Best Jeffrey Bellomo Podcasts (2024)

1
Jay Metzbower: Applying a Civil Servant’s Heart to the Practice of Elder Law and Estate Planning 30:34

10h ago30:34

30:34

Jay Metzbower, Jr., is an attorney at Bellomo & Associates. After 10+ years in civil service, Jay decided to change careers and poured his dedication to community service into his education and the practice of elder law and estate planning. He can often be found leading one of Bellomo’s many workshops or discussing with his colleagues the latest la…

1
Building Bonds Beyond Business with Client Relationship Manager Amber Rivera 28:00

13d ago28:00

28:00

Jeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff’s table during lunch over ten years ago. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her…

1
Lancaster Downtowners: A Creative Approach to Aging at Home 27:51

28d ago27:51

27:51

Today, many seniors live longer—often farther away from family—and want to avoid continuing care retirement communities (CCRC). They’d rather age at home in familiar surroundings. But, aging at home usually requires some degree of assistance, which can be difficult to find. Jeff’s guest, Melissa Ressler, is the executive director of Lancaster Downt…

1
Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection 30:26

1M ago30:26

30:26

Jeff answers some questions that have been coming up in our conference rooms, workshops, and elsewhere. Generally, if a couple of people ask the same question, then we know that other people are thinking it, too. And, since we’re dedicated to education here at Bellomo & Associates, we like to jump in right away and clear up any confusion that might…

1
From Youth Advocacy to Elder Law: Carrie Pugh Connects with Community 30:32

2M ago30:32

30:32

Carolyn (Carrie) Pugh brings a breadth of knowledge and a team-oriented attitude to Bellomo & Associates. In addition to her work in elder law and estate planning, she has extensive experience in family law, youth advocacy, and Social Security disability, among other disciplines. She loves people and helping others, but animals figure prominently i…

1
Legal Legacies and Four-Legged Friends: A Conversation with Susan Hunter 30:14

2M ago30:14

30:14

Jeff welcomes retired attorney and businessperson Susan Hunter. Before developing a state-of-the-art indoor dog park and boarding-grooming-training facility in Nevada, Susan ran a successful elder law firm in Indiana. Back then, Susan and Jeff took time from their practices to co-teach a systematized approach of practice to elder law, estate planni…

1
Tanglewood Life Coaching: Clearing the Brush to Reveal the Best in Us 26:30

3M ago26:30

26:30

Jeff’s guest is Julie Cassaday, a certified life coach and Level II Reiki Healer, whose unique approach to personal development and empowerment has transformed lives. Julie helps individuals reveal the best of themselves by untangling the obstacles to their goals. In addition to private coaching and Reiki, her work extends to communication and orga…

1
Assisted Living Locators: Managing the Maze of Senior Living Options 28:14

3M ago28:14

28:14

Finding the right senior living community for yourself or a family member can be overwhelming, emotional, and time-consuming. Assisted Living Locators is a nationwide network that helps seniors find the community that best meets their needs. Rick Campomizzi, owner of the local Harrisburg-based office, provides free, personalized service and expert …

1
Numbers and More for 2024: IRS Rulings, Tax Info, and Medicaid Updates 28:49

4M ago28:49

28:49

It’s that time of year when Jeff provides the newest and most applicable IRS and Medicaid numbers for tax and estate planning purposes. Many of these numbers are discussed in our free, educational workshops. Jeff also likes to review them here along with related questions we get from our clients. WHAT YOU NEED TO KNOW (00:00) Episode introduction. …

1
Famous Figures, Part 2: What We Can Learn from Celebrity Estate Plans 30:32

4M ago30:32

30:32

This is the 2nd part of our examination of celebrity estate plans. Using the real-life stories of some of entertainment’s most famous figures, Jeff teaches us valuable lessons that can be applied to our own situations. What You Need to Know (00:00) Episode introduction. (02:56) Singer Whitney Houston created a will in 1993. She died 19 years later …

