Wealth Beyond Work Podcast
A podcast exploring the people and strategies behind meaningful wealth.
Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families.
Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
Our guests range from estate attorneys and CPAs to retirement coaches, psychologists, eldercare consultants, and cybersecurity experts. Some work directly with financial portfolios.
Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families.
Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
Our guests range from estate attorneys and CPAs to retirement coaches, psychologists, eldercare consultants, and cybersecurity experts. Some work directly with financial portfolios. Others impact wealth in more personal, less obvious ways — helping individuals navigate transitions, protect their legacy, and plan for the “what ifs.” This isn’t just another financial podcast.
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Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
What if planning ahead could help protect your family’s assets from rising long-term care costs? Zach Morris sits down again with Chris Brannon of Georgia Estate & ElderLaw to explore advanced Medicaid planning and how it fits into a comprehensive estate and financial plan.
They discuss Medicaid eligibility, the five-year lookback rule, irrevocable trusts, and strategies for protecting assets while preparing for nursing home expenses. Chris also explains the differences between Medicare and Medicaid, how estate recovery works, and why timing is critical when planning for long-term care.
Discover what families should consider before the need for care arises.
Connect with Chris Brannon: https://georgia-elderlaw.com/
Work with us: https://info.pacesferrywealth.com/learn-about-us
Download “Retirement By Design”: https://www.wealthbeyondwork.com/retirement
