About this episode

This episode discusses the importance of creating a personal Life Plan before consulting with financial planners or attorneys.

Send us Fan Mail In this episode of Aging in Place Strategies and Answers, we dive into why creating a personal Life Plan must always come before you sit down with a financial planner or an attorney. Too often, people let the numbers or legal structures dictate how they live. Instead, your values, your vision for aging in place, and your personal goals should form the blueprint. Once you have absolute clarity on what you want your future to look like, you can bring in the professionals to bui...

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