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On this episode: What are the biggest advantages of using a financial advisor? The Roth is one of the best retirement planning vehicles. What if they change it? How long will your money last with a conservative approach? Like this episode? Hit that Follow button and never miss an episode!
Raj Shah and Rick Borek of SC Wealth Advisors discuss the growing trend of financial influencers – finfluencers – and why people can be easily misled. They explain how many people online may be getting paid to offer one product and have little to no background in doing so and are getting a commission for offering it. Raj and Rick then share how they have access to a multitude of products and strategies and can tailor those to a specific plan, whereas online advice is often very generic and not right for every person. And they stress to check with an advisor first before committing to something from a random person. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedInSee omnystudio.com/listener for privacy information.
What does the way we treat our elders and caregivers say about us as a society?In this episode of Straight Out of Health IT, Peter Murphy Lewis, filmmaker and healthcare advocate, explores the urgent challenges facing long-term care in the U.S., including underfunded facilities, a shrinking workforce, low caregiver wages, and a rapidly aging population. Long-term care is a reflection of how society values its elders and caregivers, emphasizing the growing need for reform as millions more Americans turn 65 each year. The system, heavily reliant on undercompensated workers, primarily women of color, and unsupported family caregivers, struggles to provide high-quality, dignified care.Peter Murphy Lewis shares how his documentary People Worth Caring About was born out of gratitude for caregivers who helped his grandparents. Originally intended to help with staffing shortages in Nebraska, the project has expanded to shift public perception of long-term care nationwide. Peter highlights how fear of aging, death, and dementia distorts views of nursing homes and deters both investment and interest in the sector. By focusing on caregivers and their impact, the documentary seeks to replace stigma with understanding and connection.The conversation also touches on innovative solutions, from intergenerational care models to global tech integration, and the importance of redefining what "nursing home" means to residents and families. Peter notes that while negative perceptions often come from the media, positive views tend to stem from direct experiences with caregivers. He believes changing the narrative and language around long-term care is crucial, and that investing in relationships, community programs, and the dignity of residents must be non-negotiable in shaping the future of elder care.Tune in for a powerful conversation with Peter Murphy Lewis as he explores the human stories, hidden challenges, and bold ideas shaping the future of long-term care in America!
Could artificial intelligence be the solution to our eldercare crisis? In this riveting episode, we dive deep into the intersection of technology and compassionate care with Breana Patel, founder and CEO of Owie AI. The statistics are sobering – we're facing a projected shortage of half a million nurses within the next decade while our aging population grows exponentially. But Breana's innovative approach offers a ray of hope in what can seem like an overwhelming challenge. Her company is developing contactless AI monitoring systems that can predict patient needs, prevent adverse events, and reduce the administrative burden on already overwhelmed caregivers. Imagine a world where technology can alert staff before a fall occurs, detect early signs of dehydration, or recognize when a non-verbal patient is in distress. These aren't futuristic dreams but tangible solutions Breana's team is currently piloting in healthcare facilities. What makes this approach revolutionary is its focus on enhancing rather than replacing human care – giving caregivers more time for meaningful interactions by automating documentation and routine monitoring. We explore the profound implications for transparency in long-term care, how AI might serve as a digital companion for isolated residents, and the careful privacy considerations built into these systems. Breana shares her personal motivation behind founding Owie AI after witnessing a loved one's complications from undetected health events, highlighting how technology can help prevent similar situations for countless families. As our society grapples with policy decisions that will fundamentally shape eldercare for decades to come, innovations like these represent our best hope for creating dignified, quality care for all. Join us for this thought-provoking conversation about how artificial intelligence might become our most powerful tool in ensuring no one is forgotten or neglected in their vulnerable years. Want to learn more about the challenges facing our long-term care system? Watch our documentary "No Country for Old People," releasing August 1st on Amazon. CONTACT BREANA PATEL OWIE AI Support the show Be a ROAR-ior!! JOIN THE R.O.A.R. MOVEMENT for quality long term care! Visit the No Country For Old People Website for more information. YOU CAN ALSO SUPPORT THE ABSOLUTELY CRUCIAL PROMOTION OF OUR DOCUMENTARY "NO COUNTRY FOR OLD PEOPLE" BY MAKING A TAX DEDUCTIBLE DONATION THROUGH THE NATIONAL CONSUMER VOICE HERE Follow us on Twitter, FB, IG, & TiK Tok
On this week's Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—while exploring how AI is reshaping how individuals plan and invest. They also highlight the risks of being overly concentrated in employer stock and take real-life listener calls on long-term care insurance, real estate strategy, and achieving financial independence through alternative lifestyles. It's a well-rounded discussion packed with practical advice on rebalancing, tax strategy, and making smart money decisions in uncertain times. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Today's guest is Jay Colburn, Vice President of Long Term Care Services at York General. Jay's journey into healthcare leadership is rooted in a deep respect for community, quality of life, and the belief that aging should come with dignity, independence, and support. Under his leadership, York General is not only growing its facilities but also expanding the vision of what long-term care can and should be. From infrastructure investments to strategic care models, Jay is helping redefine aging in place—and what it means to grow older in a community that values its people.
