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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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Monday Jul 01, 2024
Monday Jul 01, 2024
Considering selling your home to find a situation that better meets your needs in retirement is a big decision. Today, Paul shares a story of a man who lost his $145,000 deposit from a continuing care facility that went bankrupt. Paul stresses that many people enter these facilities from a position of financial weakness and it's hard to understand the risks. Paul brings an article with some excellent tips for vetting a continuing care facility so that you can feel more confident when making this life changing financial decision.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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