Podcasts about Aging in place

In this insightful episode, Liz Theresa welcomes architect and business owner Krista Manna to discuss her journey, the ins and outs of running KR Architecture and Interiors, and the changing landscape of residential and commercial architecture in Massachusetts and beyond. Krista explores the rising popularity of ADUs (Accessory Dwelling Units), shares how legislative changes are impacting housing affordability, and gives an inside look at how her expertise as both an architect and real estate investor helps her clients get the most from their properties. The conversation covers topics such as designing homes for aging in place, collaborating with interior designers and contractors, improving business spaces for morale and efficiency, and finding purpose in serving the greater community through thoughtful design. Hosted on Acast. See acast.com/privacy for more information.

What does it really take to stay in the home you love as you age? In this episode of Make the Dough Rise, we're talking about aging in place- and why it takes more than hope, good health, or a paid-off house to make it work. Tune in to learn how proactive planning can help preserve independence, protect loved ones, and create more choices for the years ahead. Featuring Abbie Vogt, Aging Life Care Manager at a•bridge: Aging Life Care Management Learn more about a•bridge: https://abridgecare.com/   Get In Touch: Schedule An Introductory Call - https://calendly.com/bdoe/15min Call Directly - 706-451-9800

Housing wealth is becoming one of the most important financial resources available to older Americans — and this week's news highlighted why. In this episode of HECM World Weekly, we explore the growing role of home equity in retirement planning as homeowners increasingly access equity without refinancing, existing-home sales show signs of recovery, and policymakers look for ways to improve housing mobility. We also examine new research showing housing wealth may be becoming more influential than income in shaping future financial outcomes, discuss proposed legislation aimed at encouraging senior downsizing, and explore why aging in place remains a critical part of the housing conversation. Plus, we recap key takeaways from NRMLA's Western Regional Meeting, including discussions around Reverse for Purchase, industry advocacy, aging-in-place solutions, artificial intelligence, and the future of retirement finance. In this episode: Homeowners tap equity at the fastest pace since 2021 • Why HELOCs and second liens are surging • Existing-home sales post their strongest month of 2026 • New research on housing wealth and generational opportunity • The proposed Nest Egg Protection Act and senior downsizing incentives • Why aging in place remains a powerful housing trend • NRMLA Western Regional Meeting highlights • FHA leadership changes and what they could mean for HECMs As retirement planning and housing planning continue to converge, understanding home equity has never been more important. Tune in and read the full article: https://hecmworld.com/2026/06/12/podcast-hecm-world-weekly-homeowners-tap-equity/ Subscribe to HECM World for weekly insights on reverse mortgages, retirement finance, housing wealth, aging in place, and the future of home equity.

On this episode of Power House, Zeb Lowe sits down with Simone Kelly, founder of Seniornicity, to discuss one of housing's most overlooked challenges: helping seniors navigate the later stages of homeownership. Drawing on experience across mortgage, real estate and senior services, Kelly explains why many older homeowners aren't staying put because they refuse to move—they're staying because the alternatives are complex, emotional and overwhelming. The conversation explores aging in place, reverse mortgages, caregiving and the growing opportunity for housing professionals willing to serve an aging population. Kelly argues that success in this space isn't about generating leads. It's about building trust, relationships and support systems that help families navigate major life transitions. In an industry increasingly focused on speed and automation, she makes the case for a more human approach. Related to the episode: ⁠Zeb Lowe's LinkedIn⁠ Simone Kelly's LinkedIn Seniornicity The Power House podcast brings the biggest names in housing to answer hard-hitting questions about industry trends, operational and growth strategy, and leadership. Join HousingWire's Zeb Lowe every Thursday morning for candid conversations with industry leaders to learn how they're differentiating themselves from the competition. Hosted and produced by the HousingWire Content Studio.

What if the most important decision you'll make as you age isn't about healthcare, finances, or retirement — but where you choose to live? In this episode of Foresight Radio, Steve Moran sits down with longevity strategist, author, and place planning expert Ryan Frederick to explore why "place" may be the most overlooked factor in healthy aging. Ryan shares his unique journey from Silicon Valley engineer to senior living developer, consultant, author, and founder of Here. Along the way, he discovered a powerful truth: where we live shapes our health, relationships, financial well-being, and overall quality of life more than most people realize. The conversation dives into Ryan's Four Quadrants of Place Planning framework—Environment, Health, Community, and Finances—and why aging in place isn't always the best goal. Instead, Ryan argues that intentionality, adaptability, and social connection should drive our decisions about where and how we live. Steve and Ryan also discuss: ✅ Why community matters more than amenities ✅  The surprising link between friendships and longevity ✅  Why "resident experience" may be the wrong focus for senior living operators ✅  The danger of the "forever home" mindset ✅  How senior living communities can help prospects make better decisions ✅  Why the best communities empower residents to shape culture themselves ✅  The role of place planning in helping older adults thrive for decades Whether you're a senior living leader, aging services professional, family caregiver, or simply thinking about your own future, this conversation will challenge how you think about aging, independence, and belonging.

Send us Fan MailConsulting an elder law attorney can help protect assets while still being able to access care from state programs. My guest Ray Chandler, an estate planning attorney, has one mission: to leave no family unprepared. polarisplans.com314-916-1378Support the showSeniorSupportStrategies.com when you need guidance navigating senior care or how to create your own Aging in Place strategy. 

Senior care advisor Neil Nagraj and podcaster Laura House join Vanessa to talk about the impossible math of senior housing: when aging in place stops working, what assisted living actually is, and why so many families wait for a crisis before making a plan. Also discussed: memory care, Medicaid myths, long-term care insurance, and Gen X's grim future.Learn more about Neil's company, The Senior Housing Authority. For more from Laura, listen to How's Your Boomer? or subscribe to the newsletter.  

⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Are you underestimating your retirement expenses?One of the biggest mistakes I see pre-retirees make isn't poor investing, claiming Social Security incorrectly, or even tax planning mistakes. It's failing to accurately estimate what retirement will actually cost.After 18 years helping people plan for and execute retirement, I've noticed the same retirement expenses catch people by surprise over and over again.In this episode, I break down the 7 retirement expenses most retirees underestimate, including:✅ Travel and the "Go-Go Years" of retirement✅ Home repairs, renovations, and aging-in-place upgrades✅ Retirement tax planning opportunities and tax surprises✅ Financial support for adult children and grandchildren✅ Hiring help for tasks you used to do yourself✅ Vehicle replacement costs✅ Healthcare, Medicare, and long-term care expensesIf you're within 5-10 years of retirement, already retired, or trying to determine how much money you need to retire comfortably, this episode will help you build a more realistic retirement budget and avoid costly planning mistakes.Why most retirees underestimate expensesMy own experience underestimating costsThe expensive "Go-Go Years" of retirementHome repairs and renovationsTax surprises in retirementAdult children still on the payrollPaying others to do things you used to do yourselfVehicle replacement costsHealthcare and long-term care expensesWhy retirement spending isn't linearThis is for general education purposes only and shouldnot be considered as tax, legal or investment advice.

What if your healthcare team already knew what happened during your hospital stay — before you even explained it? What if someone on your care team noticed you were struggling on a Saturday and simply showed up? In this episode, Jamie sits down with Christopher Laffey, Nurse Practitioner at Your Health, to break down what a truly connected, proactive model of care actually looks like when it's working. Christopher practices in North Charleston, SC, where his team — nurses, therapists, social workers, community health workers, and more — functions less like a traditional office practice and more like a living, breathing safety net woven around each patient's real life. What you'll hear in this episode: Why most patients are failing not because nobody cares, but because the system itself is fragmented — and what doing it differently actually looks like on a Tuesday morning The real difference between "patient-centered" as a marketing phrase and patient-centered as a daily practice (hint: it involves seeing the medication bottles on the kitchen table) A powerful real-life story of a bedbound patient whose caregiver suddenly disappeared — and how the team mobilized over a weekend, on their own time, to prevent a hospitalization The single mindset shift every clinician needs to make the transition from visit-based thinking to longitudinal care Why "value-based care" doesn't mean discounted care — it means the organization is accountable for your outcomes, not just your appointments If you've ever left a doctor's appointment feeling more confused than when you walked in, this episode will show you what healthcare can feel like when it's actually designed around you. www.YourHealth.Org

