A podcast focused on the topics of senior safety, aging in place and caring for older adults.
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Welcome to "Uncommon Knowledge for Seniors," a podcast dedicated to empowering senior citizens with the insights they need for a fulfilling and secure retirement. Hosted by Jim Moran of Cascade Hasson Sotheby’s, this podcast covers everything from reverse mortgages to savvy real estate investments, providing actionable advice tailored for seniors. Tune in to learn about financial freedom, retirement planning, and more, all explained in an easy-to-understand, engaging manner with a touch of h ...
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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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Society grooms us to prepare for retirement, but very few people plan for Life Beyond Retirement. This podcast will take a deep dive into all the things that seniors and their families need to know in consideration of aging; from navigating complicated insurance needs, memory care, physical aids, when to implement hospice, veteran's benefits, proper diagnosis for assisted living, and so very much more. Additionally, we will discuss how to pay for it all.
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The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is ...
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Hi, I'm Ella Gurfinkel, your host of the AskElla Show and senior loan officer at Fairway Independent Mortgage. On my podcast, I cut through the noise to bring you honest conversations about real estate, mortgages, and financial planning. I interview industry experts to tackle everything from homebuying basics to complex topics like reverse mortgages, trusts, and market trends. With decades of experience, I'm passionate about dispelling myths and providing clear, actionable advice. Whether yo ...
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Homeowners - maximize your investment - even if you do not plan to sell. Utilize sound Smart To-Do's with Home Maintenance. The process of Selling your home. Tips for many aspects of the Buying process. Downsizing and financial support for Senior adults. Guests offer sound advice, tips and experience. Join us today! Follow and share with friends and family ~
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Simplify Senior Transitions Podcast – Helping Families Navigate Senior Living & Real Estate with Confidence Navigating senior transitions can feel overwhelming—whether it’s choosing the right senior living community, figuring out how to fund long-term care, or selling a loved one’s home. But you don’t have to do it alone! Join Dale Corpus, a Senior Transition Specialist and real estate expert, as he sits down with top professionals in senior care, estate planning, long-term care insurance, a ...
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Senior Living NTX is your trusted resource for seniors, families, and caregivers navigating real estate transitions, downsizing, and senior living options in North Texas. Hosted by Seniors Real Estate Specialists® (SRES®) Paul Fritz and Tara Garrison, this podcast delivers expert insights on selling your home, moving into senior-friendly housing, financial planning for retirement, and maintaining independence as you age. Each episode features practical advice, real-life experiences, and inte ...
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Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join our facebook group at https://facebook.com/groups/estateprofessionalsmastermind Bruce Hill, Bill Gross, and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where partic ...
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Real Insights From Pickering's Top Real Estate Team Are you a resident of Pickering or the Greater Toronto Area or planning on moving here? Whether you’re a homeowner, tenant, investor, or first time buyer - TR talks will give you weekly updates on their insight and honest opinions on the ever changing real estate industry. Consistently in the Top 0.5%-1% of Realtors across the GTA , out of approximately 75,000, your hosts, Team Rajpal bring you 50 years of collective experience to discuss m ...
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On this weekly podcast, members of the Johnson McGinnis Elder Care Law & Estate Planning team discuss the tools, techniques, strategies, and services that will help you respond with confidence to the legal, financial, and personal challenges created by long life, chronic illness, and disability.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Welcome to Carolina Senior Talk, your go-to podcast for navigating the practical considerations of today’s senior lifestyle. Hosted by Dave Edwards, a seasoned expert with 22 years of experience in real estate, our podcast delves into the topics that matter most to seniors and their families. From retirement finances and healthcare options to home equity and aging in place, we bring you insightful interviews with experts and real-life stories that inspire and inform. Carolina Senior Talk is ...
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Welcome to The Downsizing Roadmap Podcast, your go-to resource for navigating the emotional and practical challenges of downsizing. Whether you’re helping a senior loved one transition to a smaller space, embracing minimalism, or simply looking to simplify your life, this podcast offers expert tips, heartwarming stories, and actionable advice to guide you every step of the way. Join us as we share insights, interview trusted vendors, and explore real-life journeys of letting go and moving fo ...
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Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
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John Stevenson, a prominent wealth protection educator, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs to name a few. Not a single client has ever lost money due to market fluctuations. John is also an expert in structuring Tax-F ...
