Podcasts about Baby boomers

Randi Benator's FacebookRandi Benator's Linked InJulia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

C.D. Giles InstagramC.D. Giles' Facebook Julia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

Richard McKeown's Facebook Richard McKeown's Linked InJulia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

Ruth's InstagramRuth's Facebook Ruth's Website Ruth's PodcastJulia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

This may be one of the most important interviews we've done since the inception of Top Advisor Podcast. The very best advisors know that their job is more than managing investments or selling insurance.  The very best advisors are increasingly focused on Longevity Planning for the Baby Boomer clients. These advisors prioritize building strong, meaningful … Continue reading Episode #48 Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham →

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Discover the power of relational intelligence and unlock the key to building meaningful connections. Tune in to this episode as I delve into the importance of authentic communication, self-awareness, and nurturing relationships. I'm also sharing some insights on why younger employees may try to get all their needs met at work and some perspective on how to widen your lens.  Here are some power takeaways from today's conversation: The importance of relational intelligence Navigating the multigenerational workplace Embracing the beautiful chaos Episode Highlights: [00:07] The Importance of Relational Intelligence Our experiences, from unmet expectations to missed achievements, can leave us feeling invalidated and craving support. Whether it's parents not attending our soccer practices or failing to secure a trophy, these moments shape our family dynamics, chosen connections, and relationships. Navigating the complexities of life requires a deep understanding of relational intelligence. This essential skill empowers us to engage authentically, communicate effectively, and thrive in various social settings. In today's world, developing relational intelligence is crucial not only for personal growth but also for navigating everyday interactions with ease. [00:37] Navigating the Multigenerational Workplace In today's workplace, we find ourselves amidst a diverse mix of five generations. Managing such a dynamic can be challenging, especially when considering the differing needs and expectations of Generation Z, Millennials, Generation X, and Baby Boomers. Younger individuals often come to work seeking fulfillment, driven by unmet needs in various areas of their lives. However, it is important to acknowledge that work alone cannot meet all those needs, just as relationships fall short in fulfilling every aspect of our lives. As we navigate this complex landscape, it is crucial to broaden our perspective and recognize that relying solely on the workplace to provide purpose, job opportunities, and personal growth is unrealistic. While there may not be a definitive solution, understanding this reality can help us reassess our expectations and seek fulfillment in a balanced and holistic way. [01:37] Embracing the Beautiful Chaos Life is a beautifully messy journey for all of us, and I find joy in the midst of it. It's an honor when someone trusts me enough to include me in their mess. With boundaries in place, I see myself as a passenger, never taking control or steering the car. I'm there to offer validation and support, letting them know that they matter and they are safe within the walls we create together. No matter what challenges arise, we can find solutions and rebuild. In this space, they can spread their wings and soar, knowing I'll be there as their faithful passenger.

Renato is the host of UndenEYEable Perception podcast along with his brother Raul. The Lomeli brothers, Renato & Raul come together to discuss how perception is reality. You will get an in depth feel of how a Generation X perspective differs from a Millennial. Being raised by immigrant  Parents who come from the  Baby Boomers era. Through sharing past experiences, vulnerable moments, laughs on the way, you will get an in-depth feel of how our generational gap may play a huge part of how we view and respond to our world today.linktr.ee/UndeneyeableWhat does it mean to truly know oneself? Join us on an explorative journey with our guest, Renato, a first-generation immigrant from Mexico, as we navigate this complex question. Renato captivates us as he delves into his transformative journey of self-discovery through meditation, which has allowed him to break down behaviors and better understand himself. We discuss the challenges of changing dietary habits in a traditional Mexican household, and the powerful symbolism behind Renato's decision to lead a healthier lifestyle and become pescatarian. Do you remember the thrill of classic wrestling matches from the 90s? Let's take a trip down memory lane, reminiscing about iconic bouts and how Japanese wrestling influenced the hardcore style of ECW. But it's not all nostalgia; we tackle the serious topic of CTE's impact on wrestling, a poignant reflection on the sport's trajectory and the necessity for better safety measures. Ever wondered about the power of natural foods or how to navigate dietary changes with children? Listen as Renato shares his wisdom on the medicinal benefits of certain plants and how his own dietary shift impacted his family. We also delve into the difficult subject of generational curses, exploring Renato's experiences in a Mexican household and how he's strived to break these cycles for his own family's future. Join us for this soulful, immersive experience, where you'll gain insights on wellness, personal growth, and the power of resilience.FirmeMezcal.comUse promo code MYGRITO to receive a discount with your purchasehttps://www.firmemezcal.com/HouseofChingasos.comUse promo code MINDBUZZ to receive a 10% discount on entire purchasehttps://houseofchingasos.com/?ref=0F5Yfbs6SAN0f2Mindbuzz.orgStart podcasting!https://www.mindbuzz.org/ Subscribe to The Mindbuzz Youtube Channel https://www.youtube.com/channel/UCIYj7eDCsV3YPzxv7VRKZKg Don't forget to follow us on Instagram @themindbuzz https://www.instagram.com/themindbuzz/ to keep up with our hosts, guests, and upcoming events! See you on the next one!"King without a Throne" is performed by Bad HombresKing without a Throne Official Music Videohttps://www.youtube.com/watch?v=fNhxTYU8kUsKing without a Thronehttps://open.spotify.com/track/7tdoz0W9gr3ubetdW4ThZ8?si=9a95947f58bf416e

