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Help Choose Home
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The Help Choose Home podcast features relevant information about the choices in home care available to individuals and their loved ones. Host Merrily Orsini, along with guests from all facets of the home care industry, provide valuable help, encouragement and resources to those considering the option of aging in place.
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
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It’s an ongoing struggle for those in the home care industry–how do we better communicate the value and benefits of health care at home? For Tim Rogers, who serves as President and CEO for both the Association for Home & Hospice Care of North Carolina and the South Carolina Home Care & Hospice Association, most of his 27-year professional caree ...…
 
Tarrah Lowry, president and CEO of Sangre de Cristo Hospice and Palliative Care in Pueblo, Colorado, emphasizes the importance of reaching out to hospice early and discussing goals of care during each health care interaction – from home health and palliative care to hospice care. The goals at each stage may change, but having these conversation ...…
 
In this episode of Help Choose Home, we'll hear from Jamie Summerfelt, M.Ed, MSPT, president and CEO of Visiting Nurse Association (VNA) in Omaha, Nebraska. With more than 28 years of healthcare at home experience, Summerfelt is passionate about home care. Harnessing the power of community relationships is something that he sees as integral to ...…
 
If there is one thing Joel Theisen, BSN, RN is passionate about, it’s developing proactive, preventative long-term care for older adults. Theisen is chief executive officer and founder of Lifesprk, an innovative home care company based in Minnesota that is focused on bringing Theisen’s passion to life. According to Theisen, home care and health ...…
 
In this Help Choose Home podcast you'll hear from Luke James, chief strategy officer of home health and hospice at Encompass Health, as he discusses the ways in which predictive analytics are both informing home care strategies for clients as well as predicting effective client care in the future.By Merrily Orsini.
 
With more than 20 years of experience in the home care industry, Wanda Coley has combined her deep knowledge of finance, business development, payor contracting and post-acute strategies to become a highly-regarded expert in the field. Join us for this episode of Help Choose Home where Coley explains why she believes that nothing is more benefi ...…
 
In this episode of Help Choose Home, Taney Hammill, CEO of the Aging Life Care Association and the National Academy of Certified Care Managers, explains what it is that geriatric care managers, or life care professionals, do and offers advice about at what point in the process an aging life care professional should be contacted.…
 
Every day, companies and organizations generate copious amounts of data. “Big data” though isn’t so much about the amount of data generated, but rather, what a company or organization does with the data. In analyzing data, businesses can use those insights to save money, to target marketing and advertising dollars, or, in the case of home healt ...…
 
In the health care industry, communication is vitally important, not only in providing specifics about a patient’s condition, but also in detailing the type of care needed after a stay in the hospital. Dr. Christine D. Jones is an Assistant Professor of Medicine at the University of Colorado, Denver, where she is the Director of Care Transition ...…
 
This podcast discussion is about the difference between financial planning and investment planning. Financial planning is looking at the big picture : a collaboration of estate planning, tax planning, investment planning, insurance planning, healthcare, etc. Multiple professionals working together to help an individual reach their goals. It tak ...…
 
This episode is a conversation between Colin Meeks and myself, Ryan Stark, about our experiences helping people undo some of their financial decisions. We also tell a few stories about when we couldn't undo something, unfortunately; not everything can be undone.
 
There are more than 3 things, but these are important and a good place to start for things to look out for. Remember to set a plan and stick to it. We routinely suggest not changing the plan unless your life changes. Investing is a long term game.
 
The Help Choose Home podcast series is an educational resource, offering seniors practical information about safely aging in place. Hosted by Merrily Orsini of corecubed, an elder care marketing solutions company, this episode features Peter Ross discussing the ways in which home care impacts health care and the growing role of home care and ad ...…
 
This podcast is about insurance in general. It describes some of the different kinds and how we use them to plan, especially for special needs planning. We use both cash value/permanent and term insurance depending on the situation. We may even use Universal Life, which is a combination of whole life and term. It all depends on your situation!…
 
What is Adult Prep? Check out this blurb directly from their website: https://adult-prep.com/about-us/ "Adult Prep teaches life skills to high schoolers, enabling them to be able to stand on their own two feet when they leave home. Imparting the skills needed to successfully transition to adulthood, Adult Prep creates a mindset empowering young ...…
 
This is just a little insight about common financial products that are often misunderstood. There are bad products; however, most of the time the product isn't bad but its use was bad. Products work best in certain situations and are never one size fits all answers. It is important to make sure you always understand what you are investing in. I ...…
 
This is another case study where we review the basics of a new case. We can't share too many details but we are able to share enough to give you a good view or how we work and the common situations we run in to.
 
