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"Take charge. Your retirement is your time." Our hosts, Stephanie McCullough and Kevin Gaines, sit down with Dr. Andi Simon, corporate anthropologist and author of Rethink Retirement, whose research offers a bracing corrective to how most people think about life after work. Andi spent years embedding herself in senior living communities on the west coast, interviewing residents who had done everything "right" financially and still found themselves empty, bored, and stripped of identity. Through it all, she's concluded that retiring from something is not the same as retiring to something. The central tension Andi identifies is one of agency. Retirement is a transition most people face without any rehearsal. Unlike a career, which assigns identity, purpose, and daily rhythm almost automatically, retirement demands that individuals build those things from scratch. Most people don't realize this until the calendar is suddenly, completely clear. Her research also surfaces a loneliness epidemic quietly accelerating among retirees. Work colleagues disappear, and friendships built around shared roles don't transfer easily. Also, relationships don't deepen automatically just because time is now available. Instead, they must be deliberately cultivated. Andi suggests trying new activities, building community intentionally, and recognizing which old roles to carry forward and which to release. Above all, she invites near-retirees to take charge, not just of their portfolio, but of the life waiting on the other side! Key Topics: What is a Corporate Anthropologist? (02:31) Research in Senior Living (05:57) Identity Loss When Work Ends (07:49) Retirement Myths Held by the Youth (11:02) Talking with Your Adult Children About What Matters to You (19:54) "How Do I Have Purpose, Agency, and Meaning in This New Chapter?" (21:09) The Loneliness Epidemic in Retirement (24:00) Building New Community From Scratch (25:29) When Retirement Is Forced Upon You (36:09) Overcoming Retirement Misconceptions and Finding Your Unique Path (39:14) Stephanie and Kevin's Takeaways (42:28) Resources: AndiSimon.com Andrea Simon on LinkedIn Andi Simon on Substack If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com You can find the transcript and more information about this episode at www.takebackretirement.com. Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn. Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.
Senior care advisor Neil Nagraj and podcaster Laura House join Vanessa to talk about the impossible math of senior housing: when aging in place stops working, what assisted living actually is, and why so many families wait for a crisis before making a plan. Also discussed: memory care, Medicaid myths, long-term care insurance, and Gen X's grim future.Learn more about Neil's company, The Senior Housing Authority. For more from Laura, listen to How's Your Boomer? or subscribe to the newsletter.
After celebrating our 100th episode in front of a live audience, the News Man Weekly crew returns to the familiar confines of the Richland Source podcast studio. This week, Carl, Zac and Hayden dive into some of the biggest local stories making headlines, including a major roundabout project in the Lexington-Ontario corridor, the opening of Silver Birch of Mansfield and storm damage across Knox County. Later, we sit down with Destination Mansfield Richland County President Lee Tasseff for a conversation about tourism's impact on the local economy, what attractions are bringing visitors to the area and why this summer could be one of the busiest yet for Richland County. This episode is powered by the great folks at Relax, It's Just Coffee. Relevant links: Friedrick on Cleveland mob: Angelo Lonardo, Danny Greene & FBI investigations Roundabout construction to close Lex-Springmill/Home roads June 15 for 120 days Silver Birch opens doors to affordable assisted senior living in Mansfield Short, severe thunderstorm results in serious damage, power outages across Knox County Be a Source Member for unlimited access to local, independent journalism.Support the show: https://richlandsource.com/membersSee omnystudio.com/listener for privacy information.
This week on Bridge the Gap we sit down with the Roeland Pelgrims and Stijn Verrept of Nobi to discuss how technology is reshaping the future of senior living. The conversation explores the operational realities caregivers face daily, the challenges senior living operators encounter amid staffing shortages, and why discreet, intelligent technology is critical to the future of aging services.Key TopicsThe origin story behind Nobi's smart lighting platformWhy caregiver workflows inspired the company's missionThe operational burden of fall-related investigationsHow AI-powered fall detection works in senior livingReducing falls by 50–55% in assisted living and memory careThe importance of dignity-centered technology designStaffing shortages and operational efficiency in senior housingWhy connected ecosystems are the future of care deliveryAI's role in simplifying senior living technology adoptionMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestsRoeland Pelgrims: https://www.linkedin.com/in/roeland-pelgrims-2749805/Stijn Verrept: https://www.linkedin.com/in/stijn-verrept/ Learn More about Nobihttps://nobi.life Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.
What if your healthcare team already knew what happened during your hospital stay — before you even explained it? What if someone on your care team noticed you were struggling on a Saturday and simply showed up? In this episode, Jamie sits down with Christopher Laffey, Nurse Practitioner at Your Health, to break down what a truly connected, proactive model of care actually looks like when it's working. Christopher practices in North Charleston, SC, where his team — nurses, therapists, social workers, community health workers, and more — functions less like a traditional office practice and more like a living, breathing safety net woven around each patient's real life. What you'll hear in this episode: Why most patients are failing not because nobody cares, but because the system itself is fragmented — and what doing it differently actually looks like on a Tuesday morning The real difference between "patient-centered" as a marketing phrase and patient-centered as a daily practice (hint: it involves seeing the medication bottles on the kitchen table) A powerful real-life story of a bedbound patient whose caregiver suddenly disappeared — and how the team mobilized over a weekend, on their own time, to prevent a hospitalization The single mindset shift every clinician needs to make the transition from visit-based thinking to longitudinal care Why "value-based care" doesn't mean discounted care — it means the organization is accountable for your outcomes, not just your appointments If you've ever left a doctor's appointment feeling more confused than when you walked in, this episode will show you what healthcare can feel like when it's actually designed around you. www.YourHealth.Org
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Eddy Benoit Jr.
#thismorning | How to #choose the right type of #senior #living | Michele Holleran, DeArment Consulting | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness
#thismorning | How to #choose the right type of #senior #living | Michele Holleran, DeArment Consulting | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness
Hali and Christie from Eastwood Senior Living stopped by the Front Porch.