1
Famous Figures: What We Can Learn from Celebrity Estate Plans 29:38

5M ago29:38

29:38

It might not seem like it, but celebrities are people, too. Their estate plans prove that, just like us, some are forward-thinking and prepared while others fail to protect their assets. Jeff uses the stories of some of the wealthiest and most fascinating figures in entertainment and sports to teach us valuable lessons in estate planning because ou…

1
Inside Probate: Tips from Cathy Montague's 37 Years in the Field 28:07

5M ago28:07

28:07

Jeff “inherited” probate paralegal Cathy Montague two years ago when Bellomo acquired a small elder law firm from a retiring attorney. It didn’t take long for Jeff and the team to recognize Cathy’s experience and value. And it didn’t take long for Cathy to embrace her new environment and colleagues. Cathy sits down with Jeff to reflect on her long …

1
Beyond Numbers: A Client-Centric Approach to Financial Planning with Wade Williams 29:32

6M ago29:32

29:32

Jeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was helping others as a financial advisor. Jeff and Wade discuss investment management and the process of starting up with an advisor. They also highlight the value of expertise and a client-centric m…

1
Unlocking Business Leadership Potential: The Keys to Growth with Executive Coach and Mentor Mark Sussman 21:39

6M ago21:39

21:39

Jeff welcomes Mark Sussman from Strategic Business Group. Mark is an executive coach, mentor, and family business advisor. He helps leaders widen their perspective on their business, formulate plans to achieve their goals and monitor their progress. Being in charge can be lonely, so Mark also runs a peer advisory group for CEOs and owners. The Smal…

1
What You Should Know about Elder Care Advocacy with Meg Motter 30:13

7M ago30:13

30:13

Jeffrey Bellomo is joined by Meg Motter, Life Care Planning Coordinator at Bellomo & Associates. As an experienced, licensed social worker, Meg provides personalized support for elderly individuals dealing with various challenges related to aging, health, and living arrangements. Meg and Jeff share stories of commitment, personal connections, and t…

1
From Personal Injury to Parenting Prodigies: Meet Craig Milsten 28:20

7M ago28:20

28:20

Jeff is joined today by Craig Milsten. Craig has worked as an assistant District Attorney and the head of litigation at a large general practice law firm. For the last 18 years, he has been with Katherman Briggs & Greenberg (KBG) Injury Law. Craig is an experienced trial attorney and specializes in personal injury claims. Both Craig and Jeff have t…

1
Empowering Our Communities: The Impact of Good News Consulting on Dementia Care 27:27

7M ago27:27

27:27

Jeff’s guest is Tina Hess, the owner of Good News Consulting, a training, consulting, care management, and guardianship company specializing in person-centered dementia care since 1998. Members of the team also began serving as court-appointed guardians in 2004. With its advocacy, caregiver training, and resources for professionals and families, Go…

1
Know the Risks of Gifting Money, Unwrap Peace of Mind Instead 26:51

8M ago26:51

26:51

With the holidays upon us, you might be tempted to gift large sums of money to your children. But Jeff warns against this seemingly generous practice because gifting money and/or assets carries real and potential risks, including loss of control, severe tax implications, and inability to pay for long-term care. Jeff recommends a more thoughtful and…

1
Estate Planning Essentials: Act Early to Safeguard Your Future 25:52

8M ago25:52

25:52

Estate planning is not only for older, established homeowners. Jeff explains how to know when it’s the right time to set up powers of attorney and wills. He outlines state laws that will determine how medical decisions and finances will be handled if a person dies or becomes incapacitated without legal documents in place. Then, he ties it all toget…

1
Comply with the SECURE Act 2.0: Act Now to Update Your Estate Plan 21:58

8M ago21:58

21:58

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed in December 2022. Some sections are already in effect and others begin January 1, 2024. The law focuses mainly on retirement and tax-related issues, but has significant implications for estate planning, also. People who have estate plans that list trusts as benefi…

