Send us a Text Message.

In this podcast episode from "Doing Business with a Servant's Heart," the host, Steve Ramona, talks with guest Bill about special needs planning, mainly focusing on financial strategies for teachers and school administrators. The discussion revolves around enhancing teachers' economic well-being, explicitly addressing the limitations and challenges of 403B plans, which are similar to 401K but often lack employer-matching contributions. Bill elaborates on alternative financial planning methods that could offer better returns and more control over investments, stressing the importance of early planning to ensure a secure and comfortable retirement. The broader conversation includes the financial challenges and strategies available to teachers and insights on managing long-term healthcare costs as people age. Bill and Steve outline how integrating long-term care with life insurance plans can provide a more secure financial future without the high costs typically associated with standalone long-term care packages.
(00:16:17) Long-Term Care Planning
(00:10:40) Sandwich Generation Planning
(00:00:00) Special Needs Planning
(00:05:19) Financial Challenges of Special Needs Parents
(00:22:05) Long-Term Care Planning

Subscribe to our Podcast Newsletter and get tips and resources for your business. https://view.flodesk.com/pages/64e2b98cca259e13f0890575

Get your 2024 Serving Journal
https://www.amazon.com/dp/B0CSNSY1M1

Podcast Swag for Doing Business with a Servant's Heart is now available. Click here to check out all the cool stuff.
https://millions.co/doing-business-with-a-servant-s-heart-san-jose

Do you use Direct Mail for your Marketing? Imagine 90% of the people who get your mail touch it and see it. Earn income to your bottom line.
Contact me today with this link https://inphone.co/sr1