More Americans are entering retirement without a spouse, children nearby, or a built-in support system. Aging alone presents unique financial, legal, healthcare, housing, and caregiving challenges that require proactive planning long before a crisis occurs. Richard Rosso & Devoda Owens discuss the essential steps solo agers should take to maintain independence, protect their finances, prepare for healthcare needs, and create a reliable support network. Whether you are approaching retirement, already retired, or helping a loved one navigate the aging process alone, this discussion provides a practical roadmap for maintaining financial security, personal dignity, and quality of life throughout retirement. Here's a topical rundown of today's show: 0:00 - INTRO 0:19 - Hate Ball, Nat'l. Donut Day,, & Mummy Beer(!) 5:18 - The Dilemma of Aging in Place 13:55 - Building a Reliable Support Network 16:23 - Creating a Housing Plan for Old Age 19:40 - Proximity to Healthcare 22:25 - Finding Proper Personal Care 26:43 - Legal Prep & Elder Law Attorney 29:05 - Identifying Risks in the Home 32:09 - Preparing for Long Term Care 33:22 - Life 360 & Monitoring technology 35:47 - Having a Purposeful Retirement 36:57 - The Village People 39:28 - Home Care Agencies 40:07 - National Resources 44:34 - Candid Coffee Coming Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Devoda Owens, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/1xGIEPzZgQQ ------- Watch today's "Before the Bell" feature, "Single Sector Driving Markets," here: https://youtu.be/mRXYN5YlgdI ------- Watch our previous show, "Muni Bonds for Tax-Free Income in Retirement" https://youtube.com/live/XbYe5BPn8jA ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Beyond Protection: What Life Insurance Can Really Do," Saturday, June 20, 2026: https://streamyard.com/watch/WauFUig8HFtb --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #AgingAlone #LongTermCare #RetirementIncome #FinancialPlanning

Fan Mail: Tell Wendy how you're saying yes to yourself!Join Wendy for her dreamy Summer Solstice White Party on Saturday June 20, 2026 —an al fresco evening of delicious food, intention-setting, and celebration at the Phineas Wright House. Wear white, gather at the long table in the field, and toast to the season ahead. Save you seat here: phineaswrighthouse.com/the-shop/p/summer-solstice-white-partyIn this episode, Wendy sits down with Laura Phillips, a reverse mortgage lender. Laura challenges the generational belief that home equity is only a safety net, and explores how reverse mortgages can actually help seniors say yes to themselves and fund the life they want to live.They explore:What reverse mortgages actually are (and why the name confuses people)How non-recourse loans protect your heirs from debtWhy shifting your mindset about equity changes everythingLaura shares real stories of how reverse mortgages have helped seniors stay in their homes longer, fund in-home care, and maintain independence without burdening their children. She talks about breaking generational patterns around debt and home ownership, and why this financial tool deserves a second look.This is a conversation about reframing what your home equity can do for you in your later years.Connect with Laura:LinkedIn: linkedin.com/in/laurawphillipsWebsite: lauraphillips.comPhone: (303) 817-4611________________________________________________________________________________________Connect with Wendy:LinkedinInstagram: @wendy.harropFacebook: Phineas Wright HouseWebsite: Phineas Wright House PWH Farm StaysPWH Curated Experience and TravelInterested in being a guest on the show? Send your pitch to podcast@phineaswrighthouse.comPodcast Production By Shannon Warner of Resonant Collective Want to start your own podcast? Let's chat!If this episode resonated, follow Say YES to Yourself! and leave a  5-star review. It helps more women in midlife discover the tools, stories, and community that make saying YES not only possible, but powerful.

Lissie Rappaport is the Manager of the Housing Accelerator Fund. She talks about housing in Winnipeg and how it impacts everyone. The episode explores the city's housing choices and how they've changed over time. [8:52] Lissie discusses aging in place. We hear how housing options allow residents to stay in their neighbourhoods long-term. [10:20] Lissie defines terms like affordable housing, deeply affordable housing, and supportive housing. [13:43] We learn more about the groups most affected by the lack of housing. She shares highlights from the City's 2025 Housing Needs Assessment and its key findings. [16:55] We hear about the City's concierge service. This is a single point of contact to guide organizations through planning and the permits process. She notes the City's successes are in partnership with the provincial and federal governments This podcast is recorded in Treaty One Territory, the home and traditional lands of the Anishinaabe, Ininew, and Dakota peoples, and in the National Homeland of the Red River Métis. We acknowledge that our drinking water comes from Shoal Lake 40 First Nation, in Treaty Three Territory.   What programs and services impact you the most? Email us at city-podcast@winnipeg.ca with suggestions for future episodes. ---------------- Lissie, du LogementLissie Rappaport est gestionnaire du Fonds pour accélérer la construction de logements. Elle parle de la situation du logement à Winnipeg et de son impact sur tout le monde. L'épisode explore les choix en matière de logement de la Ville et leur évolution au fil du temps. [8:52] Lissie aborde le concept du vieillissement à domicile. On apprend comment la diversité des options de logement permet aux résidents de rester dans leur quartier à long terme. [10:20] Lissie définit des termes tels que le logement abordable, le logement très abordable et le logement avec services de soutien. [13:43] Nous en apprenons davantage sur les groupes les plus touchés par le manque de logements. Lissie présente les points saillants de l'évaluation des besoins en matière de logement de 2025 de la Ville ainsi que ses principales conclusions. [16:55] Nous entendons parler du service de conciergerie de la Ville. Il s'agit d'un point de contact unique permettant de guider les organismes dans le processus de planification et d'obtention de permis. Lissie souligne que les réussites de la Ville sont le fruit d'un partenariat avec les gouvernements provincial et fédéral.Ce balado est enregistré sur le territoire visé par le Traité no 1, le berceau et territoire traditionnel des peuples anishinaabe, ininew et dakota, et les terres ancestrales nationales des Métis de la Rivière-Rouge. Nous reconnaissons que notre eau potable provient de la Première Nation Shoal Lake, no 40, qui est située sur le territoire visé par le Traité no 3.    Quels programmes et services vous touchent le plus? Envoyez-nous un courriel à city-podcast@winnipeg.ca pour nous donner des suggestions pour les épisodes à venir.

Industry experts discuss the shift from “The Triangle” to “The Zone,” the explosion of ADUs in Southern California, and why your Pinterest board might be lying to you. Southern California builders, designers, and innovators to dissect the radical shifts in residential design since 2022. The conversation moves beyond simple aesthetics to explore how the “post-pandemic” home has become a multi-functional hub. From the technical complexities of “electrically heavy” kitchens to the rise of Accessory Dwelling Units (ADUs) as multi-generational lifelines, this episode serves as a masterclass in the collaborative effort required to build a “forever home” in today's market. The Participants Daniel Franco: DuMonde Builders Denise Fernandez & Tanisha Johnson Monroe: Johnson & Fernandez Interior Design J.R. Joseph Rodriguez: Joseph Interiors Verzine Hovasapyan: Director of Innovation for Pacific Sales Designer Resources Pacific Sales Kitchen and Home. Where excellence meets expertise. TimberTech – Real wood beauty without the upkeep Shelter Republic – Request your membership invitation The Great Post-Pandemic Kitchen Reset Leading builders and designers discuss the demise of the “work triangle,” the rise of multigenerational spaces, and why clients must stop scrolling Pinterest and start budgeting before remodeling. Summary of Key Concepts The Death of the “Work Triangle”: The traditional 1940s “work triangle” has been replaced by specialized “micro-zones” (e.g., breakfast stations, baking zones, “Mission Control” homework hubs) to accommodate multi-user and multi-generational households. The Intergenerational Anchor: As adult children and elderly parents move back, kitchens are expanding into living areas, becoming the specialized, central ecosystem that anchors the home. Specialization Over Cabinetry: Clients now prioritize hyper-specific, electrically heavy stations (like advanced smoothie stations with plumbing or complex water filtration for a coffee obsession) over a simple maximum quantity of cabinet boxes. Aging in Place & Wellness: Technology like steam ovens, induction cooktops (safer for both younger cooks and seniors), and automated, sensory lighting is being integrated to support lifelong wellness in “forever homes.” The Crucial Co-Lab: Designer + GC + Vendor: The most successful projects integrate the interior designer and the contractor from the discovery call, ensuring the client is educated on true procurement timelines and material realities before walls go up. The Death of the “Kitchen Triangle”: Designers are moving away from traditional layouts toward “zone-based” design. Modern kitchens now feature dedicated baking stations, “mission control” desks for homework, and professional-grade coffee bars. The Multi-Generational Shift: High interest rates and cost-of-living increases are bringing adult children and elderly parents back under one roof. This has turned ADUs (Accessory Dwelling Units) from optional luxuries into essential square footage for privacy and accessibility. Wellness & Innovation: A surge in “healthy home” awareness is driving the popularity of induction cooktops (reducing gas emissions) and steam ovens over traditional ranges. The “Team-First” Approach: Why engaging a contractor and designer before plan-check saves thousands. The panel explains how early collaboration prevents “alarmist” project meetings and ensures technical feasibility for heavy appliance loads. The Pinterest/AI Pitfall: Experts warn against the “social media expectation gap.” They discuss how to translate a “feeling” from an AI-generated image into a functional, buildable reality that fits a Southern California budget. Quality Disparity: A crucial lesson on “Trade vs. Retail” products—explaining why the same brand name can have vastly different internal components (plastic vs. brass) depending on where it's purchased. Resource Links & Applicable Elements Dumont Builders: Official Website – Specialty commercial and high-end residential construction. Johnson & Fernandez Interior Design: Portfolio & Services – Full-service design specializing in color and new construction. Pacific Sales: Kitchen & Home Innovations – A one-stop shop for premium appliances and plumbing fixtures. California ADU Laws: HCD Official Portal – Information on the updated regulations making garage conversions and ADUs easier in Southern California. Induction vs. Gas: Energy Star Guide – Research on the wellness and efficiency benefits of the induction technology discussed by the panel.

