Dec 20, 2022
This week, I'm sharing my top Christmas wish this year. I imagine most 55 year olds would share this wish. I'm seeking a roadmap and directions I can use to help my parents as they are aging. My parents are very private and feel uncomfortble sharing their needs and their spouses' needs with me and my sister. But...
Dec 14, 2022
I am playing an episode from Septembner, 2021, today because we didn't have time to record this week. My husband was in the hospital with "chest pressure". He had been feeling "heavy", in his words for a few days and was concerned that something may be seriously wrong physically. He came home today with a pretty clean...
Oct 18, 2022
This week, Diane explores and brings updates on the Washington Cares Act, a long term care tax on all employees in the state of Washington. There are 14 other states looking closely at adding a state income tax to help fund LTC needs for those or can't or won't plan for themselves. Listen, and learn what some of these...
Oct 12, 2022
This week is a great interview with Michael Anthony at Medicaid Success Select. Based in Ohio and working nationwide, Michael's team helps people who need long term care but never partnered with an insurance company to pay for that care. Medicaid planning helps clients take full advantage of legal exclusions and...
Sep 13, 2022
This week, our case study will hopefully have a happy ending. The couple was referred to me in 2019, their advisor liked the plan I proposed and told them to wait three years, until they were age 60, to buy the coverage.
Today, they are both 61 and still waiting for recent health concerns to be resolved so they can...