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Welcome to the Live for Today, Plan for Tomorrow Podcast, your go-to source for insights on mortgages, retirement planning, and real estate. Hosted by Gabe Bodner, a seasoned expert in the mortgage industry, our goal is to simplify complex financial concepts for homeowners and potential buyers. Join us as we explore reverse mortgages and other retirement planning topics, featuring exclusive interviews and expert advice. At the Live for Today, Plan for Tomorrow Podcast, we delve deep into the ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Being a CRE Agent and Building Passive Wealth at the same time used to be complicated. NOT ANYMORE WITH eXp COMMERCIAL! Learn how eXp Commercial is the Netflix vs old Blockbuster type CRE brokerage model such as Marcus & Millichap, Cushman & Wakefield, JLL, CBRE, Keller Williams Commercial, & Sperry Van Ness. Start building wealth for yourself, your family, and your team (NETFLIX WAY) vs for the BIG corporation and old way of doing things (Blockbuster). Learn how eXp Commercial inspires more ...
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Join Anthony J. Enea, Esq. of Enea, Scanlan & Sirignano, LLP for a podcast series centered around all things Seniors! Talking Seniors is an informative and interactive podcast series where Anthony J. Enea, Esq. will interview various members of the community who can help answer your questions about everything from finances to home care assistance available as you age.
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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Becoming a leading global investment firm doesn't happen in a vacuum. Join us for conversations with some of HPS’s closest partners and clients about how they got to where they are today, and how those experiences help them drive value creation on a day to day basis. RSSVERIFY
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Have a senior in transition? Let The Probate Podcast help! More than just for probate, this practical podcast is a go-to guide to help families navigate a senior's later-life transition. Sherri Lund, a Senior Placement Agent, and Senior Transition Specialist wants to help you go through this season with less stress and come out better on the other side. Every Thursday, Sherri interviews industry experts who share strategies and insider tips so listeners can make informed decisions. Topics ra ...
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The only real estate podcast for homeowners seeking guidance and support on everything related to owning a home. This includes much more than just buying or selling. You'll enjoy candid, insightful conversations with super interesting guests on everything from mortgages and financing to home maintenance tips, renovation & design advice, and of course the latest insights and analysis on what’s happening in our local West Island of Montreal real estate market. Check out https://broadywindsor.c ...
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Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.
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This podcast covers all topics related to Investing with Glenn Leest. Glenn Leest is a senior investment advisor with WT Wealth Management based out of Flagstaff Arizona. He has been in the investing industry for almost 10 years. Glenn interviews a variety of professionals, including those in real estate, stocks, digital assets, taxes, estate planning, life insurance, CEOs, and investing experts. Glenn's goal is to help you become a better, more intelligent investor.
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Welcome to EstatePlanner, the podcast that tells the truth about Wills, estates and guardianships in Australia. We all have loved ones that we care-for. As the Australian population ages, it is getting more important to protect ourselves, our family and our assets. Rod Genders is one of the most senior and respected lawyers in Australia, specialising in Wills and estates for 30+ years. Learn from him as he discusses what to do and what not to do, to plan for the future. https://www.genders.c ...
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Are you a senior citizen? Or perhaps you have a parent, relative, close friend or neighbor who is one. If so, then you won’t want to miss this important and informative podcast. Learn about elder law, a relatively new area of law, that encompasses the legal issues that acutely affect seniors and their families. Yale Hauptman, an elder law attorney, discusses the various problems and issues of aging in America today and interviews guests from other elder care fields.
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Join us for Better Money with Elements Financial – where we deliver trusted advice from financial wellness pros to help you make your money – and your life in general – better. We’re a credit union that’s respected locally in Indianapolis, Indiana yet we are accessed globally by our members. We hope to welcome fans near and far to this friendly financial podcast! Federally Insured by NCUA.
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Connect Our Elders believes that to appropriately care for our Nation’s Elders it is not enough to just look at things in a compartmentalized manner as issues arise.We must be proactive in educating our Elders about adequate planning as far as finances, estate planning, trusts, etc in addition to letting them know proactively about all of the various levels of care on the continuum, how they work together, how each is paid for, as well as the community resources, technology solutions, and ot ...
