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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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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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With roughly 40 percent of Americans in the overweight or obese category and as little as 12 percent of U.S. adults considered metabolically healthy, obesity plays a major role in life insurance underwriting. In this episode, Emily Bancroft, MS, ALMI, AIRC, ACS, ALU Certified Underwriter and Senior Underwriter at Crump Life Insurance Services, join…
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You can’t fix what you can’t measure, and for too many years, advocates and officials have attempted to reform the nursing home system without an accurate accounting of multiple metrics – including the flow of money and the track records of owners. CFI strategic advisor Anne Montgomery joins the podcast to discuss her efforts to bring greater trans…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about when it comes to income tax, how much do retirees pay? 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 han…
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When Jennilie Brewster first started inquiring about volunteering at the Coler nursing campus on New York City’s Roosevelt Island, she never imagined that her work with the residents would have a national impact. Brewster – a writer, painter, and film producer – joins the podcast to discuss her work with OPEN DOORS NYC and the Reality Poets, a grou…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about why you should plan out your estate. 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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The topic of responsibly integrating technology into eldercare communities is so rich and complex that we needed two episodes with Joe Velderman, vice president of innovation at Cypress Living in Fort Myers, Fla. to capture it all. Velderman returns to dive into the specific tech solutions that his organization has adopted across its life plan comm…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about how to either turn your 401k or IRA into a pension check. 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 …
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Marvell Adams, Jr. not only talks the talk when it comes to fostering diversity, equity, and inclusion in eldercare – he walks the walk, holding multiple roles across the eldercare spectrum where he brings people of all ages, races, socioeconomic backgrounds, and points of view together to move the sector forward. Adams, who serves on the Center fo…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about IRS and how they want your money. 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 o…
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Reminiscent of the ageist discourse around the “silver tsunami,” the concept of people aging without the support of children or a spouse – once referred to as “elder orphans” – is far too often discussed as a problem, and not a wonderful opportunity to enjoy a new phase of life with friends, neighbors, and other people who bring us joy. Sara Geber …
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about A caregiver's letter. It is a letter written by you to your family, that describes what you want done long term care wise, depending on different scenarios. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Ret…
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The idea that structural racism has a direct impact on all facets of American life – including the experiences of elders in care settings – shouldn’t be a controversial statement in 2024, but far too often, the question of equity and race-conscious policymaking gets wrapped up into a broader political discourse. Shekinah Fashaw-Walters, an assistan…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about medicare part D.. 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 919-53…
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Naomi Feil, who originally developed the Validation method of supporting and communicating with people living with dementia, died this past December 24 at the age of 91. This week, we’re celebrating Naomi’s life with her daughter – and fellow champion for the dignity of people living with dementia – Vicki de Klerk-Rubin, executive director of the V…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about your social security statement 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@cardinalgu…
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Tetyana Shippee first became fascinated with the power of structural forces to shape individual lives as a grad student from Ukraine studying the sociology of addiction in the United States. That academic interest soon expanded into gerontology and elder issues – including a two-year stint living in a continuing care retirement community as part of…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about income tax brackets for Roth IRA conversion 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…
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With an election year ahead and key provisions of the Tax Cuts and Jobs Act of 2017 sunsetting on December 31, 2025, the year ahead lays the foundation for what could be a significant impact on clients' estate planning strategies in the years to come. In this episode, Joy Dawe, Senior Vice President, Market Conduct, and Jon Whitacre, JD, CLU, ChFC,…
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Artificial intelligence is the tech buzzword of the moment, but as eldercare providers know, implementing any technology in the aging space comes with its own unique set of concerns – even solutions that don’t go as far as generating complex written narratives or autonomously analyzing resident data. At Cypress Living, a senior living and home heal…
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Hans and Robby are back again this week with a brand new episode! This week's discussion is about federal and state tax for both estate and inheritance. 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 han…
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As non-profit nursing home operators continue to shutter their doors and cede ground to for-profits, one organization in New England is helping mission-driven organizations honor their unique legacies while providing vital, centralized logistical support. Legacy Lifecare chief philanthropy officer/founding executive Barry Berman and chief operating…
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Robby is back again this week with Tom Griffith for a brand new episode! This week's discussion is about single premium immediate annuities. 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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Individuals and companies frequently develop new solutions to make life easier for elders and caregivers, but not all of them have what it takes to actually make the jump from theory to widespread practice. In Australia, that’s where ARIIA – Aged Care Research & Industry Innovation Australia – comes in. Since 2021, ARIIA has funded a host of projec…
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Robby is back again this week with Tom Griffith for a brand new episode! This week's discussion is which beneficiary are you? 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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We are hearing A LOT about AI, or artificial intelligence. But how is it impacting the life insurance industry? How are carriers integrating AI into their underwriting platforms? And how can insurance producers and financial professionals use digital tools to enhance and grow their practice? In this timely season opening download, Crump Vice Presid…
