Insurance Strategies for Retirement with Caleb Vaughan, CFP® (Ep.13)

Insurance Strategies for Retirement with Caleb Vaughan, CFP® (Ep.13)

Protecting your loved ones comes in many forms, and setting aside the right financial resources for yourself in your retirement is one of them!

In this episode, David Koren invites Caleb Vaughan, Financial Planning Strategist at RVA Wealth Management, onto the show to discuss risk mitigation and insurance in retirement. Together they highlight the importance of various types of insurance, including disability income insurance, life insurance, health insurance, and property and casualty coverage. 

Caleb provides insights into the cost of health insurance and Medicare, and the role of life insurance in estate planning. The discussion also covers the challenges and alternatives of long-term care insurance. 

David & Caleb discuss: 

  • The various types of insurance you need to consider investing in for retirement
  • How to strategically save for health insurance and Medicare
  • Factors to consider for long-term care, in-home or in an assisted living facility
  • How a financial planner can make these processes seamless for you and your family
  • And more

Connect with David Koren: 

Connect with Caleb Vaughan:

About Our Guest: 

Caleb is a CFP® and brings with him a wealth of financial planning knowledge to the firm. Caleb specializes in developing creative solutions for our clients’ most complex problems. Caleb was attracted to RVA Wealth Management because of the firm’s focus on delivering an engaging, highly personalized client experience and its commitment to the highest standard of integrity.
Originally from Mechanicsville, Virginia, Caleb obtained his B.S. from Virginia Tech and spent nearly 6 years serving clients at a prominent wealth management firm in Greensboro, North Carolina. Caleb and his wife Jenny decided to move back home to be closer to family after the birth of their second daughter.

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