Jodi’s 3rd book, “It’s Complicated!”, focuses on what you should know about: Social Security, Medicare, Medicaid, Long Term Care, End-of-Life Wishes and more! It’s a joint venture with her lifelong friend and insurance professional Chris Liebum, LUTCF. In 2011, when Chris picked up Jodi’s first book, Navigating the Eldercare Journey, he and his sister were suddenly faced with their mother’s declining health. They had to step up fast because the questions were coming in faster than what they had answers for. Jodi’s book certainly made a hard time easier. As a result, Jodi and Chris decided to get together and write “It’s Complicated”. Their goal is to help people advocate for themselves, know what questions to ask, and how not to get lost or bogged down in the system. All too often people receive well intended mis-information.
THIS EASY-TO-UNDERSTAND BOOK, takes you from the basics of qualifying for Medicaid to planning a funeral, and covers why these things are important. Your loved ones can legally keep their hard earned cash, and so can you! Too many people come in seeking advice on end-of-life issues when it’s too late. Had they began their journey earlier with a seasoned eldercare expert, they would not only already have a solution, they would be able to leave something behind for their children, grandchildren, or charity. End-of-life planning can mean the difference between leaving a legacy and dying penniless.
You have a choice! If you elect not to proactively safeguard monetary assets, leaving them unnecessarily exposed and taxed when death occurs- expect to be emotionally drained and physically paralyzed by not knowing what “to-do” item to do first! The advantage of handling these affairs ahead of time is that it enables you to focus on what’s important at this moment in time; thereby enabling you to prepare a plan for the future. Each situation is different in terms of prioritization, so don’t beat yourself up on “would of, could of, and should of”—just address the situation at hand and move forward. No matter how prepared you think you are, the reality of death is sobering.
“It’s Complicated!” has a customizable “Family Care Plan” at the end of each chapter. This care plan is also downloadable and free, regardless if you have purchased the book. Please know, the “Family Care Plan” itself is a wonderful organization tool, that if used properly, can make all the difference in the world for the loved ones you leave behind.
When time is on your side, you can make well-thought-out decisions. If there is one take away from this book, it’s to make a plan now, so you and your honey do not run out of money!