62WhoKnew - The Podcast

In this episode of 62 Who Knew, Michael Banner sits down with Harlan Accola, National Reverse Mortgage Director at Movement Mortgage, to challenge outdated thinking and discuss why home equity may be the most overlooked asset in retirement today. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media: https://www.facebook.co...

Lindsay Friedman, Founder of CareBloom and LT Care Nav, joins 62 Who Knew to discuss why longer lifespans demand better long-term care planning. She explains how families can prepare, protect independence, and avoid crisis-driven decisions—with free tools designed to make the process easier and more human. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFr...

In this episode of 62 Who Knew, host Michael Banner welcomes back Shadd Boucher, Managing Partner of RE/MAX Alliance, for a candid conversation about today’s housing market and the long-term impact of the “COVID burn.” Together, they unpack why affordability—not interest rates—is the real barrier for buyers, how pent-up demand is building beneath the surface, and why education is now the most valu...

This episode explores how advisors and homeowners are rethinking Roth conversions in today’s tax environment—and why liquidity, not intent, is often the biggest barrier. We’ll discuss how home equity can be used strategically to fund Roth conversions without selling investments, disrupting portfolios, or creating new debt. The conversation will focus on real planning scenarios, tax optimization, a...

David Huerta, CEO of Whole Person Virtual Care, shares how the platform delivers fast, effective virtual medical care—with 96% of users receiving diagnosis and treatment on their first contact. This episode breaks down usage patterns, the role of women in care coordination, and how the service reduces unnecessary ER visits—especially during late-night emergencies. 🔹 Learn more at 62WhoKnew.com 🔹...

As 2025 comes to a close, host Michael Banner revisits the moments that made this year unforgettable on 62WhoKnew. From powerful stories on gray divorce and groundbreaking approaches in senior care to financial insights that could redefine retirement, this special highlights episode features a range of voices that informed, inspired, and sometimes challenged us. 🔹 Learn more at 62WhoKnew.com Get...

As 2025 comes to a close, host Michael Banner revisits the moments that made this year unforgettable on 62WhoKnew. From powerful stories on gray divorce and groundbreaking approaches in senior care to financial insights that could redefine retirement, this special highlights episode features a range of voices that informed, inspired, and sometimes challenged us. 🔹 Learn more at 62WhoKnew.com Get...

In this special year-end episode of 62 Who Knew, host Michael Banner welcomes retirement income expert Tom Hegna and Marc Zimmerman, President of Zimco Financial, to unpack the science and strategy behind secure retirement planning. With over 13 annuities of his own, Tom shares why math and science, not opinions, should guide retirement decisions. 🔹 Learn more at 62WhoKnew.com 🔹 Connect with our...

Travel advisor Meagan Norton joins 62 Who Knew to share how she's redefining luxury travel planning through her brand, Moments by Meagan. From $20 DIY travel guides to five-star curated adventures, Meagan walks us through her planning process, fee structure, and how she helps clients at every budget level—while staying true to her premium brand. 🔹 Learn more at 62WhoKnew.com 🔹 Connect with our p...

John Russo, Regional Sales Director at American Pacific Mortgage, returns to 62WhoKnew to tackle the myths, realities, and shifting dynamics of today’s mortgage market. From the rising buzz around 50-year mortgages to down payment assistance, financial literacy gaps, and why 15-year car loans are a red flag—this episode delivers grounded insights with humor and heart. 🔹 Learn more at 62WhoKnew.co...

In this episode of 62WhoKnew, host Michael Banner welcomes Marc Zimerman, founder and president of Zimco Financial, as both a new guest and national sponsor of the program. With over two decades of experience helping families secure their futures, Marc shares his deeply personal journey into the insurance world, sparked by his own family’s long-term care challenges 🔹 Learn more at 62WhoKnew.com...

Chris Orestis, President of Retirement Genius, joins 62 Who Knew to debunk outdated myths around life settlements and long-term care. In this eye-opening conversation, Chris shares how retirees can turn life insurance policies into valuable assets for aging in place—offering practical strategies for avoiding the high emotional and financial costs of long-term care. A must-watch for anyone navigati...

In this special episode of 62WhoKnew, host Michael Banner and co-host Liane Bennati welcome Keith Algozzine and David Huerta of Whole Person Virtual Care. Learn how their groundbreaking virtual practice—founded by ER-trained professionals—is transforming healthcare access across the nation. With 24/7 urgent, primary, and mental health care available via app for just $250 a year, this service is ch...

