Waldron Private Wealth: “Wealth Simplified” Podcast Episode 11

Wealth Simplified with Waldron Private Wealth

Our podcast, Wealth Simplified, aims to bring financial literacy and education to anyone who wants to learn. Whether you’re a first-generation wealth creator or a steward to multi-generational wealth, we want to make the complex simple and the vision clear.

On this month’s show, Samantha Spitzer CFP®, CDFA® and Ali Swart CFP®, MBA welcome Jennifer Derby to the podcast to discuss the intricacies of Long-Term Care Planning and Elder Law, uncovering essential insights and strategies to navigate the complexities of aging, preserve your legacy, and secure peace of mind for the future.

70% of people who reach the age of 65 will need long-term care at some point in life. The average cost of nursing home care in the state of Pennsylvania can be over $12,000 per month, that’s almost $150,000 per year. Average stays in a nursing home or long-term care facility is 2.2 years and 3.7 years for women and despite these statistics, only 7% of adults over 50 have long-term care insurance. “

To learn more about our podcast and listen to this month’s episode, please visit: https://offer.waldronprivatewealth.com/wealth-simplified

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About the Author

Andrew Feldmann is the Team Lead of Business Development for Waldron, leading the business development and marketing efforts to continue to support the company's growth.

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We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

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