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The Plan B CRNA Podcast presented by On Call Capital is a show that highlights CRNAs and other healthcare providers who are finding success outside of their traditional anesthesia careers. Through real experiences and stories, we explore various side hustles and mindset topics with the goal of helping listeners choose their best lifestyle. Who is this show for? Well, the show is aimed at Advanced Practice Nurses (APRNs, Nurse Anesthesiologists, Nurse Practitioners, Clinical Nurse Specialists ...
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The Florida Family Law Attorney Podcast, hosted by Gerard Virga, founding attorney of The Virga Law Firm, takes you deep into the world of Florida family law. With over two decades of experience, Gerard brings his experience and compassion to your most pressing family law questions and topics. Each episode features insightful discussions with distinguished guests - from attorneys, mediators, financial experts, mental health professionals, coaches, etc. - offering diverse perspectives on divo ...
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Carl Self is first and foremost a proud father to Jordan and Alexis, but he is also a Senior Mortgage Originator licensed in the state of Washington since 1989. He started out part-time while working as an insurance agent for Pacific Cliffs Financial, and soon learned that he’s truly passionate about helping people to purchase a home. Having fallen in love with the mortgage industry quite quickly, Carl spent time reading and obtaining all of the information available to better serve his clie ...
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🎙️ Retirement Concerns with Andy Are you worried about making the right decisions for your retirement? Join certified financial advisor Andy as he breaks down the complex world of retirement planning into practical, actionable steps. Each week, Andy shares expert insights, answers listener questions, and interviews industry specialists to help you navigate your retirement journey with confidence. From Social Security timing and healthcare costs to investment strategies and estate planning, " ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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#1 BEST GOLD IRA PODCAST / Precious Metals IRA Accounts Podcast / Precious Metals Gold IRA Podcast With Jeffrey Tan [goldirapodcast.net]
Jeffrey Tan
Welcome to the #1 Best Gold IRA Podcast / Precious Metals IRA Accounts Podcast / Precious Metals Gold IRA Podcast With Jeffrey Tan. This podcast is the #1 BEST And MOST COMPREHENSIVE Gold IRA information source. My name is Jeffrey Tan. I have been an expert independent gold researcher for more than 20 years. This is my educational Gold IRA podcast that will cover both the basics and intricate details of Gold IRAs. Gain insights into how a Gold IRA can help reduce taxes and increase wealth bo ...
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Welcome to the ElderCare Insights by Welcome Back Home Care with Lee Berkowitz, the podcast designed to help you navigate the complex world of elder care. We know the questions and concerns you're grappling with–we've been there too. Each episode is packed with answers to your FAQs, solutions to common challenges, and the essential tools you need to make informed decisions. We'll introduce you to experts that help you navigate this important phase of life. At 'ElderCare Insights,' we believe ...
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When it comes to aging, having the right legal documents in place can protect your voice, your wishes, and your family’s peace of mind. In this episode, Jamie Callahan breaks down the basics of powers of attorney, guardianship, conservatorship, POLST, and advance directives—what they are, when they matter, and what happens if you don’t have them in…
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A Family of Families: Inside Midtowne Midlothian Assisted Living & Memory Care | Civitas
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22:07In this episode of the Senior Living NTX podcast, host Paul Fritz visits Midtowne Midlothian Assisted Living and Memory Care, a Civitas community affectionately known as the “Grandma” of Midlothian. Joined by Community Relations Director Jill Alexander and Activities Director Joewalla, Paul dives into what makes this senior community such a beloved…
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Ep 130 - Legacy Property • McKenzie River Region
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6:18Today we’re diving into what luxury buyers are really looking for in a home, and what defines a true Legacy Property, especially here in Oregon’s breathtaking McKenzie River Region. What Today’s Luxury Buyers Are Seeking What Defines a True Legacy Property Why the McKenzie River Region Embodies It All Tap here to view FEATURED PROPERTY FOR SALE Tap…
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AGENTS! Don’t Let 7% Rates Kill Your Deals: Use This
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8:00In this candid conversation, senior loan officer Ella Gerfinkle reveals the proven strategies and exact scripts that keep buyers engaged even when mortgage rates spike to 7%. What You'll Learn: 📊 The Historical Context That Changes Everything Why 6-7% rates are normal, not problematic How 2-3% rates of 2020-2021 were the anomaly (black swan event) …
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#47 - Growing Older, Growing Greener: Making Gardening Safe and Accessible
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13:18
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13:18Got a comment or idea? Send us a text. Gardening becomes a source of joy, purpose, and physical activity for seniors when adapted with accessibility and safety in mind. We explore how to transform gardening from a potentially difficult chore into a delightful, beneficial activity regardless of age or physical limitations. • Physical benefits includ…
