Client Access  |  Careers & Advisory Teams
September 8, 2025

Navigating Medicaid and Medical Assistance

Financial Planning Committee

Navigating healthcare finances can feel overwhelming, especially when it comes to understanding what benefits you qualify for and how to access them. In our latest episode of our Navigating Life Transitions podcast, we break down Medicaid, or Medical Assistance as it is referred to in Minnesota, and what factors go into determining how and when you can access it.

Joining host Kim Insley is elder law attorney Chris Kradle and Senior Advisor Nick Scheibel from JNBA. In the 34-minute episode, the discussion covers everything from eligibility requirements to reviewing assets, considerations for “look backs” and the importance of building a team to help you figure it all out.

With the many nuances and complexities surrounding medical assistance, this episode is worth a listen.

“Navigating Life Transitions” is now in its second season and can be found on Apple Podcasts and Spotify. For those who prefer to watch podcast videos, you can also find this episode on YouTube. For more information, and access to all past episodes, visit jnbanavigatinglifetransitions.com.

Due to various factors, including changing market conditions and/or applicable laws, some of the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors. All services provided by Kradle Law PLLC are separate and independent of JNBA Financial Advisors, LLC. You are not obligated to engage the services of any such JNBA recommended professional.

Please see important disclosure information at jnba.com/disclosure

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