Prime Life

Retirement planning can miss key elements like tax efficiency, legacy creation, and aligning financial goals with personal values. Financial advisor and owner of Red Barn Financial Group Sean Moran shares his journey from corporate tax to helping families and small businesses achieve financial success. Sean explains the importance of proactive tax planning, avoiding common retirement mistakes, and...

 Entrepreneurs can struggle with balancing personal growth and business expansion while building a lasting legacy and maximizing their impact in the digital age. In this episode, Mary Crean sits down with J. Richard Byrd (J.R.), an accomplished entrepreneur and strategic visionary, to uncover the keys to sustainable growth and transformation. Byrd shares his inspiring journey from a young entrepre...

In today's fast-paced world, people can find themselves overwhelmed by stress, struggling with self-doubt, and lacking a clear sense of purpose. High-performance coach Jaime Diglio introduces her concept of the 'Win Room'—a mindset focused on self-awareness, leveraging personal strengths, and fostering meaningful interactions. Jaime shares practical tools to overcome negative self-talk, measure su...

Families may avoid financial and estate planning conversations, leaving them unprepared for unexpected events. In this episode of Prime Life Podcast , Mary Crean speaks with Pepper Bethel, a financial planning consultant and certified estate planner, about why proactive planning can be essential. Pepper shares insights on important documents, common misconceptions, and how financial wellness conne...

 Navigating Medicare can be overwhelming for seniors, especially when faced with multiple plan options, complex enrollment processes, and frequent updates that impact coverage. In this episode, Mary Crean and guest host Cathy Fan, Actuary, Head of Life and Health Product Development of Nassau speak with licensed insurance agent and owner of Brickhouse Agency, LLC, Nikki Feret and licensed insuranc...

Seniors may be grappling with the challenges of shifting Medicare plans and economic pressures. George Dippel, President of Deft Research joins the conversation to break down the impact of the Inflation Reduction Act, the rise of digital health tools, and key trends in Medicare Advantage and Medicare Supplement plans. He shares practical insights that can help seniors navigate their Medicare choic...

Struggling with navigating personal and professional transitions? People can face challenges when changing careers or roles, but storytelling can be a powerful tool to bridge the gap. Sarah Barr, Emmy-nominated journalist and CEO of WashAshore Writing, shares her advice in mastering the art of transitions. Drawing from her own experiences as a ballet dancer turned journalist and PR professional, s...

Feeling stuck after a major career shift or unsure how to align your energy for personal growth? Certified human design specialist,  life coach and author April Goff Brown explores how to break free from those limitations and find clarity. April shares practical strategies for managing your energy, nurturing yourself, and staying grounded during times of transformation. Learn how human design can...

Individuals can struggle with the complexities of financial planning and retirement strategies, often feeling overwhelmed and uncertain about their futures. John Ensley, founder and President of J. Ensley Financial, a Registered Investment Adviser Firm, offers practical solutions, emphasizing the importance of early planning, understanding provisional income, and the innovative 'Bank on Yourself'...

A common struggle for women in their 50s and 60s can be self-doubt and a changing sense of identity. Award-winning photographer and brand strategist Leslie Gomez discusses how her empowering photography sessions can help women rediscover confidence, authenticity, and purpose. Leslie's inspiring journey from nursing to entrepreneurship reveals valuable insights on overcoming life transitions, embra...

How can you keep communication authentic and engaging in an age of AI?  Shelley Goldstein, Founder of Remarkable Speaking, tackles the growing challenges of maintaining emotional intelligence as technology changes how we interact. She shares strategies to stay curious, develop personal storytelling, and sharpen public speaking skills. Whether in personal or professional relationships, Shelly's pra...

A crucial challenge for older adults can be frailty, a major predictor of poor health outcomes. Dr. Cathy Maxwell, a professor at Utah University College of Nursing, offers a potential solution rooted in her research: focusing on mitochondrial health through proper nutrition and physical activity. Dr. Maxwell explains the importance of exercise, particularly understanding heart rate zones, to main...

