Navigating Medicaid: How Families Can Protect Assets and Pay for Care

Navigating Medicaid: How Families Can Protect Assets and Pay for Care

From The Real Money Pros by The Real Money Pros

June 25, 2026 · 59 min

About this episode

The episode discusses Medicaid planning and strategies for families to protect assets while navigating long-term care.

Most families don't think about Medicaid planning until they're facing a health crisis—but by then, some of the best planning opportunities may already be gone. Nic and Jeremiah are joined by Brooke Baker and Jessica Young of Legacy Navigation for an in-depth conversation about the realities of long-term care, Medicaid eligibility, and protecting family assets. Together, they break down the differences between Medicare and Medicaid, the true cost of care, common misconceptions about qualifying for benefits, and why so many families find themselves overwhelmed when a loved one suddenly needs assistance. The discussion explores real-world planning considerations, including asset protection strategies, the five-year lookback period, spousal protections, estate recovery rules, and the challenges families face when trying to navigate the complicated system on their own. Guests: Brooke Baker & Jessica Young Legacy Navigation https://legacynavigate.com/ Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management…

People in this episode

Hosts: Nic, Jeremiah

Guests: Brooke Baker, Jessica Young

Topics covered

Keywords

Sponsors

Ataraxis PEO, Tree City Advisors of Apollon, Apollon Wealth Management

Mentioned in this episode

Organizations: Legacy Navigation, Medicaid, Medicare

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