Elderly Planning: What You Need To Know

Elderly Planning: What You Need To Know

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When it comes to planning for retirement, most of us stop at saving and investing. But what about the years after 80, the stage when care, housing, and advocacy become crucial?

In this episode, Dennis O’Keefe, CFP®, shares personal stories of his own family’s journey through late-stage care, housing transitions, and the emotional complexities of supporting loved ones. 

He explains why thinking conceptually about your future needs before jumping into legal documents or strategies lays the foundation for confident, compassionate decisions later on.

What You’ll Learn:

  • Why family proximity matters for future care
  • How housing design today can save stress tomorrow
  • Why “thinking ahead” beats rushing to estate documents
  • What questions to ask now to prepare for your 80s and beyond
  • And more!

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable, but it is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

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