Best Lifeplanning Podcasts (2025)

1
The Five Pillars of Purposeful Retirement 10:05

10h ago10:05

10:05

What if retirement wasn’t the end—but the beginning of something more meaningful? In this episode, Mike Douglas explores how to retire with purpose, not just a portfolio. From mental and physical wellness to community, service, and faith, he outlines five key areas to help you thrive in your next chapter. It’s not just about money—it’s about living…

1
Buried under the backlog? Here are some of our best tips! [Episode 296] 25:55

1d ago25:55

25:55

In this episode, we’ve pulled together some of our best tips from past podcasts to create a go-to resource for tackling backlog. Whether you're starting with a mindset shift, doing a Mind Sweep, or identifying your own backlog-related projects, we hope these resources will help you move forward with clarity and confidence! For the written version a…

1
Reshaping Hospitality Through Stories with CEO Frederick Zarrilli 13:01

1d ago13:01

13:01

How does hospitality affect every interaction we have with residents? Tune in to hear Frederick Zarrilli, President and CEO of Senior Living Hospitality, give us the answer. From storytelling to paying attention to the little things, this episode is full of practical insights. Produced by Solinity Marketing. This episode was recorded at the NHI Mus…

1
Tax Prep vs. Tax Planning: Why It Matters More Than Ever 11:39

7d ago11:39

11:39

Think doing your own taxes in retirement is no big deal? It could be a six-figure mistake. In this episode, Mike Douglas breaks down the difference between tax prep and tax planning—and why the latter is critical as you shift from saving to spending. From Roth conversions to RMDs and business write-offs, Mike shares real-life strategies that can he…

1
Let's Talk About Landing Spots [Episode 295] 34:03

8d ago34:03

34:03

Every day, we're met with a steady stream of physical items, digital messages and files, and new thoughts or ideas. But when we consistently rely on our Landing Spots and Capture Tool, the overwhelm fades. Managing all that incoming information becomes simple and stress-free--and that's exactly what we're talking about in today's episode! For the w…

1
A Senior Living Play by Play with Industry Veteran Robb Chapin 16:48

9d ago16:48

16:48

Join Robb Chapin, Co-Founder of Channel Marker Advisors, as he joins the show to give us a play-by-play breakdown of senior living. Hear incredible insights from an industry veteran on the current state of senior living and the direction we’re headed. Hear everything from new projects to how operators can pivot to thrive. This episode was recorded …

1
The Four-Step Plan to Retire Without Regret 11:19

14d ago11:19

11:19

We all dream about retirement—but are we actually planning for it? In this episode, Mike Douglas shares four powerful steps to help you turn your retirement dreams into reality. From front-loading your early retirement years to creating a “living inheritance” and protecting your legacy, Mike explains how to align your financial plan with your life …

1
Celebrating You: 10 Years of Learning, Doing, and Becoming [Episode 294] 28:43

15d ago28:43

28:43

To celebrate 10 years of LearnDoBecome, we're sharing heartfelt stories, lessons, and wins from the incredible community that made it all possible. You'll hear real stories of how people got organized, found calm amidst the chaos, strengthened relationships, and took meaningful steps toward their unique purposes—one step at a time. For the written …

1
Facing the Future of Senior Living in Secondary Markets with Jimmy Justice 19:23

16d ago19:23

19:23

Jimmy Justice, Chief Operating Officer of William James Group, joined the show to share insights on their growth in secondary markets, employee retention strategies, and what work-life balance means for those in seniors housing. This episode was recorded at the NHI Symposium. Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service M…

1
The Five Ages That Could Make or Break Your Retirement 13:50

21d ago13:50

13:50

Mariah Carey may not believe in birthdays, but the IRS sure does. In this episode, Mike Douglas breaks down the five key ages that shape your retirement tax strategy—and why ignoring them could cost you. From catch-up contributions at 50 to required distributions at 73, Mike explains how each milestone opens (or closes) a window of opportunity. Whe…

1
5 Routines That Keep My Home Life Flowing [Episode 293] 21:57

22d ago21:57

21:57

I (Alia) love learning about and gaining inspiration from the routines that others use to keep their homes and families running. In this episode, I'm sharing 5 routines that have been helpful in my home and inviting you to consider areas in your own life that could benefit from a simple, brand-new routine. For the written version and related links,…

