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The Benefits of Social Security & Medicare Planning—Together

45 Forward

Release Date: 10/14/2024

The Well-Lived Life of a Serial Social Entrepreneur show art The Well-Lived Life of a Serial Social Entrepreneur

45 Forward

There are many people who work for social service organizations during their lifetime, but few do it with the passion and vision of Paul Arfin. In today’s episode, Paul talks about his long and storied career, starting out in the Peace Corps and progressing though a series of groundbreaking social programs on Long Island. He’ll chronicle his multiple initiatives supporting youth organizations in the region, as well as Latin American migrant workers. Ever a pioneer, he'll describe his shift toward blending advocacy for both youth and older adults, as the New York coordinator for...

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Can You Find Personal & Professional Success through the “5 Ls”? show art Can You Find Personal & Professional Success through the “5 Ls”?

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As we move through our fast-paced lives, year after year, trying to juggle personal, family and work demands, we inevitably face a pointed question: Has my life been a success? We’d like to think so, but how would we define success? And how would we achieve it—especially when we often find ourselves buffeted by unexpected circumstances, feeling out of balance and unfulfilled? In today’s episode, I talk with Sal LaGreca and Michael Mannix, co-founders of Unparalleled Performance and co-authors of “The 5Ls,” who will take us on a pathway to personal and professional success. What are...

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Helping People with Disabilities Lead Independent Lives—with Canine Companions show art Helping People with Disabilities Lead Independent Lives—with Canine Companions

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For people with disabilities, leading an independent life can be an extraordinary challenge—at any age. But one proven way to help the disabled lead lives with greater independence is through the companionship of service dogs. In today’s episode, we talk with Dorian Stern, the director of philanthropy for the Northeast region of Canine Companions, a national nonprofit organization that provides remarkable, highly trained service dogs to adults, children and veterans with disabilities. Now in its 50th year, Canine Companions offers services at no cost to qualified individuals. Dorian,...

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Discovering the Path to Lasting Love in Today’s Troubling World show art Discovering the Path to Lasting Love in Today’s Troubling World

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As we look forward to the end of winter, there’s always a bright spot in February—Valentine’s Day, our annual celebration of romantic love and friendship.  But love can be complicated and hard to find (and keep) these days, amid the swift currents of social and cultural change. Many marriages end in divorce; children are estranged from their families; sexual abuse remains a troubling societal concern; friendships are fractured over politics; and people of all ages report widespread loneliness. Our world of relationships is in crisis. So how do we move forward? In today’s...

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Financial Planning for Childfree Families: A Distinctly Different Script show art Financial Planning for Childfree Families: A Distinctly Different Script

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When experts talk about financial planning for retirement, many of them assume that people are following a standard life script—go to college, get married, buy a house, have kids and a career until traditional retirement. But a growing number of adults do not have children, and in fact, are choosing to be child-free. According to one recent survey, 47% of U.S. adults younger than 50 say they are unlikely to ever have kids. In today’s episode, I talk with Bri Conn, the Chief Experience Officer of Childfree Wealth, a firm that specializes in financial planning for adults who are childfree by...

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Interested in Your Ancestry? How to Start Your Geneology Journey show art Interested in Your Ancestry? How to Start Your Geneology Journey

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Two Old Friends Share their Journeys Helping People Navigate Life’s Changes show art Two Old Friends Share their Journeys Helping People Navigate Life’s Changes

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Today, on the 5th anniversary of the 45 Forward podcast, my guest is Dr. Andrea Gould-Marks, a licensed psychologist, entrepreneurial coach, podcaster and seminar leader, based in Arizona—who also happens to be my life-long friend. We’ll be talking about our collective experiences over the years promoting creative strategies through times of change, offering resources and guidance for people navigating life’s crossroads, both personally and professionally. We’ll share  our respective evolutions to where we’ve come today: I, with Roel Resources, moving to podcasting and...

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Encore - Can We Stay on the Crest of Ken Dychtwald’s Age Wave? show art Encore - Can We Stay on the Crest of Ken Dychtwald’s Age Wave?

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The first time I met Dr. Ken Dychtwald was in 1989, when I was writing a cover story about older workers as a business reporter for Newsday, Long Island’s daily newspaper. I remember it well. I was interviewing job experts and workers who talked about the frustration they felt being overlooked by employers—especially at a time when most companies, facing acute labor shortages, could ill afford to do so. Ken was the author of a best-selling book, “Age Wave,” (he now has written 19 books) and was the founder of an acclaimed think tank bearing the same name. At the time Ken explained what...

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How Do We Move on from the Sudden Loss of a Loved One? show art How Do We Move on from the Sudden Loss of a Loved One?

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As we come to the close of another year, it is a time when we naturally look both backward and forward. In looking back, it is often a time when we (individually and collectively) reflect on passings—the death of important people in our lives. Some of them are lost through long, debilitating declines; others are lost suddenly, wrenched from us without morning. Either way, we mourn the losses; we seek ways to cope with and process our grief; to preserve their memories and find ways to move on. In today’s episode, I’m talking with Rachel Zimmerman, the author of “Us, After,” a memoir...

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Cultivating a “Growth Mindset” to Help You Age Well and Wisely show art Cultivating a “Growth Mindset” to Help You Age Well and Wisely

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Several years ago, as Scott Fisher and Ben Green approached their 70th birthdays, the challenges of aging loomed large for these two lifelong friends.

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More Episodes
As you approach traditional retirement age, you probably know the importance of enrolling on time in Social Security and Medicare—the bookends of retirement planning. But what you may not be aware of is that only a small percentage of recipients maximize their benefits, which could have a significant impact on their standard of living in their later years. Both programs are designed to support retirees, but optimizing one’s benefits requires careful planning and strategic decisions. In today’s episode, I talk with Todd Whiton, the president of Colby Jackson Advisors, a veteran Social Security and Medicare expert who offers an integrated approach in providing effective planning strategies for the two programs together. Todd reviews a litany of key provisions people need to consider when evaluating their coverage; mistakes people make or misconceptions they have about these programs; and what significant changes may be coming down the pike in 2025.