Craig Lytle Audio Experience

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The purpose of this podcast is to provide an opportunity for you to listen at your own pace. Learning via stories and conversations builds a sense of community. People do things for love and for their love of others. Text ideas, feedback & questions (302) 373-0592.

Craig Lytle


    • Mar 12, 2021 LATEST EPISODE
    • monthly NEW EPISODES
    • 35m AVG DURATION
    • 22 EPISODES


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    Latest episodes from Craig Lytle Audio Experience

    Captive Insurance, what it is and what it does...

    Play Episode Listen Later Mar 12, 2021 76:17


    Income & Estate Planning Partners co-hosted a webinar along with Bureau of Captive and Financial Insurance Products, Delaware Department of Insurance. Hear Steve Kinion, in his own words talk about captive insurance... what it is and what it does. Be sure to listen until the end, where TIm Welles and Chris Gallo, from CIC Services explain ways in which captive insurance companies are akin to health savings accounts in some ways. Learn about the process and why you might want to form one. Is this applicable for your company. Let's have that conversation: https://us02web.zoom.us/rec/share/924ee8aNkRh1diblioCh4SkfO7ZmacSqAZrKd9w6wO5hW7TmW3rqHaADwf28Cl9j.ksGcRFpISSoxb-nC?startTime=1615488039000 --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Yesenia Sanchez is a financial services professional, mother & grandmother.

    Play Episode Listen Later Dec 30, 2020 11:12


    Life experiences have led Yesenia Sanchez into financial services. She is passionate about helping women with financial literacy. Check out our conversation and her online courses. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Craig talks with Ron Graf, owner of Aurista Technologies, about healthcare reform

    Play Episode Listen Later Jul 9, 2020 66:14


    Ron Graf is a small business owner and critical thinker about the state of healthcare in the United States. In this episode, Craig Lytle talks with Ron about his experiences and observations on the topic of healthcare reform opportunities. Listeners will gain an interesting and informative perspective and learn about proposals from experts. Why is the United States ranked 37th while outspending other countries? --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Mac Gardner published The 4 Money Bears. Craig and Mac talk about financial literacy &storytelling

    Play Episode Listen Later Jun 11, 2020 15:12


    Mac Gardner is Craig’s guest in this episode. Mac is working on developing “FinLitTech” to digitize financial literacy programs. Listen to the conversation about find out more about the 4 Money Bears. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Brad Breeding talks with Craig about retirement communities https://www.mylifesite.net

    Play Episode Listen Later Jun 11, 2020 25:18


    Brad Breeding is the author of What’s the deal with RETIREMENT COMMUNITIES? He is a speaker and consultant. The resources Brad makes available will help educate families about retirement living, financial considerations including planning for long term care (with or without insurance) and how you would distinguish one type of retirement community from another. Lean more by visiting: https://www.mylifesite.net --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Liz Gulliver of Kunik talk with Craig about forming the organization with her partner, Josh.

    Play Episode Listen Later Jun 11, 2020 25:12


    Liz Gulliver talks with Craig about parents taking time away from work to raise children, the impact of work on one’s identity and support available. Learn more at https://getkunik.com --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Audio from Echo Lake income planing/estate planning webinar on Thursday, May 28, 2020

    Play Episode Listen Later May 28, 2020 54:20


    Money, time, health and longevity are particularly important due to our collective immobility during the COVID-19 pandemic. AARP reports a top concern of Americans is running out of money during retirement. The rules of the game change during accumulation, distribution and preservation phases of life. Data from Genworth’s 2019 Cost of Care Survey helps us understand what we are up against. Find out why TIM is not your friend and how the SECURE ACT & CARES ACT provisions may be meaningful in your life. Https//www.iandeplanning.com --- Send in a voice message: https://anchor.fm/craig-lytle/message

    May 27, 2020 (PPP) Paycheck Protection Program loan forgiveness documentation requirements

    Play Episode Listen Later May 27, 2020 8:11


    In this episode, you’ll learn about resources for the description of exactly what documentation you’ll need for the PPP loan forgiveness application. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    COVID update on benefits at work with Crystal Hipps.

    Play Episode Listen Later May 14, 2020 11:16


    Crystal Hipps https://www.linkedin.com/in/crystal-hipps-59931568 is an expert in voluntary benefits. In this conversation, she provides an update on the common questions from employees and employers. “It depends” is a honest answer and the reasons why each person’s circumstances, needs & experiences are unique. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Craig Lytle talks with Crystal Hipps about maximizing benefits at work.

