Podcasts about retirement genius

  • 21PODCASTS
  • 37EPISODES
  • 28mAVG DURATION
  • 1MONTHLY NEW EPISODE
  • Apr 30, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about retirement genius

Latest podcast episodes about retirement genius

Healthcare Happy Hour
From Capitol Hill to the Client: How Policy Shapes Retirement & Healthcare

Healthcare Happy Hour

Play Episode Listen Later Apr 30, 2026


In this episode of Healthcare Happy Hour, host David Saltzman continues his conversation with Chris Orestis, president of Retirement Genius, shifting the focus from retirement planning to the intersection of healthcare policy, advocacy, and politics. Drawing on his experience in Washington, D.C., Chris reflects on how healthcare and insurance policy are shaped over time and why persistence, member engagement, and in-district advocacy are essential to driving change. The discussion explores the role benefits professionals can play in shaping policy, the importance of political participation and PAC support, and the major funding and entitlement debates likely to impact Medicare, Social Security, and the broader benefits landscape in the years ahead. Chris emphasizes that advisors who stay informed and engaged will be better positioned to serve their clients and help influence the future of the industry.

Healthcare Happy Hour
Retirement Reality Check: Healthcare Costs, Income Gaps & Long-Term Care

Healthcare Happy Hour

Play Episode Listen Later Apr 23, 2026


In this episode of Healthcare Happy Hour, host David Saltzman sits down with Chris Orestis, president of Retirement Genius, to explore the critical gaps in retirement planning—particularly when it comes to healthcare and long-term care costs. Chris explains how a lack of financial literacy and avoidance of difficult conversations leave many Americans unprepared for the realities of aging, often leading to crisis-driven decisions. The discussion highlights the growing importance of income planning, managing debt, and understanding longevity risk, as well as the significant financial and emotional impact of long-term care on individuals and families. Chris also outlines practical strategies for both consumers and advisors, emphasizing the need for early planning, diversified financial tools, and a more holistic, solution-oriented approach to retirement readiness in this first installment of a two-part series.

