Money & Law

People who've been retired for a while say they wish they'd saved more of their money and invested it more. They also advise to keep investing in yourself, learning how to do your job better, which gives far better returns than anything you'll get from the investment markets. Retirement Watch CEO Bob Carlson provides Suzanne with action steps to improve you retirement planning. Financial wellness is one of the 8 foundational principles of wellness, part of the Vitality Revolution podcast series sponsored by Humana.

Finance expert David Phillips joins Suzanne to talk about finances in the face of a new downsizing trend among Baby Boomers. It's estimated that 54% of Baby Boomers in the U.S. will downsize and simplify their finances between 2024 and 2026. By 2030, Boomers will make up 35-40% of the country's population. David talks about how his firm helps people make choices during this process.

Emily Schwarz at ElderLife Financial says Veterans Benefits are the most underutilized way to pay for senior care.

Finance expert David Phillips joins Suzanne to talk about how to anticipate the future by putting a finance plan in place to take advantage of factors that we can control, and account for risks such as longevity, running out of money, potential inflation, taxes, and the needs of long-term care.

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about the particulars of choosing beneficiaries when planning for your estate.

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about whether you might prefer to have a will or a trust, and why.

Most people want their family to remember them, they want to pass on something. What does it mean to leave a lasting legacy? What's a mistake, and what are some pointers? Steve Waltar with Legacy Estate Planning joins Suzanne to talk about matters of Inheritance and philanthropy with your estate.

Elder law and estate planning attorney Andrea Lee joins Suzanne to share advice and tips for legal planning to help you age gracefully in a situation that you like. Andrea Lee serves as an attorney for Legacy Estate Planning in Belleville, Washington. The power of attorney document is a critical tool to let your family help take care of you when you're in a crisis situation.

In this debut episode of Senior Resource's new podcast Estate Planning Made Easy, estate planning expert David T. Phillips discusses the importance of estate planning and the difference between estate planning and financial planning. He highlight the consequences of not having a plan in place and the potential challenges that can arise, especially during unexpected events like COVID-19. He also emphasizes the need to regularly review and update your estate plan to ensure it aligns with your current circumstances.

In the second episode of Senior Resource's Estate Planning Made Easy podcast, expert David T. Phillips reveals the number one estate planning mistake. He also shares the strategy you can implement to avoid that mistake.