Marty discusses the complexities of retirement spending, emphasizing that spending patterns change significantly throughout retirement. He highlights the importance of budgeting for the 'go-go years' when retirees often spend more on travel and leisure, the 'slow-go years' where spending may decrease, and the 'no-go years' where health care costs become a major concern. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
In this episode of Kelley's Bull Market News, Kelley Slaught discusses the importance of maintaining a comprehensive financial plan, which includes not only investments but also risk management, estate planning, and income strategies for retirement. She emphasizes the need for personalized plans that address individual circumstances, particularly in light of increasing longevity and the complexities of modern financial markets. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
This week, Jackie Campbell discusses the often-overlooked significance of Father's Day, humorously highlighting its lower status compared to other holidays. The conversation transitions into the importance of retirement planning, emphasizing that it encompasses more than just investment strategies. Jackie advocates for a comprehensive approach to financial planning, which includes tax strategies, legacy planning, and long-term care considerations, underscoring the need for professional guidance in navigating these complexities. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.
Money gifted with good intentions can lead to devastating financial consequences when long-term care becomes necessary. This eye-opening discussion between Elder Law attorneys Greg McIntyre and Brenton Begley tackles one of the most misunderstood areas of senior planning: how well-meaning asset transfers can backfire when seeking Medicaid and special assistance benefits.The conversation cuts through common misconceptions, particularly the damaging belief that the federal gift tax exemption (currently $19,000 per person annually) provides a "free pass" for Medicaid eligibility. As the attorneys clarify, these systems operate under completely different rules, and conflating them can lead to benefit denials precisely when you need care most. They break down the dreaded "look-back period" - that window of time where every financial gift or property transfer comes under scrutiny and potentially triggers penalties that delay essential benefits.Beyond just identifying pitfalls, McIntyre and Begley outline strategic approaches that actually work within the rules. From specialized deeds that protect property without triggering penalties to legally-sound asset protection strategies, they demonstrate that with proper planning, families can preserve their life savings while still accessing critical care benefits. Their expertise reveals the reward in finding that balance between asset protection and benefit eligibility - ensuring seniors can receive necessary care without sacrificing everything they've built.Whether you're planning ahead or facing an immediate care crisis, this conversation offers crucial guidance for navigating the complex maze of long-term care benefits. The attorneys' closing offer of complimentary consultations underscores their commitment to helping families protect what matters most while securing the care they deserve. Ready to ensure your gifts don't become costly mistakes? Schedule a free consultation and discover how proper planning creates peace of mind.
On this episode of Your Retirement Radio Podcast, Kevin discusses the importance of evolving retirement plans, the role of annuities, long-term care planning, identifying hidden fees in 401k plans, and the transition into retirement. He emphasizes the need for continuous communication with clients and the importance of having a comprehensive financial plan that adapts to changing circumstances. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.
Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! This episode, Nolan Baker reframes retirement not as a static milestone but as a dynamic, evolving chapter of life—one that requires continual learning, flexibility, and empowerment. The conversation moves beyond numbers and dives into how retirees can take control of their future through proactive tax planning, smart investment adjustments, and resilience in the face of life’s curveballs. With pensions dwindling and lifespans stretching longer than ever, the hosts offer a fresh, modern take on retirement—equipping listeners to harness technology, rethink outdated strategies, and build a financial life that aligns with their vision and values. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing one location for your entire retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.
