This episode of CFO at Home is Part 2 of Vince's conversation with Aaron Miller, an elder law attorney who this time around shares his perspective on long-term care insurance. Aaron discusses the critical importance of planning for potential healthcare costs, particularly as they relate to aging and unexpected illnesses. He recounts personal experiences that highlight the financial strain families face when care is needed, emphasizing how long-term care insurance can serve as a vital tool for asset protection. Aaron also explores the evolving landscape of long-term care products, including hybrid policies that offer benefits even if care is never needed.. For more information about Aaron and his services, visit aaronmillerlaw.com

Key Topics:

• The Importance of Long-Term Care Insurance in Asset Protection

• Personal Stories Highlighting the Financial Impact of Care Costs

• Understanding the Evolving Landscape of Long-Term Care Products

• Strategies for Effective Planning: Timing and Health Considerations

• How to Approach Financial Advisors About Long-Term Care Insurance

Key Links

• Miller Law Office, PLLC

• https://www.facebook.com/MillerLawOfficePLLC/

• Aaron Miller - Miller Law Office, PLLC | LinkedIn

• Miller Law Office, PLLC - YouTube

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

On this episode of CFO at Home, Vince·s guest is Aaron Miller, an elder law attorney whose personal experiences have shaped his passion for helping families navigate the complexities of estate planning and elder care. Aaron shares his personal story, then they get into the importance of understanding the financial implications of aging, including misconceptions surrounding Medicare and Medicaid, and the necessity of proactive planning. Aaron discusses various options for funding care, including private pay, long-term care insurance, and government benefits, while also shedding light on common myths on the subjects. For more information about Aaron, visit aaronmillerlaw.com

Key Topics:

• Aaron's Transition to Elder Law: Personal Motivations

• Understanding Medicare vs. Medicaid: What You Need to Know

• The Importance of Planning for Long-Term Care

• Common Misconceptions About Government Benefits

• Strategies for Funding Care: Private Pay, Insurance, and More

• Navigating the Medicaid Look-Back Period: What to Avoid

Key Links

• Miller Law Office, PLLC

• https://www.facebook.com/MillerLawOfficePLLC/

• Aaron Miller - Miller Law Office, PLLC | LinkedIn

• Miller Law Office, PLLC - YouTube

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

This episode of CFO at Home is part 2 of Vince·s conversation with Frank Buchholz, a seasoned financial expert and author of The Investor·s Golden Playbook: 12 Rules for Achieving Real Wealth. This time around Frank and Vince dive into the foundational principles of building first-generation wealth, focusing on key concepts from Frank's book, the importance of developing a prosperity mindset, discussing how mindset shapes financial success and the actionable steps to cultivate it. Frank shares insights from his experiences with clients, emphasizing the significance of paying yourself first through retirement accounts and the necessity of keeping your money protected from scams. For more information about Frank and his book, visit investorsgoldenplaybook.com.

Key Topics:

• The Importance of a Prosperity Mindset in Wealth Building

• Paying Yourself First: Maximizing Retirement Contributions

• Protecting Your Wealth: Understanding Financial Scams

• Lessons from Frank’s Most Memorable Clients

• Automating Savings: The Modern Approach to Wealth Accumulation

Key Links:

• Investors Golden Playbook

• Contact - Investors Golden Playbook

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500