Many of us who own a small business understand the limited potential for organic growth. Sure, we can add another 10-15%, but those numbers don't always build the long-term wealth we're after. Today's guest is here to speak with us about another option: Mergers and acquisitions.   Patrick V Rogers is a serial entrepreneur and investor turned mentor who has personally coached hundreds of CEOs and organizations as an M&A consultant. He helps his clients acquire companies of equal size - typically one per year - that results in them increasing their business value by 20-25x in five years or less. Why does he do it? As he explains it, “When entrepreneurs win, we create freedom that is the bedrock of the world.” They create generational wealth, are involved in philanthropic endeavors, and give back to their communities.   And there's never been a better time to do this. With the number of Baby Boomers retiring every day, we're seeing the largest transfer of wealth in modern history. They want to protect their legacy. They want to protect their people. And they're going to be looking for someone who will promise and deliver on both. Make no mistake; it's a buyer's market out there, and with the right strategies in place, you have the opportunity to create the life you've always wanted.   When you work with Patrick, he and his team not only TELL you what to do, but they HELP you do it, which means they're rolling up their sleeves, making calls, doing due diligence, negotiating, and seeing the acquisition through to the end.    After you finish listening to this episode, make sure you visit PatrickVRogers.com for a free consultation call - and a free copy of his book that includes their entire strategy to double revenue in a year.   If you're looking for a sign to begin acquiring new businesses - this is it. Episode Highlights:   Why he'll never start a business again How he helped an HVAC company acquire a 3.1 M plumbing company How to grow via geographic expansion The negotiation strategy when working with Baby Boomers The two reasons why company acquisitions fail His opinions on Business Brokers How to maximize valuation The one industry he'd pick to make future acquisitions in  Favorite Quote: When entrepreneurs win, we create freedom that's the bedrock of the world. Connect with Patrick: https://patrickvrogers.com  https://www.linkedin.com/in/patrickvrogers/   https://www.youtube.com/@highperformanceceo    Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.

Description: In this episode, I am speaking with Emily Bron from International Lifestyle Consulting. Emily helps people relocate for retirement or for remote workers to find their ideal destinations. Emily has relocated to a foreign country multiple times in her life. You will probably pick that up by her accent. She is relocating again and helping others do the same. Read the Emily's bio: After living and working in 4 countries (3 continents), experiencing several immigrations, changing professional fields (engineering, research, banking, IT, and travel consulting), and being an avid traveler with a cultural discovery mindset, she created International Lifestyle Consulting to advise how to find the best matching place for you to relocate abroad for a better quality of life, work, or retirement. As a professional Baby Boomer and remote worker, she is relocating again! Her guidance and advice are based on the following: Her multi-immigration and life experience of relocating alone and with family Daily follow-up on the selected destination news and immigration updates Firsthand travel experience at each location Thorough destination inspection with relocation in mind Real-time updates for each recommended area Knowledge of immigration options and the relocation process Information from local contacts and resources She is fully proficient in English and Russian and can speak other languages. This episode is sponsored by Career Pivot. Check out the Career Pivot Community, and pick up my latest book, Repurpose Your Career: A Practical Guide for the 2nd Half of Life Third Edition. For the full show notes and resources mentioned in the episode click here.

Our guest, Karina Yan Glaser, is the New York Times best-selling author of both The Vanderbeekers series and A Duet for Home. She was a former teacher as well as an employee of New York City's largest provider of transitional housing for the homeless and now Karina is also a contributing editor at Book Riot. We are awfully lucky to have Karina join us to share all about her just released book, THE VANDERBEEKERS EVER AFTER. This heart-warming page-turner marks the conclusion of the middle-grade series by featuring one of the greatest challenges this beloved family has faced to date. It's a great read that you'll want to share with your grandchildren... So be sure to tune in for this one and hear what Karina has to share about her much-loved series and the heart-warming conclusion!

