EPISODE · Mar 26, 2026 · 37 MIN
EP 211 - Final Expense Planning: What Families Need to Know Before It’s Too Late (LIVE with Madeleine, Katie & Dale)
from Simplify Senior Transitions Podcast · host Dale Corpus
Final expense planning is one of the most important — and most avoided — conversations families face.In this LIVE episode of the Simplify Senior Transitions Podcast, Dale Corpus is joined by co-hosts Madeleine Fortich and Katie Perez to unpack the real-life decisions that come up at the end of life — and how families can prepare before a crisis hits.We’re talking about:• How to start conversations about death and funeral planning• What’s actually included in funeral costs (and why they vary so much)• Whether it’s selfish to bring this up with your parents• What happens when there’s no plan or money set aside• Cremation vs burial — and how families are deciding today• Common misconceptions around final expense insurance💬 Plus: A “Fact or Fiction” segment breaking down the biggest myths around funeral costs and planning🧠 Why This Episode MattersAs discussed in this episode, families are often already grieving when these decisions happen.Without a plan, that can lead to:• financial stress• rushed decisions• family conflict• uncertainty around a loved one’s wishesThis episode is about creating clarity, reducing stress, and helping families make more informed decisions ahead of time.🎙️ Featuring• Dale Corpus — Senior Transition Specialist & Real Estate Expert• Katie Perez — Mortgage & Life Insurance Advisor• Madeleine Fortich — Real Estate Professional & Insurance Specialistf you’re navigating a senior transition right now and trying to figure out the next step for a parent, here are some resources designed to help.⸻Resources for FamiliesIf you’re navigating senior living decisions, downsizing, or trying to determine the next step for an aging parent, visit:→ www.simplifyseniortransitions.com/familiesThis page provides guidance and resources specifically designed for families navigating senior transitions.⸻Resources for Senior Care ProfessionalsAnd if you’re a senior care professional who wants stronger positioning, clearer referral ecosystems, and more scalable systems for serving families in today’s evolving senior care landscape, visit:→ www.simplifyseniortransitions.com/professionals📄 Show notes: https://simplifyseniortransitions.com/navigating-senior-transitions-why-final-expense-planning-is-the-ultimate-act-of-love#exprealty #exprealtyproud #soldbydale #dre01305153 #SeniorTransitionSpecialist #SimplifySeniorTransitions #FinalExpensePlanning #EstatePlanning #AgingParents #FamilyCaregiving #SeniorCare #EndOfLifePlanning #CarePlanning #FinancialPlanning #SandwichGenerationSupport the show
What this episode covers
Final expense planning is one of the most important — and most avoided — conversations families face. In this LIVE episode of the Simplify Senior Transitions Podcast, Dale Corpus is joined by co-hosts Madeleine Fortich and Katie Perez to unpack the real-life decisions that come up at the end of life — and how families can prepare before a crisis hits. We’re talking about: • How to start conversations about death and funeral planning • What’s actually included in funeral costs (and why they ...
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EP 211 - Final Expense Planning: What Families Need to Know Before It’s Too Late (LIVE with Madeleine, Katie & Dale)
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