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End-of-Life Financial Planning: Considerations for the Members of the Congenital Heart Defect Community

End-of-Life Financial Planning: Considerations for the Members of the Congenital Heart Defect Community

FromHeart to Heart with Anna


End-of-Life Financial Planning: Considerations for the Members of the Congenital Heart Defect Community

FromHeart to Heart with Anna

ratings:
Length:
37 minutes
Released:
Jan 28, 2020
Format:
Podcast episode

Description

Laura Redfern, CFP® earned her Certified Financial Planner™ designation in 2011, after working for over 10 years in the financial services industry.  Having a background in investment management and retirement planning, Laura was attracted to comprehensive financial planning and the opportunity to serve clients in a more significant way.  Laura has a passion for educating individuals on financial topics and speaking in “real world” terms to inspire individuals to become confident in making financial decisions.  An experienced speaker and trainer, Laura has presented financial seminars at the American Business Women’s Association, Temple College and McLennan Community College.    Laura has almost 2 decades of experience working with teachers, baby boomers and women to align financial goals with life values.  Laura’s mission is to reduce clients’ stress, make money meaningful, and take the fear out of finance. In today's episode, Laura and Anna talk about end-of-life financial planning. Laura helps us understand if people in certain circumstances need to have special financial planning considerations and she talks about certain groups of people in the CHD community and how their plans may be (or may not be) different than the general public. Enjoy this informative program that busts certain myths about finance and provides a lot of information that can help anyone and everyone!A few notes from Laura:The information contained herein should not be construed as personalized investment advice.The Certified Financial Transitionist Designation is offered and recognized through the Financial Transitionist Institute.  More information about the requirements can be found here: https://www.finra.org/investors/professional-designations/ceftr Investment advisory services offered through, Shadowridge Asset Management, a registered investment adviser.Here are some links we used in putting this episode together. While we found them helpful, we are not responsible for the content and recommend you seek counsel from your own professionals when actually planning your medical and financial future.HSA (Health Savings Accounts)Estate planning documents (select your state)IRS Info on Medical DeductionsMedicare info, specifically on organ transplantsMedicare and Medicaid info and attorneysSearch for Medicare and Medicaid attorneys in your area, including reviews In this clip, Anna thanks listeners of "Heart to Heart with Anna" and asks them to keep the comments on the podcast episodes coming!Support the showAnna's Buzzsprout Affiliate LinkBaby Blue Sound CollectiveSocial Media Pages:Apple PodcastsFacebookInstagramMeWeTwitterYouTubeWebsite
Released:
Jan 28, 2020
Format:
Podcast episode

Titles in the series (100)

"Heart to Heart with Anna" is the longest-running podcast devoted to the congenital heart defect (CHD) community. Our shows feature Survivors, family members, medical professionals and others in the CHD community who wish to share their stories, expertise, and advice. This show is devoted to empowering, educating and enriching the lives of members of the CHD community.