We know inflation is coming under control, but it's happening much more slowly than the Reserve Bank would like. And part of the reason for this is that it's fighting an uphill battle with demographics according to leading demographer Simon Kuestenmacher. Today I'm going to chat with Simon and ask him to shed light on the Reserve Bank's challenge and more importantly, what it means for all of us. Listen as Simon unravels the intricacies of economics, demographics, and inflation, providing a fresh understanding of these complex topics. From the impact of Millennials and Baby Boomers on Australia's economy to the effects of interest rates on business decisions, this conversation is a deep dive into economic trends and their implications for different sectors of society. Demographer Simon Kuestenmacher on Economics, Inflation and the Power of Demographics During my chat with Simon, we explore the challenges faced by the Reserve Bank in controlling inflation and promoting full employment, the influence of Millennials and Baby Boomers on Australia's economy, and the impact of demographic trends on economic strategies. ●        A detailed look into the Reserve Bank's mission to control inflation and stimulate full employment. o   The tools the RBA has to carry out its goals. ●        How Millennials and Baby Boomers are triggering an unprecedented spending surge. ●        The difficulties the Reserve Bank faces due to demographic trends and high consumer spending. ●        The RBA's role in innovation o   How lowering interest rates can incentivize businesses to invest in automation. ●        How a stable and predictable economic climate can attract global wealth. ●        Examination of the shocking inflation rate in Argentina and the challenges businesses face in such a scenario. Whether you are a homeowner, investor, or simply interested in Australia's economic dynamics, a fresh understanding of the intricacies of how demographic trends are impacting the strategies of the Reserve Bank and affecting various sectors of the economy may change your perspective on economics. Links and Resources: Michael Yardney Get the team at Metropole to help build your personal Strategic Property Plan Click here and have a chat with us Simon Kuestenmacher - Director of The Demographics Group Some of our favorite quotes from the show: “When there's a level of stability and people have more certainty I think it's going to be positive for businesses.” – Michael Yardney “With ultra high inflation what you do is when you go to the shops you buy your coffees for the day. You don't want to buy one in the morning because in the afternoon, the coffee's going to cost more at the restaurant.” – Michael Yardney “When you come up against a problem, to turn off the negativity bias in your brain, say to yourself: hey, it's just a problem, it's a problem I need to solve.” – Michael Yardney PLEASE LEAVE US A REVIEW Reviews are hugely important to me because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review on iTunes - it's your way of passing the message forward to others and saying thank you to me. Here's how  

First, a hat tip to our friends at The Gospel Coalition for a great article on this topic.By 2030, Baby Boomers are expected to pass nearly $68 trillion in assets to their children, primarily millennials.Millennials are projected to hold five times as much wealth by 2030 compared to today.Concerns arise regarding the impact of declining church giving as Boomers pass away.Smaller and larger churches alike are experiencing a downturn in giving, with even larger evangelical churches seeing a drop during the COVID-19 pandemic.Younger generations prioritize charitable giving, potentially offsetting the decline.Christian Boomers can influence their adult children's generosity by modeling it and engaging in discussions about wealth transfer.Three ways Christian Boomers can leave a legacy of generosity are engaging with their family, planning their estates to include charitable giving, and educating and encouraging their heirs.Estate planning can include strategies for supporting churches, ministries, or missionaries.       Ethical wills can capture life stories, religious values, ethics, and beliefs to pass on to future generations.Financial literacy should also be a focus to ensure heirs are prepared to handle the wealth they receive, promoting stewardship and generosity. On today's program, Rob also answers listener questions: Should you use 401k funds to pay off a mortgage? Should a person in their mid-30s with no dependents get life insurance? Does it make sense to move savings into a high-yield savings account? Is it true that banks will ask people to convert their cash to digital currency soon? RESOURCES MENTIONED:Bankrate.comApp.faithfi.com Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.comwhere you can join the FaithFi Community, and give as we expand our outreach.  

