About this episode

This episode features a case study on aged care planning, highlighting the financial decisions faced by a couple when one spouse needed urgent care.

Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/   In today's episode, Nathan Fradley from Fradley Advice presents a full aged care case study with a live visual walkthrough of the numbers that a real couple faced when one spouse needed to unexpectedly and urgently enter care. He touches on: 👉 an introduction to the case study 👉🏼 what is a RAD and DAP 👉🏽 how means testing works for the age pension vs aged care 👉🏾 their aged care fees 👉🏿 what they did after seeing Nathan about their situation 👉🏻 how they got into a better financial position 👉 what would Nathan have done in their situation? 👉🏽 key takeaways from this case study *Names in this case study have been changed for privacy Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help Sign up to the Retire Right newsletter here…

People in this episode

Host: Glen James

Guest: Nathan Fradley

Topics covered

• aged care planning
• financial advice
• case study
• retirement
• means testing
• aged care fees

Sponsors

Tallowwood Wealth Advice

Mentioned in this episode

Organizations: Fradley Advice, Retire Right

Places: Australia, Youtube, facebook

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