Most people want to stay in their own homes as they age, but very few think about what it actually takes to make that possible. In this episode of The Matt Feret Show, Matt sits down with Erica Sell, Founder of Harmony Home Medical, to discuss aging in place, home accessibility, fall prevention, caregiving, and the smart modifications that can help older adults maintain their independence longer.Erica shares practical advice on preventing falls, creating dementia-friendly living spaces, planning home renovations with accessibility in mind, and avoiding costly mistakes that many families make when mobility needs suddenly arise. She also explains how caregivers can reduce physical strain, what technologies are changing the future of aging at home, and why small changes made today can save families significant stress, expense, and disruption later. Whether you're planning for yourself, helping aging parents, or navigating caregiving responsibilities, this conversation offers valuable insights into creating a safer, more comfortable future at home.My website with more Medicare resources, books, courses, and more: https://prepareformedicare.comI recommend my wife's Medicare insurance agency, but there's never any obligation or pressure to work with her team. Here's more information if you're interested: https://brickhouseagency.comThe Matt Feret Show is about thriving in midlife, retirement, and beyond. Each week, Matt shares smart conversations on Medicare, Social Security, retirement planning, health, wealth, wellness, caregiving, and life after 50.Explore more episodes and sign up for The Matt Feret Newsletter: TheMattFeretShow.comNeed Medicare help? Book a no-obligation consultation: BrickhouseAgency.comWatch full episodes on YouTube: The Matt Feret ShowSubscribe on Apple, Spotify, or YouTube for more insights on wealth, wisdom, and wellness in retirement. Hosted on Acast. See acast.com/privacy for more information.

“For a long time, I assumed caregiving was simply what spouses do. Then hernia surgery showed me just how much family caregivers carry every day.” We have participated in Older Michiganians Day at the Michigan State Capitol for more than two decades, advocating for programs and policies that help people age and live independently in their own homes. What began as advocacy for Jennifer and the MI Choice Medicaid Waiver Program has evolved into something much broader: advocating for caregivers, aging in place, and the support systems that help people live with dignity in their own homes. In this episode, we reflect on a surprising realization that the young couple who first attended Older Michiganians Day more than 20 years ago (that's us!) now officially qualify as "older Michiganians" themselves. We discuss Dan's opportunity to speak on the Capitol lawn about family caregiving, the lessons learned during his recent hernia surgery recovery, and why support for unpaid family caregivers is becoming increasingly important as Michigan's population ages. In this episode, we get real about: Realizing we have become the "older Michiganians" we once joked about not being How the MI Choice Medicaid Waiver Program helps Jennifer remain at home The often-invisible work performed by unpaid family caregivers Proposed Michigan legislation supporting family caregivers Aging with Multiple Sclerosis while continuing to advocate for change We hope this conversation encourages you to learn more about caregiving, advocacy, and the importance of supporting those who support others. Here are the links that offer further insights into our conversation: This conversation serves as a companion to our recent Older Michiganians Day essay, where we share photos from the event, Dan's speech, and additional information about the caregiving advocacy efforts discussed in this episode. Learn more about the Michigan MI Choice Medicaid Waiver Program Explore Older Michiganians Day 2026 resources supporting family caregivers and aging in place Thank you for listening to A Couple Takes on MS. We are honored to be included among FeedSpot's 40 Best Multiple Sclerosis Podcasts. While rankings aren't why we do this work, we're grateful for the opportunity to share our experiences and connect with others navigating life with MS. *** Remember to rate, review, and subscribe to A Couple Takes on MS Podcast for two insightful perspectives on this one multifaceted disease.

Send us Fan MailWhen someone receives a life altering diagnosis or is living with a chronic condition, patients need additional medical, spiritual and emotional support to live well through their diagnosis. Learn how each member of the palliative care team can support the patient while providing comfort to those providing care. Support the showSeniorSupportStrategies.com when you need guidance navigating senior care or how to create your own Aging in Place strategy. 

In this episode of the Living to 100 Club, Dr. Joe Casciani speaks with Amanda Montague of Carleton University about her innovative, community-based research on social isolation and loneliness among older adults. Also on the program is Anna Cuylits, Chair of the Senior Watch Old Ottawa South (SWOOS). Working closely with Anna's group in Ottawa, Amanda used participatory methods—including workshops, digital storytelling, and social network mapping—to better understand how older adults experience connection in everyday life. Rather than focusing only on isolation, the project explored what helps people feel connected, revealing an important insight: loneliness may be more prevalent—and more complex—than social isolation alone. Their conversation highlights how social connection is shaped not just by relationships, but also by the design of communities—walkable spaces, accessible transportation, and simple features like places to rest. To better understand social connection in older adults, they also explore the role of informal networks of care, community partnerships, and the need for better coordination among organizations that support aging in place. This episode offers practical insights for professionals, caregivers, and communities seeking to move beyond awareness and take meaningful steps to strengthen connection and well-being in later life. Mini Bios Amanda Montague Amanda received her PhD from the University of Ottawa in 2019. Her dissertation, Mobile Memories: Canadian Cultural Memory in the Digital Age, explored how mobile technologies and locative media shape everyday experiences of memory and place. From 2019 to 2022, she held a postdoctoral fellowship in Digital Storytelling at the Sherman Centre for Digital Scholarship at McMaster University, where she collaborated with librarians and information specialists to support digital scholarship through teaching, consultations, and digital tool workshops. She later joined McMaster's Office of Community Engagement as an Educational Developer for Community-Engaged Teaching and Learning. Amanda has extensive experience developing community-engaged and experiential learning courses as an instructor, collaborator, and consultant. Since 2016, she has designed projects in digital humanities that promote creativity, collaboration, and community-building. Her work has included supporting students in developing community storytelling projects using tools such as podcasting, digital exhibits, mapping, GIS, and social media. In her current role at Carleton University as Postdoctoral Fellow for Community Engaged Digital Humanities and StudioDH, Amanda continues to advance interdisciplinary, community-driven digital scholarship while fostering equitable co-teaching and co-learning environments for students, instructors, and community members. Anna Cuylits Anna is Chair of OSCA Senior Watch Old Ottawa South (SWOOS). She retired in 2012 after a 40-year career in community and hospital social work. Wanting to age in place in her inner urban community of Old Ottawa South, Anna and other residents recognized barriers to healthy aging and independent living. In 2018, they founded SWOOS to raise awareness and advocate for improvements in healthcare, housing, social connection, and winter walkability. Under Anna's leadership, SWOOS has published dozens of articles on safe and healthy aging, conducted winter walkability audits to support advocacy for improved city maintenance standards, helped support development of the Seniors Health Innovations Hub, and successfully advocated for community improvements including an intergenerational chat bench and an additional city bus stop. SWOOS also received a 2024 Community Builders Award and is currently collaborating with Carleton University on projects examining social connections and barriers affecting older adults. Anna graduated from the Academy of Social Sciences and Social Work in Rotterdam, the Netherlands, and has held professional social work registrations in British Columbia, Ontario, and nationally in Canada. In 2025, she received the Ontario Senior Achievement Award. Link to Ottawa South Social Connections Project

In this episode of the Living to 100 Club, Dr. Joe Casciani speaks with Amanda Montague of Carleton University about her innovative, community-based research on social isolation and loneliness among older adults. Also on the program is Anna Cuylits, Chair of the Senior Watch Old Ottawa South (SWOOS). Working closely with Anna's group in Ottawa, Amanda used participatory methods—including workshops, digital storytelling, and social network mapping—to better understand how older adults experience connection in everyday life. Rather than focusing only on isolation, the project explored what helps people feel connected, revealing an important insight: loneliness may be more prevalent—and more complex—than social isolation alone. Their conversation highlights how social connection is shaped not just by relationships, but also by the design of communities—walkable spaces, accessible transportation, and simple features like places to rest. To better understand social connection in older adults, they also explore the role of informal networks of care, community partnerships, and the need for better coordination among organizations that support aging in place. This episode offers practical insights for professionals, caregivers, and communities seeking to move beyond awareness and take meaningful steps to strengthen connection and well-being in later life. Mini Bios Amanda Montague Amanda received her PhD from the University of Ottawa in 2019. Her dissertation, Mobile Memories: Canadian Cultural Memory in the Digital Age, explored how mobile technologies and locative media shape everyday experiences of memory and place. From 2019 to 2022, she held a postdoctoral fellowship in Digital Storytelling at the Sherman Centre for Digital Scholarship at McMaster University, where she collaborated with librarians and information specialists to support digital scholarship through teaching, consultations, and digital tool workshops. She later joined McMaster's Office of Community Engagement as an Educational Developer for Community-Engaged Teaching and Learning. Amanda has extensive experience developing community-engaged and experiential learning courses as an instructor, collaborator, and consultant. Since 2016, she has designed projects in digital humanities that promote creativity, collaboration, and community-building. Her work has included supporting students in developing community storytelling projects using tools such as podcasting, digital exhibits, mapping, GIS, and social media. In her current role at Carleton University as Postdoctoral Fellow for Community Engaged Digital Humanities and StudioDH, Amanda continues to advance interdisciplinary, community-driven digital scholarship while fostering equitable co-teaching and co-learning environments for students, instructors, and community members. Anna Cuylits Anna is Chair of OSCA Senior Watch Old Ottawa South (SWOOS). She retired in 2012 after a 40-year career in community and hospital social work. Wanting to age in place in her inner urban community of Old Ottawa South, Anna and other residents recognized barriers to healthy aging and independent living. In 2018, they founded SWOOS to raise awareness and advocate for improvements in healthcare, housing, social connection, and winter walkability. Under Anna's leadership, SWOOS has published dozens of articles on safe and healthy aging, conducted winter walkability audits to support advocacy for improved city maintenance standards, helped support development of the Seniors Health Innovations Hub, and successfully advocated for community improvements including an intergenerational chat bench and an additional city bus stop. SWOOS also received a 2024 Community Builders Award and is currently collaborating with Carleton University on projects examining social connections and barriers affecting older adults. Anna graduated from the Academy of Social Sciences and Social Work in Rotterdam, the Netherlands, and has held professional social work registrations in British Columbia, Ontario, and nationally in Canada. In 2025, she received the Ontario Senior Achievement Award. Link to Ottawa South Social Connections Project