Retirement Revealed
The Social Security Bankruptcy Question With Chris Orestis

Retirement Revealed

Play Episode Listen Later Apr 21, 2026 28:44


Chris Orestis, founder & president of Retirement Genius, answers the question: “Is Social Security going bankrupt?”  “If we don't address the financial shortfall… it would trigger an immediate 20% or greater benefit cut.” That statement tends to stop people in their tracks. It also fuels one of the most common fears I hear from clients: “Is Social Security going to run out?” In this conversation with Chris Orestis, we tackled that question head-on—and the answer is more nuanced than most headlines suggest. Social Security Isn't Going Broke—But That Doesn't Mean You Can Ignore It One of the biggest misconceptions is that Social Security will simply disappear. That's not what's happening. As Chris explained, the issue isn't that the entire system goes bankrupt. The concern is that the trust fund portion of Social Security funding could become insolvent within the next decade if no action is taken. And if that happens? Benefits could be reduced by roughly 20% across the board. That's a meaningful change—but it's very different from “gone.” Understanding that distinction is critical, because fear often leads to poor decisions. Why This Problem Exists At its core, Social Security is a math problem. Today's system relies heavily on current workers funding current retirees. It takes roughly three workers paying into the system for every one person receiving benefits. As the population ages and workforce dynamics shift, that balance is being strained. Fewer workers per retiree means less funding relative to the benefits being paid out. That's what creates the pressure on the system. Why This Won't Be Ignored While the math is straightforward, the solution is not. Chris described Social Security as the “third rail” of politics—something policymakers are reluctant to touch. But there's an important reality here: The impact of doing nothing would be too large to ignore. A sudden 20%+ reduction in benefits wouldn't just affect retirees. It would ripple through the entire economy. That's why, historically, these issues get addressed—often later than ideal, but before catastrophic outcomes occur. What Changes Could Look Like Fixing the system will likely require a combination of adjustments. As Chris outlined, those could include: Increasing payroll taxes Adjusting retirement age eligibility Modifying how benefits are calculated Changing how income is taxed within the system In other words, it won't be one lever. It will be several. And importantly, those changes are unlikely to impact people who are already very close to retirement in the same way they might affect younger generations. Don't Make Fear-Based Decisions One of the most important takeaways from this conversation is what not to do. Recently, there has been a noticeable increase in people claiming Social Security at age 62—not because it's the optimal strategy, but because they're afraid the system won't be there later. That's a dangerous mindset. As Chris made clear, Social Security is not disappearing. And making a permanent decision based on fear can significantly reduce your lifetime income. In many cases, waiting increases your benefit substantially—sometimes close to doubling between age 62 and 70. That's not a decision you want to rush. What You Should Be Thinking About Instead Rather than reacting to headlines or political noise, the better approach is to focus on what you can control. If you're within 3–5 years of claiming Social Security, the system is likely to look very similar to what it does today. If you're further out, it's reasonable to assume that changes could happen—but those changes will likely be phased in over time. In the Retire Today framework, Social Security falls under the MAKE step—your income. But that decision connects to everything else: Your SPEND plan Your tax strategy (KEEP) Your investment approach (INVEST) And what you ultimately LEAVE behind That's why it's so important to get it right. The Bottom Line Social Security isn't going away. But it isn't standing still either. Don't make a permanent mistake with your Social Security decisions because of fear or insufficient information. Because when it comes to retirement, clarity beats reaction every time. Don't forget to leave a rating for the “Retire Today” podcast if you've been enjoying these episodes! Subscribe to Retire Today to get new episodes every Wednesday. Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337  Spotify Podcasts: https://bit.ly/RetireTodaySpotify About the Author: Jeremy Keil, CFP®, CFA is a retirement financial advisor with Keil Financial Partners, author of Retire Today: Create Your Retirement Income Plan in 5 Simple Steps, and host of the Retirement Today blog and podcast, as well as the Mr. Retirement YouTube channel. Jeremy is a contributor to Kiplinger and is frequently cited in publications like the Wall Street Journal and New York Times. Additional Links: Buy Jeremy's book – Retire Today: Create Your Retirement Master Plan in 5 Simple Steps Can Americans Really Rely on Social Security? With Chris Orestis – Mr. Retirement YouTube Channel  Chris Orestis on LinkedIn RetirementGenius.com  Chris Orestis Website “The Retirement Genius” podcast with Chris Orestis www.longevityillustrator.org  Connect With Jeremy Keil: Keil Financial Partners LinkedIn: Jeremy Keil Facebook: Jeremy Keil LinkedIn: Keil Financial Partners YouTube: Mr. Retirement Book an Intro Call with Jeremy's Team Media Disclosures: Disclosures This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy. The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past performance is no guarantee of future results. Legal & Tax Disclosure Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations. Advisor Disclosures Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC. Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A. The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only. Additional Important Disclosures

Retirement Revealed
Can Americans Really Rely on Social Security? With Chris Orestis