In this McKnight's Senior Living Newsmakers podcast, Front Porch CEO Sean Kelly and Editor Lois Bowers discuss the gap between public perception and the reality of modern senior living and how senior living providers can counter the view that aging is synonymous with decline. Kelly shares how Front Porch is cultivating a culture of transparency and partnership, meeting the high expectations of the baby boomer generation, which differ from previous generations. Listen to hear how technology is fostering connection, how communities are becoming places for older adults to discover purpose and wellness, and ways to address the perennial industry challenges of recruiting and retaining a skilled workforce. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep. 37 There is another side of assisted living ownership that people do not always talk about when they are teaching you how to be licensed. Or, does not always make it into the sales pitch, the Facebook group conversation, or the “start your own assisted living” checklist.This episode is about that side.And, if you are going to own, operate, sell, or serve inside assisted living, you need to understand the weight and the beauty of what you are stepping into.You deserve an honest conversation about what it really takes.Listen if you are:Thinking about opening an assisted living homeNewly licensed and trying to figure out what comes nextAlready open and realizing ownership feels heavier than you expectedWorking inside a senior living communityLeading a team and trying to build stronger systemsIn sales and wanting to better understand the care promise behind the visitSerious about serving aging adults well, not just making moneyREMINDER:Licensing opens the door. Leadership keeps the promise. Occupancy creates the revenue to keep the doors open.And dignity and integrity should always guide the way you do the work.RESOURCES:If you have not listened to the 21-Day All Things Senior Living Sales series yet, go back and start there. That series gives you the marketing, sales, and move-in foundation you need to start building your occupancy engine.The companion workbook for the 21-day series will include worksheets, checklists, guides, AI prompts, and practical tools to help you apply what you learned.And if you are ready for deeper marketing training, the Momentum Marketing Bootcamp begins June 10th. This 10-week bootcamp is designed to help you clarify your market position & message, strengthen referral strategy, and create a clearer path to getting residents without guessing your way through it.Take what you need. Share what helps. Come back for more.
Senior living occupancy is climbing, but the headline numbers only tell part of the story.In this episode, I sit down with Maggie Seybold, Vice President of Customer Insights at WelcomeHome, to explore what the latest data reveals about occupancy, sales performance, and resident retention across thousands of senior living communities. Drawing from WelcomeHome's extensive benchmark data, Maggie explains why average occupancy figures can be misleading, how top-performing operators are generating stronger results with fewer leads, and where many communities are losing prospects in the sales process.The conversation also examines the growing influence of AI on senior living search behavior, the importance of post-tour engagement, and why operators should focus just as much on length of stay as they do on move-ins. Maggie shares practical insights on the metrics that matter most, the strategies high-growth communities are using to increase occupancy, and what operators should be doing now to prepare for the next generation of senior living consumers. WelcomeHome Data Report Link. What does senior living occupancy really look like in 2026? Maggie Seybold of WelcomeHome shares data-backed insights on occupancy trends, sales performance, AI-driven search behavior, resident retention, and what separates top-performing communities from the rest.Episode Timestamps2:00 – Introduction to Maggie Seybold and WelcomeHome3:20 – The real story behind today's occupancy numbers5:20 – Why occupancy averages don't tell the whole story6:00 – The KPIs that actually matter in senior living sales8:15 – The industry's biggest missed opportunity: post-tour follow-up11:00 – Why sales teams struggle with closing11:45 – How AI is changing senior living search behavior15:20 – The risks and opportunities of AI-driven discovery16:15 – What top-performing communities do differently19:40 – Occupancy protection and the importance of length of stay22:30 – The surprising relationship between sales cycle length and resident retention24:30 – How high-growth communities accelerate occupancy gains26:15 – Preparing for the next generation of senior living consumers28:20 – Maggie's outlook on the future of senior living sales and marketing29:00 – Closing thoughts
Have a marketing question? Text it here!You Learned It. Now Here's How to Actually Implement It — Week by Week.The final episode in the twenty-one days series. If you've been with me since Day 1, first let me say thank you. But maybe you're sitting there right now thinking:"Okay Tiffany...now what?"Because by now you've learned about many things in your business that suddenly feel like they all need attention. And if you're have a small community, you're probably wondering how one person is supposed to do all of it.The answer? You're not...At least not all at once.In this final episode of the series, I'm giving you the roadmap I wish more owners had from the beginning. Not another strategy. Not another checklist. But a practical 90-day plan that helps you prioritize what matters most first.If you are wondering how to secure your next move-in, this episode is for you.What's Next?I'm gearing up for two exciting opportunities to help you continue building momentum: Momentum Marketing Bootcamp - June 10thA 10-week implementation-focused program designed to help you attract more inquiries, build referral relationships, strengthen your messaging, and create a marketing plan that actually drives move-ins.Compass Rose XL - July 9thA 12-month coaching and implementation program for new owners and communities under 50% occupancy who want deeper support, accountability, and long-term growth.Learn more:www.startwithoccupancy.com/programsIf this 21-day series helped you, would you do me a favor? Share it with another owner. Also, please subscribe to the podcast so you don't miss what's coming next.And if you've been listening quietly from the sidelines, leave a review. It helps more owners discover the show and ultimately helps more aging adults receive better care.Take what you need. Share what helps. Come back for more.
Practical guidance for families noticing early signs—missed medications, difficulty with meals, or increased falls—and how to start the conversation with care and empathy.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Eddy Benoit Jr.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Eddy Benoit Jr.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Eddy Benoit Jr.
On this episode of Bridge the Gap, hosts Josh and Lucas sit down with Brandon Logsdon to discuss how technology, AI, and operational alignment are shaping the future of senior living. Brandon reflects on his first year leading Aline and shares how the company unified six separate organizations into one cohesive culture focused on “elevating the aging experience.”Meet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestBrandon Logsdon: https://www.linkedin.com/in/brandon-logsdon-325481212 Learn More about Alinehttps://alineops.com/ Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.
