Podcasts about retirement genius

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Best podcasts about retirement genius

Latest podcast episodes about retirement genius

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.

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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.

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.

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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

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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.

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

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.

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.

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