This week on HECM World Weekly, we unpack one of the biggest trends shaping the future of retirement and housing finance in America: Housing wealth is becoming more important at the exact same moment the housing market itself is becoming more frozen, expensive and politically contested. As mortgage rates climb back toward 6.7%, new-home sales slow, affordability pressures intensify and policymakers push more aggressive housing agendas, older Americans are increasingly being forced to rethink retirement, mobility and aging in place. In this episode: Why the U.S. housing market is becoming increasingly “stuck” What higher mortgage rates mean for retirees and downsizers Why aging in place is becoming more financially important How affordability pressures are reshaping retirement behavior The growing political debate surrounding housing wealth Why home equity may become one of the defining retirement finance stories of the next decade Get the full show notes here: hecmworld.com

The Listing Bits Podcast is now available on your favorite podcast player! Overview Greg Robertson sits down with Katrina Romatowski, founder and CEO of reSpace, to discuss a new approach to housing affordability through co-homeownership. Drawing on nearly three decades in real estate, development, and housing advocacy, Katrina explains how reSpace redesigns homes into private suites with shared common spaces and enables buyers to purchase fractional ownership interests. The conversation explores affordability, homeownership as a wealth-building tool, aging-in-place design, MLS challenges, and the growing need for alternative housing models.  Key Takeaways Katrina grew up throughout the Pacific Northwest, worked in construction from a young age, and built a career spanning real estate sales, development, and brokerage.  Her real estate company was founded as a social purpose corporation, leading to the creation of a nonprofit focused on housing and mentorship for people exiting incarceration and recovery programs.  The idea for reSpace emerged after selling a small infill home for nearly $1 million and questioning who could realistically afford it.  Inspiration came from fractional ownership models such as Picasso, but Katrina wanted to apply the concept to primary housing rather than luxury vacation homes.  reSpace creates homes with private suites that include ensuite bathrooms, closets, workspace areas, and personal amenities, paired with shared kitchens and living spaces.  Buyers purchase an ownership interest in the property, allowing them to live in high-cost neighborhoods at a price point closer to renting an apartment.  The model is designed to help first-time buyers, retirees, siblings, friends, and other groups gain access to ownership while maintaining independence.  Katrina argues that homeownership remains one of the most important pathways to building middle-class wealth and that affordability challenges are increasingly shutting people out of that opportunity.  A major hurdle for reSpace has been gaining MLS support for fractional ownership listings, despite existing standards that support partial-interest ownership categories.  Current projects include The Grove in Seattle's Ballard neighborhood and a historic mansion redevelopment in Leschi, with plans to expand through technology and partnerships.  Links reSpace Snapshot by reSpace Katrina Romatowski on LinkedIn Links Signal Conference 1000Watt Sponsors Aligned Showings — MLS-owned showing software built to simplify scheduling, improve communication, and keep MLS data where it belongs. Giant Steps Job Board – Built for organized real estate and PropTech, not generic tech bros and recruiters who don't know what an MLS is. Production and editing services by: Sunbound Studios

As care options shrink in rural Nebraska, more attention is turning to helping older residents remain in their communities. Cindy Houlden with the Nebraska Cooperative Development Center says a new program is exploring solutions to support Nebraska's growing senior population and address the decline in local healthcare facilities.

We're an aging nation. By 2050, for the first time ever, Americans over age 60 will outnumber those aged 10 to 24. Older adults increasingly prefer aging in place, so the need for technologies that support activities of daily living, mobility, and social connection is growing.  In Century Lives: The AgeTech Revolution, we travel to the Consumer Electronics Show in Las Vegas, where we and 150,000 of our closest friends scope out the technologies that claim they will improve our lives as we grow older. We ask: What do we want our final quarter of life to look like? And can the AgeTech industry actually improve the ways we live our longer lives? Over the past 20 years, researchers have shown that certain types of physical and mental exercise can help stave off dementia and other forms of cognitive decline. In this episode, we look at how innovators are turning to tech-based activities to maximize brain health in aging adults. And we visit a retirement community in Maryland that has developed an innovative program called Kinnections, which uses high-tech games to make the process more fun and effective. 

Building Beyond Aesthetics in the Twin Cities Residential architecture in the Twin Cities requires a unique blend of grit and intentionality. From the “Scandinavian tradition” of high-level craftsmanship to the technical demands of a 115-degree annual temperature swing, designing in this environment is an exercise in functional resilience. This conversation explores how extreme climates and a “Midwest mindset” shape the way we live and the ways homes must evolve to meet the needs of multi-generational families. The following conversation I had with PKA Architecture's Kristine Anderson, Andrew Edwins and Ryan Fish was wide ranging and dove deep into; Designer Resources Pacific Sales Kitchen and Home. Where excellence meets expertise. TimberTech – Real wood beauty without the upkeep Shelter Republic – Request your membership invitation The Architecture of Endurance In the heart of the Twin Cities, architecture is less about making a statement and more about surviving a cycle. To design a home in Minnesota is to engage in a high-stakes negotiation with physics. When the mercury drops to -15°F and climbs to 100°F within the same calendar year, materials don’t just sit there—they breathe, swell, and contract at a cellular level. As the team from PKA Architecture notes, this environment serves as a rigorous training ground. If a design can thrive in the Twin Cities, it possesses the technical “confidence” to perform anywhere in the world. This technical necessity has birthed a culture of craftsmanship that distinguishes the region. Rooted in Scandinavian cabinet-making traditions, local builders and architects push one another toward a level of precision where “half-assing” is not an option—the weather simply won't allow it. It is a pragmatic form of beauty where the “Midwest mindset” rejects the flashy labels of coastal luxury in favor of quiet, intentional excellence. Moreover, the modern home is being asked to do more than provide shelter; it is becoming a flexible vessel for the human lifecycle. The conversation highlights a significant shift toward long-term master planning. Homeowners are increasingly looking ten years down the road, asking how a space can adapt to adult children returning home or elderly parents moving in. By moving away from the “phantom buyer” of resale-focused design, architects are helping clients create homes that are deeply personal and functionally resilient. Whether it is through the seamless integration of invisible technology or the preservation of “ritual spaces” for calm, the goal remains the same: making life easier for those who inhabit the space, one season at a time. Resiliency as a Design Requirement: Extreme temperature swings expose construction flaws quickly, leading to a local culture that prioritizes performance and durability over surface-level trends. The Intentionality of “Midwest Modern”: A pragmatic approach to design that rejects “excess” but holds craftsmanship—rooted in the region’s Scandinavian heritage—to an incredibly high standard. Life Beyond the “Phantom Buyer”: A shift toward designing for the current inhabitant's actual life rather than future resale, including planning for multi-generational living and aging in place. Integrating Technology Naturally: Embracing technology as a design layer—such as half-inch recessed lighting—that enhances daily life without overwhelming the home’s aesthetic. Materiality and the Seasons: The “one-year seasonal change” is a standard expectation in local construction, allowing wood and metal to settle through the intense humidity shifts of the Midwest.

Heads up — this is Part 2 of Jamie's conversation with Jaclyn Taylor If you haven't heard Part 1 yet, go back and start there. It sets up everything we unpack today. Most healthcare teams are working hard. They're just not working together. And the patient is the one absorbing the cost. In this second half of the conversation, Jamie and Jaclyn move from the why into the how. What does it actually look like when a provider stops responding to today's schedule and starts managing an entire patient panel? How do you turn a community health worker, a pharmacist, a PT, and a social worker into one coordinated team instead of four parallel ones? And what's the difference between data that produces reports and data that produces decisions? You'll hear: Why "frequent touches" only work when they're connected — and how fragmented touches still land patients back in the hospital The quarterback model — what it actually means for a provider to own a patient's trajectory, not just their visit The shift from seeing patients to managing a population — and why most providers were never taught how Why we don't have a resource problem in healthcare — we have an orchestration opportunity How to use technology and data without drowning in either What "showing up" really means inside a system that isn't perfect yet This is the episode for anyone trying to lead change from inside a system that's still catching up. Press play. www.YourHealth.Org

This week's developments across the reverse mortgage, retirement and housing sectors highlighted an increasingly important reality for the HECM industry: retirement pressure is intensifying, and home equity is becoming more central to how older Americans manage financial stability later in life. From HUD audit failures exposing vulnerable reverse mortgage borrowers to potential default, to Illinois rolling out one of the nation's most comprehensive home equity investment regulatory frameworks, the conversation around housing wealth continues shifting from optional strategy to financial necessity. At the same time, new retirement research, capital gains concerns and mortgage assistance initiatives all reinforced the growing importance of liquidity, income sustainability and aging-in-place strategies. For reverse mortgage professionals, the environment continues becoming more strategic, more policy-driven and more interconnected with mainstream retirement planning.

