Transcrito

Senior Care Live: September 28, 2024

8 de oct. de 2024 · 45m 52s
Senior Care Live: September 28, 2024
Descripción

Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Neil Connolly, CFP and Senior Wealth Manager at Rally Wealth and Benefits.  Neil discusses the possible impact...

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Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Neil Connolly, CFP and Senior Wealth Manager at Rally Wealth and Benefits.  Neil discusses the possible impact of the recent Fed move to lower the interest rate by 50 basis points.  Then, Neil discusses how Medicare and Social Security contribute to an overall tax strategy on retirement.  Steve reviews CCRCs (Continuing Care Retirement Communities), what they offer, why you would consider one, and explains the entrance fee contracts that are associated with many of these types of communities.  CCRCs offer independent living, assisted living, and long term care so this is by far and away the most difficult type of community to navigate without the assistance of a trained professional.  #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #Franchise #SeniorCareFranchise (800) 331-6445
www.SeniorCareLive.com
www.facebook.com/SeniorCareLive
www.linkedin.com/in/stevekuker
www.twitter.com/SeniorCareLive
www.SeniorCareConsulting.com
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