Medicaid Mastery
Medicaid Mastery
medicaidmastery
Medicaid Mastery is a podcast dedicated to simplifying the often overwhelming world of long-term care Medicaid planning. Through expert interviews, real-life case studies, and actionable insights, the show empowers listeners to navigate the complexities of Medicaid with confidence. Whether you’re a family seeking guidance, a caregiver facing tough decisions, or a professional looking to expand your knowledge, Medicaid Mastery provides practical strategies and expert advice to help you protect resources, secure care, and achieve peace of mind.
Medicaid and Veterans Benefits: How They Work Together
In this episode of *Medicaid Mastery*, Tony Turbeville explains how veterans aid and attendance benefits work alongside Medicaid for long-term care. He delves into eligibility criteria, benefit amounts, coverage differences, and the complexities of coordinating both benefits.
Dec 9, 2025
17 min
Avoiding Medicaid Mistakes: Top Errors Families Make During the Application Process
In this episode of *Medicaid Mastery*, Tony Turbeville discusses the most common and costly mistakes families make when applying for Medicaid. He emphasizes the importance of avoiding these pitfalls to secure benefits while protecting assets and financial stability.
Nov 25, 2025
17 min
Medicaid and Special Needs Trusts: Protecting Benefits While Providing Support
In this episode of Medicaid Mastery, Antony Turbeville explains the role of special needs trusts and pooled trusts in Medicaid planning. He breaks down who needs them, how they work, and why they’re vital for protecting eligibility while ensuring quality of life for loved ones with disabilities. Antony also clarifies common misconceptions, shares real-world examples, and highlights the differences between first-party, third-party, and pooled trusts.
Nov 11, 2025
11 min
Should You Shop the Fee? Financial Planning Tools to Keep the Family Liquid During Medicaid Planning
When families face the cost of long-term care, the first instinct is often to shop around for the lowest fee. In this episode, Antony Turbeville explains why Medicaid planning should be based on value—not just price. He shares real examples of how the wrong strategy can leave families paying more in taxes, losing access to liquid funds, or even committing tax evasion without realizing it. Antony also breaks down tools like personal services contracts, promissory notes, and intra-family real estate transactions, showing how they can protect assets while keeping families financially stable.
Oct 28, 2025
18 min
How to Help Your Parents Without Jeopardizing Their Medicaid Eligibility
Antony Turbeville explores how adult children can financially support their aging parents without risking their Medicaid eligibility for long-term care in Florida. In this episode, Tony explains the difference between direct payments and vendor payments, the complications of joint accounts, and the critical role of documentation in maintaining eligibility. He highlights the importance of seeking competent counsel to navigate Medicaid rules ethically, ensuring parents’ care needs are met while protecting family finances.
Oct 14, 2025
15 min
Can You Protect the Family Farm or Small Business from Medicaid Recovery?
Antony Turbeville examines strategies for safeguarding family farms and small businesses from Medicaid recovery in Florida’s long-term care system. In this episode, Tony explains how Medicaid recovers costs from probate estates, the unique treatment of farms and businesses compared to homes, and methods like joint ownership or LLC structuring to protect assets. He also highlights the importance of competent counsel to avoid costly mistakes and ensure legacies are preserved.
Sep 30, 2025
13 min
Avoiding Medicaid Spend-Down Mistakes: What Families Need to Know
In this episode of Medicaid Mastery, Antony Turbeville reveals the most common Medicaid spend down mistakes families make when preparing for long-term care and explains how to avoid costly missteps. He discusses the difference between negative and positive spend downs, why gifting assets can backfire, and safe ways to reduce countable assets without triggering penalties. Listeners will also learn why working with an experienced Medicaid planning professional can save families thousands of dollars and ensure a smoother approval process. From fixing past mistakes to preserving liquidity and control, this episode is a must-listen for anyone helping a loved one qualify for Medicaid.
Sep 16, 2025
19 min
How to Protect Your Assets from Medicaid (Before and After You Apply)
In this insightful episode of Medicaid Mastery, long-term care Medicaid expert Antony Turbeville breaks down essential strategies to protect your assets before and after applying for Medicaid. He explains what Medicaid considers countable and exempt assets, how to safeguard your home, savings, and retirement accounts, and the differences between preplanning and crisis planning. Listeners also learn about common mistakes families make, spousal protections, and why it’s never too late to save what you can.
Sep 2, 2025
14 min
Video
Snowbirds and Medicaid: What Happens If You Split Time Between States?
In this episode of Medicaid Mastery, Florida Medicaid planning expert Antony Turberville explains how long-term care Medicaid works for “snowbirds”—those who split their time between Florida and another state. He clarifies what determines your official Medicaid residency, how benefits are handled across state lines, and why frequent moves between states can create challenges for long-term care planning. Antony also discusses practical strategies for those who anticipate future Medicaid needs while living seasonally in multiple locations. Whether you’re a retiree spending winters in Florida or you have parents living part-time in another state, this episode will help you understand how to plan ahead and protect your assets.
Aug 19, 2025
11 min
Can Medicaid Really Take Your Home? What Florida Families Need to Know About Estate Recovery
In this episode of Medicaid Mastery, Florida Medicaid planning expert Antony Turbeville clears up one of the biggest fears families have about long-term care: can the government take your home? Antony explains how Florida differs from other states regarding Medicaid estate recovery, how primary residences are treated during eligibility, and what steps families can take to protect the family home. He also covers special circumstances, such as when a child or sibling lives in the home, how excess home equity impacts Medicaid qualification, and why tools like Lady Bird deeds can simplify the process of transferring property. Whether you’re planning ahead for a loved one or navigating Medicaid right now, this episode offers crucial insight into protecting your family’s most important asset.
Aug 5, 2025
14 min
Load more