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.