Retirement Revealed

Play Episode Listen Later Apr 7, 2026 27:59


Chris Orestis, founder & president of Retirement Genius, explains how to make more informed Social Security decisions.  Social Security is one of the most important decisions in retirement. And yet, many people approach it the same way they approach a casual conversation—based on opinions, assumptions, and what someone else did. As Chris Orestis put it, people are often making decisions based on “the myths of Social Security, not the math.” That's where things start to go wrong. Because Social Security isn't just another income source. For many retirees, it becomes a foundational piece of their financial security. In fact, Chris pointed out that for a large percentage of retirees, Social Security can represent more than half of their income. When a decision carries that much weight, guessing isn't a strategy. Why Social Security Feels So Confusing Part of the challenge is complexity. Many people aren't clear on the differences between Social Security, Medicare, and Medicaid. Others assume that because they've “paid into the system,” everything will work itself out when they need it. That assumption can be costly. Chris highlighted a broader issue: people often spend more time researching a car purchase than they do understanding the benefits that may fund decades of their retirement. That gap in understanding creates a ripple effect of poor decisions. The Decision That Locks Everything In Unlike many financial decisions, Social Security isn't easily reversible. Once you claim, you are largely locked into that decision. There is a limited “do-over” window early on, but beyond that, your choice determines your monthly benefit for life. That makes timing critical. You can claim as early as 62, but that locks in a lower lifetime benefit. Waiting until full retirement age—or even age 70—can significantly increase your monthly income. So how do you decide? It Starts with Life Expectancy Both Chris and Jeremy emphasized that the most important factor in deciding when to claim Social Security is life expectancy. You're essentially making a bet: Claim early → you're betting you won't live as long Delay benefits → you're betting you will But here's where many people go wrong. They guess. Chris pointed out that people tend to underestimate how long they'll live and overestimate how long their money will last. That combination can lead to decisions that reduce long-term income at exactly the time it's needed most. Instead of guessing, there are tools available—like longevity calculators—that can give you a more realistic estimate based on your situation. Know Your Numbers Before You Decide The second major mistake is not knowing your actual Social Security benefit. Your benefit is based on your earnings history. And the estimates provided assume you continue working until full retirement age. If you plan to retire earlier, those estimates may be overstated. That's why it's essential to go directly to SSA.gov, review your earnings history, and run projections based on your actual plan. Without that step, you're making decisions without accurate data. Coordination Changes Everything The third—and often overlooked—piece is coordination. Social Security doesn't exist in isolation. It interacts with: Other income (which can affect taxation) Earned income (which can reduce benefits before full retirement age) Medicare premiums (which are deducted directly from your benefit) For example, many people hear that “85% of Social Security is taxed” and assume that means an 85% tax rate. In reality, it means up to 85% of the benefit may be taxable, depending on your overall income. That distinction matters. Because the real outcome depends on how Social Security fits into your broader income plan. The Real Goal: Stop Guessing If there's one takeaway from this conversation, it's this: You don't have to guess. There are tools, data, and professionals available to help you make an informed decision. As Chris said, if you go into this blindly when those resources exist, “that's your bad.” In the Retire Today framework, Social Security falls under the MAKE step—creating reliable income. But how you claim it affects everything else: What you SPEND How much you KEEP after taxes How you INVEST your remaining assets What you ultimately LEAVE behind Social Security isn't just a checkbox. It's a decision that shapes your entire retirement. And it's one worth getting right. Don't forget to leave a rating for the “Retire Today” podcast if you've been enjoying these episodes! Subscribe to Retire Today to get new episodes every Wednesday. Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337  Spotify Podcasts: https://bit.ly/RetireTodaySpotify About the Author: Jeremy Keil, CFP®, CFA is a retirement financial advisor with Keil Financial Partners, author of Retire Today: Create Your Retirement Income Plan in 5 Simple Steps, and host of the Retirement Today blog and podcast, as well as the Mr. Retirement YouTube channel. Jeremy is a contributor to Kiplinger and is frequently cited in publications like the Wall Street Journal and New York Times. Additional Links: Buy Jeremy's book – Retire Today: Create Your Retirement Master Plan in 5 Simple Steps Chris Orestis on LinkedIn RetirementGenius.com  Chris Orestis Website “The Retirement Genius” podcast with Chris Orestis www.longevityillustrator.org  Connect With Jeremy Keil: Keil Financial Partners LinkedIn: Jeremy Keil Facebook: Jeremy Keil LinkedIn: Keil Financial Partners YouTube: Mr. Retirement Book an Intro Call with Jeremy's Team Media Disclosures: Disclosures This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy. The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past performance is no guarantee of future results. Legal & Tax Disclosure Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations. Advisor Disclosures Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC. Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A. The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only. Additional Important Disclosures