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In an eldercare field that’s populated with unseen and unsung heroes, family members of people living with dementia can often feel the most isolated and underrepresented. In the Greater Manchester area of the United Kingdom, Empowered Conversations creates safe, brave spaces for small cohorts of people on the caregiving journey to take a step away …
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Hans and Robby are back again this week with a brand new episode! This week, they discuss how you can purchase long term care life insurance with IRA 401k money. 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 ema…
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Far too often, people – even well-meaning folks who work in the field – fail to see nursing home residents as humans capable of the same growth, creativity, and fulfillment as people living in private homes. In fact, this ageism and ableism is a major reason why our imagination around reforming communal care settings is so narrowly focused on indiv…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the supplement plan G for medicare. 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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As eldercare CEOs and women of color, Anita Holt and Frances Salinas are relative rarities in a sector that’s supposed to serve people of all races and backgrounds equally. They join the podcast this week to discuss their work at their respective communities – Holt at The Forest at Duke in Durham, N.C. and Salinas at Wesley Willows in Rockford, Ill…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the tax on your social security. 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…
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Revisiting the Teaching Nursing Home was designed to pair Pennsylvania nursing homes with area schools of nursing, introducing up-and-coming nurses to careers in eldercare while also infusing age-friendly care practices into the communities’ operations. But according to Nancy Zionts, the primary investigator on the project – as well as the chief op…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss tax rates, brackets, and exemptions for retirees in 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@car…
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Robert Kramer – the founder of think tank Nexus Insights, as well as the co-founder and former CEO of the National Investment Center for Seniors Housing & Care (NIC) – returns to “Elevate Eldercare” for another stimulating discussion on the big-picture future of eldercare. As providers and advocates focus on the individual issues facing the sector,…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss all seven worries in one show. 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 9…
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Every December, we use the last “Elevate Eldercare” episode of the year to take stock of the previous 12 months and make some predictions for the year ahead. CFI logged substantial milestones in 2023: celebrating 20 years of Green House homes, taking the modelinternational with the opening of new homes in Australia, further integrating the GHP and …
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the three retirement income annuities. 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 c…
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The National Academies of Sciences, Engineering, and Medicine shook the eldercare world in April 2022 with a scathing report on the nation’s broken nursing home system. Less than two years later, the Moving Forward Nursing Home Quality Coalition – formed in the wake of the NASEM report to operationalize its conclusions – has made substantial progre…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss getting money out of a Roth IRA. 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…
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As we navigate a holiday season set against the backdrop of global and domestic conflict, this 2021 interview with Dr. Edith Eger feels even more vital than ever. A psychologist and a Holocaust survivor, Dr. Eger has 96 years of direct experience with navigating troubled times – both for herself and in service of others – and her ability to find li…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care by the numbers. 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 9…
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It’s easy to forget that not all nursing home residents are elders – and Vincent Pierce is dedicated to making sure leaders, advocates, and the general public remember. Pierce, a resident of the Coler nursing community on Roosevelt Island in New York City, wears many hats. He’s the founder of Nursing Home Lives Matter, an advocacy group formed duri…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss 2024 medicare parts A & B premiums & deductibles. 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@cardinalgui…
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“Unpretentious” isn’t a word you see often in marketing materials for senior living communities, but it shows up several times in the description of Northaven Senior Living in Seattle. Darlene Storti, Northaven’s executive director, joins “Elevate Eldercare” to discuss this down-to-earth assisted and independent living community for lower- and mode…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the social security increase 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 c…
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Each Thanksgiving, “Elevate Eldercare” centers gratitude by handing the mic over to the people who make Green House homes such great places to live. This year, we’re headed out west to Wyoming to meet three team members from Green House Living for Sheridan: licensed practical nurse Kiara Charlson, HR manager and education coordinator Jon Lanning, a…
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Hans, Robby and Tom are back again this week with a brand new episode! This week, they discuss medicare tax IRMA rates 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 c…
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November is Long Term Care Insurance (LTCi) Awareness Month, and with upcoming holiday gatherings, it's a good time to chat about this important topic with loved ones. In this timely episode, Rick Stewart, CLTC, director of sales, LTC Solutions Center, shares five key tips for financial professionals to ensure sales success with LTCi.…
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Stacey Bergmann joined the Center for Innovation this month as the new director of network and community relations – tasked with serving as the main liaison between the national organization and our local-level Green House Project and Pioneer Network partners – and today she joins the podcast to discuss her career, passions, and vision for the futu…
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Hans, Robby and Tom are back again this week with a brand new episode! This week, they give you all the juicy details on how to tax proof either your IRA or 401K. 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 em…
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