show episodes
 
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, CEO of AgingIN (formerly Center for Innovation), every Wednesd ...
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Finishing Well

Truth Network

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Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA's, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us i ...
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Crump Insights

Crump Life Insurance Services

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Monthly
 
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. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financ ...
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Senior Matters Podcast

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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show series
 
In the realm of storytelling in the senior living field, few come close to what Jack York has done in his decades-long career as a tech entrepreneur and now professional storyteller. In this episode of Elevate Eldercare, AgingIN CEO Susan Ryan welcomes Jack, founder of iN2L and co-founder of Talegate, whose journey from Silicon Valley to the world …
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Long-term care (LTC) insurance is evolving fast. In this episode, Rick Stewart from Crump explains how product innovation is reshaping the industry around flexible, client-focused solutions. Life insurance combo products and annuities with LTC riders are now among the fastest-growing options. Add to that, joint policies for couples and new short-te…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss tax advantaged accounts for children. 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 [email protected] or ca…
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In this inspiring episode, AgingIN CEO Susan Ryan sits down with Erin Hart and Peter Murphy Lewis, who share how they're transforming perceptions of long-term care through storytelling and authentic human connection. Erin, who has spent 13 years in long-term care and now works with the Ohio Health Care Association, describes how growing up across t…
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This episode is Part 2 of a 2-part Medicare Series on the Senior Matters Podcast, hosted by Mark E. Wight with guest Chad McDonald, Medicare Specialist of CRM Group, LLC. Now, in Part 2, Medicare Premiums and Enrollment Changes, Mark continues the conversation with Medicare expert Chad McDonald to break down what's happening for Idaho seniors in 20…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care. 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 [email protected] or calling 919-535-8261. Le…
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In this episode, Katie Smith Sloan, president and CEO of LeadingAge, sits down with AgingIN CEO Susan Ryan to discuss Katie's remarkable journey from studying political science to shaping the future of eldercare. Drawing on her early work in the U.S. Senate and at AARP, Katie reflects on how policy and program must work hand in hand to create meani…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss comprehensive financial plan. 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 [email protected] or calling 91…
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In this week's episode, AgingIN CEO Susan Ryan sits down with Nancy Zionts, chief program officer at the Jewish Healthcare Foundation (JHF). In a wide-ranging discussion, the two talk about the importance of valuing older adults, human-centered technology, and intergenerational connections. Zionts shares insights from a study tour to Japan, where s…
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Medicare isn't one-size-fits-all, and every year, the rules, costs, and coverage options change. In this episode of Senior Matters, host Mark E. Wight welcomes Medicare specialist Chad McDonald to break down what's new for 2026 and why it's more important than ever to review your plan with a licensed agent. Together, they cover: Key Medicare change…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare insurance market disruption. 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 [email protected] or ca…
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In this episode, AgingIN CEO Susan Ryan sits down with Tamar Krebs, founder of VideriAustralia (formerly Group Homes Australia), to explore her remarkable journey transforming aged care through person-centered, household living. From her early experiences in nursing homes to building 26 small-scale homes across Australia, Tamar shares how her visio…
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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 the one big beautiful bill act of 2025 aka OBBBA. 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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Looking for ways to build stronger client connections while addressing wealth gaps? In this episode, we delve into Prudential’s Blueprints to Black Wealth initiative and its impact in the industry. Crump's Sales Director, Jill Coyne, talks with Keita Cline, Prudential's Vice President of Business Development and Market Expansion. They share insight…
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If you’ve been asking, “What now?” after the OBBBA, this episode provides the strategies to help clients move forward with clarity and confidence. Senior VP of Crump Advanced Sales, Carly Brooks, joins us to dig into the planning opportunities, like dynasty trusts, ILITs, grantor vs. non-grantor strategies, and the evolving role of life insurance i…
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In this week's episode, AgingIN CEO Susan Ryan sits down with Kristen Parsons, who shares her inspiring journey from pediatrics to eldercare and why she is passionate about helping older adults maintain their independence. Now leading operations at Tiffany Village and Kenny's Pond in Newfoundland and Labrador, Canada, Kristen highlights how their a…
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In this episode of Senior Matters Podcast, host Mark E. Wight sits down with guest facilitator Amy Pence-Brown of Boise Death Café to explore the global Death Café movement. This grassroots initiative provides a safe and informal space where people gather to talk openly about mortality over tea, snacks, and conversation. From its roots in Switzerla…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the an alternative to fixed income with asset allocation. 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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In this week's episode, AgingIN CEO Susan Ryan welcomes Michael Giuliano, chief operating officer at Planetree International, who shares his inspiring journey from growing up in a family of healthcare professionals to leading a global nonprofit dedicated to advancing person-centered care. Michael reflects on how his father's medical practice shaped…