Steadfast Care Planning
Life Settlements Explained with Chris Orestis

Steadfast Care Planning

Play Episode Play 31 sec Highlight Listen Later Apr 18, 2023 20:19


Join Kelly and her guest, Chris Orestis, President of Retirement Genius, as they discuss life settlements. In this episode:

Money Making Sense
How to know when your aging parents need help

Money Making Sense

Play Episode Listen Later Mar 1, 2023 30:37


BEST OF EPISODE:  Knowing the signs your parents need help is just the first step.  Chris Orestis, President of Retirement Genius, says the entire family needs to be on the same page when its comes to their healthcare and financial needs. Find out how much it could cost for nursing home care, and if it's covered by Medicare. Hint: it usually isn't. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here.See omnystudio.com/listener for privacy information.

Retirement Genius
Episode Twelve | Part One: Overcoming the Challenges of Aging

Retirement Genius

Play Episode Listen Later Nov 1, 2022 28:12


Everyone wants to be able to retire at some point and live a happy, healthy, and financially secure life beyond their work years. But not enough people are planning to achieve this goal, and people need to remember that hope is not a plan. In the season finale of Retirement Genius, Chris and Joe discuss overcoming the challenges of aging, along with more information about why high inflation is leading to the biggest raise in Social Security in more than 40 years.

Retirement Genius
Episode Ten | Part One: Impact of Climate Change on Retirement

Retirement Genius

Play Episode Listen Later Sep 6, 2022 31:18


As people plan for retirement, they now need to consider a factor previous generations didn't need to worry about: climate change. Climate change is going to affect retirees' decisions on where to live, how to stay healthy, and how to avoid financial problems brought on by extreme weather events. This week on Retirement Genius, Chris discusses how the rise of heat waves, wildfires, drought, hurricanes, and flooding, are all recipes for disaster in the lives of seniors not well suited to cope with these conditions.

Retirement Genius
Episode Nine | Part One: Building a Recession-Proof Retirement

Retirement Genius

Play Episode Listen Later Jul 18, 2022 35:52


Anyone planning to retire this year is facing some serious economic challenges that they must consider, but it is important to remember that economies are cyclical and when dark clouds gather-- they will eventually pass. And this week on the Retirement Genius podcast, Chris rolls out a 10 Point Plan to Build a Recession-Proof Retirement:1. Don't panic sell.2. Maintain an investment mix that keeps enough cash to cover 2 years of a retirement budget.3. Look at investing in Bonds and Treasuries for higher yields over the next couple of years.4. Pay down debt, especially credit cards or anything tied to an adjustable rate.5. Time to re-evaluate and prioritize how you spend your money and get on a budget.6. Hold off buying real estate or refinancing a mortgage.7. Evaluate your entitlements such as Social Security and Medicare.8. Provide security for the future by looking at insurance today.9. Guarantee a lifetime income or funds for long-term care with annuities.10. Look to assets as a possible source of income.

Total Information AM
Inflation is forcing some older Americans to make tough decisions

Total Information AM

Play Episode Listen Later Jul 4, 2022 7:47


Chris Orestis, President of Retirement Genius joins Debbie and Megan talking about what inflation and retirement tips. 

Alabama's Morning News with JT
Chris Orestis 061022

Alabama's Morning News with JT

Play Episode Listen Later Jun 10, 2022 5:10


Chris Orestis, President of Retirement Genius, talks about some sensible Fathers Day gifts for dads who are near and past retirement.

Retirement Genius
Episode Eight | Part One: Solving the Unique Challenges Facing Women in Retirement

Retirement Genius

Play Episode Listen Later Jun 6, 2022 30:31


As we've said in previous episodes of Retirement Genius, saving for retirement remains one of the most important financial goals for both men and women. But while saving for retirement is a huge venture for everyone, women face unique obstacles that need to be taken into account in their long-term planning. In part one, Chris breaks down the challenges facing women in retirement including benefits & entitlements, insurance, assets, and income.

