Carolyn McClanahan: There's More to Money Than Just the Numbers

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 29 May 2019

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Carolyn McClanahan on her shift from practicing medicine to financial planning, how to model health and long-term care costs, and troubleshooting financial risks later in life.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase, New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.0	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morning Star Inc.
0:38.9	And I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.
0:43.7	Our guest on the podcast today sits at the busy intersection of healthcare and financial planning.
0:49.9	Carolyn McClanahan was a practicing physician for a number of years. After a frustrating search for a financial planner for her and her husband, she decided to study financial planning and earned the CFP designation.
1:02.0	In 2004, she founded financial planning firm Life Planning Partners and serves as the firm's Director of Financial Planning.
1:09.0	She also co-founded Wealthcare, a software program that identifies and troubleshoots age-related
1:15.6	risks.
1:16.6	Carolyn strongly believes that individuals and financial advisors should think proactively
1:20.6	about the implications of aging for health care and financial planning.
1:24.6	She is sought after as a public speaker and a media expert on matters of
1:29.0	aging, health care, and personal finances. And we're thrilled to have her here today. Carolyn,
1:33.9	thank you so much for being here. Oh, my pleasure always to talk with you guys. Carolyn, let's start
1:39.8	with your career trajectory, which wasn't precisely straightforward.
1:45.1	You started out with a career in medicine.
1:48.2	What drew you to that field initially?
	...

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