When Retirement Is Derailed by a Terminal Illness, Ep #173

We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, Grace Kvantas joins me to discuss the top concerns that are often overlooked for those facing a terminal diagnosis. 

This is a difficult, yet important, subject to address. Investment strategies, tax strategies, and estate planning may not be at the forefront of your mind during this challenging time period, however, doing the legwork now will set your loved ones up for success after your passing. You won’t want to miss this episode if you or a loved one has recently experienced a terminal diagnosis. 

Outline of This Episode

• [1:00] Top concerns for those facing a terminal diagnosis
• [4:00] What is overlooked during this time period?
• [15:09] Look at health insurance carefully
• [19:53] Investment planning
• [23:02] Let your loved ones know how you want to spend your time
• [24:08] Today’s progress principles

Resources & People Mentioned

• BOOK - Being Mortal by Atul Gawande
• BOOK - When Breath Becomes Air by Paul Kalanithi

Connect with Allison and Grace

• https://www.financialsymmetry.com/podcast-archive/  
• Connect on Twitter @csmithraleigh @TeamFSINC
• Follow Financial Symmetry on Facebook

Subscribe To This Podcast

Apple Podcasts  Stitcher  Google Play