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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.
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.
Sean Joseph

Downsizing and Moving: Emotional Adjustments

If you're thinking about the next chapter of your life, and downsizing or senior living is on the horizon, this month Suzanne covers all aspects of the process, starting from the beginning. In this episode, Sean Joseph, CEO of Jordan River Moving & Storage, joins Suzanne to talk about how to plan, what to take with you, and how to find trustworthy providers to help seniors with moving. It's a monumental step for someone who's lived in the same home for more than 50 years, and often an emotional turmoil to depart from that home.
David T. Phillips: Estate Planning Made Easy podcast

Gift Tax Leverage: Building Generational Wealth & Strong Families

Estate planning expert David T. Phillips explains how proper gifting will not only give the giver fulfillment during their life, it can produce generations of powerful, productive people. He also shows you how to leverage your annual gifts to the max.

Why Caregivers Need Care Bloom for Aging in Place

Lindsay Friedman and Shannon Lyons join Suzanne to talk about peace of mind and other reasons for getting their innovative health monitoring system Care Bloom to help senior loved ones age in place in their homes.
Care Bloom Shannon Lyons

Tracking Mobility and Health Data for Senior Loved Ones

Through the use of a watch, room sensors, and an app, Care Bloom provides 24/7 health monitoring services for caregivers. Lindsay Friedman and Shannon Lyons join Suzanne to talk more about the Care Bloom watch and app, an innovative new tool to assist senior loved ones with aging in place.
Care Bloom Lindsay Friedman

Introducing Care Bloom Health Monitoring for Senior Loved Ones

Lindsay Friedman and Shannon Lyons from Care Bloom join Suzanne to talk about an innovative new home-monitoring tool to assist senior loved ones with aging in place, living independently in their later years. Through the use of a watch and app, Care Bloom provides health monitoring services for caregivers. You'll be able to purchase Care Bloom beginning in June.