Blue Collar Wealth
Presented by Stone House®
Watch Our Latest Episode
127. Protection After Retirement: Trusts, Estate Planning, Assets, Taxes, Insurance
In this episode of Blue Collar Wealth presented by Stone House®, join Bob Brown, CFP®, Larry Alderson, CFP ®, and Matthew Parker, Esq. as they talk about everything you need to know about protecting your wealth and future plans after retirement. They’ll walk you through the importance of trusts, estate planning, and asset protection, while also shedding light on how to navigate taxes and insurance. Whether you’re already retired or preparing for that next chapter, this conversation offers practical insights and strategies to help you secure your financial future and protect what matters most.
Get in touch with Matthew Parker:
☎️ 800-401-4552
At Stone House, we specialize in helping our clients build financial security and that priceless peace of mind that allows for greater happiness in retirement. Request an appointment with a Stone House Advisor to get started.
Thanks for watching!
We’ll be back next Wednesday with a new episode, so stay tuned.
Timestamps:
🕒 00:00 Intro
🕒 02:30 Planning for Your Future
🕒 04:00 Elder Law Attorney
🕒 09:10 Long Term Care
🕒 11:53 Estate Recovery
🕒 11:48 Look Back Rule
🕒 17:20 Trusts
🕒 22:25 Taxes
🕒 25:08 Irrevocable Trust
🕒 26:10 Insurance
🕒 30:20 Protect YOUR Future
🕒 33:30 Asset Protection
🕒 35:15 Finding Your Perfect Fit
🕒 40:00 Outro
Want to Take the Next Step Toward Retirement?
Request to speak with a Stone House Advisor.
Blue Collar Wealth Presented by Stone House® Video Archive
New episodes are released every Wednesday!
Disclosure: Some Episodes May Contain Unpaid Client & Non-Client Testimonials
