Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
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Ep 210. Smart Spend-Down Strategies with Derrick Flores
Manage episode 480053014 series 3577215
Content provided by Retire SMART LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retire SMART LLC 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.
David welcomes back Derek Flores from Senior Asset Solutions to discuss smart spend-down strategies for retirees and families facing long-term care costs. They discuss protecting assets from nursing home expenses, Medicaid planning, and an upcoming educational class covering Medicaid-compliant annuities, the five-year look-back rule, and more. Whether you're pre-planning or in crisis mode, stay tuned for valuable insights for preserving your legacy.
150 episodes
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Manage episode 480053014 series 3577215
Content provided by Retire SMART LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retire SMART LLC 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.
David welcomes back Derek Flores from Senior Asset Solutions to discuss smart spend-down strategies for retirees and families facing long-term care costs. They discuss protecting assets from nursing home expenses, Medicaid planning, and an upcoming educational class covering Medicaid-compliant annuities, the five-year look-back rule, and more. Whether you're pre-planning or in crisis mode, stay tuned for valuable insights for preserving your legacy.
150 episodes
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Similar to Retire SMART Podcast
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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continue reading
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…
continue reading
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…
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