1
The Power of Storytelling with Former Pixar Story Artist Matthew Luhn 10:12

23d ago10:12

10:12

What can Toy Story teach us about senior living? Find out on this episode of Bridge the Gap with Matthew Luhn, a former Pixar and Simpsons Story Artist who helped create the stories of classics like Monsters Inc., Finding Nemo, Ratatouille, and more. Learn everything from structuring stories to how to build trust, plus a few exciting details about …

1
Planning for 120: Is Your Retirement Built to Last? 11:29

28d ago11:29

11:29

What if you lived to 120—would your retirement plan survive? In this episode, Mike Douglas tackles the growing reality of extreme longevity and what it means for your financial future. From shifting retirement age expectations to the impact of medical breakthroughs, Mike explores how to build a plan that supports not just a long life, but a fulfill…

1
"What Do I Do With This?" - Using the 8 STEP Questions to Process It All [Episode 292] 28:11

29d ago28:11

28:11

How would it feel to know exactly what to do with every single physical item, digital file, message, and idea that came into your life? With the 8 STEP Processing Questions and a little bit of practice, you can become an expert at processing these things into your STEP Command Central. In this episode, Alia shares several step-by-step processing ex…

1
Bridging the Gap Between REIT and Operator with NHI CEO Eric Mendelsohn 19:21

30d ago19:21

19:21

We are unpacking how REITs support senior living operators, plus hear insider details into the recent proxy fight with an activist investor straight from Eric Mendelsohn, CEO of NHI. Don’t miss these valuable lessons from an industry leader on serving partners and working toward mutual success. This episode was recorded at the 2025 NHI Symposium. S…

1
Why Retirement Shouldn’t Feel Like a Roller Coaster 15:07

1M ago15:07

15:07

What do roller coasters and retirement have in common? In this episode, Mike Douglas draws a vivid parallel between thrill rides and market volatility, offering practical strategies to help you step off the financial roller coaster. From segmenting your income and managing risk to understanding the real impact of 401(k) limitations, Mike breaks dow…

1
Using STEP Principles for Sustainable Self Improvement [Episode 291] 17:33

1M ago17:33

17:33

It has always been difficult for me (Alia) to get new habits to stick long term. I would be successful for a few days, but once the excitement wore off, I'd be right back where I started. Once I started looking at new habits for self improvement through the lens of simple projects, tasks, and routines, everything changed! I'm sharing three specific…

1
Sales and Marketing Strategies from a Lifeplan Community Specialist Deana Wilson 22:23

1M ago22:23

22:23

With a rich history in the industry, Deana Wilson, Director of Marketing and Sales at Westminster Village Terra Haute, shares insights on sales for lifeplan communities, successes of a resident fund, and new approaches to marketing efforts with CCRCs. As the Executive Chair of the Indiana Alzheimer’s Association Walk, Deana also discusses her passi…

1
Routine Reality Check: What You 'Have' to Do vs. What You 'Want' to Do [Episode 290] 16:19

1M ago16:19

16:19

Alia used to resist routines because it felt like there were too many things to do each day. Once she split her Routines List into two sections--the "must-do" and the "flexible" routines--she actually felt excited to complete the daily, weekly, monthly, and yearly tasks on her list. This podcast is for you if you're ready to simplify your Routines …

1
Healing at the Well: The Story of Well of Grace Ministries 52:35

1M ago52:35

52:35

Send us a text What does it truly mean to love someone well? For the counselors at Well of Grace Ministries, it means meeting women and girls exactly where they are—without judgment or finger-wagging—and walking alongside them through life's challenges. Mary Andres, Allie Talbot, and Ellen Dutton share the remarkable 20-year journey of this Berrien…

1
Don’t Let the Market Cancel Your Retirement Plans 18:17

1M ago18:17

18:17

What if your dream retirement trip could be wiped out by a market dip? In this episode, Mike Douglas explains how to protect your retirement lifestyle from volatility using a segmented investment strategy. From front-loading your “must-go” years to navigating 401(k) setbacks and milestone ages, Mike shares real stories and practical insights to hel…

1
Tackling Technology, Staffing, and Emerging Trends with Ryan Fischer 18:32

1M ago18:32

18:32

Join Josh and Lucas as they sit down with Ryan Fischer, President and CEO of Fischer Health Care Consulting. Dive into a conversation about the future of senior living, the integration of cutting-edge technology, and the evolving needs of an aging population. Ryan shares his insights on addressing industry challenges like staffing shortages, techno…

