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Steve Waltar

Your State Does It If You Won’t: Estate Planning

If you don't file estate planning documents, your state will do it for you, perhaps not the way you expect. Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to talk about various options available when planning your estate, what happens when you list beneficiaries, generally how wills work, living wills, living trusts, and Medicaid planning.
Steve Waltar

Guarantee Your Wishes Are Honored: Estate Planning

Estate planning attorney Steve Waltar with Legacy Estate Planning joins Suzanne to talk about having an estate plan. Families run into gotcha moments where they discover a loved one hasn't files certain documents, or haven't made plans, and are left to second guess what they want. In this segment, Steve introduces the concept of estate planning and different types. Most people don't want it to be a curse, but a blessing, and it's about protecting yourself during your lifetime. Make sure your wishes are honored they way you want to be honored.
Dr. Shawn Weiss

Depression: Surprising Holistic Treatments

Diagnoses of depression and anxiety have risen 25% since the pandemic. Dr. Shawn Weiss joins Suzanne to talk about ways depression and anxiety can be reduced holistically.
Joan Rettman Transforming Age

Benefits of Moving to Independent Living Communities

Somebody comes into independent living in a retirement community. What does it offer? Generally it takes care of housekeeping, provides meals, and lots of social activities. Joan Rettmann from Transforming Age joins Suzanne to summarize the various offerings.
Joan Rettman Transforming Age

55+ Retirement Living Options

The term 'retirement community' covers a lot of different types of options, some with care, some without care. Joan Rettmann from Transforming Age joins Suzanne to talk about what they all mean.
Joan Rettman Transforming Age

Low-Maintenance Lifestyles in Independent Living

Joan Rettmann from Transforming Age joins Suzanne to talk about various independent living retirement options. People are starting to explore senior living options at an earlier age. We're seeing a shift to people in their 60s and early 70s, people looking to improve their quality of life. What seems like a forever home could get in the way of other priorities. Retirement communities can provide a low-maintenance lifestyle with more social opportunities.
Sean Joseph

Downsizing and Moving: Preparing for Moving Day

Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne to talk about how to make your move as smooth and stress-free as possible. The better you prepare ahead of time, the smoother the move will be.
Joan Rettman Transforming Age

All About Life Plan Communities

Joan Rettmann from Transforming Age joins Suzanne to talk about the definition of a life plan community and what it offers residents. Joan says, "A lot of different terms are used in the industry, and this is a classic example of where things get confusing. A life plan community is really an umbrella term that covers independent communities that have additional care levels available, such as assisted living, memory support, and normally skilled nursing as well.
Sean Joseph

Downsizing and Moving: Scam Warning Signs

A lot of seniors get taken advantage of by moving companies. In this segment, Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne to talk about how to avoid moving scams.
Sean Joseph

Downsizing and Moving: Making Sure Items Are Well Packed

Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne to talk about how to find trustworthy providers to help seniors with moving. This segment focuses on in-home estimates. Make sure items that are priceless to you are packed appropriately, and moving companies are there to provide these services.