Money Matters Episode 40- The ABC's of Long Term Care W/ Author Phyllis Shelton
MONEY MATTERS with Christopher Hensley
Release Date: 02/21/2014
Money Matters Episode 337 – They Didn’t Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates
MONEY MATTERS with Christopher Hensley
They Didn’t Start with AI. They Started with People. That might sound simple—but in today’s rush to automate, scale, and “transform,” it’s anything but. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time it takes to open an account from 20 minutes to seconds—without losing the quality, trust, or people that made the process work in the first place. In this episode of Money Matters, I sit down with: 🟡 , Chief Experience Officer 🟡 , Chief Technology Officer What I love about this story...
info_outline
Money Matters Episode 336- Why DEI Still Matters in 2025 | Cornelia Gamlem & Barbara Mitchell on Inclusion, Culture & Engagement
MONEY MATTERS with Christopher Hensley
Is DEI really dead — or just misunderstood? In this episode of Money Matters, workplace culture experts Cornelia Gamlem and Barbara Mitchell, co-authors of Essentials of Employee Engagement, challenge the headlines and reframe the DEI conversation with clarity and strategy. 💥 Cold Open Preview: “People started calling DEI bad, evil, even discriminatory… and it’s none of those things if you truly understand it.” – Cornelia Gamlem 🎧 In this episode, you'll learn: Why DEI got distorted — and what it really means in today’s workplace How inclusion, not perks, drives...
info_outline
Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth
MONEY MATTERS with Christopher Hensley
🚨 Can AI actually make financial advisors feel more human—not less? That’s the bold idea , CEO of , shares in this week’s episode of Money Matters. We break down what “human connection at scale” really looks like in today’s digital-first world—and why it might be the future of financial advising. Here’s what we cover: ✅ Real AI implementation vs. ChatGPT tinkering ✅ Using data to personalize at scale (without losing your voice) ✅ How one firm doubled AUM from $20B → $40B with smarter marketing ✅ Why compliance + data strategy must come first ✅ How segmentation...
info_outline
Money Matters 334- The Man Behind the 4% Rule W/ Bill Bengen
MONEY MATTERS with Christopher Hensley
🎙️ Episode #334 – The Man Behind the 4% Rule: Bill Bengen on Inflation, Flexibility, and a Richer Retirement What if the greatest risk to your retirement portfolio isn't a market crash—but inflation? In this episode of Money Matters, Christopher Hensley, RICP®, sits down with Bill Bengen, the creator of the legendary 4% Rule for safe withdrawal rates. Now, 30 years later, Bengen reflects on what still holds up, what’s changed, and how retirees and advisors can adapt withdrawal strategies in a world of sticky inflation, volatile markets, and longer life expectancies. Whether you're...
info_outline
Money Matters Episode 333- The AI Visibility Crisis W/ Brian Thorp
MONEY MATTERS with Christopher Hensley
🔍 Why Your Next Best Client May Never Call You First — And What To Do About It In this episode of Money Matters, I sit down with Brian Thorp, founder and CEO of Wealthtender, to unpack a radical shift in how clients find financial advisors. AI tools like ChatGPT and Google’s AI Overviews are now mediating the first impression—before clients ever visit your website or pick up the phone. We discuss: The “Visibility Crisis” facing independent advisors How AI tools prioritize structured data and schema Why testimonials and reviews are your new secret weapon The power of...
info_outline
Money Matters Episode 332- The Prospecting Crisis No One Talks About W/ Eden Ovadia & Victoria Toli
MONEY MATTERS with Christopher Hensley
What if the real problem isn't that advisors hate prospecting—it's that the system we gave them to do it is broken? Most tools treat advisors like marketers. Spray-and-pray. Mass messaging. Cold lists. But the best advisors? They don’t want to scale spam. They want to scale presence. That’s what Eden Ovadia and Victoria Toli built with FINNY: ✅ An AI engine that understands who you actually connect with ✅ A matchmaking algorithm (yes, really) that gets better the more you use it ✅ Outreach that’s compliant, personalized—and human This conversation blew me away. And if you're...
