No Retirement Plan is Complete Without a Plan for Long-Term Care with Tom Hegna

Steadfast Care Planning

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Join Kelly and her guest: Tom Hegna, economist, retirement income expert, speaker, and author. Tom is on a mission to help the world’s population understand the math and science to retire happy.

Today we’re talking about how no retirement plan is complete without a plan for long-term care (LTC).
In this episode: the importance of planning for long-term care (LTC) and how it can affect your retirement plan, the three phases of retirement, Pension Protection Act annuities, increasing income in retirement, and why it’s important to work with an independent LTC insurance Specialist.
Watch this episode on Youtube:

https://youtu.be/HT4qHJbNA68

Find out more about Tom Hegna:

https://tomhegna.com/

Find Tom’s books online:

https://tinyurl.com/235z2722
For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.
To explore your options for long-term care insurance, click here.
Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care Columbus.
Come back next time for more helpful guidance!

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1. No Retirement Plan is Complete Without a Plan for Long-Term Care with Tom Hegna (00:00:00)

2. Welcome (00:00:37)

3. Why is planning for LTC in retirement important? (00:01:48)

4. 3 phases of retirement (00:05:00)

5. Proactive planning (00:09:58)

6. Pension Protection Act annuities (00:11:09)

7. How can people have increasing income in retirement? (00:13:47)

8. Why is important to work with a Long-Term Care Insurance Specialist? (00:15:55)