In this episode of "The Ascent" with Crestmont Private Wealth, host Sam McGee interviews Jeremy Farber from Home Instead. They discuss the importance of planning for long-term care, the challenges families face when unexpected health events occur, and practical steps to prepare for the future. Jeremy shares his personal journey, the mission behind Home Instead, and tips for helping loved ones age in place. The conversation covers financial planning, long-term care insurance, and the value of open family discussions about aging and care needs.

For more information, visit crestmontpw.com or homeinstead.com/boerne.

00:00 – Introduction: Host and guest introductions

00:37 – Jeremy’s background and how he got into home care

01:52 – Personal story: Helping a family friend after a stroke

02:45 – Jeremy’s “why” and career journey

03:48 – Transition to in-home care and serving clients

05:13 – Who needs in-home care? Not just seniors

06:00 – Planning ahead for long-term care

07:00 – Practical tips for preparing for the unexpected

08:00 – Importance of having documents and conversations in place

09:00 – Legal and medical preparations (wills, power of attorney, DNR)

10:00 – The goal: Helping people stay independent at home

11:00 – Types of care: Companionship to skilled care

12:00 – Financial planning for long-term care

13:00 – The importance of conversations with aging parents

14:00 – What happens when there’s no plan?

15:00 – Long-term care insurance: What it covers and common misconceptions

16:00 – Aging in place: Allowing clients to stay in their homes

17:00 – Final thoughts: The importance of planning and open conversations

18:00 – How to contact Crestmont Private Wealth and Home Instead

19:00 – Closing remarks and preview of Part B

Original Air Date: November 22, 2025 at 8:30am as heard on Boerne Radio 103.9FM

Contact: www.crestmontpw.com

Alec Walker in Houston: 831-280-5288

Sam McGee in Boerne: 830-368-2898

https://www.homeinstead.com/

See omnystudio.com/listener for privacy information.