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cover of episode Long-term Care, Wills, and Legacy Conversations

Long-term Care, Wills, and Legacy Conversations

2022/8/19
logo of podcast iWealth

iWealth

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FDC - Plan on Purpose is a tool that iWealth created to help its clients. Only 36% of iWealth clients have currently addressed their plan for long-term care. A thoughtful long-term care plan is about balance—weighing what you can afford, the kind of care you expect, and the risks you might face. Made carefully, it's a decision that may help give you peace of mind for your retirement.  

Who do you need to talk to? Sit down with your spouse, children, lawyer,  and financial planner to make sure your checklist is complete.

Education is first! At iWealth we pride ourselves on helping people make  smart decisions when it comes to money. You know how to make money, but  do you know how to keep it? Invest it? Manage it so that it works for  you?  iWealth provides practical thinking tools and structures which  will help you achieve your biggest goals and enjoy an unparalleled  quality of life.   ►Please take a moment to comment and let us know what you thought of  this video. Want to learn more about how iWealth can help you feel  confident about your financial future? Schedule a complementary  30-minute discovery call to get clear on your financial goals, what  might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors 

 ►For more educational tips and wisdom from iWealth:   

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Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap...