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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Wednesday Sep 19, 2018
Wednesday Sep 19, 2018
Do you know the difference between Medicare and Medicaid?
Today, Larry Heller breaks down common misconceptions with the help of Kevin Condon, a lawyer who specializes in elder law estate and long-term care planning.
To help listeners understand the inner workings of Medicaid, Larry and Kevin explain how it differs from Medicare. Then they clear up misconceptions they’ve both encountered with clients, including the belief that you can’t ever qualify for Medicaid if you have too many assets, or that your assets are protected from Medicaid in a revocable trust.
Kevin also outlines why it’s important to plan and protect your assets, even if you don’t think you need to plan for Medicaid. He also discusses the best age to start preparing.
Tune in today for an information-packed episode of helpful tips that will help you better prepare for your retirement.
Resources:
Heller Wealth Management | Grenier, Humes & Nolan, LLP | Kevin Condon: 631-694-2626 or kcondon@ghnlawgroup.com
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