67. How insurance goes in your financial plan

74. The importance of keeping a long-term perspective

This week, Leo Daprile sits down with Stephen Daprile, President of Gem Young Insurance & Wealth Advisors, for another edition of our Quarterly Market Update. In this episode, Leo and Stephen discuss the latest market activity, economic developments, and the importance of keeping a long-term perspective when building your financial plan. Rather than reacting to headlines, they share practical insights to help you stay focused on your goals through every stage of the market cycle.

73. Quarterly Market Update

This week, Leo Daprile welcomes Elizabeth McConville, Sr. Regional Investment Specialist, Central at AssetMark Asset Management, for the latest Quarterly Market Update on the Gem Young Wealthcast. Together, they break down the current market environment, discuss the economic trends shaping today's investment landscape, and provide valuable perspective on what investors should consider as they plan for the future.

72. Aging in place vs long-term care

This week, Leo sits down with Sam Morocco, RICP®, Retirement Income Specialist at Gem Young Wealth Advisors, to discuss one of the most important planning decisions many families will face: Aging in Place vs. Long-Term Care. As people live longer and healthcare needs evolve, understanding your options becomes increasingly important. Leo and Sam explore the benefits and challenges of remaining at home as you age, the realities of long-term care costs, and why having a plan in place before a crisis occurs can make all the difference.

71. The realities of skilled nursing, rehabilitation, and long-term care.

Leo Daprile sits down with Clint Ansell and Tiffany Crane from Maplecrest Skilled Nursing and Rehabilitation Center to discuss the realities of skilled nursing, rehabilitation, and long-term care. Together, they break down the differences between aging in place, assisted living, and skilled nursing care, helping families better understand when each option may be appropriate. Leo, Clint, and Tiffany explore common misconceptions about long-term care facilities, the services available to residents, and what families should consider when making care decisions for a loved one. Whether you're planning ahead or currently navigating these choices, this conversation provides valuable insight into one of the most important decisions families may face as they age

70. Long-term care planning

Leo Daprile sits down with Attorney Joseph Johnson to discuss the legal considerations surrounding aging in place and long-term care planning. Together, they explore the critical legal documents that can help protect you and your loved ones, including wills, trusts, powers of attorney, and healthcare directives. Leo and Attorney Joseph Johnson discuss common mistakes families make when planning for the future, the importance of having difficult conversations before a crisis occurs, and how proper legal planning can provide peace of mind while preserving your wishes. Whether you're preparing for your own future or helping aging parents navigate theirs, this conversation offers valuable insights into creating a plan that protects both your family and your legacy.