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.
David T. Phillips: Estate Planning Made Easy podcast

Retire Richer With These Tax-Free Investment Secrets

In episode 5 of the Estate Planning Made Easy podcast, David T. Phillips reveals key investments that either postpone taxes or accumulate totally income and capital gains tax free.

Building or Modifying for an Aging-in-Place Friendly Home

If you or your relatives want to build a new structure, or get modifications done on your house, there are resources to make sure that the builders are doing it right. Dr. Jill Bjerke joins Suzanne to talk about aging in place constructions as part of this month's Specialist Spotlight on Aging in Place. A home assessment at silverspaces.com provides guidelines and recommendations to design an aging in place home, like lever handles on doors and faucets, a raised dishwasher so you don't have to bend down so far, a stove that has controls in the front, a low-maintenance exterior, things you ordinarily wouldn't think about with new construction.