Episode Details

Join host Bob Roth of Cypress Homecare Solutions and guest David Monheit, CPA and financial advisor with Landmark Financial Wealth Management, as they discuss comprehensive financial planning with a focus on aging needs. This episode explores David's journey from CPA to financial advisor, the importance of early long-term care insurance planning, and strategies for protecting assets while ensuring quality care in later years. David shares real-world examples of planning approaches for both individuals and families, emphasizing how proper financial preparation creates security and peace of mind for future healthcare needs. #FinancialPlanning #LongTermCare #RetirementPlanning #HealthFutures #WealthManagement #ElderCare #SoloAging #InsurancePlanning #EstatePlanning #FinancialAdvisor See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.