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The Planning For Retirement Podcast
Kevin Lao
105 episodes
3 days ago
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!
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All content for The Planning For Retirement Podcast is the property of Kevin Lao and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!
Show more...
Investing
Business
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99: How Do We Design a Plan When My Spouse And I Feel Differently About Retirement Income? How Do I Possibly Calculate How Much I'll Need For Long-term Care Costs? + more! (Retirement Q&A Session)
The Planning For Retirement Podcast
36 minutes 14 seconds
1 month ago
99: How Do We Design a Plan When My Spouse And I Feel Differently About Retirement Income? How Do I Possibly Calculate How Much I'll Need For Long-term Care Costs? + more! (Retirement Q&A Session)

PFR Nation,

 

As you know, we are well underway with our free giveawaysfrom a couple of weeks ago. And as I mentioned last week, we received a lot of great comments in that YouTube thread! So last week, I touched on three of the questions in a Q&A format.  Today, I’ll address three more! 

Here they are:

1.       “So how do you actually build a retirement income plan that both people can sleep at night with when one side wants market exposure and the other wants safety?”

2.       “I've set aside (spreadsheet) my calculated number to self-fund my long-term care, but the variables and assumptions concern me.”

3.       “How do we pay for health care before Medicare?”

You’re not going to want to miss this one, and hope you find it useful!  Thanks for tuning in.

 

-Kevin

 

Resources Mentioned in this Episode:

  • Genworthand Carescout Cost of Care
  • The ACA Premium Tax Credits AreChanging in 2026! (PFR Video)


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This is for general education purposes only and should not be considered as tax, legal or investment advice.

The Planning For Retirement Podcast
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!