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How to Protect Your Assets from Medicaid's Five Year Look Back Period | Repair The Roof Podcast

Attorney Ted Gudorf stresses strategic Medicaid planning, covering the 5-year look-back, trusts, annuities, and techniques to protect assets while ensuring care and preserving legacy.

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Medicaid Compliant Annuities & Asset Protection: An Expert Conversation with Dale Krause | Repair The Roof Podcast

Estate planner Dale Krauss breaks down Medicaid vs. Medicare, annuities, trusts, and crisis strategies—offering expert insights from developing the Medicaid-compliant annuity.

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Before You Surrender Your Annuity Watch This First! | The Limitless Retirement Podcast

Thinking about surrendering your annuity? Danny Gudorf warns hidden fees, surprise taxes, and timing can significantly impact your finances, urging careful analysis tailored to your situation.

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Florida Community Property Trust For Ohio Resident and The Upcoming Estate Tax Cliff with Craig R. Hersch | Repair the Roof Podcast

As retirees, you've worked hard to build your nest egg and secure your financial future. Now, it's time to ensure that your hard-earned assets are protected and passed on to your loved ones in the most tax-efficient ma…

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How Much Do I Need to Retire? 5 Numbers to Help You Decide

Discover the 5 essential numbers you need to know for a confident retirement. Learn how to calculate your retirement readiness and take control of your financial future.

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