Alabama's Morning News with JT
Chris Orestis 042822

Alabama's Morning News with JT

Play Episode Listen Later May 6, 2022 5:53


President of Retirement Genius, Chris Orestis, discusses tough decisions that have to be made regarding taking care of elderly parents later in life.

TJ Trout
Chris Orestis

TJ Trout

Play Episode Listen Later May 5, 2022 32:51


Chris Orestis President of Retirement Genius discusses long term care for your parents with TJ on News Radio KKOB See omnystudio.com/listener for privacy information.

chris orestis retirement genius
Alabama's Morning News with JT
Chris Orestis 041322

Alabama's Morning News with JT

Play Episode Listen Later Apr 13, 2022 6:09


Chris Orestis, president of Retirement Genius, discusses the growing older homeless population with rent increasing in the US

Money Making Sense
3 signs to know when your aging parents need help

Money Making Sense

Play Episode Listen Later Apr 6, 2022 30:36


Knowing the signs your parents need help is just the first step.  Chris Orestis, President of Retirement Genius, says the entire family needs to be on the same page when its comes to their healthcare and financial needs. Find out how much it could cost for nursing home care, and if it's covered by Medicare. Hint: it usually isn't. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. See omnystudio.com/listener for privacy information.

Retirement Genius
Episode Six | Part One: Tax Time

Retirement Genius

Play Episode Listen Later Apr 4, 2022 28:14


When it comes to taxes, Americans have two duties—pay their fair share and don't pay a penny more than they truly owe! For most people in their retirement years, every penny counts, but a huge number of those pennies can end up going to Uncle Sam. That's why it's important for older Americans and their families to understand as much as they can about the tax opportunities and the tax liabilities people will need to navigate when they are seniors. In part one, Chris runs down the tax traps or opportunities every Retirement Genius needs to know.

Alabama's Morning News with JT
Chris Orestis 033122

Alabama's Morning News with JT

Play Episode Listen Later Mar 31, 2022 6:20


Chris Orestis, president of Retirement Genius, talks about being smart with your money to prepare for retirement.

The Georgene Rice Show
February 28, 2022

The Georgene Rice Show

Play Episode Listen Later Mar 1, 2022 80:41


A look at the weekend headlines, a conversation with Chris Orestis, CSA, president of Retirement Genius, is a retirement and long-term care planning expert, senior issues advocate, and author. Question: Will 5G put older Americans in a bind?  As well as Chris Thurman, 30th Anniversary edition of “The Lies We Believe: Renew Your Mind and Transform Your Life” See omnystudio.com/listener for privacy information.

americans csa chris orestis chris thurman retirement genius
Columbus Perspective
Columbus Perspective: February 6, 2022

Columbus Perspective

Play Episode Listen Later Feb 6, 2022 59:50


00:00 Show Open / Doctor David Goff, Director of the Division of Cardiovascular Sciences at the National Heart, Lung & Blood Institute, discusses heart health. 10:45 Courtesy of our sister station, WBNS 10-TV, Tracy Townsend presents topics that include Intel's recent announcement to build a $20 Billion computer chip-making operation in New Albany, the ongoing fight over the redrawing of legislative districts in Ohio, and Hilliard's move toward equipping police officers with body cameras. 36:00 Chris Orestis, President of Retirement Genius, presents tips and advice for seniors.

tv director president ohio billion columbus intel courtesy lung hilliard new albany national heart blood institute chris orestis retirement genius cardiovascular sciences tracy townsend
Aging in Portland | Radio Show and Podcast
1/17/22: Chris Orestis, President & Founder of Retirement Genius with Retirement Genius | Paying for Long-term Care | Aging Today

