Episode 78

Navigating Veteran Benefits and Quality of Life in Your "Next Stage of Life" - 06/20/2026

June 20th, 2026

52 mins 50 secs

Your Host
Special Guest
Tags

About this Episode

John Berkley welcomes Patrick Smith of Visiting Angels to discuss navigating the "next stage of life." They explore the nuances of veteran benefits, specifically the Aid and Attendance pension and VA health care for home care. The conversation moves into financial strategy, addressing how to manage significant windfalls—like tournament winnings—through tax-reduction techniques and maximizing retirement contributions. John also provides a market update and reflects on the lifelong process of maturing, emphasizing the importance of making informed quality-of-life decisions for long-term satisfaction.