Capital Investment Advisors

#87 – Planning For The Second Half of Retirement and Senior Living with Matt Del Vecchio

Reaching retirement is one thing, but what happens when you bring aging into the equation? Though it’s a difficult conversation to have, both with aging parents and with yourself, preparing at an early age can make the transition into senior living appear less daunting.

Senior Transition Specialist, Founder and President of Lianas Senior Transition Support, and Co-Host of Life Unrehearsed, Matt Del Vecchio sits down with Wes Moss to discuss the importance of preparing for the second half of retirement and having those difficult conversations around senior living. Matt also reveals what aspects of retirement are often overlooked, explains the phases and options of senior transition support, and stresses the need for having these “essential conversations.” Additionally, Matt shares what to consider when seeking the ideal senior living facility, advice for managing the guilt of transitioning a parent as well as his favorite piece of financial advice for those heading into retirement.

Call in with your financial questions for Wes to answer: 800-805-6301

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This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. The views and opinions expressed are for educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions.

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