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Decluttering with Dignity: How Stefanie Lew & Junkluggers Help Seniors Downsize Without the Stress
35:14
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35:14In this episode (EP24) of the Simplify Senior Transitions Podcast, I’m joined by Stefanie Lew, owner of The Junkluggers of Walnut Creek and Lamorinda. Stefanie is more than a junk removal pro — she’s a compassionate guide for seniors and their families navigating one of the most emotional parts of the transition into senior living: letting go. We e…
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How to Beat the Banks at Their Own Game (With Crypto) with Ivan Zhang
29:54
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29:54Love the show? Subscribe, rate, review, and share! Here’s How » Join the Expert CRE Community today: expertCREsecrets.com eXpert CRE Secrets Facebook eXpert CRE Secrets Youtube
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From Diamonds to Real Estate Gems: Guiding Big Purchases and Emotional Transitions
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28:12Join Jeff as he chats with Jen Clemens, co-lead of the Clemens & Myers Real Estate Team. Serving York and surrounding counties in Pennsylvania and Maryland, Jen and her team are passionate about helping people through some of life’s biggest transitions. Whether you're buying your first home, selling a longtime family property, or investing in real …
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Mindset, Metrics & Messaging: What Top Probate Pros Know That Most Don’t!
1:02:51
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1:02:51Discover why celebrating small wins, tracking the right KPIs, and owning your unique voice in content creation are game-changers in probate real estate 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 03:58 Mindset Shift: Celebrate Wins Beyond Closings 07:14 Bruce on Tracking KPIs for Probate Success 10:00 Bill on Delegating Content Creation: Why AI Ca…
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S1, Episode 9, Tasha Jackson of The Gulf Coast Advocacy Center, Walking for Change: The Impact of Lauren's Kids
24:26
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24:26In this episode of the Florida Family Law Attorney Podcast, Gerard Virga speaks with Tasha Jackson from the Gulf Coast Advocacy Center about the critical work being done in trauma therapy for children and adults who have experienced sexual abuse. They discuss the upcoming Lauren's Kids Walk, a significant event aimed at raising awareness and suppor…
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Episode 273: Financial Assistance for Those 50 and Older
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15:27
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15:27The cost of living keeps rising, which can be hard on a fixed income. Elder Care Coordinator and Licensed Clinical Social Worker Debra King speaks with Paula Daigle the Community Engagement Director at Age Well Middle Tennessee about RESET a financial empowerment program being offered to adults age 50 and older.…
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19. What Do I Do With All These Photos? A 5-Step Downsizing Plan
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39:55If you’ve ever opened a closet and found stacks of albums, shoeboxes of old prints, or random framed photos stuffed in drawers… you’re not alone. For many of us—and especially those helping a parent or grandparent downsize—the photo pile is one of the most emotional and paralyzing parts of the process. In today’s episode of The Downsizing Roadmap P…
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#578 The Complete Guide to Estate Planning
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20:29In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain why every adult—single or married, wealthy or not—needs a will and a revocable living trust. Learn the practical steps for setting up your estate plan, naming a trustee, and ensuring your assets stay protected and your wishes are followed. Here are some of …
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Episode Seventeen: Power, Purpose & Parkinson’s: A Conversation with Jeannine Walker & May Mobbs
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19:14
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19:14In Episode 17 of Uncommon Knowledge for Seniors, host Jim Moran of Cascade Hasson Sotheby’s sits down with Jeannine Walker and May Mobbs from Parkinson’s Resources of Oregon to shine a light on how individuals and families can navigate life with Parkinson’s disease. From education and emotional support to fitness classes and local resource referral…
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How to Help Aging Parents Transition to Senior Living: A Guide for Seniors & Their Families
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26:47
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26:47Helping Seniors Navigate Life Transitions In this episode, we sit down with Kate Coulter, a senior lodging consultant and social worker with decades of experience helping families guide aging parents through the emotional and logistical process of downsizing and relocating. Whether you're an adult child supporting your parents, or a senior starting…
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Caregiving, Culture & Going Viral: Chris Punsalan on Family, Fame, and Filipino Values
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43:23What happens when caregiving meets creativity — and reaches millions? In this powerful episode, I sit down with Chris Punsalan, a beloved content creator and full-time family caregiver who built a massive social media following by sharing his daily life caring for his grandmother. With over 2.5 million TikTok followers, Chris has turned quiet, ever…
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EPISODE 7 - When and why to execute hospice. An exceptional way to improve your quality of life!
