The Later in Life Planning Show

by Patrick Cawley

The Middle Class faces specific threats in the later years of life. Long-term care expenses will attack and consume your savings. Know your threats and build a shield. 
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Podcast episodes

  • Season 1

  • S01 E22 - Estate Planning: Where to Start

    S01 E22 - Estate Planning: Where to Start

    Estate planning is not a set of documents. It is a process of understanding who is involved, needs that they have, and threats that they will likely face. It is understanding what you own, how you own it, and how it will pass to ...

    43:57

  • S01 E21 - Grief and Loss

    S01 E21 - Grief and Loss

    Grief and loss is part of life. Did you know that grieving often starts before the actual loss? Whether the loss is a spouse or partner, a job, a role in the family, or even a cherished pet, grief significantly impacts the body ...

    43:53

  • S01 E20 - Real Families, Real Challenges

    S01 E20 - Real Families, Real Challenges

    This episode looks at real family situations and how people decided to own property and why. It shows how people think about their arrangements and how it actually plays out when a family member encounters a predictable challenge...

    43:51

  • S01 E19 - Life Planning from Personal Experience

    S01 E19 - Life Planning from Personal Experience

    Life comes at you fast. Unexpected health problems emerge. Assembling a team to get you through challenges becomes essential. In this episode, Brian Kennedy of KCA Wealth Management describes the kind of planning he does with c...

    43:56

  • S01 E18 - The A-B-C's of Medicare

    S01 E18 - The A-B-C's of Medicare

    Medicare will play a crucial role in the later years of life as a person's health insurance. But Medicare does not arrive in a neat one-size-fits-all package. There is a dizzying array of coverages and copays. Choosing the right ...

    43:53