Send us Fan MailContact us at www.SeniorLiving.comA fall, an unexpected hospital stay, and suddenly your family is making life-changing decisions with a clock ticking in the background. We sit down with Lisa and Paul Marsh from Senior Aid, senior living expert Deanna Allen, and Kelly Denny to cut through the noise around Medicaid planning, long-term care, and the real steps families can take before hospital discharge turns into an expensive scramble. If you have aging parents or you're planning for your own future, this conversation is designed to replace panic with a clear path forward. We get specific about the biggest misconception we see everywhere: people assume Medicare will pay for long-term care. We explain why long-term Medicaid is often the primary payer for ongoing support, why it is not limited to “the poverty line,” and why the process can take months if you wait until a crisis. Lisa shares what she wishes she had known earlier about eligibility, planning, and the uncomfortable but critical step of understanding exactly where Mom or Dad's money is and how it's structured. We also dig into waiver programs and what families should listen for when they hear the word “waiver,” including Utah's New Choices Waiver as an example of how state-by-state rules can change the best strategy. Then we shift to the real estate side: how to sell a parent's home without getting trapped by delays, lowball offers, deed transfers, or gifting mistakes that can trigger Medicaid penalties. Finally, we address the emotional weight: guilt, stigma, and how touring modern senior living communities can change everything. Subscribe, share this with a sibling, and leave a review so more families can find the guidance they need before the next emergency hits.
Senior living is no longer a niche investment; it's becoming one of the biggest demographic opportunities of the next two decades. In this episode, Jerry Vinci breaks down why the "silver tsunami" is creating massive demand for senior housing, assisted living, and memory care communities. From occupancy growth and operational challenges to lead-generation systems and investment due diligence, Jerry reveals what separates thriving senior-living operators from struggling ones. Listen now to learn why this asset class is attracting serious attention from investors nationwide. Key Takeaways To Listen For How demographic shifts are driving sustained need for senior living communities Overlooked gaps where senior housing communities lose revenue Ways reliance on referral agencies can quietly erode your bottom line Why robust marketing-to-move‑in systems are the engine of occupancy gains How operator execution quality can make or break a senior housing deal Resources/Links Mentioned In This Episode Becoming a Category of One by Joe Calloway | Kindle, Paperback, and Hardcover A Place for Mom Caring About Jerry Vinci Jerry Vinci is the founder and CEO of CCR Growth, a marketing and growth agency dedicated exclusively to the senior living industry. With more than 20 years of experience in marketing, demand generation, and occupancy growth, Jerry helps senior living operators build scalable systems that generate qualified leads, improve move-ins, and create more predictable growth. He is also the host of the From Leads to Leases podcast, where he speaks with industry leaders about senior living marketing, operations, sales strategy, and the future of occupancy growth. Known for his direct, systems-driven approach, Jerry focuses on aligning marketing, sales, and operations to help communities grow sustainably and serve families more effectively. Connect with Jerry Website: CCR Growth LinkedIn: Jerry Vinci Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
What's really driving executive director burnout in senior living? And why are so many operators struggling to hire — and keep — great leaders? In this episode of Foresight Radio, Steve Moran speaks with Chris Heinz, president and managing partner at Westport One, for a candid conversation about leadership, recruiting, burnout, culture, and the future of senior living operations. Chris shares why the industry's obsession with "facts and features" hiring is failing, why leadership training often misses the mark, and how the best operators are creating cultures that people actually want to stay in. The conversation explores: Executive Director burnout in senior living Leadership training gaps Hiring and retention strategies Why culture matters more than ever The shift from visionary leadership to tactical leadership How operators can better support teams What hiring managers are getting wrong Why candidates need to sell accomplishments — not job descriptions The importance of mentorship and support systems Building senior living cultures that attract top talent Chris also discusses his personal journey through endurance racing and fundraising for dementia care and how that mindset has shaped his perspective on leadership and resilience. If you're a senior living operator, executive director, sales leader, recruiter, or industry professional trying to build stronger teams and healthier cultures, this episode is packed with practical insights. #SeniorLiving #Leadership #ExecutiveDirector #HealthcareLeadership #SeniorCare #Burnout #Culture #Hiring #Retention #SeniorLivingForesight
In this episode of Connecting the Dots, Matt sits down with Jill Vitale-Aussem, President and CEO of Christian Living Communities, to explore a powerful shift in senior living: moving from a hospitality-driven model to a citizenship model rooted in purpose, belonging, reciprocity, and shared ownership.Jill reflects on her early experiences in nursing homes, the moment she began questioning the “we'll do everything for you” promise often found in senior living, and why true community is built when residents are seen not just as customers, but as citizens with gifts, agency, and something meaningful to contribute.Together, Matt and Jill discuss how this model changes daily life inside communities, how residents and team members care for one another, and why leaders should begin with better questions instead of ready-made answers.Guest Bio:Jill Vitale-Aussem is the President and CEO of Christian Living Communities, where she leads the organization's vision, culture, and growth across a continuum of services for older adults. With more than 30 years of experience in senior living, Jill has served in leadership roles across nursing homes, assisted living communities, and life plan communities. She previously served as President and CEO of the Eden Alternative, advancing a global movement focused on improving quality of life for older adults and their care partners.Jill is a licensed nursing home administrator, reframing aging facilitator, Eden Alternative educator, and graduate of the LeadingAge Leadership Academy. She is also the author of Disrupting the Status Quo of Senior Living: A Mindshift and speaks internationally on leadership, culture change, and ageism.Chapters:02:00 — Introduction to Jill Vitale-Aussem03:14 — Jill's path into senior living06:07 — Questioning the hospitality model07:14 — Purpose, independence, and ageism09:06 — What citizenship means in senior living10:18 — Citizenship in everyday community life13:07 — Doing things with residents, not for residents15:15 — Purpose in action17:02 — Helping people recognize their gifts19:02 — Resident ownership of team member experience22:01 — How citizenship reshapes leadership23:34 — Reciprocity between residents and team members25:34 — Where leaders should begin27:45 — Closing reflections