19:21
19:21
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19:21Hospice isn’t about giving up — it’s about maximizing comfort, dignity, and quality of life. Kara Snyder from Riverside Home Health and Hospice joins Jamie Callahan to explain what hospice really is, how it supports families, and why learning about it before you need it is so important. They cover: What services hospice provides (and what it doesn’…
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Care Managers Save Families from Crisis: A Conversation with Patricia Player Maxwell
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51:22In this episode of the Simplify Senior Transitions Podcast, I’m joined by Patricia Player Maxwell — a licensed care manager, founder of Maxwell’s Senior Care Services, and the visionary behind Foster City Village. Patricia brings decades of geriatric care experience to the table, helping families navigate the emotional, medical, and logistical chal…
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#46 - Estate Planning Essentials: Wills, Trusts, and Power of Attorney
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9:37
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9:37Got a comment or idea? Send us a text. Estate planning goes far beyond paperwork—it's about protecting loved ones, ensuring your wishes are honored, and creating peace of mind about your legacy. • Two-thirds of Americans do not have a will, leaving their assets to be distributed according to state intestate succession laws • A will serves as the fo…
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ARIZONA EXPOSED NOT JUST THE SUN! THAT'S Why I moved to AZ
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7:15In this candid conversation, senior loan officer Ella Gurfinkel reveals the unexpected journey that led her to leave the Pacific Northwest after 35 years and make Arizona her permanent home. What started as a simple "rainbirding" plan quickly transformed into a life-changing relocation decision that she never anticipated. What You'll Learn: Why Ari…
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Global Currency Payment Solutions with Tony Redondo
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32:50Love the show? Subscribe, rate, review, and share! Here’s How » Join the Expert CRE Community today: expertCREsecrets.com eXpert CRE Secrets Facebook eXpert CRE Secrets Youtube
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Senior Moves: Easing the Transition Out of Longtime Homes
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26:32Navigating the transition from a longtime home into a new place and the next stage of life is one of the biggest challenges older folks and their families face. Join Jeff and his guest, Andrew Bartlett, owner of the real estate firm Bartlett & Associates, to discuss ways to ease the transition. In addition to traditional real estate services, Andre…
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Episode 22: Can I Rent Out My Home? Understanding Loan Servicing Rules with Gail Balettie of Celink
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20:10In this eye-opening episode of the Live for Today, Plan for Tomorrow Podcast, host Gabe Bodner welcomes Gail Balettie, SVP of Client Satisfaction at Celink — the nation's leading subservicer of reverse mortgages. If you’ve ever asked yourself, “Can I rent out my home if I have a reverse mortgage?”, this is the episode you’ve been waiting for! Toget…
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Episode Sixteen: Shocking Relief: Healing Through Electro-Equiscope with Sarah Hauth
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17:21🎙️ Episode 16 – “Shocking Relief: Healing Through Electro-Equiscope with Sarah Hauth” In this electrifying episode of Uncommon Knowledge for Seniors, host Jim Moran of Cascade Hasson Sotheby’s sits down with Sarah Hauth, owner of Simply Electric and a certified Electro-Equiscope Therapy Technician. Sarah introduces us to Electro-Equiscope Therapy—a…
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What are adult day services? Who can benefit from this service? How much does it cost? Debra King, a licensed clinical social worker and elder care coordinator with Johnson McGinnis Elder Care Law speaks with Bill Zagorski, the CEO of American Senior Care Centers, Inc. about adult day services in Middle Tennessee.…
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Probate Secrets: Qualifying Leads Without Asking & What If an Heir Dies?!
