Radio Show Podcasts
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.
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.
Real Estate After a Senior Passes
Real Estate 55 Plus provides a spectrum of services for seniors. Real Estate 55 Plus CEO Juli Anne Gibson joins Suzanne to talk about what typically happens when a senior loved one passes and a home goes into probate.
What Keeps Seniors From Downsizing
Seniors are waiting longer before they make a change. For many, they wait so long that they end up limiting their options. They have a fall, are injured to an extent that they're no longer able to live independently, and now have a crisis to move. Real Estate 55 Plus CEO Juli Anne Gibson joins Suzanne to talk about what holds people back, the biggest questions people ask about downsizing, and provides an example of a family that faced a moving crisis.
All About Aging With Choice Workshops
If you're thinking about moving, Real Estate 55 Plus conducts valuable Aging With Choice workshops. Founder and CEO Juli Anne Gibson joins Suzanne to talk about working with families, real estate agents, executors, and estate planners. She talks about how the workshops work, then provides a great example of a senior who took the workshop and how it led to her moving choices.
All About Real Estate 55 Plus
If you're a senior living in a home that's not working for you, and you need to make a change, but don't know what the next steps are, specialized services for seniors are available at Real Estate 55 Plus. Founder and CEO Juli Anne Gibson joins Suzanne to talk about working with families, real estate agents, executors, and estate planners. She talks about creating a roadmap to minimize the stress involved in moving, particularly for those over 55.
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.
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.
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.
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.