1
Finding Hope in Loss: Meet Jacob Sherman 30:34

8M ago30:34

30:34

When a person calls Bellomo & Associates looking for information for the first time, they speak with Intake Specialist Jacob Sherman. Jacob’s passion for helping others, especially when they are going through a tough time, is evident from the start. As a provider of what Jeff calls, “service extraordinaire,” Jacob ensures that a person’s initial in…

1
Reflecting on Universal Truths: Jeff’s Advice to His Younger Self 25:29

9M ago25:29

25:29

Jeff reflects on his many years as an attorney and shares the advice he would give himself as a young lawyer. As it turns out, his advice consists of universal truths: think differently; keep learning and growing; be clear, consistent, and honest in your communications; accept that people need to make their own decisions in their own time; nurture …

1
Don’t Gamble with Your Legacy: Choosing the Right Professionals for Elder Law and Estate Planning 25:21

9M ago25:21

25:21

Jeff answers another set of commonly asked questions in this last part of our series. But keep your questions coming! Along with guest interviews and deep dives into special topics, we will continue to address your questions periodically. And, of course, we’re happy to assist you in our workshops, meetings, and all of the ways we interact. What You…

1
Cracking the Code: Estate Planning FAQs Unveiled 25:40

9M ago25:40

25:40

As we continue our series, Jeff discusses several misconceptions that surround elder law, asset protection, and estate planning. These questions apply to everyone, regardless of financial status. Whether he’s talking about basic wills, different types of trusts, or the significance of the red wagon, Jeff uses relatable examples to make the concepts…

1
Commonly Asked Questions: Don’t Wait to Protect Your Assets 27:33

9M ago27:33

27:33

In this first part of our series that addresses some commonly asked questions, Jeff highlights the importance of proper planning for asset protection, regardless of age, and describes the expertise needed to effectively serve clients in this highly specialized area of the law. In addition to protecting your assets, it's about securing your financia…

1
Legacy Guardians: Navigating Estate Administration with Dana Wieseman 20:23

10M ago20:23

20:23

“I believe it’s my job and my purpose to assist in all matters and to eliminate any unnecessary stress during this emotional time, and to make the process as easy as possible.” That is from Dana Wieseman, Estate Administration Paralegal at Bellomo & Associates. It's easy to see Dana's commitment and compassion for clients as she discusses her exten…

1
Healing Hearts: How Olivia's House Supports Grieving Families 32:13

10M ago32:13

32:13

Jeff talks with K.C. Delp and Julia Dunn, M.Ed., LPC, of Olivia’s House, a non-profit organization dedicated to providing no-cost grief and loss support for children and families. Olivia’s House has an unmatched reputation with its proven program model, incredible volunteers, and tremendous support from the community. In addition to providing suppo…

1
Maximize Your Mortgage: Integrating Your Mortgage into Your Estate Plan 26:06

10M ago26:06

26:06

Ken Pitts is co-owner of First Choice Mortgage Advisors, a mortgage broker in Media, PA, just outside Philadelphia. Ken’s team of highly skilled loan specialists takes the time to understand and develop the best option for each borrower’s unique goals and needs. Jeff and Ken discuss various aspects of home financing and how different options and co…

1
Craft Your Retirement Roadmap with Stonehenge Advisor Group 24:07

10M ago24:07

24:07

Sean Crowley is the owner and founder of Stonehenge Advisor Group, a full-service financial consulting firm specializing in Social Security maximization and retirement income planning. The firm also provides product-agnostic services for health, life, and disability insurance, Medicare and Medicaid insurance, prescription insurance, and other progr…

1
Backstay Digital: Providing Practical Solutions that Elevate Businesses Online 19:15

11M ago19:15

19:15

Jeff’s guest is Matt Halperin, the founder of Backstay Digital, an innovative company specializing in website design and development along with cross-platform solutions. On the cross-platform side, Backstay Digital works with clients to develop apps and build minimal viable products that attract investors. The team also works with a wide range of c…

