Helping clients evaluate their housing options in retirement {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

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3y ago 29:03

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Where we call home became even more important over the last year. In this episode of the PFP Section podcast, Brad Breeding, continuing care retirement community (CCRC) and lifecare community expert, answers the following questions:

Has anything changed in retirement community living with the events of the past year?
What should clients be thinking about to make the best decisions for their living situation in retirement?
Can you highlight some of the overlooked areas that financial planners need to be mindful of?
Are there resources that you can suggest to help our members help their clients?
What’s your best piece of advice for listeners to take away from this podcast?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

Visit net to find CCRC resources.
Check out The National Alliance for Caregiving for additional guidance.
Learn more about your state’s long-term care ombudsman program.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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