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Long Term Care Planning: How to Protect Your Assets

Long Term Care Planning: How to Protect Your Assets

Update: 2025-11-07
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As we age, one of the biggest financial threats isn't the market, it's the cost of long-term care. In this episode, Nick and Jake break down the real facts behind long-term care insurance, hybrid policy options, and ways to protect what you've built. Are you prepared for the "what ifs" of retirement, whether you're in your 40s, 50s, or beyond? Tune in to find out.

Here's what we discuss in this episode:

🏥 Insurance Options: Traditional, hybrid, and annuity-based LTC plans explained

⚖️ Legal Protection: How trusts and other legal tools can safeguard assets

💸 Gifting Rules: Understanding Medicaid lookback periods and eligibility

🧮 Asset Strategy: Balancing self-insurance, hybrid policies, and Medicaid planning

📚 Mailbag Minute: Listeners' most common long-term care questions answered

 

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

 

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

 

Check us out on YouTube: https://bit.ly/3CcAzai

 

 

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Long Term Care Planning: How to Protect Your Assets

Long Term Care Planning: How to Protect Your Assets