"Having a purpose in your life and figuring out what it is you want to accomplish is so important." Summary: Planning for retirement is a conversation that could include anything from 401ks, the stock market, even NFTs (if you can…
"Start the planning process early. And, get help. Get advice from someone who does elder law work, as well as your investment advisor and your accountant." Summary: What happens if you outlive your assets? Does everyone qualify for Medicaid, and…
"I want us to think about healthy aging, and what changes we could realistically undertake to make our communities more accessible to all." Summary: What happens if you're an older adult and have run out of resources? In today's episode,…
"The second curve is all about sharing. It's all about putting wisdom together in people's lives, that can create value in their lives." Summary: For many, finding meaning in the second half of life can feel like a challenge when…
"You're not putting the burden of decision-making on your children or your spouse - you're not waiting for a crisis." Summary: What do most older adults want? Community, purpose, and peace of mind. What if I told you there was…
"The emotional challenge of a health care crisis is much easier to handle when the financial challenge has been addressed." Summary: As we age, there can be significant expenses associated with a prolonged illness that may require special care. This…
"When you get to that point, you start imagining and say, 'This is really exciting, I can't wait to retire, I can't wait to do all of the things I've been planning to do.'" Summary: What if I share with…
"The reason we start with setting your top 10 values is because your values will lead to what you want your life to look like, what you want to spend your time doing." Money and Retirement: Would you believe it…
“And I think by the time you're between 40 and 50, it's really critical that you get these affairs in order and you make sure you have a will and a trust, especially if you have children or any kind…