Financial Planning and Retirement Strategies with Bobette Jones

On this episode of The Ty Brady Way, Ty chats with Bobette Jones, an insurance agent who transitioned from a 26-year career as a massage therapist. Bobette shares how the physical demands of massage therapy led her to explore new career paths, eventually landing in insurance after answering a newspaper ad. She discusses the challenges of shifting from massage therapy to learning the ins and outs of Medicare, life insurance, and financial planning, all while maintaining her passion for helping others.

 

Bobette highlights the importance of long-term care planning, sharing personal stories about clients she’s helped navigate retirement concerns and secure peace of mind for their future. Bobette emphasizes how crucial it is to ensure retirees don’t run out of money and how insurance products can provide safety nets, including coverage for long-term care, which is often misunderstood or overlooked.

 

Ty and Bobette also discuss educating younger generations on saving for retirement early, particularly through life insurance, which offers unique tax advantages. Bobette and Ty agree to dive deeper into this topic in a future episode, aiming to raise awareness about financial planning strategies that can safeguard both families and futures.

 

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