Episode 16: Our Expert Panel Explores Longevity Planning Services Available Now

Money Conscious with Sasha Millstone

Hi all,

I think you are going to love this topic! In Episode 16: Our Expert Panel Explores Longevity Planning Services Available Now, we share what longevity planning is and what it encompasses, including an overview of incredible tools available to you today.

Joining me on the panel are my colleague Toni Noto, Life Cycle Planning Specialist, and Alaina Butler, Raymond James Senior Longevity Planning Consultant, who was a big hit with her longevity planning talk at our recent Market Outlook event.

We share our perspectives on how longevity planning benefits people of all ages. We also spotlight specific details about these four longevity planning tools and resources (the first three we offer complimentary to our clients) and how to easily sign up:

Clear Match Medicare. An unbiased agent partners with you to navigate options.
EverSafe. This alert shields you and your loved ones from financial fraud.
Everplans. A secure service that helps you organize and share key documents.
Broadspire Care Management. Fee-based caregiving support tailored to your needs.

How to Listen and Subscribe. Please click your favorite link here to listen to the latest episode of Money Conscious on Apple, Spotify, Google, or navigate to wherever you get your podcasts. Please subscribe so you get access to new episodes as soon as they’re released. And if you have any questions about how to access links, listen, subscribe, and/or review, please email me and we’ll help you.

Happy listening!
Sacha

This website (www.millstoneevans.com) (this “Website”) is owned and operated by The Millstone Evans Group, LLC (“The Millstone Evans Group”). The Millstone Evans Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither Millstone Evans Group’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Millstone Evans Group is engaged, or continues to be engaged, to provide investment advisory services. The information contained herein reflects the opinions and projections of The Millstone Evans Group as of the date hereof, which are subject to change without notice at any time. The Millstone Evans Group does not represent that any opinion or projection will be realized. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results Click on the Key Disclosures tab at millstoneevansgroup.com to review important information.