In this episode, Steve explores the critical topics of long-term care expenses and protecting investments amidst market volatility. Discover the staggering variations in long-term care costs across different states and gain insights into why planning for this inevitable expense is vital. Steve shares personal experiences that led him to prioritize long-term care planning, emphasizing the importance of building comprehensive strategies rather than relying solely on traditional insurance products.

Learn about alternative solutions for long-term care, including annuities with chronic illness riders and indexed universal life policies, tailored to provide both protection and potential growth. Steve highlights the significance of aligning investment strategies with individual needs and risk tolerance, especially for those nearing retirement. Understand the implications of market downturns on retirement portfolios and explore proactive measures to mitigate risks while aiming for steady growth.

Call Steve today for your complimentary Retirement Review!