In this episode, we dive deep into what it really takes to age in place successfully. Staying in the home you love can be fulfilling, but it’s not without challenges—both financial and emotional. Whether you’re planning for yourself or helping a loved one, open communication and smart planning are key.
Join Pete Gutekunst as he shares practical insights and heartfelt advice on:
- Why starting the conversation early makes all the difference.
- Balancing safety, independence, and financial realities in your home.
- The role of home modifications and how to budget for them.
- How families can work together to honor wishes while addressing needs.
- Managing the unexpected: healthcare costs, equity, and estate considerations.
Aging in place is about more than staying in your home—it’s about creating a plan that works for you and your loved ones.
About Pete Gutekunst:
Pete is passionate about helping families navigate retirement and financial planning with confidence and clarity. As a CFP® and CLU®, he combines professional expertise with real-world experience to ensure your financial plan supports the life you want.
If you’re considering aging in place—or helping a loved one prepare—this episode is a must-listen. Share your thoughts or questions by emailing Pete at peter.gutekunst@raymondjames.com or calling 267-470-4109. Let’s start the conversation today!