Retirement is closer than you think—are you ready? Financial Advisor Abe Abich goes through five critical mistakes that could derail your retirement plans, including the dangers of not having a plan, underutilizing saving opportunities, and ignoring tax planning. He also highlights the importance of timing your job exit thoughtfully and preparing for unexpected healthcare costs that could drain your savings. Through real-life examples and practical strategies, Abe emphasizes the steps needed to create a comprehensive retirement plan as you approach the finish line of your working years. Don’t leave your future to chance—understand the key decisions that can set you up for a fulfilling life after work. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.
You may have heard your 401(k) or IRA referred to as “A Tax Time Bomb.” We found one 90-year-old who is experiencing it and we discuss ways to avoid it. Like this episode? Hit that Follow button and never miss an episode!
In this episode of The Retirement Playbook, Granger Hughes goes beyond the spreadsheets to talk about what retirement means: freedom with purpose. He will explore how today’s market ups and downs make personalized retirement planning more critical than ever—and how the right financial coach can be your greatest asset in building a strategy that’s balanced, stable, and built for you. From demystifying annuities to confronting the rising costs of long-term care, the Hughes duo provides listeners with a practical roadmap while also exploring the often-overlooked emotional aspects of retirement. What happens when the paychecks stop, but life keeps going? What’s your why after work? Whether you’re five years out or already retired, this episode is your reminder: Retirement isn’t the end—it’s your next beginning. Don’t leave it to chance! Get to know the Hughes team and schedule a time to speak with them or see the upcoming events at https://hughesretirementgroup.com/ See omnystudio.com/listener for privacy information.
Raj Shah and Rick Borek discuss a tool in annuities that people may misunderstand and how to maintain a retirement income with less risk. They also talk about Sharon Stone being stolen from and what different types of powers of attorney have the ability to do. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedInSee omnystudio.com/listener for privacy information.
Our advisor is suggesting we look into life insurance with a long-term care rider. We are concerned about the cost/benefit of such a policy and are not huge fans of life insurance. What do you think? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
In this episode, we confront a truth many couples avoid: one partner will likely outlive the other. Statistically, especially in heterosexual relationships, it's often the woman. That fact shapes the financial, emotional, and logistical choices couples need to make as they plan for retirement. We talk about why it's essential to create a shared plan—one that not only protects assets, but gives peace of mind to both people involved.We open by acknowledging that in many relationships, one person traditionally handles the finances. If that person passes first, the surviving partner can be left not only grieving, but scrambling to understand the financial puzzle. Amy shares how often she hears from women who feel anxious and uncertain when they're suddenly in charge. These women aren't incapable—they just haven't been part of the process.The heart of our conversation is about empowering both partners to be part of financial planning. Amy outlines the three big areas where questions tend to show up: understanding the financial picture, handling the emotional baggage around trust and confidence, and building knowledge to make informed decisions. It's not about control—it's about shared responsibility and kindness. We highlight how reframing conversations away from aging and death toward security and love can help bring both partners to the table more comfortably.We also touch on how crucial it is for the financially involved partner—often men in older generations—to help build a bridge of understanding and trust. Amy uses the metaphor of setting up a tent: it takes both people holding up their corner to make the structure stand. We talk practical next steps, including setting up regular financial check-ins, building a “what-if” folder with key documents and passwords, and ensuring both partners feel respected and heard in these discussions.Ultimately, we conclude that it's never too late to get involved, and one of the most powerful legacies anyone can leave behind is a partner who feels confident to navigate life after loss. This isn't just about money—it's about care, connection, and preparing for a future that's secure for both people in the relationship. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.