info_outline
Money Matters Episode 331- The Invisible Partner: How AI Gives Advisors Their Time Back W/ Arnulf Hsu
MONEY MATTERS with Christopher Hensley
500 hours. That’s how much time some advisors are getting back—every single year. Not from working harder. From removing the invisible work that's slowly draining them. In this week’s Money Matters Podcast, I sat down with Arnulf Hsu, founder of GReminders, to talk about what happens when AI becomes your invisible partner—not your replacement. We covered: How voice-aware AI reduces "cognitive clutter" Why compliance is the real barrier (and how GReminders solves for it) And what it really means to scale presence, not spam This isn’t about hype. It’s about freedom. Freedom...
info_outline
Money Matters Episode 330- AI, Fraud & the Future W/ Whitney Joy Smith
MONEY MATTERS with Christopher Hensley
The audio sounded perfect. Too perfect. That’s what Whitney Joy Smith—one of Canada’s top private investigators—told me when we sat down to talk about AI, trust, and the future of voice. In this special edition of the Money Matters podcast, we go deep into one of the most uncomfortable truths in today’s tech landscape: You can no longer assume a voice recording is real. Whitney shares real-world cases where AI-generated voices nearly destroyed lives, and how investigators are adjusting—not just their tools, but their intuition. And here’s where it connects to financial advising:...
info_outline
Money Matters Episode 329- Federal Job Cuts 2025 W/ Brian Kuhn
MONEY MATTERS with Christopher Hensley
Federal employees are facing one of the most disruptive years in modern history. Over 275,000 positions have been impacted through layoffs, buyouts, and reclassifications — and many workers are left wondering: What now? To help us make sense of it all, I welcomed back Brian Kuhn, a seasoned financial advisor and federal benefits expert who first appeared on Money Matters in 2014. We discuss: ✅ What the current administration’s restructuring means for public sector workers ✅ How to evaluate early retirement or exit offers ✅ What steps to take before you make a decision ✅ How to...
info_outline
Money Matters Episode 328- The Little Book of Data w/ Justin Evans
MONEY MATTERS with Christopher Hensley
🎥 NEW EPISODE: The Hidden Currency of Data — with Justin Evans Is data the new oil… or is it something even more valuable? In this episode of Money Matters, I sit down with Justin Evans, author of the upcoming Little Book of Data (dropping this June), to unpack how data is reshaping money, business, and your everyday life. 💡 You’ll learn: Why data is the overlooked asset class of the 21st century How businesses are using data to gain an unfair advantage The hidden risks of bad data and how it can mislead decision-makers Justin’s simple, human-centered approach to telling...
info_outlineToday we discussed Long Term Care With Author Phyllis Shelton.
Phyllis Shelton is the President of LTC Consultants, a 22 year old national consulting company specializing in long-term care insurance consumer education and agent training. In addition to Protecting Your Family with Long-Term Care Insurance (2013), she is the author of The ABC s of Long-Term Care Insurance (2012) and Phyllis Shelton's Worksite Long-Term Care Insurance Toolbox (2011). Phyllis Shelton has 35 years of experience in virtually every phase of health care financing in addition to long-term care insurance: health insurance, managed care (PPOs, HMOs, etc.), Medicaid, Medicare, Medicare supplements, Medicare Advantage, Medicare Part D, cancer insurance, critical illness plans, and life settlements. She is profiled in publications such as Suze Orman's The Money Class, and The Savage Truth on Money, by Terry Savage, financial columnist for The Chicago Sun-Times, as a national expert in the long-term care insurance field. Her consumer website was highlighted in the January issue of OPRAH magazine.
Phyllis received the distinguished LIFE Foundation Client Service Award at the 2009 National Association of Independent Financial Advisors (NAIFA) convention and her full page client story was featured in the September 14, 2009 edition of Newsweek magazine. Her television appearances include a two-hour PBS documentary And Thou Shalt Honor, The Balancing Act and CNNfn.
She has been featured extensively in the Wall Street Journal and was profiled in the charter list published by Senior Market Advisor as one of the top ten professionals in the long-term care insurance industry nationally.
She speaks nationally on the role of long-term care insurance as part of the private sector s solution by making Medicaid payer of last resort for long-term care, which will save jobs by rescuing state budgets and keep families together by providing caregivers when most needed.
She resides in Tennessee with her husband Bill and two Labrador Retrievers, Jackson and Jed.
You can find out more visit :
Or to view her books click below:
Protecting Your Family With Long Term Care Insurance
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: