Finances

Home Finances
Seniors and their pet

Untapped Resources to Pay for Senior Care

Emily Schwarz cites a variety of ways to help pay for senior care, including long term insurance policies, life insurance, reverse mortgages, and tax deductions.
Financial planning

Family Finances: Talking With Your Parents

Do you have a financial plan to move forward in your aging years? Do your senior loved ones have a plan? Sometimes it's hard to bring up those topics with them, but if you get asked to serve as power of attorney for a family member, it's your business to find out. Sitting down with a senior finance manager might be a great way to bridge you to this information in a non-invasive way. Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about how to talk to your parents about their family finances. Financial wellness, knowing you have resources to maintain your life, is one of the 8 foundational principles of wellness featured in the Vitality Revolution podcast series sponsored by Humana.
Financial planning

Family Finance Trip Wires

Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about trip wires when it comes to the financial plan for your aging years, or the finances of your senior loved ones. Financial wellness is one of the 8 foundational principles of wellness featured in the Vitality Revolution podcast series sponsored by Humana.
Financial planning

Life Book: A Non-Invasive Family Finance Tool

A professional finance manager can craft a life book to document your assets, income, and expenses – or for your senior loved ones – and how it insulates mom and dad from feeling like they're sharing too much with their family. Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about life books. Financial wellness is one of the 8 foundational principles of wellness featured in the Vitality Revolution podcast series sponsored by Humana.
Financial planning

Nitty Gritty Senior Finance Questions

Will people hit their goal for retirement? Like getting out the good china, we rarely think about our post-retirement finances. Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about how a financial manager considers your circumstances holistically.
Asset management

Today’s Long Term Care Crisis

David T. Phillips joins Suzanne to talk about a crisis in Long Term Care and how it is seriously negatively impacting Americans. Financial wellness is one of the 8 foundational principles of wellness featured on the Vitality Revolution podcast series sponsored by Humana.
Asset management

Plan for Long Term Care While You’re Healthy

Most baby boomers haven’t planned for a long term care event, considering that only 1 in 30 have a long-term care policy and only 7% of adults over age 50 own any form of Long Term Care insurance. David T. Phillips joins Suzanne to talk about how to reposition our assets in order to have funds available for a long term care event.

Asset Management for Long Term Care

According to AARP, 90% of Seniors would prefer to be cared for in their homes. What have seniors done to make sure this happens? Estate planning specialist David T. Phillips joins Suzanne to talk about long term care strategies to make sure you have care in your later life.

Asset Management Example for Long Term Care

There are different ways you can remain solvent in your aging years, and there are techniques to maintain and preserve assets. Estate planning specialist David T. Phillips joins Suzanne to talk about the three types of leveraged care solutions and to provide an example of how they work.
Asset management

Finances: The Retirement Squeeze

If you're adequately prepared, you can live a fulfilling life long into your senior years. Bob Carlson joins Suzanne to talk about senior retirement finances, noting that people haven't realized or properly planned for what their real life expectancy turned out to be. Bob's Retirement Watch newsletter is a staple of our partner Salem Media. Financial wellness is one of the 8 foundational principles of wellness, part of the Vitality Revolution podcast series sponsored by Humana.