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Steve Waltar, Legacy Estate Planning

Leave a Lasting Legacy: Estate Planning

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.
Legacy Estate Planning

How to Decide: A Will or a Trust?

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

How to Choose Beneficiaries: Estate Planning

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

How to Prepare Financially for the Unknown

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.
David T. Phillips

How to Downsize with an Expensive Home

Finance expert David Phillips joins Suzanne to talk about how a family owning a million-dollar home can downsize most effectively, maximizing their money for the future. He recommends investing some of the proceeds from the sale into an annuity with guaranteed income rider.
David T. Phillips

Senior Finances and Downsizing

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.
Christian Care Ministry CEO Brandon Harvath

Medi-Share 65+ Foundational Principles

Christian Care Ministry President and CEO Brandon Harvath joins Suzanne to describe the four foundational principles of the Medicare resource Medi-Share 65+.
Senior medical are

Medi-Share 65+ Success Stories

Medi-Share President and CEO Brandon Harvath joins Suzanne to share success stories.
Senior medical are

The Sharing Aspect of Medi-Share 65+

Different opinions and concepts can come together to create something better. Medi-Share President and CEO Brandon Harvath joins Suzanne to talk about the resources of Medi-Share 65+, an option for Seniors 65 and older with Medicare Parts A & B. Medi-Share 65+ will share in any medical expenses that are covered by Medicare.
Senior medical are

Medi-Share 65+ and Christian Care Ministry

Navigating healthcare is a challenge for seniors, who are sometimes faced with overwhelming situating and confusing options. This hour, Suzanne is joined by Christian Care Ministry President and CEO Brandon Harvath. Christian Care Ministry is the non-profit association of churches that manages Medi-Share.