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Elevate Eldercare

Center for Innovation

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Let’s Elevate Eldercare Together! Every great eldercare community has a unique story, and there are many paths toward providing high-quality, person-directed services and supports for older adults. That’s why we launched “Elevate Eldercare”: to bring together thought leaders, activists, and advocates in the field of aging services and give them a space where thoughtful discourse and diverse perspectives flow freely. Join Susan Ryan, Alex Spanko, and other GHP team members every Wednesday for ...
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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Senior Matters Podcast

Mark E. Wight, Attorney - Idaho Estate Planning

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The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is ...
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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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As someone in her 40s living with multiple rare autoimmune diseases, Nancy Stevens doesn’t necessarily seem like a typical nursing home resident. But her journey through the long-term care system came with the same frustrations, challenges, and disappointments experienced far too often by people twice her age. Stevens uses her experiences as fuel t…
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In this episode of the Senior Matters podcast, estate planning attorney Mark Wight dives into “Estate Planning 101.” Mark breaks down essential tools for planning, including durable powers of attorney, healthcare directives, and wills, highlighting their importance in protecting your assets and wishes. He also discusses the often misunderstood "liv…
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Hans and Robby are back again this week with a brand new episode! This week they discuss guaranteed income for life. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-5…
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In today’s episode, Beth Furlong, RN, Community Relations Manager, and Hilary Camino, a certified neurologic music therapist at Sage Living in Jackson, Wyo., sit down with Susan Ryan. Furlong offers a history of the Living Center and its evolution into Sage Living, emphasizing the need for a larger, more home-like space. She describes the collabora…
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In the first episode of the Senior Matters Podcast, estate planning attorney Mark E. Wight, presented by Idaho Estate Planning, tackles the basics of estate planning as part of Estate Planning Month. Mark explains why proactive planning is crucial, covering topics like probate, intestate succession (dying without a will), and common challenges face…
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Hans and Robby are back again this week with a brand new episode! This week they discuss what can be done for those who can't get long term health care due to health issues. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Car…
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The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and …
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The market for top talent remains tight, particularly for small business owners. With year-end planning and benefits season underway, now is an ideal time for business owners to consider or review executive compensation plans. In this timely episode, Tom McKay, Director, Crump Advanced Sales joins us to share how these conversations can lead to cos…
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Equity in aging is a topic that must be discussed more often in the field of eldercare. Today, Susan Ryan sits down with guest Marvell Adams Jr. to address this topic head on. Together, they unpack the many ways in which he is working to dismantle inequities in aging and create communities of inclusion. Leveraging his two decades of work in the agi…
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Hans and Robby are back again this week with a brand new episode! This week they discuss medicare annual enrollment for 2024. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or call…
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To be the developer of The Green House Project’s BEST LIFE Approach for supporting persons living with dementia, it takes a very special commitment to person-directed living, the dignity of risk taking, and maintaining mobility. This is certainly the case for today’s guest, Anne Ellett. As a certified nurse practitioner and gerontological nurse, a …
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Hans and Robby are back again this week with a brand new episode! This week they discuss retirement decisions to make once you reach 64 1/2. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalgu…
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Upholding civil liberties, addressing fear, and creating flexible systems to support individuals who are living with dementia are passionate goals for the three guests on this episode of Elevate Eldercare. Susan Ryan sits down with Jennifer Carson, PhD, director of the Dementia Engagement, Education, and Research (DEER) program at the Univ. of Neva…
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Hans and Robby are back again this week with a brand new episode! This week they discuss 2024 tax planning. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. …
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If you’ve never heard Homeboy Industries, you’re just a brief Google search away from discovering an incredible nonprofit that is considered to be the most the most successful gang intervention, rehabilitation, and reentry program in the country. In this episode, Susan Ryan talks with Homeboy CEO Tom Vozzo, who will also give the opening keynote ta…
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Hans and Robby are back again this week with a brand new episode! This week they explain how income tax is the new estate tax. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or cal…
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The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. According to the Tax Foundation, more than 60% of tax filers could face increased taxes—particularly high-net-worth clients. In the estate planning world, that means the current $13.61 million exclusion for individuals (or $27.22 million for couples) will expire and revert to almost …
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Biophilia, the desire or tendency to commune with nature, is top of mind for author Julia Hotz, who joins the podcast to talk about her new book “The Connection Cure: The Prescriptive Power of Movement, Nature, Art, Service, and Belonging.” Hotz explains how the phenomenon of social prescribing, a non-medical approach to improving health by connect…
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Hans and Robby are back again this week with a brand new episode! This week they explain annuity income rider. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-826…
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It’s a presidential election year in the United States, with politics dominating the headlines from now until November. For many older people living in communal care settings, the ability to vote isn’t always guaranteed, even though it’s a baseline right that citizens do not lose as they age. Kate Poppenhagen, formerly the long-term care ombudsman …
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Hans and Robby are back again this week with a brand new episode! This week they discuss charitable distribution from IRAs without income tax. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinal…
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The ability to navigate crises is a vital trait for any leader — and so is the ability to emerge from a crisis stronger, bolder, and better than before. Dr. George Everly, a renowned psychologist who helped to pioneer the field of disaster mental health, joins the podcast to discuss the keys to strong, steady leadership both during and after crises…