Designing for Life: Architecture, Emotion, and the Long View Architect Cathy Purple Cherry challenges the idea that buildings are static objects, arguing instead that great architecture evolves with human behavior, emotion, and time. From biophilic design and post-pandemic living patterns to aging-in-place and purposeful restraint, Purple Cherry shares how architecture can improve quality of life across generations—without chasing trends or perfection. Designer Resources Pacific Sales Kitchen and Home. Where excellence meets expertise. TimberTech – Real wood beauty without the upkeep Shelter Republic – Request your membership invitation In this episode of Convo By Design, I share my first conversation with architect Cathy Purple Cherry for a wide-ranging conversation on architecture as a deeply human, emotionally driven discipline. Purple Cherry discusses how architects must design for decades—not design cycles—and how shifts in technology, work culture, and climate have fundamentally altered the way homes and workplaces should function. Everything that embodies a design icon… right here. The Convo By Design Icon Registry is presented by Pacific Sales Kitchen & Home. An incredible partner in design. The conversation explores the lasting impact of biophilic design, the realities of working from home at different life stages, and why many contemporary office environments fail to support collaboration or productivity. Purple Cherry also reflects on aging, accessibility, and the importance of designing homes that support real relationships, not social-media perfection.

Welcome back to Home Design chat with Nancy where we tell you the truth about what happening in the design world. If you have been enjoying my podcasts please subscribe on the platform you use to listen to my podcasts.Today is May 20th.  For years I have been publishing this podcast on Mondays but I have been having  Technical problems.  No fun especially since I'm a designer not a computer techy.  I'm crossing my fingers . I hope the problem is solved.This podcast is about something more families are facing than ever before — aging in place and how homeowners are adapting their homes for elderly parents, relatives, and even planning ahead for themselves. Time moves fast and we will all be in situations that we don't really think about until we're there. We are seeing people aging and we can remember just yesterday how we were all younger.Families are turning spare bedrooms, first-floor guest suites, converted garages, and mother-in-law suites into comfortable living spaces for aging loved ones. The goal is simple: keep family close while allowing older adults to maintain as much independence, dignity, and safety as possible.  75% to 90% of older adults want to stay in their current homes as they age. They actively want to avoid assisted living.But  90% of U.S. homes are not physically ready to accommodate independent aging.Listen to this podcast to get ideas and suggestions about making your loved ones feel independent and part of the family.If you're planning on a renovation, I would definitely be happy to work with you. You can email me anytime at Nancy@NancyHugo.com—I'd love to hear from you.If you want to learn more about me, go to NancyHugo.com  And finally, visit DesignersCircleHQ.com, a website I started 18 years ago. It covers everything related to design and features updated podcasts, design trends, design news, and more. The site is updated every other week. 

Send us Fan MailChronic conditions or a life altering diagnosis requires additional care beyond regular medical check ups. Learn what next steps could be part of your journey and the care support offered by a palliative care team. Support the showSeniorSupportStrategies.com when you need guidance navigating senior care or how to create your own Aging in Place strategy. 

In this episode, we explore the FHA 203K loan, a powerful yet underutilized tool for real estate investors and homeowners. Guest Aaron Person shares insights on how this loan can facilitate property renovations, investment strategies, and aging in place, demystifying the process and highlighting its potential to transform real estate opportunities.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Does age really dictate what we can and cannot do? In this episode of Next Steps for Seniors: Conversations on Aging, host Wendy Jones sits down with Chris Moore—certified Aging in Place specialist, owner of Senior Remodeling Experts, and author of Age Out Loud. Together, they explore the profound impact that mindset has on the aging process and why "old" is truly just a state of mind. Chris shares incredible, real-life stories that will change the way you view your later years, from an 82-year-old setting records on the Appalachian Trail to a 100-year-old who still plays tennis every day. He also opens up about his own journey through personal tragedy, offering a powerful testament to choosing joy, gratitude, and purpose even in the darkest of times. Whether you are navigating the aging process yourself or caring for an elderly loved one, this episode will inspire you to redefine retirement, break free from self-limiting beliefs, and start "aging out loud." In This Episode, We Cover: The Power of Mindset: Why society's "anti-aging" movement misses the mark and how our beliefs shape our physical reality. Inspiring Stories of Vitality: Meet Dale "Gray Beard" Sanders and other seniors who are defying the odds and breaking records. The "Two Wolves" Metaphor: How to consciously choose between the positive and negative cultural perceptions of getting older. Choosing Joy Through Grief: Chris shares a deeply personal story about the loss of his wife and how he found the strength to focus on gratitude. Debunking Retirement Myths: Why we are inherently designed to be creative, and how to find purpose, volunteer, and pay it forward in your later years. Resources & Links: Chris Moore’s Book: Get your copy of Age Out Loud on Amazon or visit ageoutloudbook.com Chris Moore’s Podcast: Listen to Aging in Place is a Team Sport on your favorite podcast platform. Learn More About Next Steps for Seniors: Visit nextsteps4seniors.com Have questions or topic suggestions? Call us at 248-651-5010. Podcast Schedule: Tune in to Next Steps for Seniors with new episodes dropping twice a week at 7:00 AM! Every Tuesday: Educational and insightful content to help you navigate the practical steps of aging. Every Friday: Spiritual and emotional support to encourage your heart and mind. Be sure to subscribe on Apple, Spotify, IHeart Podcasts so you never miss an episode, and if you enjoyed today's show, please leave us a rating and review!Learn more : https://omny.fm/shows/next-steps-4-seniors-with-wendy-jonesSee omnystudio.com/listener for privacy information.

In this episode of One More Round, Josh sits down with Scott from Options for Senior Living to discuss one of the most important conversations families often avoid: how to care for aging parents before a crisis happens.Scott shares his 20+ years of experience helping families navigate senior living, aging in place, fall prevention, home safety, assisted living, memory care, and long-term care planning. The conversation also covers how adult children can talk with their parents about safety, independence, estate planning, financial preparedness, and reducing the burden of care on the family.Whether you have aging parents, are planning for your own future, or work with families navigating senior care decisions, this episode offers practical insight into how to prepare early, protect dignity, and make better decisions before emotions and emergencies take over.Topics covered:Aging in place safelyAssisted living and senior placementFall prevention and home safety assessmentsHow to talk to aging parentsLong-term care costs and funding optionsThe burden of care on adult childrenEstate planning and healthcare directivesPlanning before a crisis happensConnect with Scott and Options for Senior Living:Website: optionsforseniorliving.comPhone: 602-845-1320

What if every "non-compliant" patient was actually a signal that the system isn't working for them? In this episode, Jamie sits down with Jaclyn Taylor, Clinical Strategy Director at Your Health and a nurse practitioner who started her career as a home-based provider in 2020 — thrown straight into the fire of COVID, isolated patients, and a healthcare world rewriting itself in real time. What she saw inside patients' homes — medications scattered on tables, food insecurity, missing transportation — changed how she thinks about every chart she's ever read. You'll hear: Why a nurse-first pathway gives nurse practitioners a fundamentally different lens than a medical school pathway — and why patients feel it What working across home care, telehealth, trauma, and wellness teaches you about treating the whole human, not just the diagnosis Why trauma surgery turned Jacqueline into a believer in proactive, longitudinal care — and what gets missed when we only meet patients after something has already gone wrong The two words she uses to describe what's most broken in traditional healthcare: fragmentation and misalignment How empathy stops being a poster and starts being operational — built into the design of care itself If you've ever felt invisible inside the healthcare system, or if you're the one trying to fix it, this conversation reframes the whole game. Press play. www.YourHealth.Org