Long Term Care. Will you need it in the future? What are your chances? In this episode you'll learn the percentage chance that you may need care in your own home or in a facility. You need to know the costs and how you can protect your life savings by being wiped out!! Grab a FREE copy of my Long Term Care Planning Guide... Over 20 pages of checklists and tips on preparing for the inevitable. CLICK HERE FOR YOUR GUIDE Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle for FREE: CLICK HERE Receive daily email tips and strategies to take your retirement planning to the next level. Stay up to date with current Social Security, Medicare and Tax law changes with our checklists and reports ✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com **Questions? Call or Text Questions and Comments to 530-319-5158 Follow me on: Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/ Instagram: @Retirement_Lifestyles_Advisors LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/ Twitter: @The_McNally YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1 Disclosures Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients. Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor's portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States. Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor's situation is different, and goals may not always be achieved. Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Could artificial intelligence be the solution to our eldercare crisis? In this riveting episode, we dive deep into the intersection of technology and compassionate care with Breana Patel, founder and CEO of Owie AI.The statistics are sobering – we're facing a projected shortage of half a million nurses within the next decade while our aging population grows exponentially. But Breana's innovative approach offers a ray of hope in what can seem like an overwhelming challenge. Her company is developing contactless AI monitoring systems that can predict patient needs, prevent adverse events, and reduce the administrative burden on already overwhelmed caregivers.Imagine a world where technology can alert staff before a fall occurs, detect early signs of dehydration, or recognize when a non-verbal patient is in distress. These aren't futuristic dreams but tangible solutions Breana's team is currently piloting in healthcare facilities. What makes this approach revolutionary is its focus on enhancing rather than replacing human care – giving caregivers more time for meaningful interactions by automating documentation and routine monitoring.We explore the profound implications for transparency in long-term care, how AI might serve as a digital companion for isolated residents, and the careful privacy considerations built into these systems. Breana shares her personal motivation behind founding Owie AI after witnessing a loved one's complications from undetected health events, highlighting how technology can help prevent similar situations for countless families.As our society grapples with policy decisions that will fundamentally shape eldercare for decades to come, innovations like these represent our best hope for creating dignified, quality care for all. Join us for this thought-provoking conversation about how artificial intelligence might become our most powerful tool in ensuring no one is forgotten or neglected in their vulnerable years.Want to learn more about the challenges facing our long-term care system? Watch our documentary "No Country for Old People," releasing August 1st on Amazon.CONTACT BREANA PATELOWIE AISupport the showBe a ROAR-ior!! JOIN THE R.O.A.R. MOVEMENT for quality long term care! Visit the No Country For Old People Website for more information.YOU CAN ALSO SUPPORT THE ABSOLUTELY CRUCIAL PROMOTION OF OUR DOCUMENTARY "NO COUNTRY FOR OLD PEOPLE" BY MAKING A TAX DEDUCTIBLE DONATION THROUGH THE NATIONAL CONSUMER VOICE HERE Follow us on Twitter, FB, IG, & TiK Tok
This week features David Kutcher on long term care. Eric Kearney and Joesph Lanza tackle the topic of Behavioral Finance. Marc Geels says Time Segmented Distribution is the way to go in retirement planning. Mal Mason and Chae Kyle wade into the Federal layoffs and it could be an opportunity to save more in retirement. To learn more visit Financial Pizza. Learn how to create your own podcast by visiting Broadcasting Experts. See omnystudio.com/listener for privacy information.
Kelley discusses essential strategies for retirement planning amidst market volatility. She emphasizes the importance of creating solid income streams, preparing for long-term care costs, and utilizing Roth conversions to optimize tax benefits. The conversation also covers innovative funding solutions for long-term care and the significance of a balanced investment strategy. Listeners are provided with a comprehensive checklist to ensure they are financially ready for retirement, highlighting the need for personalized planning and diversification. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
Marty discusses the various financial surprises that retirees may encounter, including fluctuating expenses, the impact of healthcare costs, and the importance of proactive planning. He emphasizes the need for a comprehensive understanding of retirement expenses, including hidden costs and the role of inflation. The discussion also covers lifestyle changes in retirement, spousal strategies for aligning goals, and the complexities of Social Security and healthcare planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
#ThisMorning on #BRN #Lifestyle #2088 | #Many Are #Unprepared for #LongTermCare #Needs | Ana T. Montoya, MD, University of Michigan Health | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #everyday
When a loved one enters long-term care, family members often find themselves stepping into a new and unexpected role: advocate. In this episode, Andrea DuBrow and Heather Tunis share their personal journeys from concerned family members to dedicated advocates for their loved ones in long-term care settings. Join us as we explore the vital role of family councils, the power of effective leadership, and the importance of advocacy in ensuring quality care. We also discuss strategies for building respectful and productive partnerships with staff and management, offering essential tips to help family members navigate the challenges of advocacy with confidence and purpose. Whether you're just beginning your advocacy journey or looking to strengthen your approach, this conversation provides invaluable guidance and information. Guests: Andrea DuBrow, Former Caregiver, Consumer Voice Leadership Council Member, Social Worker, Public Health Educator and Advocate; Heather Tunis, Family Care Manager, Management Consultant/Executive Coach, Long-Term Care Family Advocate
In this episode of the Reimagining Senior Living and Long-Term Care series, Jim sits down with Allison Rainey, Head of Nursing and Clinical Informatics at MatrixCare, and Daniel Zhu, Vice President, Product Management at MatrixCare, to explore the concept of collaborative intelligence in modern care planning. Together, they dive into how the integration of human expertise with AI-powered insights is reshaping the care planning process—helping care teams make faster, more informed decisions while still honoring the clinical judgment and personalized touch that residents deserve. From surfacing relevant goals to reducing variability across shifts, this conversation highlights how technology is not replacing the human element but enhancing it to elevate both efficiency and outcomes.