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Hans and Robby are back again this week with a brand new episode! This week they discuss the distinction between care manager and agency care giver. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@ca…
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Implementation of the Department of Labor's Retirement Security Rule is on hold after a successful challenge by Finseca, the American Council of Life Insurers and several other insurance trade organizations. Texas Federal Court Judge Reed O'Connor said the industry is "virtually certain" to succeed in claims against the DOL. So what does this mean …
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So many of the systems in place to support older Americans were created at a time when people didn’t expect to live much longer than 65, and the concept of retirement was a handful of years at most. Part of true system reform is acknowledging that elders today and tomorrow aren’t the same as they were decades ago, and that we must create new struct…
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Hans and Robby are back again this week with a brand new episode! This week they look to answer the question, can you appeal IRMA? Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or…
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Deke Cateau is the kind of leader that the eldercare community desperately needs more of: committed to creating better environments for elders regardless of the challenges, willing to have nuanced conversations about the need for smarter regulations, and always inspiring others to do more than the status quo. The A.G. Rhodes CEO joins the podcast t…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about the social security trustees report for 2024. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardina…
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We go down under this week to speak with Angela Raguz, the chief operating and risk officer for HammondCare — a pioneering operator of small-home eldercare cottages in Australia, and one of CFI’s partners in the Household Model International Consortium. Angela dives into her 30-year career at the forefront of dignified and radically non-institution…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about tax problems, an IRS enrolled agent. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.co…
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Tireless advocate Carrie Leljedal returns to the podcast to discuss her work to bridge the worlds of advocacy for elders and people living with disabilities, which began after her adult son experienced a prolonged lockdown away from family and friends during the pandemic. She turned her anger and frustration into a new career as a champion for esse…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about see through trust for IRA beneficiaries. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguid…
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It’ll soon be that time again: We’re gathering the Green House Project and Pioneer Network communities together at the Center for Innovation conference, coming to Grand Rapids, Mich. from November 11-13. This week, join CFI team members Susan Ryan, Marla DeVries, and Stacey Bergmann for a preview of the conference, a discussion of why in-person con…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about 200 thousand dollar annuity 10 years later. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalg…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about making smart choices with your income taxes. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinal…
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Across all industries, it can be difficult to separate promising, useful tech solutions from the hype — especially in senior living and eldercare, which have historically been slow to adopt even basic systems like electronic health records and high-speed wifi. Parasol Alliance CEO Amber Bardon has spent nearly a decade trying to change that reality…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about paying for long term care insurance yourself. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardina…
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While the Green House model is the most widely implemented small-home nursing care concept in the U.S., it’s not alone — innovators around the world have developed person-directed, human-scale communities where elders of all abilities can thrive. Belong, a non-profit provider organization, has brought its own household model — the Belong Village — …
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Hans and Robby are back again this week with a brand new episode! This week's discussion covers knowledge about medicare if you're 65. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.co…
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With each year that passes, Pride celebrations become more and more mainstream — but in our current political and social climate, LGBTQ+ people of all ages continue to face demonization and stigmatization, a reality that is sometimes magnified for elders. Today in the United States, about half of older LGBTQ+ adults live in states where they can le…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about milestone ages in retirement. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or ca…
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Just about everyone who works in the eldercare space has heard about the negative effects of ageism in our society, but we can’t truly fight age-based discrimination until we look inward — even within our own sector. Jordan Evans, co-founder of Art Against Ageism, joins the podcast to discuss his experiences as a younger person in the eldercare lan…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about the tax increase for 2026. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calli…
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According to US Census data, 14% of the US population, or 46 million, are foreign-born and/or non-citizens. This represents a significant life insurance sales opportunity, as foreign nationals seek safety and security from US life insurance carriers. In this episode, our Crump experienced professionals explore the opportunity. Joining us: Jess Metz…
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Steve Nygren, visionary founder of the Serenbe community outside of Atlanta, returns to the podcast to discuss his vision for intentional communities where elders can age well — but not because they’re designed exclusively for older adults, but for people of all ages to stay active, stay connected, and stay engaged with day-to-day life. If you miss…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about irrevocable life insurance. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or call…
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nequities in eldercare affect not just the quality of services but the physical spaces themselves: Far too many operators, policymakers, and investors believe that people receiving Medicaid-funded services simply deserve lower-quality, older, more institutional buildings to call home. Kia Weatherspoon, the founder and president of Determined by Des…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about financial planning and investment management. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardina…
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As the proportion of older Americans grows, so too will the ranks of “solo agers” – people navigating the aging process without children or other relatives. And for elders who need extra assistance in making major decisions around housing and finances, solo aging may lead to legal guardianship and outcomes that don’t align with their values, prefer…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about tax deferred vs tax free. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or callin…
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