Money & Law

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.

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.

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.

ElderLife Financial is a financial aid office for senior living, a one-stop shop to help families understand how to pay for long-term care.

Emily Schwarz clarifies a number of common misconceptions people have about qualifying for veterans benefits.

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

Attorney Darol Tuttle shares a couple of stories that illustrate the essential need for asset protection planning.

Attorney Darol Tuttle's asset protection website has several audio master classes on spousal protection trusts with an introductory class on the power of the law.

Asset protection attorney Darol Tuttle explains how a spousal protection trust will double your tax exemptions.

Attorney Darol Tuttle joins Suzanne to talk about going beyond estate planning. Asset protection focuses on protecting your assets while you're still alive, to finance your retirement throughout your life, and to fund the retirement of your spouse.