J Darrin Gross I'd like to ask you, Jerry Vinci, what is the BIGGEST RISK? Jerry Vinci I would definitely lean on the Senior Living industry for sure. To answer that question. I think the biggest risk for sure, and this goes back to our capital facing services would just be the operator selection. You know, a lot of people might think it's like cap rate compression or labor shortages or even like regulatory changes, but, you know, those are obviously all real. But that that the risk is that you partner with an operator that can't actually do what they said they're going to do in a specific market where that assets located. You know, again, you've got to look at like, what are the competitors doing in that space and and it's, it's the dominant risk, in my opinion, just because the consequences compound for years before they actually fully show up. I What else can I say about that? Yeah, like operator I guess, kind of what I was just describing about the different asset value depending on occupancy. You know, operator failure doesn't always look like operator failure. You know, when it comes to senior living, occupancy can drift because, you know, you're dealing with older residents who, for any given reason, can can leave or move out. But, uh, you know, a building can document see, can drift from, say, like 92% to 82% over 18 months. But nobody can explain why. And that's that goes back to something like, maybe the aggregator dependency on those third party leads that are coming in, or maybe their reputation has decreased slightly over that time period, but nobody's really paid attention. But you know, going from a 4.8 star rating to a 4.3 or something like that holds more weight than people might realize, and even even like something might not show up on a quarterly report, it might show up in a larger report, but they're not. They're not seeing it because it's, it's a slow drip, you know. So I think, just from from a risk assessment perspective, it's always going to come back to that operator and how that operator is able to maintain or increase performance of that asset. https://www.linkedin.com/in/jerryvinci/?isSelfProfile=false
In this episode of The Jake & Gino Show, Jake and Gino interview Jerry Vinci, Founder & CEO of CCR Growth and one of the leading marketing strategists in the senior living industry. Jerry shares how senior living operators can increase occupancy, modernize outdated marketing systems, and prepare for the explosive growth coming from America's aging population. From lead conversion strategies to technology adoption and niche positioning, this conversation explores the business side of assisted living and senior housing investing. Timestamps: 00:00 – Introduction 01:42 – Jerry Vinci's journey into senior living 05:18 – The biggest occupancy challenges operators face 09:36 – Why follow-up matters more than leads 14:08 – Selling care instead of floorplans 18:52 – Marketing strategies that actually convert 23:11 – Technology adoption in senior living 28:04 – Preparing for the “Silver Tsunami” 33:20 – Why specialization creates market dominance 37:41 – The future of senior housing investing 41:18 – Final advice for operators & investors 43:12 – Closing thoughts and where to connect with Jerry Connect with Jerry Vinci:https://ccrgrowth.com/https://growthlyseniorliving.com/https://www.linkedin.com/in/jerryvinci/ Want to learn more about multifamily investing and building long-term wealth? Visit:https://wheelbarrowprofits.com/ We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Quentin interviews Jerry Vinci to explore the nuances of senior living, marketing strategies, investment opportunities, and the importance of community and relationships in this vital industry. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Mitch Braff is the founder of LiquidView whichcreates wellness-focused digital windows forwindowless spaces. The product transformswindowless spaces like hotels, senior livingcenters and office spaces into places of beautyand tranquility.https://www.seniorcareauthority.com/resources/boomers-today/
Have a marketing question? Text it here!When you finally hit 100% occupancy, it feels like the finish line. But, it isn't.Because in senior living, turnover is inevitable. Residents move. Care needs change. Families relocate. Life happens.And if your occupancy strategy begins only after a room opens, then you're already behind.In this episode, I share the story of one of the most driven sales managers I ever worked with...someone who hit 100% occupancy in an emerging competitive market…and then asked the question most never think to ask:“Now what?” The answer?Build a pipeline so strong you have no lost revenue days. Yes, that means creating a waitlist, nurturing future families, and staying top of mind long before they're ready to move. Because occupancy is not a destination. It's a process.In this episode, I walk you through how to stop scrambling every time a resident moves out and start building a sustainable occupancy engine instead.Inside this episode:✔ Why full communities should NEVER stop marketing✔ How to identify families who aren't ready yet, but will be✔ How to create a waitlist families actually want to join✔ Ways to keep future residents engaged while they wait✔ How to fill rooms faster when availability opensIf you've ever panicked after a move-out…This episode is for you!FREE RESOURCE: COMING SOON: 20 Creative Ways To Follow Up Want first access? Email: tiffany@startwithoccupancy.comSubject line: WAITLISTWhat's Next? Day 21: From Overwhelmed to Occupied: Your 90-Day Marketing RoadmapThe final episode in the series! Whew...We're pulling everything together into a practical action plan so you know exactly what to focus on next.IF YOU ARE LOVING THE SERIES,Share this episode with another operator. Subscribe so you don't miss the final episode of the 21-Day All Things Senior Living Marketing Series.And if you're ready to strengthen your sales systems, inquiry process, follow-up strategy, and move-in conversions:Enrollment in the Deep Dive Discovery opens May 27th.Enroll early for preferred pricing plus advance access to select implementation tools before the live training begins.Take what you need. Share what helps. Come back for more.
In this episode of Voices in Leadership, host Melissa Andrews, president and CEO of LeadingAge Virginia, talks with Laura Lamb and Megan Bradford of Episcopal Retirement Services (ERS) about the organization's evolution and its growing commitment to serving older adults across the full economic continuum. The conversation explores ERS's 75-year history, its expansion from a single retirement community to a multi-state organization with life plan communities, affordable living campuses, and community-based programs including Meals on Wheels and memory support services.Laura and Megan also discuss ERS's focus on serving the “middle market” — older adults who have too many resources to qualify for affordable housing but not enough to access traditional life plan communities. They explain how personal family experiences helped shape the initiative and outline ERS's approach, including no entrance fees, service coordination instead of heavy staffing models, and pricing designed to remain attainable for middle-income older adults. The episode also highlights ERS's servant leadership culture, emphasis on internal growth and promotions, the importance of strategic partnerships, and why providers should stop simply “musing” about middle market solutions and start testing new models in their own communities.Voices in Leadership is produced by Association Briefings.