1
Mastering Wealth Transfer: Coordinate Your Assets for an Effective Estate Plan 27:10

11M ago27:10

27:10

There are four ways to transfer assets to your loved ones: joint ownership, sole ownership, sole ownership with beneficiary designations, and via a trust. Depending on your situation, you could use one or more of these methods. It is vitally important, however, that you treat the four methods as related elements in an overarching estate plan. Jeff …

1
The Smart Move: Protect Your Biggest Asset by Placing Your Home in a Trust 27:45

11M ago27:45

27:45

Regardless of your financial situation, putting your home in an asset protection trust provides unparalleled benefits—it safeguards the wealth in your home, anticipates future health care needs, and minimizes taxation. Placing your home in a trust is not just a smart financial move, it provides you with the sense of security that comes with continu…

1
Our Revolutionary Estate Planning Process: Protect Your Future with Bellomo & Associates 28:01

11M ago28:01

28:01

The team at Bellomo & Associates is passionate about providing education and empowering your family with the knowledge you need to make informed estate planning and elder care decisions. Our educational workshops and updated service model are revolutionizing estate planning practices all across the country. The Three Secrets Workshop explains how t…

1
Benefits Unlocked: Mastering Medicare and Medicaid for Your Future 27:44

11M ago27:44

27:44

We’ve been getting a lot of questions about the differences between Medicare and Medicaid. It’s important to understand the distinctions so that you can make the most of the benefits that are available to you. Our free workshops provide in-depth educational opportunities, and we encourage you to sign up at our website—both in-person and online lear…

1
Estate Planning for Grandparents: The Best Way to Pass Down Your Assets 28:00

12M ago28:00

28:00

People often think that they should transfer their assets directly to their grandchildren (or children) to avoid inheritance tax. Jeff explains why signing over assets to someone else can present serious risks to a family’s financial health. He suggests using a trust instead so that you can ensure that your wealth will be there for your children an…

1
Myth Busting the Recent IRS Revenue Ruling on IDGTs: What You Need to Know 27:56

12M ago27:56

27:56

A recent revenue ruling by the IRS has caused some confusion. The ruling applies to “intentionally defective grantor trusts” or IDGTs. Bellomo & Associates does not use IDGTs. Instead, the firm uses “irrevocable grantor trusts” or “pure grantor trusts.” The IRS ruling does NOT apply to these types of trusts. We are committed to using strategies tha…

1
Navigating the Legal Minefield: The Risks of DIY Estate Planning 29:11

12M ago29:11

29:11

Are you aware of the significant risks in using do-it-yourself legal kits and non-attorneys or non-specialist attorneys for estate planning? Each state has its own rules for preparing wills, powers of attorney, advanced health care directives, etc. Standard forms sold nationwide simply cannot meet all the different requirements of different states—…

1
Empowered at 18: Balancing Autonomy and Support in Adulthood 27:22

1y ago27:22

27:22

Congratulations! You just turned 18. You are an adult now, well, legally speaking. Your parents can no longer gain access to your financial information or make medical decisions for you. But before you celebrate your newfound independence, here is something to consider. What if you need help? When you turn 18, it’s important that you authorize some…

1
Dave Miller of Miller Insurance Group 24:20

1y ago24:20

24:20

Dave Miller of the Miller Insurance Group (MIG) offers expert guidance and a sincere commitment to helping people navigate the complexities of Medicare insurance services. In addition to prioritizing his clients with personalized service and support, Dave makes sure that they understand their plan and its ability to meet their needs. As a U.S. Army…

1
Anthony Billet of abSketches 17:41

1y ago17:41

17:41

Anthony Billet’s love for art and architecture led him to start abSketches in 2009. The visual marketing agency began by creating renderings and models of things that don't yet exist to help clients show possibilities to potential investors. Over time, abSketches has evolved its techniques and scope to include a blend of sophisticated visual media …

1
Living a Creative Life with Emily Duncan 27:53

1y ago27:53

27:53

It’s not easy to quickly summarize the professional life of Jeff’s guest, Emily Duncan. She double majored at the University of Iowa where she completed studies in the acclaimed Undergraduate Creative Writing Program while also earning a bachelor’s degree in music. Next came Juilliard and a Master of Music degree. Her musical performances since the…

