Medicaid Mastery

What Happens If You Don’t Plan for Medicaid? Risks of Waiting Too Long

Episode Summary:
Tony Turbeville explains the critical differences between pre-planning and crisis planning for Medicaid, highlighting the financial risks of waiting too long. Learn why Florida's homestead protection matters and how proper timing can save families hundreds of thousands of dollars in long-term care costs.
 
Key Timestamps:
00:01 - Introduction to Medicaid Mastery
00:22 - Pre-planning vs Crisis Planning explained
02:44 - Why families delay Medicaid planning
04:55 - Financial costs of procrastination
06:28 - Florida's home protection rules
07:56 - Benefits of early planning
11:17 - Hidden costs and ongoing services
12:13 - Point of no return in planning
12:58 - Common misinformation pitfalls
 
About The Show:
Medicaid Mastery delivers expert insights on navigating the real long-term care Medicaid system. Each episode provides actionable information to help families protect their assets while securing necessary care benefits.

Do You Need an Attorney for Medicaid Planning? What Families Should Know

Episode Summary:
Tony Turbeville breaks down the complexities of Medicaid planning, explaining when attorney involvement is necessary and how Platinum Benefits Network collaborates with legal professionals. Learn about the differences between countable and non-countable assets, the challenges of the Florida Medicaid system, and why a combined approach of legal expertise and application processing is crucial for success.
 
Key Timestamps:
00:01 - Show Introduction
00:38 - When Medicaid requires attorney involvement
02:00 - Myths about handling Medicaid alone
03:42 - Platinum Benefits vs Elder Law Attorney services
05:34 - Discussion on workload management and software solutions
09:08 - How Platinum collaborates with attorneys
13:40 - Scenarios where attorney involvement might not be needed
15:07 - How Platinum vets and works with attorneys
 
About The Show:
Medicaid Mastery delivers expert insights into the real long-term care Medicaid system. Each episode features Tony Turbeville sharing his extensive knowledge to help families navigate the complexities of Medicaid planning and qualification.

The Medicaid Maze: Untangling the Complexities of Crisis Planning

Episode Summary:
In this episode of Medicaid Mastery, host Kevin Rosenquist and Medicaid expert Antony Turbeville dive into the intricacies of crisis planning for long-term care Medicaid. They dispel common misconceptions about Medicaid, explain the challenges applicants face, and discuss strategies to protect assets while qualifying for Medicaid. Antony shares valuable insights into spend-down techniques, the importance of properly worded powers of attorney, and why legal documents play a pivotal role in Medicaid planning. Whether you're navigating Medicaid for yourself or a loved one, this episode provides a comprehensive guide to understanding and approaching the system.
 
Timestamps:
[00:00–00:30] Introduction to Medicaid Mastery and today’s topic: Crisis Planning.[00:31–01:08] What Medicaid is and how it relates to long-term care.[01:09–02:28] Common misconceptions about Medicaid and long-term care coverage.[02:29–03:50] Challenges individuals face when applying for Medicaid.[03:51–05:23] Bureaucratic difficulties and how to overcome them.[05:24–07:26] Ethical perspectives on Medicaid asset protection and planning.[07:27–08:44] Antony shares a story about shifting perspectives on Medicaid planning.[08:45–10:11] Financial strategies for protecting assets while qualifying for Medicaid.[10:12–11:31] Explanation of the "spend-down" process.[11:32–13:07] Is it important to start planning for long-term care early?[13:08–14:27] Legal documents essential for long-term care Medicaid planning.[14:28–16:14] Advice for individuals navigating Medicaid on their own.
 
About The Show
Medicaid Mastery is a podcast dedicated to demystifying the complexities of the long-term care Medicaid system. Hosted by Kevin Rosenquist and featuring Medicaid expert Antony Turbeville, the show offers listeners clear, actionable advice on how to navigate Medicaid planning, including strategies for qualifying, protecting assets, and understanding the intricate rules and regulations. With in-depth discussions on crisis planning, common misconceptions, and the impact of legal documents, Medicaid Mastery equips individuals and families with the knowledge needed to make informed decisions about long-term care and Medicaid eligibility.
 