57:48
57:48
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57:48Are you working probate leads but struggling with how to qualify them without sounding pushy? 🕵️♂️ In this video, we break down how to ask better questions that uncover real motivation, without saying, “Where are you in the probate process?” 🧠 Plus, what happens if an heir dies during probate? 🏚️⚖️ We unpack the legal chain, delays, and how to nav…
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Downsizing Without the Stress: Senior Moving Tips with Andriana Mendez
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36:06What if downsizing didn’t have to be overwhelming? In this episode of the Simplify Senior Transitions Podcast, I’m joined by Andriana Mendez, a Certified Senior Move Manager® and co-owner of Custom Moving Solutions—a Bay Area-based company helping older adults and families with downsizing, packing, moving, and full property cleanouts. She’s also th…
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18. Legal Peace of Mind for Seniors and Their Families with Rachael Houck
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41:40When you’re planning a move later in life—whether to a smaller home, a senior living community, or closer to family—there’s one piece that often gets overlooked: legal planning. In this episode, we’re joined by Rachael Houck, elder law attorney and partner at Houck Menninger Law. Rachael shares what every downsizing senior (and their adult children…
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Episode Nineteen: Personalized Care for Seniors, Supporting Families – Tabitha Burris of Serenity
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26:35In this enlightening episode of Carolina Senior Talk, host Dave Edwards sits down with Tabitha Burris, Founder and CEO of Serenity Senior Consulting Services, to explore a topic many families face but few are prepared for—how to care for the seniors they love while still living their own lives. Tabitha brings her experience, empathy, and personaliz…
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What exactly happens when someone names you as the executor of their will? Far more than most people realize. In this enlightening discussion, attorneys Jane Dearwester and Haley Matson of McIntyre Elder Law pull back the curtain on the executor's role during their "Probate Boot Camp." The conversation begins with a crucial concept many new executo…
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Demystifying Reverse Mortgages with Dan Biller: What Families Need to Know Before Making a Move
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41:13Reverse mortgages are often misunderstood—but could they actually help families fund senior care and age in place with less financial stress? In this episode, I sit down with Dan Biller, a seasoned HECM/Reverse Mortgage Specialist with New American Funding, to break down the myths, truths, and practical realities of reverse mortgages. We cover: The…
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Ep 8 - From Childhood Poverty to Wealth Management Industry Pioneer
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41:10Do you want to unlock the secrets to financial success and navigate the complexities of wealth management? This episode will give you the expert insights you need. Jonathan speaks with Shirl Penney, founder and CEO of Dynasty Financial Partners. In this episode, they deep dive into Penney's inspiring journey from humble beginnings to becoming a suc…
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Ride N Safe: Senior & Medical Transportation Services Across North and Central Texas
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16:16In this episode of the Senior Living NTX podcast, we sit down with the team from Ride N Safe Non-Emergency Transportation, a trusted provider of door-to-door senior and medical transportation throughout North and Central Texas. If you’re a caregiver, family member, or senior living community professional looking for safe, reliable, and compassionat…
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The Zero Down Payment Option You Might Actually Qualify For
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7:22In this eye-opening episode, senior loan officer Ella Gurfinkel reveals the truth about USDA loans - a powerful zero-down payment mortgage option that many homebuyers overlook. With 30 years of experience and over 2,000 families served, Ella breaks down exactly who can and cannot qualify for this incredible program that requires no down payment. Wh…
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EPISODE 6 (PART 2) Continuation of why it is overwhelmingly important not to approach assisted living alone
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16:11In Part 2 of our conversation, Jamie and Team Senior community liaison Linda G. explain why planning before a health crisis gives families better choices — including solutions that may prevent a move altogether. They also share financial strategies for long-term care, how Medicaid works in Oregon, and how to protect your home and assets when one sp…
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Why It Takes 20-30 Days to Close on a Home Purchase | Behind the Scenes
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16:20In this revealing episode, senior loan officer Ella Gurfinkel pulls back the curtain on what really happens during the mortgage closing process. With 30 years of experience and over 2,000 families served, Ella explains why closing on a home purchase takes 20-30 days (sometimes longer) and why rushing this process could cost you your dream home. Wha…
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#45 - Senior Volunteering: Finding Purpose Beyond Retirement
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10:16
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10:16Got a comment or idea? Send us a text. Senior volunteering creates powerful opportunities for older adults to find purpose, connection, and joy while making a meaningful difference in their communities. Research shows volunteering improves health outcomes for seniors, including lower depression rates, enhanced cognitive function, and even reduced m…
