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