are seeking to accomplish.
Sterling Edge Financial is here to be a guide. We seek to create and maintain a space for clients to talk about life, finances, purpose and potential. Life is complicated, unique and ever changing. Who we are, what we want today, and what is possible tomorrow can be difficult to see and navigate. Our process is designed to help you find, figure out and pursue the best courses of action for you; with the humility and understanding that things will change. Sterling Edge Financial is here to serve our clients by reducing and take on the burden of evaluating an ever changing landscape with and for our clients. Working with them to find and understand their priorities. Empowering them to take next step that best serves them on their life journey.

Support the show

  continue reading

69 episodes

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