Balancing True Wealth and Healthcare Planning: A Holistic Approach to Retirement Success with Monique Gagne - EP 020

03/02/2025 49 min
Balancing True Wealth and Healthcare Planning: A Holistic Approach to Retirement Success with Monique Gagne - EP 020

Listen "Balancing True Wealth and Healthcare Planning: A Holistic Approach to Retirement Success with Monique Gagne - EP 020"

Episode Synopsis

๐—ช๐—ต๐—ฎ๐˜'๐˜€ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ผ๐—ถ๐—ป๐˜ ๐—ผ๐—ณ ๐—ฐ๐—ฟ๐—ฒ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—บ๐—ฒ๐—บ๐—ผ๐—ฟ๐—ฎ๐—ฏ๐—น๐—ฒ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ๐˜€ ๐—ถ๐—ณ ๐˜†๐—ผ๐˜‚ ๐—ต๐—ฎ๐˜ƒ๐—ฒ๐—ป'๐˜ ๐—ฝ๐—ฟ๐—ผ๐˜๐—ฒ๐—ฐ๐˜๐—ฒ๐—ฑ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฎ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐˜† ๐˜๐—ผ ๐—ฒ๐—ป๐—ท๐—ผ๐˜† ๐˜๐—ต๐—ฒ๐—บ?This week's RichLife Retirement Show tackles both sides of retirement success: creating true wealth AND helping to manage it appropriately.ย Join special guest Monique Gagne (The Money Mom) and Bruce Steinbrock as we explore:๐ŸŽฏย  Why using money as a tool to create experiences matters more than accumulating "stuff"ย ๐ŸŽฏย  How to help align your financial decisions with what brings you joyย ๐ŸŽฏย  Understanding the 5 ways to address long-term care needs (70% of people over 65 will need some form of long-term care)ย ๐ŸŽฏย  Strategies to help prepare for healthcare costs that could exceed $315,000 during retirementย ๐ŸŽฏย  Why honest money conversations are crucial for couples planning retirementWe're also answering listener questions from the AskBeau.com mailbag. ๐˜‰๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ต๐˜ฐ ๐˜ด๐˜ฆ๐˜ฏ๐˜ฅ ๐˜ช๐˜ฏ ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜ฒ๐˜ถ๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ด๐˜ฐ ๐˜บ๐˜ฐ๐˜ถ ๐˜ค๐˜ข๐˜ฏ ๐˜จ๐˜ฆ๐˜ต ๐˜ต๐˜ฉ๐˜ฆ ๐˜ข๐˜ฏ๐˜ด๐˜ธ๐˜ฆ๐˜ณ๐˜ด ๐˜บ๐˜ฐ๐˜ถ ๐˜ฏ๐˜ฆ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ฉ๐˜ฆ๐˜ญ๐˜ฑ ๐˜ฅ๐˜ฆ๐˜ด๐˜ช๐˜จ๐˜ฏ ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜™๐˜ช๐˜ค๐˜ฉ๐˜“๐˜ช๐˜ง๐˜ฆ ๐˜™๐˜ฆ๐˜ต๐˜ช๐˜ณ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต.You can pick up a free copy of Monique's book, "Who Took My Money"ย  by visiting AskBeau.com, and completing the form -- be sure to enter the book title "Who Took My Money?" and where you heard the show. The RichLife Team will send you a copy of the book.If you want to join Monique's 30-Day Debt Elimination Challenge, visit https://moniquegagne.com/courses.php ย to sign up.ย To learn more, visit www.RichLifeAdvisors.comConnect with us:https://www.facebook.com/RichLifeAdvisors/https://www.youtube.com/@richlifeadvisors https://www.linkedin.com/company/richlifeadvisors/https://twitter.com/RichLifeAdvisorDisclosure: Beau Henderson is an investment advisor representative with Fiduciary Capital, Inc., a registered investment advisor. Opinions expressed are for educational purposes only and do not constitute specific individual advice. RichLife Advisors does not offer legal or tax advice. Listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Beau Henderson and RichLife Advisors are not associated with or endorsed by Medicare, the Social Security Administration, or any other government agency. Maximizing your Social Security benefits assumes foreknowledge of your date of death. Claiming later for a higher benefit may result in fewer benefits if you pass away earlier than expected. Investing in securities involves risk, including potential loss.

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