"Don't sit around waiting to feel motivated. You take some little actions, and that often gives you the motivation and the momentum to move forward." Our hosts, Stephanie McCullough and Kevin Gaines, sit down to work through a HerMoney.com list of ten things to do when retirement is a decade away. The meta-lesson turns out to be bigger than any single item on it! The list, from Jean Chatzky's financial information service for women, gives them a useful scaffold, but what they keep returning to is the paralysis that keeps so many people from starting at all. Planning for retirement can feel like pushing a stone uphill; getting moving makes it roll the other way. The list items themselves span the practical and the personal. Test-drive potential retirement destinations before committing. Tackle home repairs now, while you still have a paycheck. Start volunteering, not just to give back but to road-test how you'll spend your time when work no longer fills it. On the financial side: understand what Medicare actually covers (spoiler: not dental, vision, or long-term care). Build your HSA if you're eligible. Track down old 401(k)s and check the beneficiaries on every account. Create your Social Security account online and verify your earnings record for errors. And on claiming age, Kevin pushes back on the blanket advice to "always wait" because Social Security strategy depends on how it fits the rest of your specific plan. The bonus tip says it all: say it out loud. Telling people you're planning to retire creates accountability. It makes the stone easier to push!   Key Topics: ●      Trying Out Retirement Destinations (04:24) ●      Home Repairs, Renovations, and Aging in Place (07:21) ●      Volunteering: A Test Drive for Your Time (12:02) ●      Reclaiming Your Calendar… and Your Identity (13:35) ●      Healthcare Costs, Medicare Myths, and HSAs (16:52) ●      Building a Social Network Outside the Office (21:04) ●      Checking In on Pensions and Old 401(k)s (25:30) ●      Why the 10-Year Mark Is the Right Time to Find a Financial Planner (27:21) ●      Social Security: "Wait" Is Not a One-Size-Fits-All Answer (29:33) ●      Creating Your Social Security Account (and Checking Your Earnings Record) (31:02) ●      Say It Out Loud (32:22)   Resources: Retirement Readiness Quiz: https://www.aarp.org/money/retirement/readiness-quiz/ The 5 Years Before You Retire and other books by Emily Guy Birken: https://www.emilyguybirken.com/books HerMoney.com Article Discussed in this Episode: https://hermoney.com/invest/10-things-you-should-do-when-retirement-is-10-years-away/   Take Back Retirement Episodes Referenced: Making Your Own Story: Finding Meaning After 50 with Diane Gansauer Redefining Retirement: Finding Your Creative Voice Through Comedy with Lynn Harris The Challenges and Opportunities of Defining Your Identity in Retirement with Elizabeth Parsons Practicing for Retirement: Balancing Creative Pursuits and Financial Planning with Mary Jo Hoffman Simplifying Medicare: What's Important For You To Know with Susan Sloan Cultivating Creative Connections for Lifelong Wellness with Claire Waite Brown Getting the Most from Social Security: Smart Strategies for Women with Heather Schreiber Smarter Social Security: Getting What's Yours Without Panicking   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Join Gary and Jamie as they chat about universal designs!

Don and Tom explore one of retirement's biggest emotional and financial questions: where should you actually live once work winds down? They discuss the hidden realities behind “low-tax” retirement states, including insurance costs, healthcare expenses, weather extremes, and the importance of family and community. The episode also features listener questions on retirement cash management, why annuities often create more problems than solutions, retirement savings strategies for LLC owners, and the ultra-wealthy “buy, borrow, die” strategy using securities-backed lines of credit.0:05 Retirement dreams and deciding where to live1:49 The myth of “low-tax” retirement states3:18 Washington taxes, Jeff Bezos, and Wyoming winters4:27 Florida's hidden costs and brutal summers6:04 Insurance shocks, pension taxes, and state tax surprises8:04 Property taxes, sales taxes, and healthcare costs10:12 Why family and community matter more than taxes11:38 Florida thunderstorms and surviving the humidity12:40 Comparing total living costs before relocating13:52 Aging in place and the rising demand for one-story homes15:34 Listener question: What to do with $192,000 sitting in checking18:52 Why liquid savings may beat annuities near retirement22:15 Delaying 401(k) withdrawals and retirement flexibility24:47 LLC profits and retirement contribution limitations28:06 “Buy, borrow, die” and securities-backed lines of credit33:19 The risks of borrowing against investments34:05 Free fiduciary advice versus commissioned sales pitchesQuestions? Comments? Click!

You moved your loved one into assisted living, signed the paperwork and finally exhaled… then came the phone call no family wants to receive: “We can no longer meet their care needs.” In this episode, Valerie breaks down why assisted living communities sometimes ask residents to move, what families need to know about aging in place, licensing and discharge notices and how to advocate if this happens to someone you love. This is an emotional topic that leaves many families feeling shocked, guilty or blindsided - but understanding the why behind these decisions can help families feel more prepared a little less overwhelmed and help make things a little more doable. CLICK HERE for our DOABLE DOWNLOAD with FULL SHOW NOTES Follow us on INSTAGRAM for more doable tips! Need help finding senior living or care? BECOME A CLIENT TODAY! We can help with your search for senior living & care wherever you live! www.clearpathsls.com Would you like to share your story and be a guest on our show?  Guest Application Email us at connect@desperatelyseekingseniorliving.com with your senior living questions. www.desperatelyseekingseniorliving.com Hit subscribe ✅ and spread the word!

You're doing the work. You're following the playbook from the videos, the socials, the group platforms. And something still isn't clicking.   Here's what nobody's telling you: a lot of that advice was accurate 5 or 10 years ago. Some of it still is. Some of it isn't. And nobody's sorting it out for you.   In the kickoff to a four-part Coach's Corner series, Brian and Robin Joy lay out the four shifts Amazon quietly built into the platform while the older content kept aging in place. None of them are hacks. All of them are visible to anyone paying attention.   Why the rank-drop chart you learned to read is now the wrong line to watch, and which line is right How Amazon's 150 fulfillment centers create regional pricing variation Keepa can't show you What the "Panic Window" is, why your repricer can't see it, and how it ends in the Prime Window Why the sweet spot most sellers walked past sits at 50 to 200 units a month, not the high-velocity targets the old content chased   Each of the four shifts gets its own deep-dive episode in the coming weeks. This one is the map.   Plus, the Plato's Allegory of the Cave moment that frames the whole shift, and a Wayne Dyer line that lands it.   It's not the work. It's the playbook. Let's go test more ASINs.   Special guest at the conclusion of today's show, Jeff Schick of JeffSchick.com answers the question: "If I don't have Jeff's team on retainer, can they still help me? (Answer: YES!) Use coupon code "MISTAKE" to get your first month of services for only $1 with Jeff and his team!   Watch this episode on our YouTube channel here: https://youtu.be/aHePYj4RTg4   Show note LINKS:   ProvenAmazonCourse.com - The comprehensive course that contains ALL our Amazon training modules, recorded events and a steady stream of latest cutting edge training including of course the most popular starting point, the REPLENS selling model. The PAC is updated free for life!   SilentJim.com/kickstart - If you want a shortcut to learning all you need to get started, then get the Proven Amazon Course and go through Kickstart.   TheProvenConference.com - Learn more about our upcoming August 2026 event! The longest running annual event for Amazon sellers in the world!   SilentSalesMachine.com - Text the word "free" to 507-800-0090 to get a free copy of Jim's latest book in audio about building multiple income streams online (US only) or visit SilentJim.com/free11   SilentJim.com/bookacall - Schedule a FREE, customized and insightful consultation with my team or me (Jim) to discuss your e-commerce goals and options.   My Silent Team Facebook group. 100% FREE! Facebook.com/groups/mysilentteam - Join 83,000 + Facebook members from around the world who are using the internet creatively every day to launch and grow multiple income streams through our exciting PROVEN strategies! There's no support community like this one anywhere else in the world!   3pmercury.com/friends - The best pricing on 3pMercury software!        

Aaron Masliansky sits down with Mayor Nancy Rotering of Highland Park at City Hall for a wide-ranging conversation about leadership, housing, placemaking, and the future of one of Chicagoland's most distinctive communities. Mayor Rotering, now serving her fourth term, shares the story of how a neighborhood stop sign issue first brought her into public service, and how that journey eventually led to City Hall. In this episode, we discuss: How a neighborhood safety issue launched Nancy Rotering's public service journey What makes Highland Park unique, from Downtown to Ravinia, Braeside, and the lakefront Why events like Ravinia Festival and Taste of Highland Park play such an important role in community identity and economic vitality How Highland Park manages traffic, transit, and visitor experience during major events Highland Park's long-standing commitment to inclusionary and affordable housing since 1968 The redevelopment of the former Solo Cup site and what it means for housing supply and the city's future Housing for seniors, aging in place, and why “missing middle” housing matters Accessibility, disability housing, and inclusive community planning Historic preservation versus modern housing needs Highland Park's investment in sidewalks, connectivity, and public spaces The future of downtown Highland Park, the Ravinia District, and neighborhood investment Mayor Rotering's regional work with Chicago Metropolitan Agency for Planning and broader housing policy Memorable quotes: “A stop sign brought me into City Hall.” “Housing is where jobs go to sleep.” “A community that grows is a community that's progressing.” Learn more: Highland Park Chicago Metropolitan Agency for Planning Ravinia Festival Listen wherever you get your podcasts, or at The Chicagoland Guide.com.  Thank you for listening to The Chicagoland Guide.For thoughtful, data-driven insights on living, working, and investing in Chicagoland, visit thechicagolandguide.com.Connect with Aaron Masliansky on LinkedIn for market updates and new episodes.If you have questions, ideas, or topics you'd like covered, feel free to reach out.If you found this episode valuable, consider subscribing and sharing it with someone who cares about Chicago and its future.