Aging in Portland | Radio Show and Podcast

Play Episode Listen Later Jan 17, 2022 74:36


This week on the Aging Today podcast, I interviewed President & Founder of Retirement Genius, Chris Orestis. She discusses paying for long-term care. It is inevitable...if you live long enough, long-term care is a reality that eventually will confront each of us. The question becomes, Are you prepared for this coming expense? Well, it is good to know that we have a "Retirement Genius" on today's show to walk us through the costs associated with our future care. He is Chris Orestis. an expert in retirement planning, financial health, and long-term care. He is your go-to resource for everything you need to live a happier. healthier, and more fulfilling life throughout your time on earth. #Portland

WBGL Community Matters
Preparing For Long-Term Care

WBGL Community Matters

Play Episode Listen Later Jan 12, 2022 16:00


It's difficult for families to think about long-term care for their parents or grandparents and sometimes the need for this arises when families are unprepared. Chris Orestis from Retirement Genius gives advice on how to navigate through these important decisions as a family and help our parents or grandparents have the best long-term care possible.

preparing long term care chris orestis retirement genius
Influential Entrepreneurs with Mike Saunders, MBA
Interview with Chris Orestis, CSA President of Retirement Genius

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 30, 2021 19:11


Chris is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years' experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, and in 2017 he founded the LifeCare Xchange.Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging– with a third book Retire Like a Genius to be published in 2021. He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. In 2019, Chris was named one of the twenty most innovative people in the life insurance industry by the National Association of Independent Life Brokerage Agencies (NAILBA).He has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger's, Investor's Business Daily, AARP, PBS, and numerous other media outlets, is a frequent columnist for NewsMax Finance, Broker World, ThinkAdvisor, IRIS, and has been a guest expert on over 50 radio programs and TV appearances.Learn More: https://retirementgenius.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-orestis-csa-president-of-retirement-genius

Business Innovators Radio
Interview with Chris Orestis, CSA President of Retirement Genius

Business Innovators Radio

Play Episode Listen Later Nov 30, 2021 19:11


Chris is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years' experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, and in 2017 he founded the LifeCare Xchange.Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging– with a third book Retire Like a Genius to be published in 2021. He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. In 2019, Chris was named one of the twenty most innovative people in the life insurance industry by the National Association of Independent Life Brokerage Agencies (NAILBA).He has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger's, Investor's Business Daily, AARP, PBS, and numerous other media outlets, is a frequent columnist for NewsMax Finance, Broker World, ThinkAdvisor, IRIS, and has been a guest expert on over 50 radio programs and TV appearances.Learn More: https://retirementgenius.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-orestis-csa-president-of-retirement-genius

Wilson County News
Holiday visit sparking concerns with aging parents? What to look for

Wilson County News

Play Episode Listen Later Nov 23, 2021 3:53


As families reunite during the holidays, it's not unusual for adult children who haven't seen their aging parents in a while to begin to worry about them. Are they experiencing health problems? Are they still mentally on top of things? Is it time to start thinking about long-term care? “The holidays and their aftermath are the busiest time of year for long-term care admissions,” said Chris Orestis, president of Retirement Genius (www.retirementgenius.com) and an authority on retirement planning, long-term care, and financial health. “Between Thanksgiving and Christmas, families get together and many are seeing Mom or Dad for the first...Article Link

christmas holiday dad mom concerns sparking aging parents chris orestis retirement genius between thanksgiving
Retirement Genius
Episode Two | Part One: Strategies to Pay for Long-Term Care

Retirement Genius

Play Episode Listen Later Nov 22, 2021 28:10


In episode two of Retirement Genius we ask, with so many people affected by long-term care needs, why are people not better prepared? Also in part one, we'll discuss how people know when they'll need long-term care and the roles family members will play when a loved one needs care in the future.