Some 10,000 Baby Boomers, or those born between 1946 and 1964 are retiring every day. There's one group that is feeling the effects of today's economy more than the others, Tripp dives into the ‘late boomer dilemma'. Then is it fact, fiction or somewhere inbetween? From Robo advisors to defining the difference between risk tolerance and risk exposure. Tripp returns to the hot seat to answer questions submitted by listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

Paulette Stout's InstagramPaulette Stout's FacebookPaulette Stout's TikTokPaulette Stout's TwitterJulia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

Charles McIntyre's Facebook Julia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

(9/13/23) Markets rallied into Apple's iPhone reveal, then sold off yesterday; who can afford an iPhone 15? CPI for August to be released this morning (3.7% vs anticipated 3.6%). Lenders are now rolling out a 1% down payment program in hopes of reviving their business. The thing about home ownership: It's always something. How do mortgage lenders do it? They eat part of the rate up front, but YOU will pay for it on the back end. What does a larger (20%) down payment say about financial ability? The cost of home ownership goes beyond being able to afford a mortgage payment; home prices are a function of supply & demand.  No one wants to sell into a housing market with 7% mortgage rates. The tricks home builders use; How "good" do Baby Boomers have it (and why)? Time to invest, bull markets; thought processes about money, managing expenses. What is an IPOP all about: It's NOT selling at a discount. (Fiscal responsibility doesn't sell products) What do 20% of Gen-Z's want to be? Social Media influencers. Switching from spending to saving mode. SEG-1: The Apple Reveal: Who Can Afford an iPhone? SEG-2: Is the 1% Down Payment a Win-win? SEG-3: The Cost of Home Ownership: Why Prices are Too High SEG-4: Why Baby Boomers have it So "Good" Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   -------- The latest installment of our new feature, Before the Bell, "Rising Bottoms & Declining Tops" is here:  https://www.youtube.com/watch?v=DK_yt7qpT20&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Bad News Spells Opportunity" https://www.youtube.com/watch?v=iEgjm3cLQEI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=14s -------- Articles mentioned in this report: "Oil Price Inflation & Interest Rates. What Is The Link?" https://realinvestmentadvice.com/oil-price-inflation-interest-rates-what-is-the-link/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- 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/ #InvestingAdvice #Apple #CPI #Inflation #MortageRates #AffordableHousing #DownPayment #HomeOwnership #Markets #Money #Investing

Contact JD: jd@wealthwave.comSign up for WealthWaveOne hereSupport this podcast - Leave a review

In this episode, I discuss an article from the Wall Street Journal about how many Baby Boomers are becoming homeless. In the article, they discuss many of the causes, but in this podcast, I try to give a biblical response to fix the problem. https://www.wsj.com/economy/housing/why-more-baby-boomers-are-homeless-2d2b913b?st=c525nvzp9pgny6p&reflink=article_copyURL_share, --- Support this podcast: https://podcasters.spotify.com/pod/show/luke15/support

(9/13/23) Markets rallied into Apple's iPhone reveal, then sold off yesterday; who can afford an iPhone 15? CPI for August to be released this morning (3.7% vs anticipated 3.6%). Lenders are now rolling out a 1% down payment program in hopes of reviving their business. The thing about home ownership: It's always something. How do mortgage lenders do it? They eat part of the rate up front, but YOU will pay for it on the back end. What does a larger (20%) down payment say about financial ability? The cost of home ownership goes beyond being able to afford a mortgage payment; home prices are a function of supply & demand. No one wants to sell into a housing market with 7% mortgage rates. The tricks home builders use; How "good" do Baby Boomers have it (and why)? Time to invest, bull markets; thought processes about money, managing expenses. What is an IPOP all about: It's NOT selling at a discount. (Fiscal responsibility doesn't sell products) What do 20% of Gen-Z's want to be? Social Media influencers. Switching from spending to saving mode. SEG-1: The Apple Reveal: Who Can Afford an iPhone? SEG-2: Is the 1% Down Payment a Win-win? SEG-3: The Cost of Home Ownership: Why Prices are Too High SEG-4: Why Baby Boomers have it So "Good" Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=SGh81vUL7Aw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- The latest installment of our new feature, Before the Bell, "Rising Bottoms & Declining Tops" is here: https://www.youtube.com/watch?v=DK_yt7qpT20&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Bad News Spells Opportunity" https://www.youtube.com/watch?v=iEgjm3cLQEI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=14s -------- Articles mentioned in this report: "Oil Price Inflation & Interest Rates. What Is The Link?" https://realinvestmentadvice.com/oil-price-inflation-interest-rates-what-is-the-link/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- 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/ #InvestingAdvice #Apple #CPI #Inflation #MortageRates #AffordableHousing #DownPayment #HomeOwnership #Markets #Money #Investing