In this episode of Connecting the Dots, I sit down with Dr. Nancy Swanger, Founding Director of the Granger Cobb Institute for the Business of Aging at Washington State University, to talk about what it takes to prepare the next generation of senior living leaders.Nancy shares the origin story of the Institute, which began through a collaboration between Washington State University and senior living industry leaders who saw a natural connection between hospitality, business education, and aging services. She explains why the “business of aging” extends beyond traditional senior living and into the broader ecosystem of organizations, vendors, operators, and professionals serving an aging population.The conversation also explores the Institute's professional development certificate program, how it supports workforce development, and why senior living needs more people who understand both the heart of the work and the business fundamentals required to lead well.At the center of the conversation is a powerful reminder: technical skills can be taught, but caring has to come first.Guest Bio:Dr. Nancy Swanger is the Founding Director of the Granger Cobb Institute for the Business of Aging at Washington State University. Through the Institute, Nancy helps connect hospitality education, business fundamentals, and senior living industry expertise to prepare students and professionals for meaningful careers in aging services. Her work focuses on workforce development, leadership education, and expanding awareness of the many career pathways available in the business of aging.Episode Highlights:02:44 — The origin of the Granger Cobb InstituteNancy shares how the Institute began with industry leaders who saw an opportunity to connect hospitality education, business fundamentals, and senior living.04:43 — What “the business of aging” really meansNancy explains why the field goes beyond senior living alone, touching adjacent businesses, congregate living, hospitality, and aging services.06:33 — Why the professional development certificate was createdNancy discusses the workforce gap the program was built to address, especially for emerging leaders already in the industry and professionals transitioning from other fields.09:12 — An industry-driven approach to educationNancy emphasizes that the curriculum was shaped by senior living professionals, not just academics, so learners receive practical, real-world knowledge.11:18 — What changed in version 2.0 of the certificate programThe program has expanded from 7 to 14 modules, adding topics like AI in seniors housing, navigating resident loss, dining experience, and more flexible credential options.14:33 — Why financial literacy matters in senior livingNancy and Matt discuss why every leader needs to understand the numbers, including the idea that there is “no margin, no mission.”16:06 — Who the program is designed forNancy outlines the ideal audience: emerging leaders in senior living, middle-management professionals, and people with transferable skills from industries like hospitality.17:56 — The heart and mindset senior living leaders needNancy explains why relationship-building, empathy, work ethic, and genuine care are essential in serving an aging population.20:22 — Building the future of aging services leadershipNancy looks ahead to how universities, operators, and hospitality programs can work together to attract more people into careers in senior living and aging services.Shoutout to our sponsor, Parasol Alliance, a Senior Living IT MSP
Have a marketing question? Text it here!“We love your community… but it's just too expensive.”If you've worked in senior living for more than five minutes, you've heard some version of that sentence.And for many owners and sales teams, that's exactly where confidence disappears. Discounts get offered too quickly. Rates get apologized for.Or worse… families get quietly written off because someone assumes they can't afford the care.But what if the problem isn't your pricing?What if the real issue is how you're communicating your value?In this episode, I'm sharing the story of a family who chose a less expensive competitor… only to move into our community six months later.Why? Because cheaper didn't mean better.And because one sales professional understood something most operators miss:Price objections are rarely just about price.Inside this episode, I break down my P.R.I.C.E. Method for having confident, compassionate pricing conversations that protect both your value and the move-in. Grab a pen, because this episode is education HEAVY!✔️ How to qualify financially without making families feel screened out✔️ Why leading with price kills trust before value is established✔️ The difference between “too expensive” and “help me make sense of this”✔️ How to respond when families compare you to a cheaper competitor✔️ Why follow-up after losing a move-in may be your most overlooked sales strategyListen now to Day 18 of the All Things Senior Living Marketing Series.Free resource: Assisted Living Pricing Conversation Worksheet TemplateStop winging pricing conversations.This practical worksheet helps you confidently walk families through:✔ Room rate breakdown✔ Care costs explained clearly✔ Community fee positioning✔ Home care vs assisted living comparison✔ Daily cost reframing for sticker shock conversationsWant early access?Email: tiffany@startwithoccupancy.comWhat's NextDay 19, We're tackling something every small operator feels at some point:How do you compete when you're not the biggest… and you're not the cheapest?Because your size might actually be your greatest advantage.If You're Loving This Series, Share this episode with another owner or operator—because we really are all in this together.Subscribe so you don't miss the next episode in the 21-Day All Things Senior Living Sales & Marketing Series.And if you're ready to increase move-ins with smarter systems, stronger messaging, and better conversions:Momentum Marketing Bootcamp opens soon with Advance Access Pricing.Enroll early for preferred pricing plus early access to select tools, templates, and implementation resources before the first live session.For newer owners or communities under 50% occupied, stay tuned because Compass Rose XL (the senior living incubator) is also on the horizon.Take what you need. Share what helps. Come back for more.
In this episode of One More Round, Josh sits down with Scott from Options for Senior Living to discuss one of the most important conversations families often avoid: how to care for aging parents before a crisis happens.Scott shares his 20+ years of experience helping families navigate senior living, aging in place, fall prevention, home safety, assisted living, memory care, and long-term care planning. The conversation also covers how adult children can talk with their parents about safety, independence, estate planning, financial preparedness, and reducing the burden of care on the family.Whether you have aging parents, are planning for your own future, or work with families navigating senior care decisions, this episode offers practical insight into how to prepare early, protect dignity, and make better decisions before emotions and emergencies take over.Topics covered:Aging in place safelyAssisted living and senior placementFall prevention and home safety assessmentsHow to talk to aging parentsLong-term care costs and funding optionsThe burden of care on adult childrenEstate planning and healthcare directivesPlanning before a crisis happensConnect with Scott and Options for Senior Living:Website: optionsforseniorliving.comPhone: 602-845-1320
On this episode of Bridge the Gap, Justin Ladd of Arrow Senior Living shares his journey from a young nursing home trainee to a senior living leader shaping culture, growth, and innovation across multiple states. Justin dives into the three key pillars driving success in today's senior living industry: building a strong culture and embracing emerging technologies like AI.Key Topics CoveredThe three pillars of senior living success: culture, operations, and technologyHow AI and data are shaping decision-making in senior livingCreating purpose-driven experiences for residentsThe importance of operational discipline in a complex industryGrowth strategies: acquisitions vs. new developmentsBuilding internal leadership pipelinesWhy senior living careers are rewarding and dynamicChanging perceptions with #WhatSeniorLivingLooksLikePersonal inspiration and lessons from family experienceMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestJustin Ladd: https://www.linkedin.com/in/djustinladd Learn More about Arrow Senior Livinghttps://www.arrowseniorliving.com/Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.
In this episode, show host Scott McCorvie, CEO of Enhance Senior Living and CIO of Bowery Investment Partners, discuss the top strategies to quickly increase and maximize your senior living revenue. Scott discusses some of the best practices to maximize revenue, but also industry resources to compare your revenue performance to other senior living communities. Scott McCorvie can be contacted scott@enhancesl.com.
What's going on with older people? We find out in today's story roundup.