The NFN Radio News Podcast
Navigating Medicare Open Enrollment

The NFN Radio News Podcast

Play Episode Listen Later Nov 9, 2021 33:49


The Medicare open enrollment period ends on December 7, so if you're a senior and on Medicare, you should listen up:Thanks for joining us today on the Lean to the Left podcast.If you're a senior wondering what to do about supplemental Medicare coverage, that's the topic of today's program. It can be a confusing decision with so many different offerings and options, so its important to have the facts.So, for help, we're turning to Chris Orestis, president of Retirement Genius, an expert on financial health, long term care, and retirement issues. He's author of two books, “Help on the Way” and “A Survival Guide to Aging” and has a third book, “Retire Like a Genius” on the way. He's been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity.Take a listen, either for yourself, or to pass on to your loved ones who might need help.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-lean-to-the-left-podcast--4719048/support.

The NFN Radio News Podcast
Navigating Medicare Open Enrollment

The NFN Radio News Podcast

Play Episode Listen Later Nov 9, 2021 30:49


The Medicare open enrollment period ends on December 7, so if you're a senior and on Medicare, you should listen up:Thanks for joining us today on the Lean to the Left podcast.If you're a senior wondering what to do about supplemental Medicare coverage, that's the topic of today's program. It can be a confusing decision with so many different offerings and options, so its important to have the facts.So, for help, we're turning to Chris Orestis, president of Retirement Genius, an expert on financial health, long term care, and retirement issues. He's author of two books, “Help on the Way” and “A Survival Guide to Aging” and has a third book, “Retire Like a Genius” on the way. He's been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity.Take a listen, either for yourself, or to pass on to your loved ones who might need help.

Earth911.com: Sustainability In Your Ear
Earth911 Podcast: Chris Orestis On Retiring During the Climate Crisis

Earth911.com: Sustainability In Your Ear

Play Episode Listen Later Nov 3, 2021 26:43


Our guest, Chris Orestis, is the president of Retirement Genius and a nationally recognized expert on retirements issues. Every generation will feel the impact of climate change, and at a time when demographics are already working against the rising tide of seniors they need to factor in new risks during their retirement. While Millennials, Gen Z and children face long-term impacts on their health, economic opportunities and lifestyles, retiring Baby Boomers must also reckon with the consequences of extreme heat, the potential for disruption of their lives by wildfire, food shortages and the economic impact of climate change on their retirement nest egg. How should older people be rethinking their assumptions about retirement? What changes to existing plans should Boomers be making? We've got the guy with the answers.

Retirement Genius
Episode One | Part One: How to Retire Like a Genius

Retirement Genius

Play Episode Listen Later Nov 1, 2021 34:17


In the first episode of the podcast, Chris shares the origin story behind “Retirement Genius”, his philosophy for building a well-balanced retirement, and the common mistakes people make when preparing for retirement.

genius retire retirement genius
Wintrust Business Lunch
Wintrust Business Lunch 10/15/21: ‘Fake it 'til you make it' startups, open enrollment season begins, and regaining financial control

Wintrust Business Lunch

Play Episode Listen Later Oct 15, 2021


Segment 1: Harry Kraemer, professor at Kellogg School of Management and former CEO of Baxter joins guest host Ilyce Glink to discuss due diligence and the startup company practice of “fake it ’til you make it.” Segment 2: Chris Orestis, CSA, president of Retirement Genius, chats with Ilyce about the start of open enrollment for this season and […]

ForbesBooks Radio
Featured Guest: Chris Orestis

ForbesBooks Radio

Play Episode Listen Later Oct 5, 2021 31:34


Newscaster Joe Moore once said, “A simple fact that is hard to learn is that the time to save money is when you have some.” We all want to save money, but are we ready to retire? This week, Joe is joined by Chris Orestis AKA the Retirement Genius. Chris talks about how he has been helping folks navigate the complex world of retirement for more than 25 years.

chris orestis retirement genius
The NFN Radio News Podcast
Fighting the Rx Ripoff