Laura Stover, RFC® and Michael Wallin, CFP® discuss the Baby Boomer Dilemma documentary and its implications for pre-retirees and retirees. The film talks about many topics we routinely cover on the show- the growing national debt crisis, the potential for higher tax rates in the future, and the need for proactive tax planning. The national debt has exceeded $32 trillion and is expected to rise further, potentially leading to higher tax rates in the future. Effective tax rates for Americans could reach 45% by 2030, according to predictions by experts. We also cover the current state of the economy and the possibility of a recession in 2024. The market is currently experiencing a recovery, but there are concerns about a potential recession next year. It is crucial to have  a well-diversified tax plan that includes a mix of deferred, tax-free, and taxable accounts to optimize retirement income  Roth conversions can be a valuable strategy to take advantage of current lower tax rates and create tax-free income in retirement. It is important to stay informed, work with a team of professionals, and have a comprehensive retirement plan that addresses income, taxes, investments, and estate planning. Rate, Review and Subscribe to the Podcast: https://podcasts.apple.com/us/podcast/retirement-talk-podcast-with-laura-stover/id571347188 How to Connect: redefiningwealth.info lswealthmanagement.com Schedule a Review: https://redefiningwealth.info/schedule/ Redefining Wealth® Custom Blueprint Income Plan: https://redefiningwealth.info/schedule/  

America Today…Homeless Baby Boomers.www.watchdogonwallstreet.com

Michael talks to longtime political commentator Doug Sosnik, on his latest Strategy Memo about the current state of politics in the U.S. Original air date 12 September 2023.

Baby boomers have an enduring love affair with the stock market. While the allure of double-digit returns is undeniable, is it wise to remain heavily invested in stocks as retirement approaches?   On this episode of A Better Way Financial, financial advisors and father-son team Frank and Frankie Guida discuss the importance of finding a balance between market exposure and financial security in your retirement plan. They break down some of the risks of maintaining a stock-heavy portfolio in retirement and share strategies for transitioning to a more diversified approach to help increase safety.   Ready to learn ways to reduce your risk in retirement? Connect with the team at A Better Way Financial.com.   Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”   #StockAddiction #BabyBoomerStocks #RetirementPortfolio #StockMarketRisks #DiversifiedPortfolio #RetirementPlanningStrategies #MinimizingTaxes #MarketExposure #ABetterWayFinancial #RetirementSavings #OptimizingRetirement #FinancialInsights #FinancialPlanning #StockMarketInvestment #FinancialStrategies #BabyBoomers #Stocks #Retirement #RiskTolerance #PortfolioDiversification #TaxPlanning #WallStreetJournal

The U.S. workforce has never been more diverse age-wise. According to the Bureau of Labor Statistics, one in four workers is over the age of 55, compared to just one in seven in 1979. In addition to Baby Boomers, four other generations are part of the workforce — the Silent Generation, Gen X, Millennials, and Gen Z. Organizations that aim to offer tailored benefits must focus on employees' stages of life.Instead of taking a universal, all-purpose approach, stage of life benefits include programs that address the various challenges employees of different generations face. Whether it's supporting maternal health, family planning, eldercare or other stages, personalizing benefits allows employees to tap into a menu of options designed to support their unique needs at a specific moment in time.Join VSP Global Innovation Center Head Ruth Yomtoubian, Kindbody Founding Physician and Chief Innovation Officer Dr. Fahimeh Sasan and VillageMD Chief Human Resources Officer Amy Smith for a discussion on how stages of life are shaping the future of healthcare benefits, moderated by MATTER CEO Steven Collens.For more information, visit matter.health and follow us on social: LinkedIn @MATTERTwitter @MATTERhealthInstagram @matterhealth

Today you will hear from Jennifer Wilson and Danni Springfield, both experienced agents in the Greater San Antonio Metroplex.  They will share the inside scoop on what comes out of buyers mouths when they are looking at your home as well as some of the psychology behind buyer's viewing experience.  Take this information to help you get your home as show time ready as possible to help set you apart from other competing homes for sale!Feel free to call, text or email Jennifer with questions or comments at 210-621-4153 or Jennifer@RedefiningHomeSA.com or visit the website at www.RedefiningHomeSA.com or find us on Facebook by searching Redefining Home Real Estate Brokerage

Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping our industry, market trends, and societal dynamics.In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Kenneth Gronbach, President at KGC Direct, LLC about demography, migration, and their impact on various industries, including financial planning. Ken emphasizes the importance of understanding population dynamics and catering to their needs in an age of increasing immigration. Join in as they also talk about the challenges faced by immigrants, the wealth transfer from baby boomers to millennials, and the housing shortage.Ken discusses: How shifting demographics, such as the exit of baby boomers from certain age categories, can impact the success of businesses and marketsGenerational differences, including the smaller size of Generation X compared to the baby boomers and millennialsThe importance of reaching the Latino marketThe underemployment and unemployment of felons, particularly African American men, and its impact on the labor marketThe challenge of managing the transfer of wealth from baby boomers to millennials and the need for financial planning and guidanceThe current housing situation for millennials and the need for multi-family housing due to the shortage of housing unitsAnd more!Connect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Kenneth Gronbach:LinkedIn: Kenneth GronbachWebsite: KGC DirectTwitter (X): Ken GronbachAbout our Guest: Kenneth W. Gronbach is a gifted keynote speaker and nationally recognized author, expert, and futurist in the field of Demography and Generational Marketing. He makes the science of shifting demographics come alive with real-life examples that are relevant to today's culture, business climate, and economy. With nearly three decades of experience in retail advertising and marketing, Ken saw the direct results of shifting demographics in his clients' profits. Eventually, his passion for the subject changed his career. This was for the benefit of readers of his books and attendees of his keynotes and other presentations.As a keynote speaker, Ken entertains his audiences with his special brand of wit, humor, and common sense. He makes complicated concepts clear with real-world explanations anyone can follow. Ken's overall perspective is macro – a view from 30,000 feet, and a very big picture. Even non-technical audiences will learn immediately useful information from his presentations. Ken is always positive, upbeat, and pro-America.read by Ana

Dr. Jessica Kriegel is the Chief Scientist of Workplace Culture at Culture Partners and an expert in workplace strategy, culture and driving results. Author of Unfairly Labeled: How Your Workplace Can Benefit From Ditching Generational Stereotypes, Jessica recently sold her company The Culture Equation to Culture Partners, where she works with Fortune 100 and other companies using data-driven insights to transform cultures to drive results.

Sean Crowley is the owner and founder of Stonehenge Advisor Group, a full-service financial consulting firm specializing in Social Security maximization and retirement income planning. The firm also provides product-agnostic services for health, life, and disability insurance, Medicare and Medicaid insurance, prescription insurance, and other programs.   The Stonehenge Advisor Group has a strong, vetted network of CPAs, estate planning, and elder law attorneys to assist its individual clients and small business owners with more advanced planning matters. Based in Collegeville, PA, the firm is licensed in 13 states, including PA, NJ, DE, and MD.    What You Need to Know   (02:47) Sean started his company about 30 years ago when he noticed that women were often left out of the financial planning process. He committed to providing greater education and transparency. (04:30) The first step in planning is to listen to a client to determine their goals and objectives and assess their current financial situation.   (05:29) Like Bellomo & Associates, Sean's firm offers workshops. Sean and Jeff are conducting a workshop at Penn State Great Valley in September.   (07:00) Sean's four-part workshop is called “Baby Boomer's Retirement Road Map.” It's a structured, holistic approach to Social Security, tax minimization, Medicare, retirement planning, etc.   (09:00) The “old” model of LTC insurance was typically a use-it-or-lose-it policy.  (11:24) Sean advocates for the newer LTC hybrid models where unused money goes back into the estate and pays out like a life insurance policy.  (12:53) Hybrid models offer options, each with different advantages and qualifying standards so that they can be tailored to the particular needs and circumstances of each client.   (18:05) Supplemental insurance plans can be confusing. Have an expert conduct a deep-dive analysis of your needs and goals. There are assistance programs available. Sean's team can help so that you're not leaving money on the table.    LINKS AND RESOURCES MENTIONED Contact Sean Crowley at 610-287-4869 or email sean@stonehengeadvisorgroup.com. To learn more: Website - https://mysaferetirementsolutions.com/  Facebook - https://www.facebook.com/stonehengeadvisorgroup/  Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

Dian Seidel's InstagramDian Seidel's WebsiteJulia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

Wendy Sanford's WebsiteJulia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

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There are so many cultural overlays that affect our relationships, and development across generations is absolutely one that matters, both in your marriage and as you hack or deep dive your way through life, depending on your generation. Take a quick dive intergenerationally with Christa today as we dive into practical tips for both Erikson's developmental theory and Strauss and Howe's generational theory for your marriage and family today! Watch the mini-episode on YouTube! Pre-order a copy of The Enneagram in Marriage and sign up for your pre-bonuses right here!

