Market Broadening and the Realities of Long-Term Care – 01/10/2026
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John Berkley opens the episode by analyzing the strong 2026 stock market kickoff, highlighting a market that is broadening beyond the “Magnificent 7” to include significant gains in the Dow and Russell 2000. Special guest Patrick Smith, owner of Visiting Angels, joins to discuss non-medical home care as a preferred option for individuals wishing to age at home. The conversation delves into the 1996 HIPAA Act, which standardized long-term care (LTC) contracts around specific Activities of Daily Living (ADLs). Smith provides expert insights on activating LTC benefits and using home care services to satisfy elimination periods. Additionally, Berkley emphasizes the importance of keeping contact information current with insurance providers to prevent accidental policy lapses. Together, they offer strategies to ensure LTC policies function as reliable financial assets.
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