Long-Term Care Specialist, Brian Ott hosts a weekly show covering all aspects of long-term care.
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An original podcast series produced by the American Health Care Association and the National Center for Assisted Living, created specifically for leaders in the long term and post-acute care profession.
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Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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A podcast dedicated to helping those who are helping our elders.
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Every week Gary discusses retirement planning, wealth management, and how to pay for long term care without going broke. Gary uses his 40 + years of experience to design plans for his clients that will ensure they never run out of money in retirement and have the long-term nursing care they need using insurance strategies. Gary uses the top coaches in the country to design his plans to be the best available. Find out more at: www.masterswealth.com
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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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Explore the field of post-acute and long-term care, with expert interviews, journal article reviews, innovations news, and more. Statements made by guests on this podcast are their own opinions and are not necessarily the positions of the Society. Speakers’ appearance on the program does not imply an endorsement of them, their views, or any entity they represent.
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Being Well Informed discusses trending topics such as police reform, book banning intensified, the Emmett Till Alert App, new and upcoming authors, the Anne Arundel County NAACP Greenbook, judicial reform, long term care insurance, cryptocurrency scams, Maryland Lynching Memorial Project, Education in a Pandemic, and much more. The program, hosted by Claudia Barber, is designed to educate the audience on these trending topics.
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The official podcast of Care Providers Oklahoma, which represents those across Oklahoma who provide quality care to our seniors, individuals with disabilities and other vulnerable Oklahomans who live in our facilities. Studio CPO tackles history, current events and the challenge of advocating for Long Term Care at the State Capitol and in Washington, D.C.
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Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financ ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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The LTC DON Chat is a podcast brought to you by the American Association of Post-Acute Care Nursing (AAPACN). Our experts and guest speakers cover the hottest topics and breaking news in long-term care nurse leadership.
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The LTC NAC Chat is a podcast brought to you by the American Association of Post-Acute Care Nursing (AAPACN). Our experts and guest speakers cover the hottest topics and breaking news in long-term care.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Welcome to a candid conversation about life. This is a safe place to share experiences, learn best practices, and ask the tough questions in order to prepare for end-of-life realties we all will face, not only for ourselves, but our pets too! Feel free to contact me at askjodiclock@gmail.com or visit my website at www.jodiclock.com
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You’re listening to ”Framework Focus,” the podcast that explores trends, innovations, and insights in the long-term care pharmacy industry. Join us as we connect the entire LTC ecosystem.
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
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There are a lot of myths and misconceptions floating around about estate planning and long-term care planning. Many families fail to plan because they feel overwhelmed and not sure where to start, so they never put a plan in place. Our mission with this podcast is to give you a starting point and empower you to ask the questions that matter most when it comes to putting the right estate plan together for you and your family. In each episode, we are addressing the myths and misconceptions abo ...
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Welcome to "Planning with Purpose: The Caregiver's Blueprint" with Raymond Lavine, the podcast where we explore the world of long-term care benefits and financial planning with the seasoned professional himself, Raymond Lavine. Raymond Lavine is not your typical financial expert; he's the driving force behind Lavine LTC Benefits, a company dedicated to helping you secure your future. With a wealth of experience in insurance, finance, and long-term care benefits, Raymond's commitment to your ...
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Life Happens is a weekly radio program hosted by the attorneys of Pierro, Connor & Strauss that addresses the challenges we all face through all stages of life. We talk about aging as a lifestyle, estate planning and long-term care issues that must be confronted, and the careful planning required to avoid future crises. For more information or to schedule a free consultation, call (518)459-2100 or go to pierrolaw.com.
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The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
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Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Now or Never: Long-Term Care Strategy is a podcast for all those seeking answers and solutions in the long-term care space. Too often we don’t fully understand the necessity of care until it’s too late. This podcast is designed to create solutions, start conversations and bring awareness to the industry that will inevitably impact all Americans.
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At AARP California, we are so much more than our membership card and ‘In Clear Terms’ is all about informing you about the great things that we do for Californians of all ages. This podcast will cover news that you can use as you think about healthcare, retirement savings, caregiving, new technology, and legislation you should be aware of that we are engaged in on your behalf. Join Thyonne Gordon for conversations that are fun and thought provoking with community leaders, thought leaders, el ...
