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Bogleheads® on Investing 87: Jenny Rozelle on estate planning, elder law & more

October 5, 2025 By Jon Luskin Leave a Comment

As the co-host of the Bogleheads® on Investing podcast, I interview elder law attorney Jennifer (Jenny) Rozelle about long-term care, Medicaid planning, solo agers, asset titling, and even timeshares.

Episode



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Show Notes

Legal Tea podcast

Bogleheads on Investing with Ryan Barrett and Mike Piper: Episode 52

Bogleheads® Live with Cameron Huddleston: Episode 34

Legal Tea podcast – Ep. No. 203. Current Trends – When Good Deeds Go Bad: Transfer on Death Deed Version

The National Academy of Elder Law Attorneys (NAELA)

Transcripts

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Jon Luskin works with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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