
Thursday May 01, 2025
Ep 210. Smart Spend-Down Strategies with Derrick Flores
David welcomes back Derek Flores from Senior Asset Solutions to discuss smart spend-down strategies for retirees and families facing long-term care costs. They discuss protecting assets from nursing home expenses, Medicaid planning, and an upcoming educational class covering Medicaid-compliant annuities, the five-year look-back rule, and more. Whether you're pre-planning or in crisis mode, stay tuned for valuable insights for preserving your legacy.
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