Ep. 56: Aging in Place w/Michael Levine

I’m excited for this episode, as we have a real-life retiree, Michael Levine, who successfully owned and sold a home healthcare business.  Michael spent the beginning of his career in accounting until he and his wife started their company over a decade ago.  His knowledge in the home health care space in addition to maximizing the benefits of long-term care insurance is going to be extremely valuable to all of you who are planning for your own retirement as well as caring for aging parents.

Some of the topics we’ll touch on are:

  • Why homecare?  
  • Homecare vs. Medicare
  • Hiring a home care company vs. privately
  • How does Long-term care insurance fit into Home health care?  
  • Cost of care, how to decide how much LTCi to buy?
  • Maximizing your LTC policy
  • What if you don’t have LTC…and what if our clients are stepping in to care for aging parents

I hope you enjoy this one and make sure to share it with a friend or family member who would benefit from this content.

-Kevin 

Resources:

  • Deducting your Long-term Care Insurance premiums
  • Download your free PDF on What questions to ask about your long-term care insurance policy

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Kevin Lao

I am the founder of Imagine Financial Security. We are a Flat Fee, Fiduciary Financial Advisor based in Jacksonville, FL. We specialize in retirement planning for blended families, tax optimization and investment management. We can work with you locally in Jacksonville or St Augustine, as well as virtually anywhere in the United States.