As medical and surgical treatment of congenital heart lesions improve, the vast majority of babies born with heart problems are living long and productive lives. While it is remarkable, it also brings new challenges for their care, especially during the critical transition to adulthood. A new medical specialty has developed to address this specific need, driven by the growing demand for expertise in the lifelong care of patients with congenital heart lesions. To unpack this topic, we are joined by Roni Jacobsen, MD. She is the Medical Director of our Adult Congenital Heart Disease Program at Children's Hospital Colorado. We have one of the largest programs in the country with exceptional outcomes, treating patients with congenital heart problems that continue into adulthood. Dr. Jacobsen specializes in internal medicine as well as pediatrics and is trained in pediatric cardiology and adult congenital heart disease. She is an Associate Professor of Pediatrics at the University of Colorado School of Medicine. Some highlights from this episode include: Defining adult congenital heart disease and understanding its differences from other heart diseases Why so many patients don't understand their disease Understanding the advancements in treatments The role that pediatricians play in steering families towards continued care and proper transition once that child hits adulthood For more information on Children's Colorado, visit: childrenscolorado.org.
We may not have a saving problem; we may have a SPENDING problem. Let’s give you the confidence to spend MORE! Like this episode? Hit that Follow button and never miss an episode!
Plan Today Own Tomorrow with Garry Thurman and Tyde McIntosh
This conversation delves into the various stages of retirement, emphasizing the importance of proactive planning and understanding the emotional transitions that retirees face. The hosts, Bobby Futch, Tanner Moore, and Tom McDermott discuss the significance of pre-retirement planning, the excitement of the honeymoon phase, the potential disenchantment that can follow, and the importance of finding stability in retirement. They highlight the need for a solid financial plan to navigate these stages successfully and encourage listeners to seek professional guidance to ensure a smooth transition into retirement. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Planning, Retiring, Saving, 401K, IRA, TSP, 403B, TaxesSee omnystudio.com/listener for privacy information.
Assisted Living and the Law, hosted by Troutman Pepper Locke attorneys Cal Stein and Emma Trivax, offers timely insights and practical advice on navigating the complex and evolving legal landscape of the long-term care industry.In this installment, Cal and Emma explore the potential impact of proposed Medicaid cuts on nursing homes and long-term care facilities. The discussion includes an overview of Medicaid's role as the primary payer for many nursing home residents and the importance of understanding legal discharge procedures for residents impacted by Medicaid cuts. This episode also covers the implications of a recent federal court decision on the upcoming staffing mandate for nursing facilities.
Greg and Kristin dive into a pressing issue affecting more families than ever before: the increasing need for long-term care in America. You’ll hear a personal caregiving experience, a journey that has become common among friends, neighbors, and loved ones. But here’s the catch: traditional long-term care insurance is disappearing, and the few policies still available are often too expensive, and if you don’t use them, you lose the money you paid in. Listen to learn about other strategies available. Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit.See omnystudio.com/listener for privacy information.
