Build Enduring Wealth for Retirement Course
Episode 7
Protecting for the certainty of uncertainty.
A strong retirement plan considers what could damage the future you have spent decades building, and how to prepare for it.
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Protecting for the Certainty of Uncertainty
Marco explores how healthcare, long-term care, life insurance, and family protection can fit into one coordinated retirement plan.
Watch on YouTube →Episode 7 Companion Workbook
Protect the plan you are building.
The Episode 7 workbook helps you identify protection blind spots and connect healthcare, long-term care, life insurance, and family priorities to your retirement plan.
Use it to document the questions and decisions that can help protect the people, income, and legacy that matter most.
The Lesson
Prepare for the questions nobody wants to leave unanswered.
Uncertainty is part of retirement. Healthcare needs, long-term care, incapacity, and changing family responsibilities can all affect the plan you have worked hard to build.
In Episode 7, Marco Lima, CFP® helps you consider these decisions as part of the full picture, so protection planning can support greater confidence for you and the people you care about.
In This Episode
See how protection supports the whole plan.
- How healthcare and long-term care can affect a retirement plan
- Why life insurance can serve different purposes at different stages of life
- How to identify protection blind spots
- Why incapacity and family-support planning deserve attention
- How protection decisions connect to income, investments, and legacy goals
- Practical questions to prepare for a protection review
Featured Topics
The Central Question
Healthcare Planning
Long-Term Care
Life Insurance
Family Protection
Incapacity Planning
Action Checklist
The Full Course
Your 9-episode retirement roadmap.
Follow the complete Build Enduring Wealth for Retirement series, one connected decision at a time.
Continue the Course
Keep connecting the full picture.
Each lesson adds another practical perspective for thinking through the decisions that shape retirement.
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