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90. The Risks of Same-Day Closings & How to Avoid Legal Pitfalls
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18:52Send us a text Host: Rajiv Rajpal Guest: Evan Shapiro, Real Estate Lawyer – Shapiro Law Firm Episode Summary: In this insightful episode, Rajiv is joined by experienced real estate lawyer Evan Shapiro of Shapiro Law Firm. With nearly two decades of collaboration between their teams, Rajiv and Evan dive into one of the most common (and often misunde…
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Why Your New Loan Could Cost You $50,000 Extra
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6:02In this eye-opening episode, mortgage veteran Ella Gurfinkel reveals the critical refinancing details that most lenders never explain. With over 30 years of experience and more than 2,000 families served, Ella breaks down exactly what happens when you refinance and why misunderstanding this process could cost you tens of thousands of dollars. What …
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The Gaps No One Talks About: What Senior Living Communities Miss (And How Home Care Fills In)
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21:11What happens when a senior moves into assisted living but still isn’t getting everything they need? That’s where today’s guest, Alex Beville, steps in. She’s the Director of Business Development at Beacon Home Care and works hand-in-hand with senior living communities throughout the Bay Area. Her role gives her a rare behind-the-scenes view into th…
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The Most Powerful Probate Tool You’re Probably Not Using
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1:00:37Discover the most powerful probate tool Bruce has used for years to generate leads, build trust, and close more deals. Most real estate professionals miss this—don’t be one of the 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 02:25 How to Learn Real Estate Strategies Beyond MLS Listings 02:44 Stop Only Offering Traditional Listings: Explore Creative…
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Why Mike Made The Switch From Multi-Family To Hotels With Mike Stohler
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36:11Love the show? Subscribe, rate, review, and share! Here’s How » Join the Expert CRE Community today: expertCREsecrets.com eXpert CRE Secrets Facebook eXpert CRE Secrets Youtube
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Estate Planning Essentials: Why a Will Might Not Be Enough
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29:32When people think about estate planning, a will is often the first thing that comes to mind. But relying solely on a will might leave significant gaps in your financial plan, potentially putting your loved ones and your hard-earned assets at risk. Join Jeff as he breaks down the critical features of a will and why a will alone might not be enough t…
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Episode 271 - How Exercise Helps with Neurodegenerative Diseases
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20:42
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20:42Do you know someone living with Parkinson's disease or other neurodegenerative disease? In this episode, outreach coordinator Dana Hentschel speaks with occupational therapist Jenny Williams with Optimum Hope about ways to combat some of the physical decline that comes with these types of diseases.By Johnson McGinnis Elder Care Law & Estate Planning
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17. Downsizing Disagreements: Finding Common Ground As A Couple
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46:05Facing downsizing disagreements? Downsizing is never just about the stuff—it’s about timing, emotions, identity, and often... compromise. And when you’re not on the same page with your spouse or partner? The whole process can feel even more overwhelming. Listen now to find out how you can find common ground as a couple. In this episode, we’re diggi…
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To close out Season 12 of The HPScast, host Colbert Cannon revisits some of this season's most memorable moments. We brought on some heavy hitters from across industries, and the country, including: a former President of the Federal Reserve Bank of Dallas, a Chief Investment Officer of a South Carolina retirement system, a CNBC reporter extraordina…
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Trump. Carney. Crisis or Opportunity for Canada? | Rod Phillips Breaks It Down
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47:54📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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Trump. Carney. Crisis or Opportunity for Canada? | Rod Phillips Breaks It Down
47:54
47:54
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47:54📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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When Trusted Agents Go Rogue: Legal Remedies for Power of Attorney Abuse
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5:17Power of attorney abuse represents one of the most devastating breaches of trust that can occur within families and relationships. When someone appointed to handle financial and legal affairs betrays that confidence, the consequences can be financially devastating and emotionally traumatic. Attorney Greg McIntyre tackles this crucial topic head-on,…
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#577 Which LLC is Right for Your Business
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36:59In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take a deep dive into the six LLC structures every entrepreneur, investor, and licensed professional should understand. Whether you're starting a business, protecting rental properties, or building wealth with a high-net-worth strategy, this episode breaks down how…
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