1
Finding Success with Dave Romeo of the Romeo Network 28:41

1y ago28:41

28:41

Dave Romeo is an author and founder of the Romeo Network, a cohort of specialists in the areas of sales, leadership, personal growth, customer satisfaction, and goal setting. Using his gift for storytelling, Dave has evolved into an expert coach with a nationwide reach and reputation that have positioned him as a leader in the field. In addition to…

1
Meet “Bronx Attorney” Will Forero 25:39

1y ago25:39

25:39

Will Forero is known as the “Bronx Attorney.” As a paralegal, Will worked closely with plaintiffs and their children who had suffered the devastating effects of lead poisoning due to negligent landlords. This experience prompted him to pursue a JD from St. John’s University School of Law and commit to fighting powerful organizations on behalf of th…

1
It’s Never Too Late, with Amber Hinds of Ashber 21:22

1y ago21:22

21:22

Amber Hinds is owner of AshBer, an independent insurance agency specializing in Medicaid-compliant annuities and long-term care (LTC) insurance solutions. Ashber partners with attorneys and financial advisors across the country, helping them get their clients eligible for Medicaid and LTC by offering strategies for asset protection whether the clie…

1
Meet Jessica Delp, Community Outreach Coordinator at Bellomo & Associates 29:07

1y ago29:07

29:07

Jessica (Jess) Delp, Community Outreach Coordinator at Bellomo & Associates, gained extensive experience in the non-profit sector prior to joining Bellomo & Associates. Her outgoing personality and involvement with Girl Scouts, Big Brothers Big Sisters, Olivia’s House, and other organizations make her the perfect fit for community outreach. In this…

1
Meet Jennah Motter, Director of Operations, at Bellomo & Associates 26:53

1y ago26:53

26:53

Jeff’s guest is Jennah Motter, Director of Operations, at Bellomo & Associates. Jeff and Jennah met when she taught his daughter’s dance class. Back then, Jeff saw something special in Jennah and hired her. In 2017, she started out with the firm by scanning documents and compiling binders for clients. Over time, she gained valuable on-the-job exper…

1
Meet Deb Vieth, Medicaid Director at Bellomo and Associates 28:07

1y ago28:07

28:07

Jeff’s guest is Deb Vieth, Medicaid Director at Bellomo & Associates. Deb first discusses the work environment at Bellomo. From trust and collaboration to personal and professional support, it’s a culture that crosses departments and functional lines. This same spirit of teamwork and helpfulness benefits our clients and ensures that they receive th…

1
William Eadie: Dedicated to Ending Nursing Home Abuse 30:21

1y ago30:21

30:21

William Eadie is an attorney dedicated to ending nursing home abuse. His firm, Eadie Hill Trial Lawyers, is one of the few law firms in the area that focuses only on abuse and neglect in the long-term care (LTC) industry. Most often, he is called upon to help the family of an LTC resident who has been injured or killed due to abuse or neglect. Your…

1
Brian Strong of KBG Injury Law 30:36

1y ago30:36

30:36

Brian Strong is an attorney with KBG Injury Law. Jeff and Brian met when Brian sponsored a group of young lawyers, including Jeff, to be admitted to practice before the U.S. Supreme Court. That was nearly 20 years ago. Today, the friends get together to talk about the importance of specialization, the courtroom experience, alternatives to jury tria…

1
Event A/V Expert Steve Kownacki of Final Focus Productions 29:01

1y ago29:01

29:01

Using technology to bring people together for a large conference or even a small meeting can be complicated. Today, people expect professional productions whether the speakers and attendees are onsite, offsite, or both. But combining an array of technologies, platforms, and digital assets to provide glitch-free events can be tricky. And stressful. …

Podcasts Worth a Listen

Jeffrey Bellomo Podcasts

Podcasts Worth a Listen

Quick Reference Guide