186 Staying Independent: Innovations in Home Medical Equipment Host Marie Betcher RN introduces Hospice Explained and interviews Erica Sell, founder and CEO of Harmony Home Medical in San Diego, about aging in place and home accessibility. Sell explains her high-touch, education-focused approach to home medical equipment and modifications, noting bathrooms as the top fall-risk area and commonly not covered by insurance, with home entry/egress as the next major barrier. She highlights lower-cost safety steps like grab bars, handrails, removing loose rugs, improving lighting, and motion-sensor night lights, and discusses equipment options including shower transfer systems, sit-to-stand lifts versus Hoyer lifts, ceiling and floor lifts, lift-chair recliners with pressure-relief features, and high-low adjustable beds to reduce caregiver strain. She also describes lateral-rotation mattresses that can reduce nighttime caregiving needs and newer mobility advances such as lightweight lithium-ion power chairs and a LIDAR autonomous-driving power chair. 00:00 Welcome and Disclaimer 00:42 Meet Erica Sell 02:36 Bathroom Safety Upgrades 04:18 Home Entry and Steps 06:46 Low Cost Aging Tips 08:13 Transfer Equipment and Lifts 14:51 Filling Hospice Coverage Gaps 18:28 Lift Chairs and Pressure Relief 22:31 Rotation Mattresses Save Care Costs 26:05 New Mobility Tech Breakthroughs 30:10 Final Advice and Contact Info 31:54 Closing and Subscribe https://harmonyhomemedical.com https://www.youtube.com/user/harmonyhomemedical   If you want to help, you can donate to help support Hospice Explained at the Buy me a Coffee link   https://www.buymeacoffee.com/Hospice  Hospice Explained Affiliates & Contact Information Buying from these Affilite links will help support this Podcast.  Maire introduces a partnership with Suzanne Mayer RN inventor of the  cloud9caresystem.com,  When patients remain in the same position for extended periods, they are at high risk of developing pressure injuries, commonly known as bedsores. One of the biggest challenges caregivers face is the tendency for pillows and repositioning inserts to easily dislodge during care.(Suzanne is a former guest on Episode #119) When you order with Cloud 9 care system, please tell them you heard about them from Hospice Explained.(Thank You) Marie's Contact Marie@HospiceExplained.com www.HospiceExplained.com   Finding a Hospice Agency 1. You can use Medicare.gov to help find a hospice agency, 2. choose Find provider 3. Choose Hospice 4. then add your zip code This should be a list of Hospice Agencies local to you or your loved one.

Some Vancouver neighbourhoods are filling up with the next generation, while others are aging in place. Markus Moos, professor at the University of Waterloo's School of Planning, sits down with Adam & Matt to unpack what's driving the divergence, from the rise of 'forever young' districts to the knowledge economy concentrating at the centre and families getting priced out to the edges. Why do certain pockets surge with younger buyers and renters as comparable streets stagnate? Why is Canada still defaulting to 'tall and sprawl' while the rest of the world embraced missing middle long ago? And is the urban core quietly segregating Canadians by generation without anyone noticing? Don't miss this one!

Send us Fan MailMedicare is quietly rolling out something dementia families have begged for: ongoing support that doesn't end when the appointment does. We sit down with Nancy Gillette, Chief Growth Officer at PocketRN, to explain the CMS GUIDE Model (Guiding an Improved Dementia Experience) in plain English, including what it pays for, how it's delivered virtually by experienced RNs, and why it's a true shift in dementia care, caregiver support, and aging in place. We dig into eligibility and exclusions with the details that trip people up in real life: traditional Medicare Part A and B plus a dementia diagnosis is the baseline, all dementias qualify, and many people can still participate while receiving Medicaid services, veteran benefits, palliative care, or living in assisted living or memory care. We also cover the common deal-breakers like Medicare Advantage, hospice, PACE, and long-term nursing home residency, plus what paperwork typically works to prove the diagnosis. Then we get into what GUIDE actually delivers across nine care domains, from comprehensive assessment and care planning to caregiver training, medication reconciliation, referral coordination, and ongoing monitoring designed to catch changes before they turn into an ER visit. Finally, we clarify the respite benefit everyone asks about: 72 hours per year for moderate to severe complexity, used in four-hour increments, on a July 1 to June 30 “use it or lose it” cycle, and how home care partners can get paid for required in-person safety visits and respite coverage. If you support dementia clients or family caregivers, listen through to the Q&A and the real case stories about doors opening with discharge planners and senior living communities. Subscribe, share this with a colleague, and leave a review so more families can actually find these Medicare dementia care resources.Continuum Mastery Circle IntroVisit our website at https://asnhomecaremarketing.comGet Your 11 Free Home Care Marketing Guides: https://bit.ly/homecarerev

summary Explore the ins and outs of reverse mortgages with expert Laura Phillips, including misconceptions, costs, and practical uses for homeowners aged 62 and older. Learn how reverse mortgages can support aging in place, fund education, and provide financial security.  key  topics What is a reverse mortgage and how does it work Common misconceptions about reverse mortgages Cost structure and mortgage insurance explained Uses of reverse mortgage funds: aging in place, education, second homes What happens when the homeowner passes away  Guest Laura Phillips Home Equity Strategist | Creator of The Equity Shift Turning Home Equity Into Life Options Explored carefully. Decided thoughtfully. Licensed Mortgage Professional NMLS # 281098 MAC5 Mortgage Inc NMLS # 199325 Licensed in CO, CA, FL Equal Housing Lender  303-817-4611  WWW.LauraPhillips.com  laura@lauraphillips.com Laura Phillips is a Licensed Reverse Mortgage Specialist with over 25 years of experience in real estate lending, dedicated to guiding clients through the HECM and reverse loan process to ensure they make informed financial decisions for their futures. Serving all of Colorado, California and Florida, she specializes in FHA HECM and proprietary Portfolio Jumbo Reverse loans, helping her clients enhance cash flow and preserve their retirement assets. Laura believes that a home is more than just a house; it's a significant financial commitment, and she is committed to helping families enjoy their best years in their homes. sound bites "Reverse mortgages allow aging in place comfortably" "A reverse mortgage can fund a trip around the world" "Find a lender you trust for this important decision" Chapters 00:40 Introduction to Reverse Mortgages 02:21 Understanding HECM and Its Benefits 04:25 Common Misconceptions About Reverse Mortgages 06:00 Costs and Fees Associated with Reverse Mortgages 08:20 Accessing Funds from a Reverse Mortgage 10:57 Homeownership and Reverse Mortgages 12:31 Using Reverse Mortgages for Various Needs 13:16 What Happens When a Homeowner Passes Away? 15:31 Aging in Place and Reverse Mortgages 18:15 Unique Uses of Reverse Mortgages 20:49 Considerations Before Choosing a Reverse Mortgage 23:43 The Importance of Family Discussions 26:20 Conclusion and Contact Information      

Ep 99 | Most of us choose our home based on bedrooms, budget, and maybe the kitchen countertops. Turns out, there's a whole lot more worth thinking about.In this episode, Jen sits down with realtor, builder, and author Kim Costa to explore the powerful connection between your home environment and your health, happiness, and overall wellbeing. Kim walks through the 7 human needs your home should be meeting—from physiological basics like sleep, clean water, and nourishment, to deeper needs like safety, belonging, purpose, and self-actualization.If you've ever felt out of alignment in your space or in your life, this conversation will give you a whole new lens on healthy home design and what it really means to create a healing home.

Send us Fan MailOn this month's "The UMB Pulse Podcast," University of Maryland School of Medicine associate professor Jason R. Falvey, DPT, PhD, director of the Enhancing Rehabilitation to Improve Community Health (ENRICH) lab and inaugural director of the UMSOM Center for Disability Justice, discusses how hip fracture recovery depends on more than surgery and clinic-based therapy. Falvey explains how neighborhood socioeconomic disadvantage, transportation, housing, and infrastructure affect older adults' ability to age in place and avoid social isolation, and why current Medicare rules limit real-world mobility training. Funded by the National Institute on Aging, Falvey's work to address these challenges includes partnerships such as GoGoGrandparent and plans for pilot testing and larger trials.Learn more about the Center for Disability Justice: https://pt.umaryland.edu/research/center-for-disability-justice/Learn more about the ENRICH Program: https://www.umaryland.edu/research/breakthroughs/how-does-where-you-live-affect-recovery-after-a-hip-fracture/Listen to The UMB Pulse on Apple, Spotify, Amazon Music, and wherever you like to listen. The UMB Pulse is also now on YouTube.Visit our website at umaryland.edu/pulse or email us at umbpulse@umaryland.edu.

Jim tackles a wide range of topics from the shows this week. * wall insulation options * tunneling to re-pipe house or raise it * mold smell around bathtub * switching to pex piping * rising costs of AC units & what brands Jim prefers * building a "Florida Room" * replacing deck boards * remodeling for aging in place * and more

We're an aging nation. By 2050, for the first time ever, Americans over age 60 will outnumber those aged 10 to 24. Older adults increasingly prefer aging in place, so the need for technologies that support activities of daily living, mobility, and social connection is growing.  In Century Lives: The AgeTech Revolution, we travel to the Consumer Electronics Show in Las Vegas, where we and 150,000 of our closest friends scope out the technologies that claim they will improve our lives as we grow older. We ask: What do we want our final quarter of life to look like? And can the AgeTech industry actually improve the ways we live our longer lives? For aging adults, a loss of mobility often means the end of freedom and independence. In this episode, we talk to innovators who are developing exoskeletons and other robotic devices that rely on AI to help people move better and longer. We focus particularly on a company called Dephy, which makes sneakers that boost your ability to walk. The company's founder describes them as e-bikes for your feet.