In this episode of Retirement For Living, JoePat Roop discusses the distinction between being rich and being wealthy, emphasizing that true wealth encompasses health, family, and peace of mind rather than just financial assets. He explores the gradual transition into retirement, the importance of customized retirement planning, and the significant role taxes play in retirement expenses. Additionally, he highlights the necessity of planning for long-term care to avoid financial devastation during retirement. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
In this episode, Ethan Glasgow discusses the importance of maintaining emotional control during market volatility and offers insights into effective retirement planning strategies. He emphasizes the need to mitigate risks associated with inflation and social security, while also addressing the fears many Americans have about running out of money in retirement. The conversation highlights the significance of trusting the financial planning process and seeking professional guidance to navigate uncertain times. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com See omnystudio.com/listener for privacy information.
On this episode: Buy and hold. Keep politics out of your investing. Don’t lose money. Can we still follow Warren Buffett’s advice? The huge unseen financial bill in retirement. Many baby boomers are rolling out of their IRAs and 401(k)s. Watch out for these missteps. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
In this episode of This Week in Pharmacy for May 16th, 2025, Pharmacy Podcast Network founder Todd Eury is joined by his co-host Dr. Ryan Paul Liabenow, PhD, CEO of Mango Health as they review TWIRx News. Our first segment, we explore the transformative potential of the Long-Term Care at Home (LTC@Home) pharmacy model. As healthcare shifts towards home-based care, pharmacies have a unique opportunity to expand their services beyond traditional settings. Key Discussion Points: Strategic Partnership Spotlight: We delve into the recent collaboration between RxSafe/Eyecon, PharmaComplete, and the LTC@Home Pharmacy Network. This alliance aims to revolutionize pharmacy operations through automation and expert consulting, enhancing patient care in the LTC@Home space. Expert Insights: Paul Shelton, founder of PharmaComplete and co-founder of the LTC@Home Pharmacy Network, shares his extensive experience in pharmacy operations and discusses strategies for pharmacies to successfully implement LTC@Home services. Automation in Focus: We examine how RxSafe's Eyecon technology, including RapidPakRx and RapidCardRx, is streamlining compliance packaging and improving workflow efficiency for pharmacies transitioning to the LTC@Home model. Business Transformation: Learn how integrating LTC@Home services can lead to increased prescription volumes, enhanced patient outcomes, and new revenue streams for pharmacies. Why This Matters: The LTC@Home model represents a significant shift in pharmacy services, aligning with the broader trend of patient-centered, home-based care. By adopting this model, pharmacies can play a pivotal role in reducing hospitalizations and improving the quality of life for patients requiring long-term care. On the second feature, we spotlight a remarkable family legacy that's shaped community pharmacy in Salt Lake City for over 70 years. We're talking about Jolley's Compounding Pharmacy—a third-generation, family-owned pharmacy that continues to blend tradition with innovation. From the pioneering vision of Joel Jolley in 1954 to the modern leadership of Dean Jolley, R.Ph., and now Dr. Benjamin Jolley, the Jolley family has remained committed to personalized care, compounding excellence, and pharmacist-driven leadership. Ben is joined by his sister, Megan Jolley Milne, PharmD, BCACP, entrepreneur and CEO of Nutranize. This Episode is sponsored by Independent Pharmacy Cooperative (IPC) and Eyecon RxSafe. Connect with Us: For more insights and updates, follow This Week in Pharmacy on LinkedIn and Twitter.
Today we answer Jeff's question about using home equity to pay for end-of-life care — from tapping into equity for in-home support to selling the home to cover nursing home costs. In high-cost states like California, many seniors are house rich and cash poor, and this episode explores strategies to help families navigate that challenge. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Roger Loomis and Steve Schoonveld discuss the state of the Long-Term Care Insurance industry and the opportunities to modernize products and broaden coverage.