The Help Choose Home podcast series is an educational resource that explores senior home health care options. This episode features Holly Chaffee, speaking about why offering hospice and palliative services helps patients, families and providers. The series is hosted by Merrily Orsini, President and CEO of corecubed, an award-winning marketing ...…
 
Directly from sethsmom.org: About Seth’s Mom So, what about Seth’s Mom? We are the FREE NOW FREE FOREVER premier information, news, entertainment, education web portal. What started as an idea in 2015 by Dr. Monique Day, Seth’s Mom was launched in May 2017 as a bridge between families and individuals diagnosed with disabilities and the wealth o ...…
 
The Help Choose Home podcast series is an educational resource that explores senior home health care options. This episode features Jennifer Schiller, speaking about the importance of research in the home healthcare industry. The series is hosted by Merrily Orsini, President and CEO of corecubed, an award-winning marketing company that speciali ...…
 
This Help Choose Home podcast explores home health care options for families and their loved ones. This episode features Joanne Cunningham, who discusses the advocacy and educational opportunities that are positioning the home healthcare industry for the future. The series is hosted by Merrily Orsini, President and CEO of corecubed, a marketing ...…
 
This is a discussion between Colin Meeks and Ryan Stark about the value an advisor should bring. We discuss value vs. cost and how a financial advisor should bring you enough value to decrease the effects of the cost. For example, hopefully as advisors we are able to save you enough money so they cost is there, but it does not effect your botto ...…
 
Here we talk about "selling" and what this word means to us as financial advisors. Please consider sharing if you enjoy the podcast. Thanks!
 
The Help Choose Home podcast series offers practical information about adult home care services for families and medical professionals. Hosted by Merrily Orsini of corecubed, a home care marketing solutions company, this episode features Tracy Clark discussing the value of home care in reducing hospital readmissions and emergency department visits.…
 
The Help Choose Home podcast series provides information on the value of professional home care. Season 2 kicks off and features host, Merrily Orsini, discussing the importance of educating referral sources about the benefits of home care. Orsini, president/CEO of corecubed, leads a team of industry experts providing elder care marketing soluti ...…
 
This is how much it costs to work with us. Surprisingly, we never get asked how we make money. We always end up explaining it to people so they understand how much we make from each thing we are doing, whether that be providing life insurance or producing a full financial plan and managing money. Listen to one of our most transparent episodes f ...…
 
This is a recorded episode of our podcast 'The Financial Advocate' about timing the market. This is our opinion on trying to buy low and sell high and trying to invest at the right time. We get into some of our investing philosophy! Feel free to get in touch with us if you have any questions - ryan.stark@lpl.com…
 
This is a real case study we did for one of our recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to this podcast if you are curious about our process and how we handle our typical client.
 
Andrew Komarow, MSFS AEP® AIF® CAP® CASL® CFP® CHFC® CHSNC®CLU® FSCP® REBC® RHU® RICP® Founder and President Andrew has been with us since the beginning and is the creator of Planning Across the Spectrum. Andrew is an advocate throughout Connecticut and throughout New England for Autism awareness as well as a CERTIFIED FINANCIAL PLANNER™ and co ...…
 
OUR MISSION: The National Down Syndrome Society is the leading human rights organization for all individuals with Down syndrome. Our Vision The National Down Syndrome Society envisions a world in which all people with Down syndrome have the opportunity to enhance their quality of life, realize their life aspirations and become valued members of ...…
 
Better late than never! Here is the 2018 Year End Review about the market, crazy events and other podcasts we have done this year. Sorry if some of the content seems untimely. We have to get everything approved through a compliance department so sometimes our podcasts or videos are a week late due to the review. Thanks for understanding and tha ...…
 
This podcast case study is short sweet and to the point. Find out why we think most individuals would benefit from speaking with a financial advisor. This doesn't mean you need a long term or ongoing relationship with an advisor; however, simply sitting down with one once a year or even less can still be extremely beneficial for your financial ...…
 
Do you have a parent or spouse that may need to consider moving into a nursing home? This episode describes one way to prepare for nursing home costs and it is called the Medicaid Compliant Annuity. It offers you a way to save the hard earned money you saved over the years rather than spend it all in the first 2 years of nursing care. This is a ...…
 
My name is Lorraine Ell I’m the CEO of Better Money Decisions (B$D) and co-author of the blog Better Financial Decisions. As a principal of B$D, I’m excited to continue my long career as an investment professional which started when I worked in the 1980s as an advisor with Drexel, Burnham and Lambert and J.W. Charles and as co-owner of a Regist ...…
 