For many Americans, the idea of aging in place, or remaining in your own home as you grow older, represents comfort, independence, and familiarity. Most people understand the emotional benefits of remaining in a familiar environment, but often overlook the financial challenges, from home modifications and repairs to healthcare and in-home support, that could threaten their retirement savings. On the show this week, I break down the five key areas where your budget could take a hit and offer strategies to help you plan ahead, evaluate your options, and secure your ideal retirement lifestyle. If you're thinking about your future living situation or helping a loved one prepare, you won't want to miss this episode.   You will want to hear this episode if you are interested in... [00:00] The preference for aging in place [05:08] Home modifications for accessibility [08:28] Considering home maintenance and healthcare costs [13:32] Planning housing costs for retirement [14:55] Planning for future housing needs   Understanding Aging in Place The reasons people want to age in place are clear: minimal upheaval, a sense of control, independence, and the emotional security of familiar surroundings. But it's common to underestimate what it actually costs to make this dream a reality. Many retirees fail to plan for the inevitable expenses, which can erode savings and force uncomfortable, last-minute decisions down the road.   Five Major Financial Considerations for Aging in Place   1. Home Modifications A key prerequisite for staying at home safely is making your living space accessible. While some modifications—like installing grab bars or lever handles—may be relatively inexpensive, needs can escalate quickly. More significant updates, such as walk-in tubs, stairlifts, or ramp additions, can run into the tens of thousands of dollars. Even a basic stairlift installation can cost over $5,000, and major renovations like adding a first-floor bedroom or bathroom can easily be prohibitive, especially if done reactively in a crisis.   2. Maintenance and Repairs Beyond mortgage payments, insurance, and property taxes, ongoing home maintenance is a substantial, often underestimated expense. Homes age just as their residents do, meaning roofs (with a typical 25-30-year lifespan), HVAC systems (lasting 10-15 years), and even electrical or plumbing systems may require expensive repairs. Consider getting a thorough evaluation of your home's current state and expected major repairs over the coming decades. Add these projected costs into your retirement budget so they don't catch you off guard.   3. Upkeep and Outsourcing Chores When you first retire, you may be able to mow the lawn, shovel snow, or clean gutters. But as you age, these tasks may become physically challenging, if not unsafe, necessitating the hiring of help. The annual cost of landscaping, snow removal, and routine upkeep can add up, sometimes exceeding the maintenance fees of a condominium or senior community. Evaluate the true costs of outsourcing these chores over the long haul. In some cases, a housing alternative with built-in maintenance can be both safer and more cost-effective.   4. Medical and Healthcare Needs Aging at home often means additional out-of-pocket expenses for home healthcare aides, nurses, and various medical equipment. Many necessities, such as medical alert systems or even prescription medication management solutions, are not fully covered by Medicare or standard insurance. It's essential to factor in potential costs for in-home care, equipment, and transportation to appointments should you lose the ability to drive.   5. Long-Term Care and Support A frequent misconception is that Medicare will cover most long-term or in-home care needs. In reality, this type of care—particularly ongoing daily care—typically isn't covered, aside from certain short-term situations. Long-term care insurance is an option, but only a small percentage of Americans over 50 have it, often due to high premium costs. Given that full-time nursing care can cost as much as $180,000 annually in some regions, having a clear strategy for funding care, whether through insurance, earmarked savings, or asset liquidation, is critical.   Developing a Proactive Aging in Place Plan To successfully age in place, start planning early. Assess your home's lifespan and the modifications needed, estimate maintenance and care costs, and integrate these projections into your retirement strategy. If the total costs seem unmanageable, now is the time to explore alternatives like downsizing, moving to a condominium, or relocating to a community with built-in support, especially in today's favorable seller's market.   Making these plans before a crisis ensures you'll have more options, less stress, and a better chance at maintaining both your independence and your financial security throughout retirement.   Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  Planning to age in place? Watch out for these hidden costs. - MarketWatch Joint Center for Housing Studies of Harvard University  AARP     Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan  

For years, "Occupational Therapy in Primary Care" has felt like a professional aspiration-a "gold standard" we discussed in classrooms but rarely saw in job postings. Today, that reality is shifting. Following the 2020 statutory mandates in Norway and Sweden that solidified OT as a required primary care service, the global tide is turning.In the United States, we are moving past the era of mere "co-location" toward true interprofessional integration. Driven by the rise of Alternative Payment Models (APMs) and the 2026 Medicare updates to Advanced Primary Care Management, the door is finally opening for OTs to lead in chronic disease management, mental health, and aging-in-place.On today's episode, we sit down with Dr. Ashley Halle, a leading voice in this movement and co-author of the foundational AJOT research on the topic, to discuss how clinicians can finally step out of the "hypothetical" and onto the primary care team.See full course details here:https://otpotential.com/ceu-podcast-courses/ot-in-primary-careSee all OT CEU courses here:https://otpotential.com/ceu-podcast-coursesCheck our our live webinar schedule here:https://otpotential.com/live-ot-ceu-webinarsSupport the show by using the OTPOTENTIAL Medbridge Code:https://otpotential.com/blog/promo-code-for-medbridgeTry 2 free OT Potential courses here:https://otpotential.com/free-ot-ceusSupport the show

After nearly a decade as a hospitalist in the Washington, DC area, Dr. Nadia Sirdar realized she had stopped feeling. End-of-life conversations had become a script. Length-of-stay metrics were drowning out the humans in front of her. She wasn't burned out on medicine. She was burned out on the system.In this episode of My DPC Story, Dr. Maryal Concepcion sits down with Dr. Sirdar, internal medicine physician, public health expert, and founder of Find Bethesda Doctor, to talk about the leap from hospital medicine to Direct Primary Care, opting out of Medicare to care for elderly patients aging in place, building a practice for women in midlife (and the surprise wave of husbands who joined too), and what it actually takes to thrive as a physician and as a patient over a lifetime.This conversation is for any physician who has scrolled federal job boards at midnight wondering "is this it?", and for anyone who needs to hear that saying your dream out loud is the first move toward making it real.What You'll LearnWhy hospitalist autopilot can mimic a stable career while quietly costing you everythingHow opting out of Medicare unlocked Dr. Sirdar's ability to care for elderly patients aging in placeWhy multilingual care (English, Spanish, Hindi, Urdu) and cultural fluency change patient outcomesHow to build a DPC practice for women in midlife, perimenopause, and menopause, and why men keep asking to joinThe financial planning realities of leaving fee-for-service: self-funding, opt-out timelines, and why a smaller piggy bank forces smarter decisionsHow to set boundaries with patients without losing the relationshipWhy "if you've seen one DPC, you've seen one DPC" is the most freeing sentence in medicineThe vendor traps new DPC physicians fall into and how to avoid themHow functional strength, real food, and aging in place are the three pillars of thriving Dr. Sirdar teaches her patientsTake the FREE DPC Marketing Self Assessment from AlignedMD HERE.  Find a My DPC Story Event near you! State Summits in CA, IL, a My DPC Story LIVE event and the DPC Women's Summit are all coming! Learn more at mydpcstory.com/upcoming-events! The DPC Directory: If you're a DPC doctor, you'll find resources to grow your practice! If you serve the DPC world, grab a FREE listing today and get discovered by doctors who need your services.

Our guest on the podcast today is Harry Margolis. Harry has been representing seniors, individuals with special needs, and their families since he started ElderLaw Services, the predecessor of Margolis Bloom & D'Agostino in June 1987. His firm helps clients pay for long-term care, manage the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren. Harry served as editor of the ElderLaw Report, a monthly newsletter for attorneys, for three decades. He has been selected as a fellow of both the National Academy of Elder Law Attorneys and the American College of Trust and Estate Council. He has founded two websites and answers consumer questions online at www.askharry.info. In addition, Harry writes about eldercare issues on his Substack, Risking Old Age in America, also known as okayboomer.substack.com, and has a podcast with the same name. Episode Highlights 00:00:00 Margolis' Path to Elder Law 00:04:15 Aging Clients, Estate Planning, and Long-Term Care 00:08:29 Aging In Place and Medicare Misconceptions 00:15:45 Estate Planning Paperwork and DIY Planners 00:21:26 Power of Attorney Mistakes, Living Wills, and Healthcare Coordination 00:27:06 Caregiving, Money Conversations, and Common Financial Mistakes 00:31:51 Benefits of NORCs 00:34:07 Special Needs Planning: Housing, Trusts, and Expectations More From The Long View Sally Balch Hurme: Getting Your Affairs in Order as You Get Older Joy Loverde: Planning Ahead for Care Needs as You Get Older Beth Pinsker: Lessons From ‘My Mother's Money' If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.