Big News: The Sin of Retirement is Almost Here! We're almost there—my first book, The Sin of Retirement, goes live next week! The website and introduction will be up by the end of the week, and I couldn't be more excited to share this with you. It's been a long journey, but the message is timely, the research is deep, and the feedback so far has been incredible. A Rare Admission (and a Correction) In an unprecedented move… I have to admit I was wrong. I had projected mid-June for the resolution of the ongoing tariff negotiations—but the timeline has moved up. With a US-China deal now in the works, we may see these talks wrapped up much sooner than expected. The Market Outlook: Still Bullish Despite that hiccup, the outlook remains very strong. Here's what we're seeing: New lower budget: That's breathing room for both businesses and individuals. Tax bill updates: More favorable conditions could be ahead. Inflation? Finally showing signs of a slow and steady retreat. Put it all together, and we still see strong markets through the end of the year. Plenty of room for growth—and opportunity. Listener Spotlight: Who Should Buy Long-Term Care Insurance? One of our top listener questions this week: Who really needs long-term care insurance? David dives into the history of long-term care coverage and how it's evolved over the years. He breaks down: What long-term care actually covers Who benefits most from it Key factors to consider when deciding whether it's right for you If you've ever wondered whether LTC is worth it—or just another insurance upsell—this week's discussion is for you.
Episode Summary: In this episode of Practice Growth HQ, I speak with Matt McCann about using media to grow your practice. Matt is a seasoned media professional, with a background in radio, political consulting, and long-term healthcare. He is the publisher of LTC News, a leading consumer-focused website on health, caregiving, and aging. In this episode, Matt shares powerful strategies for leveraging media to connect with your audience without stepping in front of a camera. He also highlights practical tips for establishing yourself as a local expert. If you're ready to boost your credibility and attract more patients, you can't afford to miss this episode! What you'll learn: (04:30) Why finding your communication strength is the first step (09:45) Identifying your audience for maximum media impact (11:30) How to establish yourself as a local expert (13:20) Practical tips for getting your message in the media (26:00) How to use social platforms like Facebook, Instagram, and Twitter for credibility Plus loads more! Links and Resources: Website: LTC News
In this episode of The Art of Money, Art McPherson discusses the impact of market volatility on retirement planning, particularly for those nearing retirement. He emphasizes the importance of de-risking portfolios and balancing investments in stocks and safer assets. The conversation also covers the role of financial advisors versus coaches, the complexities of social security benefits, and the necessity of planning for long-term care costs. Additionally, Art shares insights from an interview with The Goo Goo Dolls, highlighting the evolution of the music industry and the importance of adapting to change. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
All Home Care Matters and our host, Lance A. Slatton were honored to welcome filmmaker and long-term care advocate Peter Murphy Lewis as guest to the show. About Peter Murphy Lewis: Peter Murphy Lewis is a documentary filmmaker, CNA, and long-term care advocate & founder of Strategic Pete who uses storytelling to spotlight the unsung heroes of caregiving. He is the creator of the docuseries People Worth Caring About, which reveals the real human stories behind the caregiving crisis in America. With a background in marketing and content strategy, Peter brings a unique blend of empathy and clarity to both film and business. He's also the founder of Strategic Pete, a boutique consultancy helping mission-driven organizations grow through storytelling and scalable marketing systems. His work has been featured in Care.com, Provider Magazine, Becker's Healthcare, McKnight's, and more. Peter lives next to a zoo in Kansas, sleeps in a hammock under the stars, and spends his mornings teaching his 8-year-old son to golf.
On this episode: Some studies say people would rather die than run out of money. Golden Reserve can help with our Income Forecast. The "rich guys" sold stock to bolster their cash reserves. Should you do the same? Long Term Care policies are expensive, and the rates keep going up. What can you do? See omnystudio.com/listener for privacy information.
If you would like to work with Christian on your Medicare Health Plan, we currently work with people in 45 states. Those are the states we currently are licensed in. Christian and Christian Brindle Insurance Services represents many of the top insurance companies in the Medicare industry. Contact us for more information:➡️Our Site: https://https://www.christianbrindleinsuranceservices.com/ ✅Call (801)-255-5340.
Send us a textThis week, Paul and Anna talk with Long Term Care expert Charlie Mabry about why more folks should be considering this solution early in life. Charlie shares how the long term care insurance industry has evolved into what is the most dynamic solution we have seen in its history. They end the episode discussing their 2025 college football hot takes.More on Carlie's organization can be found here:https://www.totaliscbs.com/Music in this episode is Pelicans by Joe Cooney. Check him out on instagram @cooney.tunes !!Follow us on Instagram! @work_dad_podcast
This week we hear from America’s Wealth Coach and bestselling author Pete D’Arruda. He’s got taxes on his mind. Joe Murphy has insites from this week in the market. Greg Berrian tackles Medicare and standard health care and helps us navigate through them. Kevin Brucher introduces us to a site called charity navigator and how you can use it to make sure your money is going to the best charity for you. A new Brokers Behaving Badly that we call from Texas Dudes to Texas Toast. To learn more visit Financial Pizza. For information on creating your own podcast visit Broadcasting Experts.See omnystudio.com/listener for privacy information.