Support this podcast - Leave a reviewSign up for WealthWaveOne hereContact Lauren: lauren.fairey@wealthwave.comContact Janelle: janelle.kleut@wealthwave.com

Today Jim, Todd, and Lisa discuss the advantages of pursuing the Baby Boomer real estate market. Become branded in a specific neighborhood with the Market Dominator. Learn more HERE: https://bit.ly/3fJC3Lw 6-Month Done-For-You Real Estate Marketing Plan FREE Download here: https://bit.ly/3ia2fAC Subscribe to receive NEW show alerts via email; click here: https://bit.ly/35juLYW  Want to be on our show and get a chance to win a $100 ProspectsPLUS! gift card? Email our show's producer and tell us your listing success story: lisa.gray@prospectsplus.com Real Estate Marketing Leader ProspectsPLUS! - https://bit.ly/34IzBOS ProspectsPLUS! Resources to Help You Succeed: Schedule an SOI campaign; click here - https://bit.ly/35UAzsO To learn more about the 3 Extra Closings a Year Guarantee, click here - https://bit.ly/336vNGU The Free Online SOI Calculator, click here - https://bit.ly/35Tpjgq The Free Online BusinessBASE, click here - https://bit.ly/3wUty6a Todd's book, "Become a Listing Legend" https://bit.ly/3fMveZC

Every generation is shaped by a number of historical events and experiences that lead to shared cultural and personality traits. As more and more Baby Boomers are reaching retirement age, these characteristics are reshaping the senior living and care industry. In this episode, we're joined by Holland Home Chief Strategy Officer David Tiesenga and Grand Valley State University Professor Priscilla Kimboko to help us learn more about the needs, wants, and expectations of aging Baby Boomers.

Universal Design (UD) is a holistic approach aimed at creating spaces and products that are accessible, understandable, and usable by everyone, irrespective of age, size, or physical capability. The objective extends beyond mere accessibility to encompass usability, comprehension, and enjoyment. For the hospitality sector, especially in catering to Baby Boomers, this translates to designs that are both aesthetically appealing and functional for all guests. Key principles of UD include:1. Equitable Use: Designs should cater to people with varied abilities, like ensuring wheelchair accessibility for entrances and providing elevators.2.  Flexibility in Use: Accommodate diverse preferences, such as adjustable bed heights and both walk-in showers and bathtubs.3.  Simple and Intuitive Use: Designs should be straightforward, exemplified by clear signage and user-friendly fixtures.4. Perceptible Information: Effective communication of essential information, using visual, tactile, and auditory cues.5. Tolerance for Error: Minimize risks of unintended actions, like using non-slip flooring in bathrooms.6. Low Physical Effort: Ensure designs require minimal effort, such as using lever door handles over traditional ones.7. Size and Space for Approach and Use: Ensure ample space for everyone, like wide corridors for wheelchair users.By adhering to these principles, the hospitality industry can provide an inclusive environment that meets the needs, preferences, and abilities of Baby Boomers, enhancing customer satisfaction and fostering brand loyalty, leading to business growth.Full Article:https://homedesignsforlife.com/baby-boomers-are-the-future-of-hospitality-how-to-create-boomer-friendly-environments/Support the showwebsite: https://homedesignsforlife.com/Email: homedesignsforlife@gmail.com

