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Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock 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://ro.player.fm/legal.
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Securing Your Future: Long-Term Care Strategies with Kevin Bock

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Manage episode 407502721 series 3561344
Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock 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://ro.player.fm/legal.

As we all aspire to live longer, it becomes imperative to ensure our financial well-being can withstand unforeseen health challenges. Kevin shares real stories of families impacted by unexpected long-term care needs, highlighting the potential financial strain it can place on retirees.

Discover how a well-thought-out plan can make a significant difference. Kevin recounts a recent case where an $800,000 addition to a client's portfolio became a lifeline, covering long-term care expenses and potentially leaving a tax-free legacy for their family. The importance of having a comprehensive strategy that addresses nursing home costs, home care, and the peace of mind it brings to retirees is at the forefront of this insightful discussion.

Learn why waiting to address long-term care needs can be a costly mistake and why it's crucial to incorporate a solid protection program into your retirement plan. As catastrophic medical expenses remain a top concern for retirees, Kevin emphasizes the need to avoid the #1 cause of financial distress in retirement.

CALL KEVIN TODAY FOR YOUR COMPLIMENTARY PORTFOLIO REVIEW!

See omnystudio.com/listener for privacy information.

  continue reading

185 episoade

Artwork
iconDistribuie
 
Manage episode 407502721 series 3561344
Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock 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://ro.player.fm/legal.

As we all aspire to live longer, it becomes imperative to ensure our financial well-being can withstand unforeseen health challenges. Kevin shares real stories of families impacted by unexpected long-term care needs, highlighting the potential financial strain it can place on retirees.

Discover how a well-thought-out plan can make a significant difference. Kevin recounts a recent case where an $800,000 addition to a client's portfolio became a lifeline, covering long-term care expenses and potentially leaving a tax-free legacy for their family. The importance of having a comprehensive strategy that addresses nursing home costs, home care, and the peace of mind it brings to retirees is at the forefront of this insightful discussion.

Learn why waiting to address long-term care needs can be a costly mistake and why it's crucial to incorporate a solid protection program into your retirement plan. As catastrophic medical expenses remain a top concern for retirees, Kevin emphasizes the need to avoid the #1 cause of financial distress in retirement.

CALL KEVIN TODAY FOR YOUR COMPLIMENTARY PORTFOLIO REVIEW!

See omnystudio.com/listener for privacy information.

  continue reading

185 episoade

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