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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The Heartland Institute podcast featuring libertarian and conservative health care scholars who are working to put power back into the hands of patients and doctors, and away from government bureaucrats.
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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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Caring for aging parents or other loved ones while working, raising children, and trying to live your own life? Wondering how to find the time for your personal health & happiness? Welcome to the Happy Healthy Caregiver podcast. The show where real family caregivers share how to be happy and healthy while caring for others. Host and Certified Caregiving Consultant, Elizabeth Miller shares her stories and content and also talks with others who are either current or former family caregivers. R ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Decision Point: Age into New Norms takes to heart that long-term care is a community anchor. Hosted by HORNE Healthcare Consultant Barry Plunkett, this series emphasizes resilience in long-term care and fosters the adoption of change by discussing trends that can transform, empower and rid the long-term care community of the neglect it’s been given. Until now.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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What would you do if you weren't afraid? Jen and Kim are long-time friends who started the podcast from the perspective of two teachers and their experiences in education. The podcast has evolved through countless interviews with current and former educators as well as authors. You will still hear their teaching tips and stories, but you also will follow them on their journey through new chapters in their lives.
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Moving On Mama: Long-Term Care Planning is about helping mature women, particularly those tail-end baby boomers aka Generation Jones women, plan for long-term care with a myriad of options that include self-funding, traditional long-term care insurance, hybrid life insurance with long-term care rider, hybrid long-term care annuities, health savings accounts (HSA's), trusts, and more. This show will encourage younger baby boomer women to overcome the fear and procrastination common with long- ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Realtor interviews business Allow me to introduce myself as Jacqueline Watson, a Realtor in the Toronto/GTA area. However, my expertise extends beyond real estate. I am also a Mediator specializing in Labour Relations. My passion lies in more than just selling homes; I strive to transform lives and empower individuals to achieve financial freedom through home ownership. In addition to my real estate endeavors, I am building a thriving community through my podcast, Elementary. This platform a ...
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This podcast is brought to you by the Washington State Long-Term Care Ombudsman Program, working to ensure the rights, dignity, and well-being of individuals living in long-term care today and tomorrow. The LTCO program is operated by the Multi-Service Center, a private non-profit located in Federal Way, Washington.
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Stopping Retirement Losses & Building More Control & Security
Mark Rogers, Financial Educator of Two Room Schoolhouse
Learning never leaves us. Understanding how to make decisions comes from learning.In our working years (40-50's) affords us wonderful PLANNING options for the decades to come. Learning in our 50's is critical to build security in financial future.And in our 60's, we have so many NEW decisions to learn about for Retirement Years.Mark Rogers, Educator from the TwoRoomSchoolhouse site, share WEEKLY insight on critical NEWS, plus answers questions on Life Insurance, Annuity Policies, Medicare Po ...
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Join Anthony J. Enea, Esq. of Enea, Scanlan & Sirignano, LLP for a podcast series centered around all things Seniors! Talking Seniors is an informative and interactive podcast series where Anthony J. Enea, Esq. will interview various members of the community who can help answer your questions about everything from finances to home care assistance available as you age.
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To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
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By 2040, the population over 80 will more than double, but our perceptions of aging and plans for seniors’ care innovation have not kept pace. Let’s change the conversation. Coming of Age features host Donna Duncan, CEO of the Ontario Long Term Care Association, in lively discussions with national and international experts on ageism and how to reimagine seniors’ care.
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The Wellness Business Podcast was created specifically to focus on the core principles of building a profitable wellness business. Each weekly podcast episode is filled with action steps and case studies dedicated to one core principle of business to get new clients, grow a responsive email list, increase brand awareness, generate more income, launch new products and learn the latest social media strategies.
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Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
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Estate Planning Attorney Tim Stallings talks about wills, trusts, long term care options and building a lasting inheritance | Things you SHOULD splurge on in retirement | Three signs you’ve outgrown your ...