Deborah Kimmett realizes she should've saved more for retirement! Today we're shining our spotlight on the writer, speaker, Governor General Award nominee, and Leacock Award finalist from the 20th anniversary of CBC's comedy gala Accent on Toronto.
Send us a textSchedule an Rx AssessmentIs Your Pharmacy Prepared for a Cyberattack?In this episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP and Austin Murray sit down with Trenton Thiede, President of PAAS National, to unpack the rising cybersecurity threats facing independent pharmacies and what owners must do to stay compliant and protected.We dive into everything from:HIPAA compliance updatesAI risks, multi-factor authentication, and risk assessmentsThe growing pressure of PBM audits and the need for strong advocacyClick here for the transcriptMore About Our Guest:Trenton Thiede is the President of PAAS National (Pharmacy Audit Assistance Service).Trenton started his journey working at Shopko, a community pharmacy, in 1999 for 15 years, holding positions as Pharmacy Manager and Regional Pharmacy Supervisor while completing his PharmD from UW-Madison and MBA from UW-Oshkosh.In 2013, Trenton took over Shopko's Long-Term Care division and helped divest it to KPH HealthCare (Kinney Drugs/HealthDirect).There, he helped grow their business throughout the Midwest, eventually servicing 20,000 beds in just under four years. In 2018, Trenton joined PAAS and oversees the daily operations as President.With his operations experience, Trent knows what's involved, and at stake, with pharmacy audits; taking pride in helping independent pharmacies win against ruthless PBMs.Learn more about Trenton and PAAS National:Trenton Thiede LinkedInPAAS National WebsitePAAS National FacebookPAAS National Twitter (X)PAAS National LinkedInStay up to date on new episodes by liking and subscribing!Check out all our social media:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterMore resources on this topic:Podcast – Fraud, Waste, and Abuse Audit UpdatesPodcast – Pharmacy Audit Master Class: Strategies for Audit Success
Most people don't like to think about their parents having sex, but their grandparents? Educator Mary Connell helps long-term care workers get comfortable with talking about the sexual needs of seniors, especially when it comes to issues around sexual health, dementia and consent.
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We're joined by Frances Reaves, who shares insights from her work in estate and Medicaid planning, on how to get your parents ready for long term care. Frances explains the importance of preparing for elder care before it's urgently needed, sharing her personal experience with her own parents and husband, who is currently navigating Alzheimer's care. The conversation dives into the realities of elder care, including the challenges of navigating the healthcare system, the high costs of in-home versus facility care, and the value of long-term care insurance. We discuss... Francis Reads is an elder law attorney specializing in estate and Medicaid planning. She founded a service within her law firm called “Parent Your Parents” to support elder care planning. Elder care generally begins around age 65, when Medicare becomes available. A major challenge in elder care is systemic apathy and poor communication in facilities. In-home care is the gold standard if money is no object, costing $12,000–$15,000 per month. Reverse mortgages and long-term care insurance are common strategies to fund elder care. Long-term care insurance works similarly to car insurance—ideally unused but crucial. The cost of long-term care and facilities can quickly deplete even sizable retirement savings. The best age to purchase long-term care insurance is between 55 and 60. For-profit facilities are incentivized to keep patients alive, not necessarily to improve their quality of life. If you have no one to care for you, plan ahead with long-term care insurance, savings, and legal documents like power of attorney and healthcare proxy. People who choose to provide full-time care often risk financial ruin if long-term care plans or savings are not in place. There's potential to arbitrage life expectancy in financial tools like reverse mortgages or life insurance. Many elders struggle with losing independence, especially around giving up driving. Adult children often become parental figures to their own parents, which can create emotional strain. Financial advisors and lawyers play a key role in spotting and preventing elder financial abuse. Professionals should watch for signs of undue influence or financial exploitation and speak up if concerned. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/long-term-care-h-frances-reaves-706