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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!
Related: Hard Choices Ahead: How To Talk to Your Kids About the Future They’re Walking Into