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On this week's show: The conversation about protecting your money goes further than simply guarding against a market pull back. Estate Planning Attorneys Greg Aler and Tim Stallings dive into the legal issues you need to address in your retirement planning. Why financial advisors DON’T want you to spend your money. Signs it’s time to move on from y…
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Brian addresses great questions from a podcast listener!By Brian Ott, RICP, CTLC
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What happens if your existing long term care policy price does up? Do you pay the price increase, or adjust the benefits to keep the policy affordable? In this show we review a real-life example of a client who is facing a potential 189% price increase for his existing LTC policy.By Dan Wendol
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Diversity and Inclusion in Long Term Care
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In this episode, host Debbie Stadtler, sits down with Zakiyo Jackson, nursing home administrator at Walter B. Crook Nursing Facility. Together they discuss diversity, equity and inclusion in long term care. They delve into the nuances of DEI at the leadership level, exploring challenges and strategies for enhancing inclusivity within organizations.…
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The Importance of Long-Term Care Planning
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In this episode, attorney Bill Miller discusses the importance of long-term care planning and the potential financial impact of long-term care costs. He shares personal experiences of families struggling to pay for long-term care and emphasizes the need to protect one's home and life savings. Bill explains the limited options for paying for long-te…
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#185 | The House is Mine. Why Am I Not on the Title?
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#185 | The House is Mine. Why Am I Not on the Title? 𝗕𝗶𝗴 𝗤𝘂𝗮𝗻𝗱𝗮𝗿𝘆. 𝗦𝗶𝗺𝗽𝗹𝗲 𝗔𝗻𝘀𝘄𝗲𝗿. The Question: Why isn't my name on the house title if I inherited if from my mother? Basically there is a a process to transfer title and this video will help you know where to begin. -- We’re here to help you learn more! Please comment and let us know if you found th…
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In this episode, attorney Bill Miller discusses special needs trusts—also known as supplemental needs trusts—which are designed to protect the benefits of someone who is disabled and on SSI or Medicaid. He explains the two types of special needs trusts: first-party and third-party. First-party special needs trusts are for individuals who receive an…
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In this podcast, Denise Winzeler, BSN, RN, LNHA, DNS-MT, QCP-MT, curriculum development specialist for AAPACN, and Amy Stewart, MSN, RN, DNS-MT, QCP-MT, RAC-MT, RAC-MTA, chief nursing officer for AAPACN, discuss facility culture—what it is, why it’s important, and how listeners can assess and implement strategies to improve their culture.Additional…
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Got questions about maximizing your retirement income, saving for retirement, life insurance, or estate planning? Send me an email to kraig@kraigstrom.com. I am always willing to see if i can Help!By Kraig Strom
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You see the ads on TV and radio. Now even Costco is selling gold. Should you include gold in your retirement portfolio? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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EP360: 4 Ways to Make Money with Your Coaching Expertise
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One of the amazing things about being a health coach or nutritionist is that you get to decide how you want to help people and generate revenue. You get to call the shots and design your business the way you want. There’s more than one way to monetize your expertise, and today, we’re diving into 4 of them. We’re also sharing examples of each one to…
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Arts and the Law are discussed. Guest Attorney Sammetria Goodson discusses why a curator needs an attorney and her unique work and client base when representing visual artists and the like. She emanates from North Dallas, and does work on the East Coast. We also address AI and how intellectual property has changed over the years. Being Well Informe…
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May 4, 2024 | Labor Market Payrolls, Job Openings, Microsoft and AI and Starbucks
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Labor Market payrolls Nonfarm payrolls increased by 175,000 in the month of April. While this was well below the estimate of 240,000, this may actually be a big positive. Having that type of growth still shows the labor market is on good footing, but to combat the Fed’s inflation concerns it’s nice to see a labor market that is not too hot. Previou…
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Episode #289 - Spontaneous Asset Protection
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Got questions about maximizing your retirement income, saving for retirement, life insurance, or estate planning? Send me an email to kraig@kraigstrom.com. I am always willing to see if i can Help!By Kraig Strom
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In this episode: events, community, travel rewards, medidations, mini retirements, travel wins, and travel points. This week we are back with friend of the pod Ginger to discuss a mixed bag of topics, such as attending FI events, travel rewards and companion passes, as well as the idea of a “mini” retirements and what that can look like while on th…
