Player FM 앱으로 오프라인으로 전환하세요!
103. Navigating Care Home Fees
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on January 31, 2025 12:23 (). Last successful fetch was on December 10, 2024 16:36 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 381302969 series 3011006
In this episode of the Women & Money Cafe podcast, hosts Michelle and Julie dive into the complex world of care home fees. Join them as they discuss key facts and strategies for managing the cost of care, including options for funding, negotiation techniques, and the potential benefits of annuities. Get expert advice on navigating the care system, as well as tips on working with financial professionals and understanding the thresholds for paying for care.
Areas covered in this episode include:
- Funding options for care, including self-funding and state benefits
- The benefits and considerations of purchasing annuities for care funding
- Negotiating care home fees and strategies for reducing costs
- The importance of long-term financial planning and working with professionals
- Understanding the thresholds for paying for care and fee increases
- Exploring available state benefits, such as attendance allowance
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note [email protected] or via instagram with your thoughts and suggestions.
129 에피소드
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on January 31, 2025 12:23 (). Last successful fetch was on December 10, 2024 16:36 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 381302969 series 3011006
In this episode of the Women & Money Cafe podcast, hosts Michelle and Julie dive into the complex world of care home fees. Join them as they discuss key facts and strategies for managing the cost of care, including options for funding, negotiation techniques, and the potential benefits of annuities. Get expert advice on navigating the care system, as well as tips on working with financial professionals and understanding the thresholds for paying for care.
Areas covered in this episode include:
- Funding options for care, including self-funding and state benefits
- The benefits and considerations of purchasing annuities for care funding
- Negotiating care home fees and strategies for reducing costs
- The importance of long-term financial planning and working with professionals
- Understanding the thresholds for paying for care and fee increases
- Exploring available state benefits, such as attendance allowance
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note [email protected] or via instagram with your thoughts and suggestions.
129 에피소드
Alle episoder
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.