Sep 30 2024 3 mins
In this podcast episode, and the next two forthcoming episodes, Kristin McHugh, Lead Advisor with Brighton Jones, asks Lisa Mayfield, our principal and founder, answer some audience questions about Proactive Planning.
First question: Have you seen any data on what folks like the most as a type of care or how care types link to happiness or life satisfaction?
As Lisa reflects, in general, it's really individualized because there's certainly people who say, "I'll never leave my house. I love my house. I want to stay in my house.” And you can stay in your house. It's possible to make that happen.
But there are others for whom a retirement community might sound more appealing. It's very much a personal decision.
Figure out what makes you happy in life and how do you create a plan that ensures your values are being met.
Next question: What is the biggest mistake you see families make?
As Lisa reflects: “Not planning.” Planning isn't always easy or fun. Most often people avoid doing their planning, or you'll say to yourself, “Oh yeah, I need to plan,” but it gets pushed back and you never do it.
Making plans, having conversations with your family or support people is important. But the legal documentsare really the most important.
Resources to guide the process – variations on the theme of Proactive Planning
- 3 Questions You Should Ask About Long-Term Care Planning
- Wholistic Estate Planning
- The Power of Planning: Taking Charge of Your Own Aging Journey
Not quite sure what steps to take next? You can schedule a get-acquainted call with us to determine together whether our services are a good fit for your needs.