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Hey Twisted Teachers! Welcome to May and the official 3rd year of our podcast. Kim and Jen catch up and discuss their lives. Jen gives some very tactical and transparent advice about leaving education. It's not the time now, but there's so much you can do to prepare. Thank you for being so supportive through these three years! Stay TWISTED! Twisted…
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Episode #290- Doctors are not always smart
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Got questions about maximizing your retirement income, saving for retirement, life insurance, or estate planning? Send me an email to kraig@kraigstrom.com. I am always willing to see if i can Help!By Kraig Strom
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In this episode we explore the age-old question in investing: how much risk is too much? We'll unpack strategies for balancing risk and reward to create a successful investment plan tailored to your unique goals and risk tolerance.By Cory Sickles
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By News Radio 810 and 103.1 WGY (WGY-AM)
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Got questions about maximizing your retirement income, saving for retirement, life insurance, or estate planning? Send me an email to kraig@kraigstrom.com. I am always willing to see if i can Help!By Kraig Strom
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In this episode we explore the world of life insurance. We'll break down the different types of policies, discuss how to determine your coverage needs, and explore strategies to maximize your benefit while keeping costs manageable. Tune in and learn how life insurance can be a valuable tool to protect your loved ones' financial future.…
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During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.By Michael Mcguire
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Ever wonder what life insurance is all about? We welcome special guest Jay Guerin, president of Gradient Insurance Brokerage to help us break down the basics - how it works, why you might need it, and the different types available. Tune in to learn if life insurance is a wise addition to your financial plan!…
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Episode #292-The Tale of Two Estate Plans
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Welcome back to the podcast! I'm Kraig Strom, also known as the Income Engineer. I am a certified financial planner and a paralegal at an amazing law firm. Many of you have reached out to me, wondering where I've been. Well, I've been fortunate to be busy but also a bit burned out on procrastination when it comes to essential matters like estate pl…
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Want your beneficiaries to avoid paying big legal fees and/or major taxes to the IRS? Then you need to avoid some very common estate planning mistakes. In this show we discuss a real-life example of how a simple oversight can lead to major lawyer fees and taxes that could have been avoided.By Dan Wendol
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Episode 259 “It’s all about the Benjamins, baby.” -P. Diddy
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A new Forbes Advisor study has identified the biggest financial regrets from 2023. We dive in and share some tips to help you navigate through these common concerns coming up today on ________.
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Episode #293 - E-Bike Crash: Would You Sue Simon Cowell
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Would you file a lawsuit against Simon Cowel if he smashed into your mom on his e-bike and broke her hip? In this latest video, Kraig Strom sheds light on the often-overlooked aspect of asset protection. Did you know standard home and auto insurance might not cover liabilities if you're involved in an accident while riding your e-bike? E-Bikes are …
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Retirement Planning Is Harder Than It Used To Be
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Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Here’s what we cover in this episode: 0:00 – Intro 2:21 – Change from gener…
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My RISA® (Retirement Income Style Awareness®) results and what they mean and how to get yours
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In this week's episode, we'll explore the RISA® (Retirement Income Style Awareness®) assessment and what my results were. What is a Safety-First retirement versus a Probability-Based retirement and which is right for you? Should your retirement income be front-loaded or back-loaded? Should you continue to accumulate in retirement or concentrate on …
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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Estate Planning with a Focus on Mental Health Protection
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Ever wondered how to navigate the often-overlooked complexities of mental health in estate planning? Well, worry no more. Your hosts, Greg McIntyre and co-host Attorney Samantha Gordon ("Sam"), delve into the heart of this matter, breaking down the crucial differences between healthcare powers of attorney and mental healthcare directives. You'll co…
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TCB-Financial Advisor vs. Financial Planner
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Join Tommy and George in today's episode as they discuss the difference between a financial advisor and a financial planner. Although these two roles are often used interchangeably, they have two very different approaches to your financial situation and provide different services. Here at The Journeys Group, we are firm believers of working with a …
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In this episode Gary discusses creating money, inflation, lifetime income, and long term care.By Gary Mastrodonato