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In this episode of Senior Matters, host Mark E. Wight talks with Lisa Underwood from Aging Strong, a non-profit supported by JANNUS , which has served the Treasure Valley for over 50 years. Lisa shares how the Legacy Corps Caregiver Support Program provides meaningful companionship to military families and isolated older adults throughout the Treas…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the question, are you a 401k millionaire. 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 [email protected] o…
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In this episode of Elevate Eldercare, AgingIN CEO Susan Ryan sits down with Anne Tumlinson, founder and CEO of ATI Advisory, and creator of Daughterhood, to explore her remarkable journey from environmental activism to national healthcare leadership. Anne shares how her early work with U.S. Rep. John Lewis and Sen. Harris Wofford inspired her pivot…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss retirement income 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 [email protected] or calling 919-…
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In this week's episode, AgingIN CEO Susan Ryan welcomes back Rob Liebreich, president and CEO of Goodwin Living, for a wide-ranging conversation on leadership, innovation, and the future of eldercare. Rob reflects on his 23-year journey in aging services, inspired by his grandmother's experience, and shares how that personal connection continues to…
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In this Senior Matters Podcast episode, Mark E. Wight speaks with Jim and Linda Cornwell, a couple who approached aging with thoughtful planning. They are among the minority of Americans who have a written estate plan and use it as a foundation for broader life decisions. Their story encompasses a wide range of topics, including managing property a…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss social security trust fund accounting. 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 [email protected] or c…
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In this episode, Charles DeVilmorin, co-founder of Linked Senior and now part of LifeLoop, joins AgingINSM CEO Susan Ryan to share his journey into eldercare and the passion that drives his work in resident engagement. Charles began his path with a thesis on nursing home environments that revealed the devastating effects of isolation and boredom on…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare tax for those with a high income. 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 [email protected]
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Life insurance policies aren’t “set it and forget it” assets — they need to evolve with clients’ lives. In this episode, we break down why policy reviews are essential, how to ask the right questions, and how to identify opportunities to protect clients and grow your practice. You’ll hear real-world success stories, learn the step-by-step review pr…
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In today's episode of Elevate Eldercare, AgingIN CEO Susan Ryan welcomes Deke Cateau, CEO of A.G. Rhodes, a nonprofit nursing and rehabilitation organization in metro Atlanta. Born and raised in Trinidad and Tobago, Deke's path to long-term care was sparked by his wife's encouragement and is sustained by his deep belief in the power of family and p…
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This episode is Part 2 of a two-part series. In this follow-up episode of Senior Matters, host Mark E. Wight and attorney Carly Ward dig deeper into the probate process in Idaho. They cover how probate protects against unknown debts, why personal representatives can be personally liable, and how to close an estate formally or informally. You will a…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss social security trust fund accounting. 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 [email protected] or c…
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In today's episode, AgingIN CEO Susan Ryan sits down with Ben Veghte, director the WA Cares Fund, a state-run entity that provides working Washingtonians a way to earn access to long-term care benefits that will be available to eligible individuals. when they need them. Ben shares his inspiring journey from studying capitalism and social justice in…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the purpose of estate planning documents. 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 [email protected] o…
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This podcast's producer, Center or Innovation, now has a new name: AgingIN. With a mission to be the catalyst for person-directed living and empowered cultures in the community of one's choice, AgingIN's rebrand and new strategic direction was ushered in through a partnership with 3rd3rd Marketing, a marketing firm that specializes in senior living…
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In this episode of Senior Matters, host Mark E. Wight is joined by estate planning attorney Carly Ward to explain the probate process and why it matters even if you already have a will. They cover what happens when someone dies without a plan, why some assets still go through Idaho probate, and how to navigate court appointments, notice requirement…
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Robby and Tom are here this week with a brand new episode! This week, they discuss the multi-year guaranteed annuity (MYGA) CD alternative. 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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Host Susan Ryan sits down with visionary eldercare advocate and Pioneer Network co-founder Barry Barkan for a profound conversation on reimagining aging and the transformative potential of community, spirit, and consciousness. Barkan shares his journey from founding the Live Oak Institute to helping launch the Pioneer Network, driven by a belief th…
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Robby and Tom are here this week with a brand new episode! This week, they discuss new tax law - benefits to retirees & seniors. 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 [email protected] or c…
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In this insightful conversation, host Susan Ryan sits down with senior living innovator Andy Carle, consultant and founder of UniversityRetirementCommunities.com. Andy shares his personal journey into eldercare and the bold moves he's made to elevate the field, from founding a 70-community company to creating the first university-level curriculum f…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss 2025 long-term care insurance purchased with IRA 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@cardi…
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Get the clarity you need on the One Big Beautiful Bill Act — the sweeping tax bill signed into law on July 4, 2025. What changed? What didn't? And most importantly — how does it impact your clients’ planning strategies and bottom line? Guest Carma McCallie, JD, CAP, VP of Advanced Sales at Crump, joins us to unpack the key provisions and highlight …
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