The Comprehensive Retirement Planning Series
The Comprehensive Retirement Planning Series is organized into five pillars: Health, Housing, Financial, Legal, and Family. Instruction in each pillar contains expert-led courses, worksheets, resources, and explicit directions on how to avoid being forced into institutional care, avoid going broke paying for care, and avoid burdening loved ones. After completing this course, you will have a comprehensive LifePlan Blueprint that integrates your plans for health, housing, financial, legal, and family issues during your retirement years, and outlines what you need to do to bring your plan to life.
What's Included:
- 7 lessons with more than 45 topics covering the critical aspects of a successful retirement plan
- 56 videos delivering more than 170 minutes of instruction in easily understandable segments
- Dozens of worksheets and checklists to record your plans and preferences, with the option to save, download, and share with loved ones
Rajiv Nagaich
Elder Law Attorney & Retirement Planning Coach
01 – Introduction to Retirement Planning
Traditional Retirement Planning vs LifePlanning
How the LifePlanning Process Works
What It Means to Be Me
02 – Create a Health Plan
Introduction – Health Plan
Develop Healthy Habits – Eat Right
Develop Healthy Habits – Exercise
Develop Healthy Habits – Socialize
Gather the Right Medical Team – Understanding Geriatrics
Gather the Right Medical Team – Geriatric Care Options (Inside the Insurance System)
Gather the Right Medical Team – How to Find a Geriatric Care Provider (Inside the Insurance System)
Gather the Right Medical Team – How to Choose a Health Insurance Provider
Gather the Right Medical Team – Private Pay Options (Outside the Insurance System)
Create a Health Plan – Wrap Up
Professional Health Resources
03 – Create a Housing Plan
Introduction – Housing Plan
Defining Home
Requirements for Aging in a Private Residence: Age Friendly Home
Requirements for Aging in a Private Residence: Age Friendly Neighborhood
Requirements for Aging in a Private Residence – Financial Resources
Requirements for Aging in a Private Residence – Family/Social Support
Private Resident Options
Retirement Community Options
Life Plan Community Contract Options
Create a Housing Plan – Wrap Up
Professional Housing Resources
04 – Create a Financial Plan
Introduction – Financial Plan
Financial Dashboard
Selecting a Financial Planner
Long-Term Care Costs Overview
Paying for Long-Term Care – Private Pay
Paying for Long-Term Care – Hiring Caregivers Directly
Paying for Long-Term Care – Reverse Mortgage
Paying for Long-Term Care – Long-Term Care Insurance
Paying for Long-Term Care – Public Assistance (Medicaid)
Paying for Long-Term Care – Public Assistance (VA)
Paying for Long-Term Care – Tax Considerations
Minimize Financial Burdens – Introduction
Minimize Financial Burdens – Assemble Your Resource Team
Create a Financial Plan – Wrap Up
Professional Financial Resources
05 – Create a Legal Plan
Introduction – Legal Plan
Protect Assets – Wills vs Trusts
Protect Assets – Introduction to Safe Harbor Trusts
Protect Assets – Protecting Assets from Long-Term Care Costs
Protect Assets – Protections for Surviving Spouses and Heirs
Protect Assets – Protections from Estate Tax
Protect Assets – Protections for Inheritances
Protect Assets – Align Beneficiaries
Minimize Burdens – Estate Planning
Minimize Burdens – Fiduciaries
Minimize Burdens – Manuals of Instruction
Create a Legal Plan – Wrap Up
Professional Legal Resources
06 – Create a Family Plan
Introduction – Family Plan
Prepare for the Family Meeting – LifePlanning Review
Plan the Family Meeting
Conduct the Family Meeting
Update Your Documents
07 – My Life Plan
Introduction – My Life Plan
What it Means to Be Me
My Professional Resources
Implement Your Decision Blueprint
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