Tips from Trestle: The Senior Living Food & Hospitality Podcast
What if your dining room was actually your most powerful sales tool? In Part 2 of our "flip the mic" episode, Kelsey gets Aaron to unpack why the industry's biggest missed opportunity isn't in marketing or technology — it's on the plate.Aaron breaks down:Why dining rooms should be run like restaurants (not "restaurant style")How using hospitality can get a mid-sized operator a gain of nearly $2 Million in additonal revenues annuallyWhy memory care dining is the most neglected — and highest-impact — area in senior livingHow standards actually elevate hospitality instead of killing itThe cap rate math that gets an increase of $1M in asset valueWhether you're an operator, investor, ED, or culinary director, this episode will permanently change how you think about the relationship between hospitality, revenue, and resident experience in senior living.Keywords: senior living dining, memory care hospitality, senior living revenue, assisted living operations, hospitality standards, senior housing investment, dining with dementia, senior living leadership#TFT515 #SeniorLiving #SeniorLivingLeadership #ElevateTheExperience #HospitalityInSeniorLiving #SeniorLivingOperators #ResidentExperience #AssistedLiving #AssetValuation #RevenueGeneration #SeniorHousing #FoodServiceLeadership #ThreeLeggedStool #DiningExperience #SeniorLivingConsulting #HospitalityLeadership #TipsFromTrestle
Mike Kaminski from Oasis Senior Advisors joins us for a helpful look at how families can make thoughtful care decisions when senior living options start to feel overwhelming. We talk about what an advisor does, how Mike's own family experiences shaped his work, what families should know before touring communities, and why the right guidance can bring clarity during a stressful season. We also share details about the upcoming Death Café at Joy's House with The Garden. Hope to see you there!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What does it actually take to finance — and sustain — a successful senior living community in today's environment? In this episode of Foresight Radio, we sit down with Kristy Ollendorff, Chief Credit Officer at Clearinghouse CDFI, to unpack the realities behind senior living finance — from underwriting decisions to the growing challenges around Medicaid reimbursement, staffing, and shifting regulations. With nearly three decades of experience, Kristy shares what separates thriving communities from those that struggle — and why experience, local market knowledge, and aligned incentives are non-negotiables. We also dive into: Why many lenders are pulling back from senior living—and what that means for operators The real impact of delayed Medicaid reimbursements on cash flow How smart operators are pivoting (memory care, private pay mix, unit conversions) to survive Why "hired hand" leadership models often fail—and what works instead The growing importance of rural markets and state-backed loan guarantees What the future of financing senior living could look like over the next 5–10 years One theme comes through clearly: rigidity doesn't work in this industry anymore. Adaptability does. Whether you're an operator, investor, or industry leader, this conversation offers a candid look at the financial forces shaping senior living—and what it takes to navigate them successfully.
One type of investment property is experiencing severe undersupply with a 20-year demographic tailwind on the way. Demand is growing, new supply isn't even hitting a quarter of the need, and investors are writing off much of this industry as already past its peak. Is this a strategic opportunity to invest in an asset so obvious it's been overlooked? Of course, we're talking about senior living investments. Jerry Vinci, founder of CCR Growth, growth partners in senior housing, saw firsthand why investing in senior living is so crucial. Jerry watched all four of his grandparents move into senior living and witnessed the chaos, stress, and struggle of navigating such a crucial time in their lives. Now, Jerry works to help underwrite and optimize senior living facilities, and as an industry insider, he's seeing a change. Demand is growing…fast. Even the youngest boomers are turning 65 in 2030, and the pipeline of 80+ year olds needing housing is starting to reach a bottleneck. Today, we're talking about the wave of demand coming (and expected to sustain for two more decades), how investors can get started if they have no experience, the questions to ask before investing in a senior living facility, and why in senior living your market is more crucial than traditional real estate investing. In This Episode We Cover The “20-year cycle” that could funnel millions more Baby Boomers into senior housing Who should be investing in small senior housing properties (5-10 residents) The different types of senior living investments (from independent living to memory care and more) Ask these questions to any operator you may be investing with The massive supply bottleneck that cannot keep pace with senior living demand And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets Sign Up for the On the Market Newsletter Find an Investor-Friendly Agent in Your Area Investing in Senior Housing Can Be Extremely Profitable—But You Need To Know What You're Doing Dave's BiggerPockets Profile CCR Growth Nordon Advisory Real Estate by the Numbers Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-424. Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Matt Reiners sits down with Jess Kohn, HCM Consultant for Healthcare and Senior Living at Paycor, to talk about how senior living operators are rethinking their approach to workforce technology.Jess shares how she found her way into senior living through tech sales, what made her stay in the industry, and why relationships and trust matter so much when serving operators. The conversation explores how the pandemic accelerated technology adoption, why many organizations are now focused on consolidation and integrations, and how HR and workforce systems can directly influence employee retention, staff experience, and resident care.Matt and Jess also look ahead at the role of AI, data, and proactive decision-making in senior living operations — while emphasizing that the future still depends on preserving the human touch.Episode Highlights02:00 Matt introduces Jess Kohn and her work supporting senior living organizations through HR and workforce technology.03:06 Jess shares how her healthcare administration background and tech sales career eventually led her into senior living.05:21 Why the mission-driven nature of senior living made Jess want to stay in the industry.08:21 How technology adoption in senior living has changed from pre-COVID to today.09:58 The growing importance of integrations, simplification, and reducing tech overload.10:40 Why selling into senior living is really about trust, education, and long-term relationship-building.12:44 The workforce and HR challenges senior living leaders are trying to solve today, especially staffing and retention.15:07 How better HR systems can improve the day-to-day experience for managers, staff, and residents.16:59 Jess's perspective on the future of senior living operations, AI, data, and human touch.18:33 Final thoughts on why employee experience will remain central to the future of senior living.
