Medi-Cal Changes Coming in 2026 What California Retirees Need to Know скачать в хорошем качестве

Medi-Cal Changes Coming in 2026 What California Retirees Need to Know

In this episode of Retire Your Way with Dale Soutas, Dale is joined by Medi-Cal specialist Katia Flores to discuss major rule changes to California’s Medi-Cal program coming January 1, 2026. These updates reinstate asset limits that were temporarily lifted, potentially impacting seniors who rely on Medi-Cal for long-term care. Dale and Katia explain the difference between Medicare and Medi-Cal, and why understanding both is essential for retirement planning. They reveal how certain assets—like your primary home, vehicle, and retirement accounts—remain exempt under the new rules. Listeners will learn which assets are countable and which can be protected through smart planning. Dale shares strategies he’s used since 1997 to help families preserve savings and still qualify for benefits. Katia explains the 2026 limits, including the $130,000 cap for individuals and $195,000 for couples, and how to prepare before the new year. The episode highlights options for legally repositioning assets before renewal periods to stay eligible. They also touch on how Medi-Cal and long-term care intersect with retirement income, tax efficiency, and estate planning. For self-employed Californians, Dale outlines Roth and tax-free saving strategies to protect future income. As always, Dale reminds listeners that preparation beats panic—plan early, plan smart, and retire your way. Call 833-856-1382 or visit Soutas.com for your complimentary Medi-Cal and retirement readiness review. #RetireYourWay #SoutasFinancial #RetirementPlanning #CaliforniaRetirement #MediCalChanges #LongTermCarePlanning #FresnoFinancialAdvisor #RetirementIncome #MedicareAndMediCal #TaxSmartRetirement #RetireWithConfidence #FinancialEducation Soutas Financial & Insurance Solutions (https://soutas.com/) 333 West Shaw Avenue Suite 106 Fresno, CA 93704 Phone: 559.230.1648 Fax: 559.230.1651