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January 13th, 2026

162- Protecting Key Assets as You Age

  1. 162- Protecting Key Assets as You Age Nassau Financial Group 25:40

Navigating Medicaid and long-term care planning can be complex, and information found online or through informal sources is not always complete. In this episode of the Prime Life Podcast, Josef Katz and Mary Crean speak with elder law attorney Dan Tully about how thoughtful planning and qualified legal guidance can help families better understand Medicaid, recognize common misunderstandings, and make more informed decisions about protecting assets and preparing for future care needs.

Links from show notes:

Website

LinkedIn

Prime Life Podcast Prime Life Podcast Hosts

Mary Falletti-Crean
Mary provides digital marketing support for Nassau and its distribution partners.

Josef Katz
Josef Katz builds strategic & growth marketing programs for startups.

Laura Dinan Haber
Laura serves as innovation brand director for Nassau Re/Imagine, Nassau Financial Group’s insurtech incubator.

Paul Tyler
Paul leads the marketing strategy, digital sales channel and innovation activity at Nassau Financial Group.