Tips from Trestle: The Senior Living Food & Hospitality Podcast
What if the biggest problem in senior living isn't the care — it's the culture?In Part 1 of this special role-reversal episode of Tips from Trestle, host Aaron Fish gets interviewed by Trestle Hospitality”s Kelsey Wilkinson — and the result is one of the most candid conversations the show has ever produced. Aaron shares the origin story behind Trestle Hospitality Concepts, including the now-legendary bathroom mirror moment that brought the brand to life. He unpacks the philosophy of "elevating the experience" in senior living and makes the case that the industry has been operating through only two pillars, while it truly is a three-legged stool. This episode is a must-listen for any senior living operator, culinary director, or community leader ready to think differently about how they serve residents.Tips from Trestle is sponsored by:- WiseOx: https://bit.ly/TFT_WiseOx- AdvantageTrust GPO: https://bit.ly/TFTAdvTrust- Dining With Dementia: https://bit.ly/TFT_DwD- 100% Leader: https://bit.ly/TFT_10000:01:30 — Why This Episode Is Different00:02:00 — The Origin Story of Trestle Hospitality Concepts00:04:00 — The Bathroom Mirror Moment00:06:30 — What Trestle Represents00:07:00 — From the Broadmoor to Senior Living00:08:00 — Where "Elevate the Experience" Came From00:09:30 — Every Touchpoint Counts00:10:30 — The Moments That Crystallized the Philosophy00:12:00 — The Pureed Meal Nobody Recognized00:13:30 — When Dining Sells the Apartment00:15:00 — Why Senior Living Resists Hospitality00:16:00 — The Three-Legged Stool Framework00:17:00 — Where the Time Actually Goes00:18:00 — Qualitative vs. Quantitative Metrics#TFT514 #SeniorLiving #SeniorLivingLeadership #ElevateTheExperience #HospitalityInSeniorLiving #SeniorLivingOperators #ResidentExperience #AssistedLiving #AgingWithDignity #SeniorCare #FoodServiceLeadership #ThreeLeggedStool #DiningExperience #SeniorLivingConsulting #HospitalityLeadership #TipsFromTrestle
On this episode of Bridge the Gap, Josh and Lucas sit down with Nancy Swanger of the Granger Cobb Institute for Business of Aging at Washington State University. Nancy shares the origin story of the program and how it has grown into a pioneering academic pathway preparing students for careers in senior living. Nancy highlights the powerful role of purpose-driven work in attracting the next generation. She also discusses how industry collaboration, mentorship, and real-world exposure are key to the program's success, and why the future of senior housing depends on innovative workforce solutions.Key Topics CoveredThe founding story of the Granger Cobb InstituteHow hospitality education connects to senior living careersThe evolution from a single course to a full degree programIndustry partnerships driving curriculum and student successWorkforce challenges and opportunities in senior housingShifting perceptions among younger generationsThe importance of purpose-driven careersOnline education and professional development pathwaysSuccess stories of students entering the industryThe future of aging services educationMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestNancy Swanger: https://www.linkedin.com/in/nancyswanger/ Learn More about the Granger Cobb Institutehttps://business.wsu.edu/granger-cobb-institute-for-business-aging/Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.
Navigating Nashville's senior living options can be complex, but free placement services simplify the process—helping families compare costs, evaluate care choices, and reduce time and stress. To learn more, please visit https://www.cottagesenioradvisors.com/ Cottage Senior Advisors City: Gallatin Address: 380 Maple Street Website: https://www.cottagesenioradvisors.com/
Russ Gaiser and Mike Hoeflich help couples transform Social Security from a risky guess into a strategic asset. They co-authored the #1 bestseller Beyond Break Even: The Essential Guide to Social Security Optimization and lead Retirement Income HQ of America, where theybuild math-backed income plans that coordinate benefits, taxes, and portfolios.Together, they teach national workshops and consult one-to-one, focusing on survivor protection, tax efficiency, and sequencing risk in retirement. Russ brings an MBA, the CFP® mark, and CSSCS expertise. Mike holds an MBA, the CSSCS and CLTC credentials, and has educatedthousands through workshops and radio. Their approach is simple and rigorous: lower the lifetime cost of retirement, safeguard the widow or widower, and turn anxiety into clarity.https://www.seniorcareauthority.com/resources/boomers-today/
In this episode, Matt Reiners sits down with Jerry Vinci, founder of CCR Growth and host of From Leads to Leases, to unpack why many senior living communities do not actually have a lead problem — they have a systems, follow-up, and accountability problem.Jerry shares how senior living operators can better connect marketing, sales, and operations to improve occupancy, reduce reliance on third-party aggregators, and create a more human-centered prospect journey.Chapters:01:00 — Matt introduces Jerry Vinci, CCR Growth, and Jerry's background in senior living marketing.03:06 — Jerry shares how his family's experience with senior living shaped his approach to marketing.07:03 — Why many operators mistake a follow-up or systems issue for a lead generation problem.08:31 — The importance of speed-to-lead and why the first five minutes matter.12:09 — Jerry explains CCR Growth's full-funnel accountability system.14:24 — The role of mystery shopping, funnel visibility, and small process improvements.17:03 — Vanity metrics vs. the metrics that actually predict move-ins.22:36 — How one community went from low occupancy to full occupancy by fixing front desk and follow-up gaps.26:09 — Balancing automation with human-centered communication in senior living sales.30:17 — The leadership pattern Jerry sees in high-performing communities.31:22 — Where listeners can connect with Jerry and learn more about CCR Growth.