    Play Episode Listen Later Apr 24, 2020 15:28


    Life happens. In addition to health insurance and retirement savings, benefits at work may help people through unplanned circumstances that disrupt normal income. http://linkedin.com/in/crystal-hipps-59931568. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    The CARES Act includes “keeping American workers employed and paid” which will help small business

    Play Episode Listen Later Mar 30, 2020 13:32


    Portions of The CARES Act will help small businesses with “allowable uses” such as payroll, rent, utilities, etc. For example, if your small business is “substantially impacted” then talk with your business banker about the process you’ll need to pursue. In the meantime, The Small Business Guide will help you: https://www.sbc.senate.gov/public/_cache/files/9/7/97ac840c-28b7-4e49-b872-d30a995d8dae/F2CF1DD78E6D6C8C8C3BF58C6D1DDB2B.small-business-owner-s-guide-to-the-cares-act-final-.pdf --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Larry Kaufman shares his journey and talks about the life insurance industry’s impact on America.

    Play Episode Listen Later Mar 27, 2020 41:34


    Larry Kaufman of Kaufman Financial Services in Wilmington, Delaware shares his 58 years of experience in the industry. His dad owned a small business, one of his best friend’s was his first death claim, he talks about tax planning, life insurance as an asset class and much more... --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Sustainable retirement income, care coordination & estate planning 3.19.2020 audio from webinar

    Play Episode Listen Later Mar 21, 2020 58:01


    Marc Glickman joins Scott Tuozzolo and Craig Lytle for a webinar discussion on structuring sustainable income throughout retirement, coordinating health care using state partnership plans and estate strategies for asset transfer. The Sandwich Generation faces compromises with the prudent use of resources for retirement income, education expenses and healthcare needs of aging relatives. Email: Craig@CraigLytle.com or call/ text (302) 373-0592. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    MaryBeth Franklin via ZOOM with Craig Lytle

    Play Episode Listen Later Mar 19, 2020 39:29


    MaryBeth Franklin and Craig Lytle talk about common misnomers regarding Social Security and Medicare. At the end of the interview MaryBeth explains where people can learn more, including where to get her e-book. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Susan Rupe from InsuranceNewsNet shares her stories of caregiving for family (Sandwich Generation)

    Play Episode Listen Later Mar 19, 2020 35:30


    Susan worked, raised a family and served as a care coordinator and caregiver for family members. In this episode, she shares her experiences... “it all starts with a phone call” --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Group discussion at the Newark Senior Center. Medicare/Medicaid, insurance, HECM

    Play Episode Listen Later Feb 21, 2020 115:43


    A group discussion about planning for retirement income, healthcare costs for aging relatives, Medicare and Medicaid, asset protection and the appropriate use of one’s home equity were among our topics. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    The Delaware Elder Law Center

    Play Episode Listen Later Nov 18, 2019 11:12


    Wade Scott, Scott Tuozzolo and Craig Lytle talk about The Sandwich Generation at The Delaware Elder Law Center. On Monday, November 18, 2019 --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Ric Thomas, Senior Executive Director of the Blood Bank of Delmarva introduces Craig Lytle.

    Play Episode Listen Later Oct 25, 2019 5:30


    10/24/2019 at the Platelet Donors Appreciation Reception, Ric Thomas introduces Craig Lytle, author of atheism Sandwich Generation for public announcement that a portion of the proceeds from book sales will be donated to the Blood Bank of Delmarva. A copy of his book was given as a door prize. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Janine Sorbello, Goldey Beacom College, External Affairs, talks with Craig Lytle

    Play Episode Listen Later Aug 27, 2019 79:31


    Janine and Craig talk about the Sandwich Generation. --- Send in a voice message: https://anchor.fm/craig-lytle/message

    “911 What’s your emergency?” A story about Jim and Lorna.

    Play Episode Listen Later Aug 4, 2019 8:21


    Craig Lytle reads chapter one from The Sandwich Generation. Visit: https://craiglytle.com/ --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Craig Lytle talks with Tony Prado, Marketing Communications Specialist at the Blood Bank of Delmarva

    Play Episode Listen Later Jul 26, 2019 19:59


    Tony talks about his role and experiences with the blood bank in an interesting and informative way. Learn about the new Blood Mobile, an update about the Summer Blood Drive Challenge and how long a donor must wait after getting a tattoo. An effort is underway to attract 17-34 year old donors, in particular. Learn more at DelmarvaBlood.org or by calling 888-8 BLOOD 8 --- Send in a voice message: https://anchor.fm/craig-lytle/message

    Craig Lytle and Lou Pettinato Phone interview July 19, 2019

    Play Episode Listen Later Jul 19, 2019 37:34


    Lou Pettinato talks about his background in teaching, his transition into the insurance and financial services industry, NAIFA, The American College & experiences with hospice and family relationships --- Send in a voice message: https://anchor.fm/craig-lytle/message

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