06. Building a Secure Future: Practical Tips and Insights for Financial Planning with Melissa Pilzner and Ryan Cohen
How to Help Mom Podcast: Aging Gracefully
Release Date: 07/31/2023
09. Minimizing Taxes, Maximizing Earnings: Tips and Strategies for Financial Planning with Justin Rush
How to Help Mom Podcast: Aging Gracefully
In the new episode of How to Help Mom Podcast, Justin Rush from Rush Nemes Family Wealth Management is joining us to talk about financial planning, tax considerations for seniors, retirement planning, estate planning, investment planning, and the importance of education and informed decision-making. The conversation dives into the various financial strategies and considerations and the significance of having a comprehensive financial plan that aligns with individual goals and priorities. This episode also highlights the need to address debt management, funding trusts, the different types of...
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08. The Ins and Outs of Home Insurance: What You Need to Know to Protect Your Biggest Investment
How to Help Mom Podcast: Aging Gracefully
This week’s episode is about the importance of having conversations and seeking guidance regarding insurance matters, particularly for seniors and their families. Daniel Conner from Conner Insurance Group, an independent insurance agency based in Salt Lake, Michigan, is here with us today to share his valuable insights about the significance of understanding various insurance options and policies, such as homeowners insurance, auto insurance, umbrella policies, flood insurance, and personal injury protection. We will discuss the things you need to know to navigate the complexities of...
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07. Finding the Perfect Place: Tips and Strategies for Senior Housing Placement
How to Help Mom Podcast: Aging Gracefully
Elizabeth, Jennifer and Cindy from Parents Changing Spaces, a Senior Living referral and placement service, join us in this week’s episode of How to Help Mom Podcast. They help individuals and families find various senior living options, including independent living, assisted living, memory care, and more. They prioritize the needs of the family and individuals rather than just financial considerations. They will share some tips and strategies for senior housing placement. The discussion also touches signs that indicate the need for senior living placement and the importance of advanced...
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06. Building a Secure Future: Practical Tips and Insights for Financial Planning with Melissa Pilzner and Ryan Cohen
How to Help Mom Podcast: Aging Gracefully
In this new episode of How to Help Mom, we are joined by Melissa Pilzner and Ryan Cohen from Making Investing Personal to share the valuable insights about the finances, budgeting, and different things in those realms. They will also share how they can help you build a good nest egg so you can start retiring and relaxing and the value of working with financial professionals to ensure a comfortable retirement and help set individuals on a good financial pathway. Overall, the emphasis is on empowering individuals and families to take control of their financial well-being and make choices that...
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05. Senior Real Estate: Easing the Emotional Journey of Buying and Selling as a Senior Part 2
How to Help Mom Podcast: Aging Gracefully
This week’s episode on How to Help Mom is a continuation of our discussion with Sara Ston, our realtor, the owner of How to Help Mom and a certified Senior Real Estate agent. The conversation continues with the discussion about the right facility for your client, reverse mortgages, the differences between assisted and independent living, helping the seniors understand the cost and benefit of house selling and should you update the house before selling. Hear more about Senior Real Estate on this second part episode with Sara Ston. “You know, if I were having conversations with my...
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04. Senior Real Estate: Easing the Emotional Journey of Buying and Selling as a Senior Part 1
How to Help Mom Podcast: Aging Gracefully
For this week’s episode, Sara Ston is joining us to discuss Senior Real Estate. She is our realtor and the owner of How to Help Mom and a certified Senior Real Estate agent. She shares her valuable insight about the field of senior real estate and the unique challenges and considerations involved in buying, selling, and transitioning seniors to new living arrangements. The discussion gets into the sensitivity in working with seniors and their families, addressing issues such as downsizing, financing, emotional attachments to belongings, organizing and decluttering, estate sales, and probate....
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03. Demystifying Medicare: Expert Tips and Strategies for Making Informed Choices with Clarence Broadnax from Midwest Medicare Solutions
How to Help Mom Podcast: Aging Gracefully
In this episode, We interviewed Clarence Broadnax from Midwest Medicare Solutions to discuss the differences between Medicare and Medicaid. They delve into the key aspects of Medicare, including eligibility, coverage options, costs, and the importance of reviewing plans regularly. Listeners gain valuable insights into navigating the complexities of healthcare insurance for seniors. Episode Highlights: Medicare vs. Medicaid: Medicare: Federal program for individuals aged 65 and older or those with recognized disabilities. Medicaid: State-based program based on income, available for...
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02. Aging Gracefully at Home: Insights and Inspiration from In-Home Care Specialists with Jeff Brown and Malissa Henkelman Part 2
How to Help Mom Podcast: Aging Gracefully
In this episode, we explore the important role of caregiving in situations where families are unable to be actively involved in the care of their loved ones. Our guests, Jeff and Malissa, share their experiences and insights as they discuss the various aspects of their work at "How to Help Mom," a company that provides care services to seniors. They highlight the challenges faced when families are absent or distant and shed light on the strategies they employ to ensure the well-being and safety of their clients. Episode Highlights: The Importance of Involvement: Tailoring Care for...
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01. Aging Gracefully at Home: Insights and Inspiration from In-Home Care Specialists with Jeff Brown and Malissa Henkelman Part 1
How to Help Mom Podcast: Aging Gracefully
In this episode, Jeff Brown and Malissa Henkelman from Care Builders at Home shed light on the concept of in-home care and its significance for the elderly population. They discuss the range of services provided by their private duty home care company, catering primarily to the elderly and individuals with various conditions such as congestive heart failure, ALS, and Parkinson's disease. Jeff and Malissa share their personal journey of partnering together to offer specialized care and highlight Malissa's expertise in geriatrics. They emphasize the importance of being an advocate for seniors...
info_outlineIn this new episode of How to Help Mom, we are joined by Melissa Pilzner and Ryan Cohen from Making Investing Personal to share the valuable insights about the finances, budgeting, and different things in those realms. They will also share how they can help you build a good nest egg so you can start retiring and relaxing and the value of working with financial professionals to ensure a comfortable retirement and help set individuals on a good financial pathway. Overall, the emphasis is on empowering individuals and families to take control of their financial well-being and make choices that align with their goals and values.
“The point is that you want to see it through and play all nine innings or however many it would go and that the idea is you want to stick with your plan and give it time to work. Because, well, constancy people say Oh, I tried that for three weeks or a month or two. But a lot of strategies are not built for that short of a timeframe. And you really need to give yourself a long time period to really see it through before making an analysis on if it worked or not. Because things are always changing, and environment. And we really believe that people that do the best that we've seen are the ones that don't let their emotions control or dictate a situation and that they hold firm with their plan ongoing.” - Melissa Pilzner
Highlights of the episode:
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What does it look like when you’re getting ready for retirement? What is the process like? How to get started with a family financial plan.
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What does retirement planning look like post-retirement? How do you make decisions? Budgeting is a key element of retirement planning.
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What happens if you don’t have everything organized? What are the options? Emergency situations where someone didn't plan well and how to plan for an elderly parent.
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What is the best way to pass things along? What to do when leaving assets to younger children.
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How to Segment Your Retirement Plan. General ways to segment retirement planning.
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When a person passes away, it’s important to have a conversation with their heirs. The importance of fully communicating with heirs.
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