The senior living industry is on the brink of massive transformation—but are operators truly prepared? In this episode of Bridge the Gap, hosts Josh and Lucas sit down with Tiffany Karlin and Robert Zondag to unpack the realities behind the much-discussed “silver tsunami.” While many assume baby boomers are already filling communities, the data tells a different story: the surge is just beginning.From rising Alzheimer's rates to workforce shortages and limited new development, the challenges are complex—and urgent. Tiffany and Robert break down why strategic alignment across organizations is critical and how leaders can simplify complex plans into clear, actionable directions for their teams.Key Topics CoveredThe myth vs. reality of baby boomers entering senior livingWhy the biggest demand surge is still aheadAlzheimer's and dementia trends reshaping care needsThe gap between demand and new housing supplyDifferences in strategy between for-profit and nonprofit operatorsAgile strategic planning and the “North Star” approachThe importance of simplifying strategy for organizational alignmentWorkforce challenges and the role of technologyChange management and stakeholder buy-inWhy leadership must “radiate” strategy clearly across teamsMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestsTiffany Karlin: https://www.wipfli.com/about-wipfli/partners-and-associates/tiffany-karlin Robert Zondag: https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTok
On this episode of Bridge the Gap, Josh and Lucas sit down with Ryan Spalding of Gibson Insurance to unpack one of the most overlooked, but critical, components of senior living operations: insurance and risk management. Ryan shares a behind-the-scenes look at the pressures operators face today. He also highlights real-world operator strategies, including creative staffing solutions and embedded technologies that reduce falls and claims.If you're a senior living operator, owner, or executive, this episode offers practical insights into reducing risk, controlling costs, and turning insurance from a pain point into a strategic advantage.Key Topics CoveredThe evolution of senior living risk from COVID to todayWhy litigation against operators is increasingRising insurance premiums and shrinking marginsCommon frustrations with brokers and insurance processesHow to “tell your story” to underwriters effectivelyThe importance of proactive risk management and transparencyStaffing challenges and creative retention solutionsHow technology (fall prevention, wound care) reduces claimsThe role of broker relationships in securing better coverageTurning insurance into a revenue-generating opportunityMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestRyan Spalding: https://www.linkedin.com/in/ryanspalding07/ Learn More about Gibson Insurancehttps://www.thegibsonedge.com/ Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTok
If you or a loved one are starting to think about the next chapter of life, this episode of Late Night Health is one you won't want to miss. Host Mark Alyn sits down with senior housing expert Bruce Rosenblatt, founder of Senior Housing Solutions, for a candid and eye-opening conversation about one of the most important—and often misunderstood—decisions families face.Let's be honest: the idea of moving into senior housing can feel overwhelming, emotional, and even a little intimidating. As Mark and his co-host admit right up front, it's not something most people want to think about. But as Rosenblatt explains, avoiding the conversation can lead to rushed decisions, unnecessary stress, and costly mistakes.In this engaging interview, Rosenblatt breaks down the confusing world of senior living options—from independent living to assisted living to memory care—and explains why understanding the differences early can make all the difference. He shares insider insights from more than three decades in the industry, including why choosing based on price alone can backfire, and why local, hands-on guidance is far more valuable than relying on internet searches.The conversation also tackles a major question many families struggle with: is it better to stay at home or move into a community? Rosenblatt offers a surprising perspective, pointing out that in-home care can quickly become more expensive—and more stressful—than people expect, especially when managing caregivers and maintaining a household.But perhaps the most powerful takeaway is this: senior living isn't about giving something up—it's about gaining peace of mind, safety, and connection. From social activities and dining to 24/7 support, Rosenblatt paints a picture of communities designed to enhance quality of life, not diminish it.Whether you're planning ahead or facing an immediate decision, this interview delivers practical advice, real-world stories, and a fresh perspective that could change how you think about senior housing.Listen now and learn how to make one of life's biggest decisions with confidence:https://seniorhousingsolutions.net/Become a supporter of this podcast: https://www.spreaker.com/podcast/late-night-health-radio--2804369/support.
On this episode of Bridge the Gap, Josh and Lucas sit down with Andrew Gall, Director of Customer Growth at Nobi, to explore how technology is transforming senior living. Andrew shares a unique perspective shaped by both operations and tech and dives into the opportunities of integrating technology into caregiving environments and the challenge of maintaining human connection.Key Topics CoveredThe evolution from paper-based systems to digital care trackingWhy 2026 is a pivotal year for senior living technologyThe growing role of predictive and preventative careBalancing operational efficiency with human connectionThe importance of dignity and “feeling at home” for residentsShifting expectations from investors and consumersMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestAndrew Gall: https://www.linkedin.com/in/andrewmgall/ Learn More about Nobihttps://www.linkedin.com/company/nobi-smart-lights-us/ Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTok
Senior living investments are at a critical inflection point. Demand is sharply rising as the Baby Boomer generation ages, but supply hasn't kept pace. The “silver tsunami” is starting to send waves our way, and skilled operators are already taking advantage. Value-add senior living investments, like the example shared by today's guest, are seeing values multiply—and diligent operators have huge opportunities not only to make sizable returns but also to provide better lives for their residents. Lynn Jerath, founder of Citrine Investment Group, has a battle-tested background in REIT investing, hospitality, multifamily, and real estate private equity. She's pivoted to senior housing investments not only because of the profit potential, but also because of the purpose behind them. And she's not just buying managerially distressed assets, flipping the operator, and walking away. Lynn's team is delivering significant value add and, as a result, increasing the facility's value by 2x–3x on their total investment. She says demand is still growing while supply is constrained—and this trend could accelerate. Between independent living, assisted living, memory care, and active adult investments, Lynn proves (with real numbers) that this space is far from saturated as the silver surge begins to wash ashore. Insights from today's episode: Real return numbers on senior living investments as Lynn operates heavy value-add improvements Why senior living has a long road ahead as demand grows and supply stagnates Thinking of going from multifamily to senior living? Lynn has crucial advice to share The #1 way to get more senior living residents in your community Most popular niches of senior living (and their current cap rates) Lynn's exact buy box for senior living investments—what has to work for her to buy — Connect with Lynn on LinkedIn Citrine Investment Group Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high-net-worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team. Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com. Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. 00:00 Intro 01:54 Senior Living is a Different Ballgame 07:18 Undersupplied with Growing Demand? 13:59 Why Senior Living CAN'T Be Replaced 21:15 Big Players Are Getting In 24:52 Value-Add Senior Living in 2026 28:12 Case Study (2Xing Value) 31:07 How to Value-Add Senior Living 35:27 Getting New Residents 37:44 Most Popular Niches (and Cap Rates) 42:05 Lynn's Buy Box 47:55 It's About More Than Money 49:39 Connect with Lynn!
Rod Lockwood is a real estate developer and policy leader who has helped build more than 25,000 single-family homes, apartments, and senior living residences, including over 500 in Detroit. With deep experience in land planning, construction, and the impact of government policy on economic growth, he now serves as Chairman of the Board of the Mackinac Center for Public Policy and previously chaired the Michigan Chamber of Commerce, where he helped advance Michigan's Right to Work legislation. He holds a B.S. in Mechanical Engineering from the University of Michigan and an MBA in Finance from Wayne State University. Here's some of the topics we covered: Legacy to near-collapse then a massive comeback Ditching home sales for unstoppable cash flow The hidden tax credit game fueling huge deals The risk formula 99% of investors overlook Detroit's insane comeback nobody saw coming The $50 BILLION city that could change everything A bold tax hack designed to attract global wealth To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com For more about Rod and his real estate investing journey go to www.rodkhleif.com Please Review and Subscribe