Michael Banner welcomes Shad Boucher, Managing Broker at RE/MAX Alliance Group, to share how a globally connected brand helps real people buy and sell with confidence—plus practical ways buyers and sellers can get unstuck in today’s market. 🔹 Learn more at 62WhoKnew.com 🔹 Connect with our panelists: 📌 Shadd Boucher – https://www.alliancegroupfl.com/ Get Mike's Book: A Gift From My Father https:...

Join host Michael Banner as he welcomes Tom Hegna, widely recognized as North America’s leading authority on annuities and retirement income planning. Tom is a New York Times Best-Selling Author of three acclaimed books that have transformed the way people prepare for retirement. In this episode, Tom shares powerful insights on creating guaranteed lifetime income, protecting against market risk, a...

In this essential episode of 62 Who Knew, host Michael Banner is joined by Diane Daniels, President and Founder of Medicare Nation, to unpack the sweeping Medicare changes coming in 2026. From the evolving landscape of prescription coverage to critical updates on out-of-pocket caps, supplemental benefits, and the controversial use of AI in healthcare approvals, this episode delivers clear, candid...

Nationally recognized financial advisor Tunde Ogunlana joins Mike Banner on 62WhoKnew to explore how families can navigate today's uncertain financial landscape. From long-term care strategies to wealth preservation across generations, Tunde shares a thoughtful, human-centered approach to planning for a longer life. 🔹 Learn more at 62WhoKnew.com 🔹 Connect with our panelists: 📌 Tunde Ogunlana –...

Craig Corn and Dan Anderson join Michael Banner to discuss CHEIFS, a groundbreaking non-debt solution that allows homeowners to sell a fraction of their home equity to fund retirement, insurance, and lifestyle goals, without leaving their home. 🔹 Learn more at 62WhoKnew.com 🔹 Connect with our panelists: 📌 CHEIFS – https://cheifs.com/?utm_source=chatgpt.com Get Mike's Book: A Gift From My Father...

In this episode of 62WhoKnew, host Michael Banner sits down with Joseph Graham—host of the Joseph Graham Show and a veteran sales leader with over two decades of success. From his early days in sales to launching a widely respected podcast, Joseph shares the values and stories that shaped his mission: helping people live a life they truly enjoy.  🔹 Learn more at 62WhoKnew.com 🔹 Connect with our...

In this milestone episode, host Michael Banner reflects on six transformative months of 62WhoKnew. Broadcasting solo from his home studio, Mike recaps the show’s most impactful episodes and exciting upcoming partnerships. From Medicare and long-term care to reverse mortgages and fractional home equity, Mike shares the financial strategies that are helping viewers age in place with dignity and inde...

In this special episode of 62WhoKnew, Michael Banner sits down with Dr. Laurel Mellin, founder of Emotional Brain Training (EBT), to explore how rewiring the brain can transform stress into joy in just minutes. At 76, Dr. Mellin brings decades of clinical research and personal wisdom to a conversation about mental health, healthy aging, emotional resilience, and multigenerational well-being. If yo...

In this powerful episode of 62 Who Knew, host Mike Banner sits down with Keith Bercun of Crump Insurance to explore the true impact of long-term care insurance. With over 25 years of experience, Keith shares expert insights and heartfelt personal stories that reveal why planning ahead is about more than just money—it's about protecting your family's well-being.🔹 Learn more at 62WhoKnew.com🔹 Conn...

In this episode of 62WhoKnew, host Michael Banner is joined by Shannon Hicks of HECMWorld, Jim Davidson of Mutual of Omaha, and John Russo of American Pacific Mortgage to unpack the real challenges and opportunities in the reverse mortgage industry. They discuss the untapped potential of HECM for Purchase, why traditional mortgage professionals and real estate agents hesitate, and how education ca...

In this powerful episode of 62WhoKnew, host Mike Banner welcomes aging strategy consultant Annalee Kruger. With over 30 years of experience, Annalee shares real-world insights on caregiving, dementia planning, and the emotional and financial toll on families unprepared for aging-related crises. Learn why aging plans are essential—and how to start creating one before it's too late.🔹 Learn more at...

What is 62WhoKnew all about? Host Michael Banner introduces the heart of the podcast: helping you turn the challenges of longer lifespans into opportunities. Each week, top experts share insights on retirement planning, long-term care, aging in place, and more—so the last 30 years of your life can truly be your best.🔹 Learn more at 62WhoKnew.comGet Mike's Book: A Gift From My Fatherhttps://bit.ly...