Tag: Featured

David T. Phillips, CEO of Estate Planning Specialists reveals the importance of exploiting the currently lofty $13.6 federal estate and gift tax exclusion, before it “sunset” or drops down to $6 million on December 31, 2025, known as Tax Doomsday!

If you're caring for a loved one who is cognitively impaired, this hour is for you. Dr. Shawn Weiss joins Suzanne this hour. This segment provides an overview of mental impairments, including dementia. 12-18% of those over 60 years old have at least some mild cognitive disorder, and that is expected to grow by 20% by the year 2040. 80% of seniors in senior living communities have some kind of impairment. Most people want to age in place, particularly after Covid, and people are feeling ill-equipped when it comes to caregiving. People are looking for ways to help mom or dad, to improve their quality of life.

Suzanne is joined by Joan Rettmann, Regional Director of Sales in the Seattle area for Skyline, a unique life care senior living community. She clears up misconceptions about life care communities and explains how they work.

Elder law and estate planning attorney Andrea Lee joins Suzanne to share advice and tips for legal planning to help you age gracefully in a situation that you like. Andrea Lee serves as an attorney for Legacy Estate Planning in Belleville, Washington. The power of attorney document is a critical tool to let your family help take care of you when you're in a crisis situation.

Sean Joseph, CEO of Jordan River Moving & Storage, talks about what he hopes will happen on moving day, and sometimes what actually happens.

Dr. Shawn Weiss joins Suzanne to talk about taking charge of the six pillars of health — nutrition, exercise, sleep, stress, substance use, and personal connections — so that we can achieve optimal health in our later years.

Courtesy of Era Living, Suzanne is joined by Professor Basia Belza from the de Tornyay Center for Healthy Aging, part of the University of Washington School of Nursing.

If you're adequately prepared, you can live a fulfilling life long into your senior years. Bob Carlson joins Suzanne to talk about senior retirement finances, noting that people haven't realized or properly planned for what their real life expectancy turned out to be. Bob's Retirement Watch newsletter is a staple of our partner Salem Media. Financial wellness is one of the 8 foundational principles of wellness, part of the Vitality Revolution podcast series sponsored by Humana.

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.

From getting our daily dose of vitamin D to the mental health that comes from gardening, enjoying our symbiosis with the environment is healthy. Kelley Dennings from the Center for Biological Diversity joins Suzanne to talk about some of the health benefits that come from connecting with nature.