In this episode of the Personal Finance Project, Greg, Scott, and guest Moe Allain, a seasoned advisor with 25 years of experience, discuss the complexities of long-term care, emphasizing the importance of understanding individual needs, the evolution of insurance policies, and the financial implications of long-term care planning. Together, they explore: The challenges of underwriting The benefits of continuous care retirement communities Changing perceptions of retirement homes Moe covers tax implications, leveraging HSAs and Roth IRAs, and common mistakes to avoid in long-term care planning, highlighting the need for education in this critical area of financial planning. whether you're a retiree, pre-retiree, or advisor, this episode offers valuable insights to help you navigate one of life's most significant transitions.

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