The Live Greater View

← The Live Greater View11 Jun · 29 min

Retirement Readiness: Insurance, Medicare, and Estate Planning (Ep. 6)

Retirement Readiness: Insurance, Medicare, and Estate Planning (Ep. 6)11 Jun29 min

As you reach the final decade before retirement, protecting your health, income, and legacy becomes a top priority. Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive into the "protection equation," helping you evaluate which safety nets are still necessary and which are simply hidden expenses. From the evolution of long-term care to navigating the complexities of Medicare and trusts, learn how to shield your plan from unexpected derailments. Key Topics: Life & Disabilit...