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In this video, Docere Advisors founder Mark McKell introduces his book, "Your Longevity Crisis," which provides guidance for seniors, their families, and financial advisors on navigating the complexities of long-term care. The book explores various planning strategies, costs, and insurance options to help individuals achieve financial peace and protect family wealth during their later years.

In this video, Mark addresses myths and misconceptions surrounding long-term care, aiming to provide financial professionals with a better mindset for serving their clients. He emphasizes that the conversation doesn't have to be a "hard sell" and that education and re-positioning existing assets can effectively help clients develop a chronic protection plan.

In this video, Mark emphasizes the importance of taking a comprehensive approach to long-term care planning, treating it like a strategic game of chess where every decision impacts various aspects of a person's financial life, including retirement assets, income, tax planning, and estate goals. He notes that long-term care conversations are highly personal and emotional, and must address family dynamics and end-of-life situations to truly achieve financial peace.

In this video, Mark highlights the significant economic impact of chronic illness and the importance of long-term care planning. He provides data on the high probability of needing care after age 65 and outlines the growing costs associated with nursing home services, urging viewers to quantify these risks to develop a better protection strategy.

In this video, Mark discusses common myths and misconceptions that can hinder effective long-term care planning. He explains how educating clients and repositioning existing assets can help create a "chronic protection plan" that ensures financial peace without requiring a high-pressure sales approach.

Many Americans are making urgent decisions regarding Social Security elections, investment management, and retirement income without a clear long-term care roadmap.

The prospect of exhausting their resources for care is causing emotional turmoil. But what is the solution to avoid going broke to pay for long-term care? Your Longevity Crisis provides clear and compassionate advice for those who are at this moment challenged by the high cost of care or who want to plan ahead.

Practical advice includes:

Whether you're nearing retirement, caring for an aging parent, or helping a spouse manage health challenges, this book equips you with the clarity and confidence to make good financial decisions.

Mark E. McKell, CPA, has a B.S. in Accounting from Brigham Young University, Provo, UT. He started his career with Ernst & Young, a top-tier public accounting firm, and then served as a corporate financial professional, financial controller, CFO, and CEO for various firms. For nearly 25 years, he has acted as a personal CFO for pre- and post-retirees, helping them make their golden years truly golden.

Mark is the founder of Docere Advisors, a national group of financial professionals who help pre- and post-retirees combat the many risks associated with retirement life, including the economic threat of a chronic illness. Mark is also the managing partner of McKell Partners, a comprehensive wealth management practice. Their mission is to “Help individuals and families experience financial peace so they can focus their lives on what matters most.”

McKell Partners is a leader in developing comprehensive financial strategies for pre- and post-retirees. Mark is often acknowledged by clients for his consultative style and as a preferred partner by other service professionals such as CPAs and attorneys.

Mark has conducted hundreds of public workshops on financial planning topics that matter most to people, such as his national webinar series Financial Peace for Pre- and Post-Retirees and Don’t Go Broke in a Nursing Home. He has published over one hundred educational articles extolling a range of financial planning principles. Mark is a “go-to” person at industry conferences, providing training to financial professionals on helping individuals and families experience financial peace.

Away from work, Mark is a dedicated family man and committed to his faith, country and community. He and his wife, Susan, have been married for more than forty years and have four married children and twelve grandchildren.