This is a real estate update with Mike Klijanowicz. His contact information can be found below. He is a local guy and we are located in Baltimore, MD. However, that doesn't mean Mike can't help you answer a few questions if you have them! There is a contact form on the website below if you prefer to us that, or you can call using the number bel ...…
 
As we enter the holiday season, families will have the opportunity to spend concentrated time visiting aging loved ones. While of course providing the backdrop for quality time together, the holidays also are the prime time to assess how seniors are doing and whether there might be care needs that should be uncovered and addressed. In this Help ...…
 
"As a wife to Lamar and mom to Juliana and Jessa, I’m a passive journal writer. It means I have a journal that stays by my bed and I write in it every now and then to record life’s peaks and valleys. But Juliana’s Journal is something different. When my husband and I accepted the responsibility of fostering a six day old baby, I didn’t know up ...…
 
"Christopher S. Norman has the unique honor of having been named a “Super Lawyers Rising Star” first for his work defending healthcare providers, and most recently for his work advocating on behalf of injured patients. Chris leverages the “inside knowledge” that he gained as a “Rising Star” medical malpractice defense attorney in his unrelentin ...…
 
Annuities can be good or bad depending on the product and the situation. Products have to serve a specific purpose and never a one size fits all solution to a problem. Commercials, Radio shows, advertisements can display annuities as good or bad but it is always dependent on your situation. Listen to this case study about annuities and make sur ...…
 
The stock market can be a scary place. No one can predict what is going to happen, regardless of the software used or the intelligence of the guy on the TV or radio, no one really knows, not even us. However, we do know a few consistent factors that seem to stick around, such as: the stock market goes down and it goes back up (as long as you ar ...…
 
Life Insurance is an important piece of the financial planning puzzle. However, not everyone needs life insurance. For example, we work with a lot of individuals who are deep into retirement, their kids are adults and the house is paid off. This person may still need life insurance for their spouse but in a lot of these cases, after analyzing t ...…
 
The Help Choose Home podcast offers families information on professional home care services. This episode features Brent Korte, speaking about how hospice can positively impact families facing a life-limiting illness. The series is hosted by Merrily Orsini, president and CEO of corecubed, an award-winning homecare marketing solutions company.…
 
The Help Choose Home podcast series educates families about adult home care services and options to age safely in place. Hosted by Merrily Orsini of corecubed, an industry leader offering marketing strategies for elder care agencies, this episode features Katie Wehri discussing what to consider when a loved one needs hospice care.…
 
This is another case study about how we do business, but different than our previous podcast about our specific process step by step. We do mention the process again here but it is important to notice the situation that occurs and why we stick to said process. We believe as financial planners it is our duty to prepare you for a full financial p ...…
 
ABLE Account update. We will continue to make videos about this account as it changes, providing you with updates as they happen. This account is still very new and we expect changes to continue. Stop back and check us out every once and a while to see if there have been any more changes! We have a lot of resources on our website as well: www.M ...…
 
The Help Choose Home podcast series provides information on home care options. This episode features Theresa Schmidt, speaking about benefits of hospice care. The series is hosted by Merrily Orsini, president and CEO of corecubed, who leads a team of industry experts providing elder care marketing solutions to home care agencies.…
 
This case study is about caring for your aging parents and keepings an eye on their investments, especially if your parents are showing signs of cognitive impairment. This New York Times Article tells a story about a family dealing with a broker who made excessive trades in order to gain more commissions. It is important to always review your s ...…
 
This was a great podcast interviewing Rosemary Calderalo, Director of Gift Planning at the Baltimore Community Foundation (BCF). We talk about the many ways you can invest in Baltimore using the many funds provided by BCF. You may research their website to learn more but I would suggest spending less time on the website and more time calling an ...…
 
Michelle Fritsch, Pharm.D. is back! She was on our podcast previously where she discussed her first business, Meds MASH. Meds MASH provides services such as medication management, assessment of risk, safety assessments and healthcare coaching. The episode is called "Managing Your Parents Medications." It was our 4th episode so you may have to s ...…
 
This episode highlights the 2018 Tax updates directly from CPA and CFP® Ryan Levy. We discuss deducting real estate taxes, itemizing and the new standard deduction and charitable distributions. Interesting fact, you may use your charitable distribution as your Required Minimum Distribution - RMD. Thanks for listening! If you are interested in s ...…
 
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