1
Claim Now or Wait? The Math Behind Social Security Timing 16:58

2M ago16:58

16:58

Is filing for Social Security early a smart move—or a fear-based reaction? Mike Douglas breaks down the real math behind early claims, income limits, tax traps, and survivorship strategies. From misunderstood stats to outdated loopholes, he explores what retirees might be missing when they rush to collect benefits. Whether you're planning for age 6…

1
A Look at the Future of Senior Living Sales and Technology with Kevin Colley 15:36

2M ago15:36

15:36

Listen as Kevin Colley, Head of at Sales Bridge Senior Living, sits down to discuss where we’ve gone wrong in sales, and how new technology is giving senior living a chance to course correct. Hear insights on AI, embracing new tech, and becoming one of the biggest industries. Produced by Solinity Marketing. Become a sponsor of Bridge the Gap. Spons…

1
Tariffs and Taxes: What Do They Mean for Retirees? 18:26

2M ago18:26

18:26

Retirement is often a maze of financial decisions, but are you building the right safeguards for your future? Mike Douglas goes through the impact of tariffs, market timing, and the shifting taxation landscape affecting retirees. Highlighting strategies to preserve wealth and segment financial plans, listeners gain insights into managing their "old…

1
Sage and Agemark Usher in the Era of Intelligent Care with Raj Mehra and Michael Pittore 30:46

2M ago30:46

30:46

Sage addresses operational opportunities to modernize senior care. Raj Mehra, CEO and Co-founder of Sage, in partnership with Michael Pittore, Co-CEO of Agemark Senior Living, announce a new product line, Sage Detect. The AI-driven innovation addresses real challenges that operators face daily. Hear more from Raj on Ep. 317. Produced by Solinity Ma…

1
The Life We’re Creating Together at LearnDoBecome [Episode 289] 19:53

2M ago19:53

19:53

Today's episode features the core values and outcome vision I THINK you are working towards here at LearnDoBecome, and I would love to hear your feedback! For the written version, links, and community features, please visit https://LearnDoBecome.com/Episode289 Join us for our Free training, "How to Finally Stop Drowning in Piles": https://learndobe…

1
Life After Work: Finding Fulfillment in Retirement 15:07

2M ago15:07

15:07

Are you retiring to something or just stepping away from work? Mike Douglas dives into the heart of retirement planning, exploring how purpose, legacy, and life goals shape your post-work years. Inspired by the story of Anne Schroeder, a 94-year-old who worked for 75 years, Mike highlights the importance of aligning your financial plans with what t…

1
How Oxford Senior Living is Using Data to Engage Educated Leads 12:59

2M ago12:59

12:59

From the 2025 Aline Innovation Summit, Del Reed, VP of Sales at Oxford Senior Living, discusses how Oxford is using new programs to receive crucial data to stay on top of lead trends and learn the resident story during the sales process. Produced by Solinity Marketing. Become a sponsor of Bridge the Gap. Sponsored by Aline, NIC MAP, Procare HR, Sag…

1
What Do I Do About the Clutter in My Head? [Episode 288] 32:30

2M ago32:30

32:30

You might not have physical clutter in your home or office. Maybe your desk is clear, your home looks tidy, and everyone thinks you're doing great! But if there is clutter in your MIND, you're going to feel overwhelmed. THIS is how you find relief! For Show Notes, please visit https://LearnDoBecome.com/Episode288 Join us for our Free training, "How…

1
Are You Using Outdated Financial Rules for Your Retirement? 18:36

2M ago18:36

18:36

With retirement around the corner, it's time to rethink outdated financial rules. In today's world, applying strategies from 1995 to your retirement could leave you unprepared and vulnerable. Mike Douglas emphasizes the importance of personalized retirement planning, considering your unique needs, risk tolerance, and goals. Key actions include dete…

1
Resident Advocacy in Community Distress with Suzy Koenig 17:20

2M ago17:20

17:20

From a social worker to trusted industry advisory, Suzy Koenig, CEO of SAK Management Services, discusses her journey as an administrator and then owner. With a knack for turnarounds, Suzy shares her experience in assisting with distressed assets and solving problems on behalf of communities through receivership. Produced by Solinity Marketing. Bec…

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