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In this podcast, Amy Stewart, MSN, RN, DNS-MT, QCP-MT, RAC-MT, RAC-MTA, chief nursing officer for AAPACN, and Jessie McGill, RN, BSN, RAC-MT, RAC-MTA, and Jennifer LaBay, RN, RAC-MT, RAC-MTA, QCP, CRC, curriculum development specialists for AAPACN, discuss AAPACN tools that make the nurse assessment coordinator’s (NAC’s) job easier.Additional Resou…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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Beyond the Will: Essential Steps in Special Needs Planning for Parents
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"Who's going to watch over my child and make sure that things are being done properly, that they have everything they need?" In this conversation, Bob Mannor, a certified elder law attorney, interviews Michele Fuller, a nationally recognized top special needs attorney, about special needs planning. Bob and Michele discuss the importance of collabor…
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Overwhelmed by senior care decisions? Unsure where to start? Join us for a special feature with guest speaker Karla Middlecamp, and let CarePatrol be your guiding light! Discover how their expert guidance, personalized approach, and nationwide network simplify the process. From seamless transitions to ongoing support, find peace of mind for your lo…
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3 Signs You’ve Outgrown Your Financial Advisor
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Is your financial advisor giving you the value you deserve? Are they focused only on investments or retirement planning? Is the advisor that got you TO retirement the same advisor that should guide you THROUGH retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and Yo…
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EP359: 4 Types of Social Media Content That Converts with Alicia Streger
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Lately we’ve been evaluating what has been working for us, and fellow health coaches, on social media. When we say ‘working’ we’re talking about what type of content is helping the followers of health coaches move through a client funnel, from first finding them to actually enrolling in their paid program. After diving into the data we’ve discovere…
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How to Cope With Caregiver Stress with Todd Keitz
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💡Welcome back to the Steadfast Care Planning podcast, the show that helps you plan for care to live well. Our guest is Todd Keitz, not just a seasoned CEO of My Care Friends and 17 Commerce, but also a compassionate caregiver advocate drawing from his profound personal experience. Todd's caregiving journey began unexpectedly when he was just nine y…
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Crafting a Comfortable Future The Art of Financial Planning, Retirement planning and Real Estate Investment with Shanta Setiadii
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Unlock the door to financial freedom with Shanta Satiadi from OMAVERICS Leadership Group (@omaverickskeadership) as she navigates the world of financial brokering and mortgage trends with us. From the bustling city of Calgary, Alberta, Shanta brings a wealth of knowledge, discussing how her team’s entrepreneurial flair provides a full suite of fina…
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Tuesday Rewind-What Doesn't Kill You Makes you Really Pissed Off
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Here's a throwback for the last day of April. The countdown to the end of school begins! Kim and Jen catch up on their lives, which seem to be caused by dumpster fires. Jen loses her purse at a rest stop, and Kim almost loses her luggage at the New Jersey airport. They relate to the lady who ran her car into a Popeyes restaurant because they forgot…
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#184 | What if Stepmom Doesn't Follow the Trust?
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#184 | What if Stepmom Doesn't Follow the Trust? Let's talk Marital Trusts. What do they do? How flexible are they? What if stepmom doesn't follow the marital trust? Do the children have any rights? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome…
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April 27, 2024 | GDP, Personal Consumption Expenditures (PCE), S&P 500, Technology & S&P 500, Nasdaq and Do you Hold too Much Cash?
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GDP First quarter GDP was a large disappointment as it grew at an annualized pace of 1.6%, substantially below the estimate of 2.4%. I will say, considering there is a lot of data to collect the first reading can be subject to major revisions. As a recent example, in 2023 Q1 GDP had an initial reading which showed an increase of 1.1%, but it was la…
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PPR 206_Retirement Credit Card Travel Hacking
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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#183 | Can I Work on Medicaid & SSI? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊 -- If you want to talk more about anything estate planning, elder law or probate related: https://zammit…
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Freedom Before FIRE | Trip of a Lifestyle
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59:14
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In this episode: connecting points, the power of FU money, the early retirement era, and enjoying the journey. This week we are joined by returning guests, Steven and Lauren Keys from Trip of a Lifestyle, to update us on their FI journey and “early retirement era,” as well as discuss the importance of finding the courage and freedom to make radical…
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