One prevailing question burns at the heart of each generation—one question keeps them up at night. Understanding this question helps us know how to reach people of every age, especially our kids.   For the Baby Boomers, people born in the 40s, 50, and 60s, that question is:   What is TRUE?   Like the great philosophers of old, this generation was preoccupied with truth.   For Gen X, born between 1965 and 1980, that question is:   What is REAL?   This generation invented reality TV because they are preoccupied with finding authenticity.   For Millennials, born between 1981 and 1995, that question is:   What is GOOD?   This generation is deeply concerned about the environment, justice, and contributing to the greater good.   Which brings us to our kids, to Gen Z. What question burns at the heart of this generation? They want to know:   What am I?   Or “Who am I?”   Our kids are preoccupied with understanding their identity.   In this episode of CPCW, Catherine expertly navigates each of these questions in the light of Biblical truth. Every generation is asking a vital question, but they aren't necessarily asking them in the right order. We cannot know who we are, our true identity, unless we understand what is good. And we can't understand what is good if we don't know what is real. And we can't know what is real unless we first know what is true.   Without a foundation of Biblical truth, we can't arrive at the correct answer for any of these crucial questions. But when you start with the right question, you can arrive at the correct answer for each generation. Truth is paramount. This is why Jesus' primary purpose in coming to the earth was to proclaim the truth. Christ said,“For this purpose I was born. For this purpose I have come into the world, to bear witness to the truth.” (John 18:37)   Truth leads to an accurate definition of reality, which leads to the correct definition of what is good, which leads to the proper understand of who we are, our identity.   Moms & Dads, this is the prevailing issue of our kid's day. Identity is it. We must understand what our kids are facing, and how to lead them back to truth.   LINKS:   RESOURCES REFERENCED/CONSULTED:   CPCW Episode 68: “What Critical Foundation Do Many Parents Miss When Discipling Their Kids?” (w/ Robby Angle, 8/21/23)   CPCW Episode 23: “What Is the Biggest Threat to Our Faith and Culture Today?” (1/31/22)   The Truth Project (Focus on the Family)   “Powerlifter Reacts To Biological Male Taking Women's National Record: ‘Completely Unfair'” (The New York Post, 8/16/23)   Midland Public Schools October 2021 Board of Education Meeting (Midland Public Schools, 10/25/21)   “No Litter Boxes for Students Who Identify As Cats: Superintendent” (Patch.com, 2/26/22)   “Kentucky School District: Students Are Dressing and Acting like Cats” (WLWT Channel 5, 8/25/21)   “What's the Deal with Furries?” (Psychology Today, 7/24/17)   SCRIPTURES REFERENCED:   John 18:37 John 14:6   Discover more Christian podcasts at lifeaudio.com and inquire about advertising opportunities at lifeaudio.com/contact-us.

Christy Warren's Facebook https://www.facebook.com/christy.warren.10/ Christy Warren's Instagram https://www.instagram.com/christyewarren/ Christy Warren's LinkedInJulia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

Ruth Stevens' Website Ruth Stevens' InstagramRuth Stevens' FacebookJulia Daily's WebsiteJulia Daily's Twitter Julia Daily's FacebookJulia Daily's Instagram Julia Daily's Linked In Julia Daily's Goodreads Authors Over 50 Podcast Links:Amazon MusicSpotifyApple PodcastsGoogle Podcasts - authors over 50Julia Daily's WebsiteThank you, Holly Shannon, Zero to Podcast coach and host of Culture Factor 2.0. https://hollyshannon.com and Sean McNulty, Sound Engineer. 

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: realignmentpod@gmail.comFoundation for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiMauro F. Guillén, Wharton School professor and author of The Perennials: The Megatrends Creating a Postgenerational Society, joins The Realignment. Mauro and Marshall discuss his argument that generational categories like Baby Boomers, Gen X, Millennials, and Gen Z are outmoded, the benefits of liberating individuals from the constraints of the sequential model of life, the differences between a society defined by generational identity and one oriented around "perennials," and how the "megatrends" of increasing longevity and technological disruption are transforming our lives. 

Are you a Baby Boomer, Gen X, or Millennial? What has been the average retirement savings in each generation? How do you know it's enough?   Tune in as Chris Miles shares the REAL statistics that may shock you, and what you can do to NOT become a discouraging statistic.

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This week, we are revisiting episode 2 of our "Senior Care Series" from February 2023. This episode is still very relevant, but we do have some important updates that we've included at the beginning. Medicare Advantage is a public-private hybrid health plan that allows eligible seniors to receive health insurance through a commercial insurer. It has a high satisfaction rate among enrollees and has crested more than fifty percent of all Medicare enrollment this year. In part two of Radio Advisory's senior care series, host Rachel (Rae) Woods provides an update on new policies and regulatory scrutiny that are impacting the program. We also will revisit her conversation with senior care expert Aaron Hill and health plan expert Max Hakanson about why Medicare Advantage is so popular and its impact on industry stakeholders. Links: Ep. 150: Senior Care (Part 2): The rapid growth of Medicare Advantage Ep. 149: Senior Care (Part 1): Specialized primary care for an aging population Achieving sustainable growth in Medicare Advantage 9 data-driven insights on senior preferences when selecting a Medicare Advantage plan Shifting the balance of VBC in Medicare Advantage 2024 Risk Adjustment Data Validation final rule Learn more about Advisory Board On-Demand Courses Take our RN workforce survey at: advisory.com/RNsurvey

Aug 28, 2023 – As millions of baby boomers retire and sell their businesses, one method is gaining traction: the Employee Stock Ownership Plan (ESOP). Why? Well, there are a few different benefits but one of the biggest is due to its potential tax...