The Medicaid Warrior: Fighting for Your Rights

Episode Summary 
In this episode of Medicaid Mastery, host Kevin Rosenquist and Medicaid expert Tony Turbeville discuss the importance of proper Medicaid planning, the challenges families face, and the legal battles Tony has fought to advocate for his clients. They explore the intricacies of Medicaid applications, the role of attorneys, and the innovative software Tony has developed to streamline communication and processes. The conversation highlights the significance of understanding Medicaid regulations and the various financing solutions available for long-term care.
 
Timestamps:
[00:30-00:44] Kevin introduces the episode and Tony.
[00:44-01:45] Importance of proper Medicaid planning and tax implications.
[01:45-02:32] Tony's passion for helping families and fighting against authority.
[02:32-03:10] Discussion on Tony's battles, including taking Medicaid to court.
[03:10-04:56] Details of the court case regarding life insurance policy assignments.
[04:56-06:00] Other successful battles, including fair hearings.
[06:00-07:27] Discussion on who pays for legal battles.
[07:27-08:29] The impact of Tony's work on attorneys and their clients.
[08:29-09:43] The partnership between Tony, clients, and attorneys.
[09:43-11:50] Explanation of Tony's proprietary software and its automation features.
[11:50-13:29] Communication with providers and nursing homes.
[13:29-15:08] Overview of Platinum Benefit Services and other financing solutions.
[15:08-16:17] Challenges of keeping up with Medicaid changes and nuances.
 
About The Show
Medicaid Mastery is a podcast dedicated to demystifying the complexities of the long-term care Medicaid system, providing listeners with valuable insights and expert guidance on navigating this often-challenging landscape. Hosted by Kevin Rosenquist and featuring Medicaid guru Tony Turbeville, the show covers a wide range of topics, including proper Medicaid planning, legal battles, and innovative strategies to secure benefits for families in need. Each episode combines real-life experiences, expert advice, and practical tips, empowering listeners to make informed decisions about their long-term care options. With a focus on advocacy and education, Medicaid Mastery aims to equip individuals and families with the knowledge they need to effectively manage their Medicaid applications and understand the intricacies of financing long-term care.
 

The Medicaid Whisperer: One Advocate's Journey

Episode Summary
In this episode of Medicaid Mastery, host Kevin Rosenquist speaks with Medicaid guru Antony Turbeville about his journey to becoming a leading expert in Medicaid planning. Tony shares how his unique approach, honed through thousands of cases, benefits clients and attorneys alike. The episode covers the intricacies of Medicaid planning, Tony's innovative strategies, and heartwarming success stories of families navigating long-term care challenges.
 
Timestamps:
[00:00–00:30] Introduction: Meet Kevin Rosenquist and Tony Turbeville, the Medicaid Whisperer[00:31–01:39] Tony’s accidental journey into Medicaid planning[01:40–03:09] Expertise through experience: 16,000 cases and counting[03:10–04:50] The unique benefits of Platinum Benefit Services[04:51–06:06] Addressing clients’ main pain points: emotional and financial burdens[06:07–06:36] Ultimate goal: Saving resources and securing care[06:37–07:13] Starting the process: How to reach Tony and his team[07:14–08:09] The first steps in the planning process[08:10–09:11] Customizing plans to fit family dynamics and preferences[09:12–10:26] A moving success story: Honoring a lifelong promise[10:27–12:11] Exploring alternative strategies: Intrafamily real estate transactions[12:12–13:23] Navigating Medicaid complexities and avoiding common mistakes[13:24–14:08] Success story: Overcoming a year-long denial with one form[14:09–14:39] Closing remarks: Connect with Platinum Benefits
 
About the Show
Medicaid Mastery is a podcast dedicated to simplifying the often overwhelming world of long-term care Medicaid planning. Through expert interviews, real-life case studies, and actionable insights, the show empowers listeners to navigate the complexities of Medicaid with confidence. Whether you're a family seeking guidance, a caregiver facing tough decisions, or a professional looking to expand your knowledge, Medicaid Mastery provides practical strategies and expert advice to help you protect resources, secure care, and achieve peace of mind.