The NFN Radio News Podcast

Play Episode Listen Later Sep 28, 2021 29:06


If you're a senior paying exorbitant prices for prescription drugs, the news out of Washington is not very good.That's because legislation that would help lower those drug prices appears to be stuck, apparently the victim of intense lobbying by the pharmaceutical industry, which reportedly has lured a number of Democratic legislators into its camp. And there is very little, if any Republican support.So, the forecast for this proposal, a priority of President Biden, is mostly cloudy at best. Today, we're with Chris Orestis, president of Retirement Genius, an expert on financial health, long term care, and retirement issues. Considered a political insider and senior issues advocate, Chris is a former Washington, D.C. lobbyist who has worked at the White House and for the Senate Majority Leader on Capitol Hill.He's author of two books, “Help on the Way” and “A Survival Guide to Aging” and has a third book, “Retire Like a Genius” on the way. He's been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity.Chris lays out for us how a small group of lawmakers are doing the bidding of Big Pharma and blocking legislation that would provide prescription drug price relief, and steps seniors can take to help reduce their own Rx expenditures.Take a listen.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-lean-to-the-left-podcast--4719048/support.

The NFN Radio News Podcast
Fighting the Rx Ripoff

The NFN Radio News Podcast

Play Episode Listen Later Sep 28, 2021 26:26


If you're a senior paying exorbitant prices for prescription drugs, the news out of Washington is not very good.That's because legislation that would help lower those drug prices appears to be stuck, apparently the victim of intense lobbying by the pharmaceutical industry, which reportedly has lured a number of Democratic legislators into its camp. And there is very little, if any Republican support.So, the forecast for this proposal, a priority of President Biden, is mostly cloudy at best. Today, we're with Chris Orestis, president of Retirement Genius, an expert on financial health, long term care, and retirement issues. Considered a political insider and senior issues advocate, Chris is a former Washington, D.C. lobbyist who has worked at the White House and for the Senate Majority Leader on Capitol Hill.He's author of two books, “Help on the Way” and “A Survival Guide to Aging” and has a third book, “Retire Like a Genius” on the way. He's been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity.Chris lays out for us how a small group of lawmakers are doing the bidding of Big Pharma and blocking legislation that would provide prescription drug price relief, and steps seniors can take to help reduce their own Rx expenditures.Take a listen.

Alabama's Morning News with JT
Chris Orestis 092821

Alabama's Morning News with JT

Play Episode Listen Later Sep 28, 2021 3:47


Chris Orestis, President of Retirement Genius discusses whether older Americans are going to get a break on prescription drug prices

62 Who Knew
62 Who Knew ?!? Ep 080

62 Who Knew

Play Episode Listen Later Mar 25, 2021 59:10


Hi, it's Mark Goldberg, and Today at 5:00 PM EDT It will be my honor to guest host for the superb Mike Banner on the 62 WhoKnew television show.Please join me, and my guest Chris Orestis of LifeCare Xchange at 5:00 PM at:WWW.WeBeamTV.comWe will be discussing Life Settlements in today's markets Chris Orestis (www.retirementgenius.com), known as the “Retirement Genius,” is the President of LifeCare Xchange and a nationally recognized healthcare expert and senior advocate. He has 25 years of experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. A political insider, Orestis is a former Washington, D.C., lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. Orestis is the author of the books Help on the Way and A Survival Guide to Aging, and has been speaking for over a decade across the country about senior finance and the secrets to aging with physical and financial health. He is a frequent columnist for Broker World, ThinkAdvisor, IRIS, and NewsMax Finance has been a featured guest on over 50 radio programs and has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger's, Investor's Business Daily, PBS, and numerous other media outlets. See acast.com/privacy for privacy and opt-out information.

KRMG In-Depth
"Retirement Genius" founder Chris Orestes speaks with KRMG's Russell Mills

KRMG In-Depth

Play Episode Listen Later Sep 22, 2020 22:52


Chris Orestes is a nationally recognized expert on senior care, retirement, and long term care, including funding solutions. His advice for seniors and their families can be summed up in two words: "Don't panic." We talk at length about health, finances, and security - always important issues, but perhaps more vital than ever during a pandemic.

founders retirement genius orestes retirement genius russell mills