Zebra Smash - Real Financial Planners | Real Conversations

Fresh off of his presentation at the NAPFA 2017 Fall National Conference, Brad Breeding, CFP(R) of myLifeSite.net joins Ben and Roger to talk about aspects that planners need to consider when discussing aging plans/living arrangements with clients.  Brad has a unique perspective in this area, having worked as an advisor for 14 years before launching myLifeSite.net. In that time, he fielded so many questions about Continuing Care Retirement Communities (CCRCs) that that identified a need for resources and databases related to general questions about CCRCs, various contract types, the application process, and how to research specific communities.  In this episode, Brad touches on: The age/life phase when most folks need to seriously consider long-term aging plans Pros and cons of "Aging in Place" Considerations of defaulting to a family caregiver, and the limitations of direct home care providers Defining elements of most Continuing Care Retirement Communities Differences between the three primary CCRC contrac