Individuals may experience financial stress, and may blame money for their troubles, but the issue could run deeper. In this episode, money and mindset mentor Joan Sotkin explains that our financial issues may be rooted in emotional patterns, not just in numbers. She highlights how self-reflection, self-love, and being present can transform our relationship with money. Joan offers practical insigh...

Older adults can struggle to find new passions and interests, leading to a decline in social interaction and overall well-being. By introducing them to new activities and leveraging the role of recreational therapists,  their zest for life can be reignited. Karina Stickle, a recreational therapist and host of the Engaged in Rec podcast,  shares practical tips and heartwarming stories, including ho...

What would you say if we could potentially "cure" aging? Dr. Joel Geiderman, author of "The Plasma Cell Report," discusses the physical and chemical processes that trigger aging and the potential implications of stopping or reversing the aging process. Dr. Geiderman also talks about his writing process and the inspiration behind his book.  Links from show notes: Email Website Linkedin      

Have you ever wanted to write a book but don't know how to get started?  Sally Lotz, a seasoned children's author and mentor, with experience in coaching new writers brings a wealth of knowledge on publishing and marketing books. She discusses overcoming writing challenges, writing a book to boost your business, traditional vs. self-publishing, and the crucial role of marketing. Sally's passion fo...

Are you unsure whether to focus more on your finances or how you'll spend your time in retirement? Jeremy Reif, owner and founder of Point Wealth LLC and author of Living the "Retirement Dream," highlights a common mistake retirees can make: prioritizing their nest egg over planning how they'll actually enjoy retirement. Jeremy discusses how the retirement landscape is evolving, the critical role...

Did you ever go to the  fridge and open it and didn't know what you came for? Y ou may not be alone. Rena Yudkowsky, CEO of Memory Matters and author discusses memory improvement techniques and the impact of focus on memory. She introduces the TEAS acronym (Task, Environment, Automatically, and Senses) as a way to potentially improve focus and memory. Rena emphasizes the importance of training the...

Healthcare professionals may struggle to find their place in the entrepreneurial world and may feel unfulfilled in their careers. Tina Baxter, an advanced practice registered nurse and entrepreneur, shares her journey from accidental entrepreneur to empowering other nurses. With a focus on finding fulfillment and opportunities in healthcare for older adults, Tina emphasizes the importance of start...

With the stress and busyness of everyday life, self-care can be pushed to the back burner. Dr. Sheetal Ajmani, a physician and founder of Radiant Living Institute discusses that s elf-care can be essential during major life transitions and can be practiced through various activities such as meditation, mindful movement, and mindful eating. Dr. Ajmani shares how focusing on clarity, acceptance, and...

Facing the overwhelming task of settling a loved one's affairs after their passing can be incredibly daunting. Rachel Donnelly, the founder and CEO of Afterlight, experienced these challenges firsthand, which inspired her to create a solution. Rachel discusses how Afterlight can provide crucial logistical and practical support to individuals dealing with the aftermath of a death, helping families...

Navigating funeral arrangements during times of grief and uncertainty can feel daunting for families, especially when ensuring diverse religious and cultural traditions are honored. Randi Goldstein, Vice President and Funeral Director for Goldstein's Rosenberg's Funeral Home, shares how her family's establishment serves interfaith and multicultural families with respect and care. Randi emphasizes...

As we age, we often feel a desire to reinvent ourselves and find a greater sense of purpose, which can require resilience. Debbie McCullough, a retired pharmacist and host of the "Older and Bolder" podcast, celebrates life in her later years by featuring interviews with fearless and fabulous women over 50. Debbie emphasizes the importance of allowing oneself to feel pain while also focusing on wha...

Health tech solutions can play a pivotal role in our healthcare industry. It can be daunting for clinicians to understand which solutions can be trusted. Sabrina Runbeck, CEO of PulsePoint Path and former clinician shares how she helps leaders and companies in the health tech industry by assessing their viability and scalability. She also provides insights on how individuals can evaluate and trust...

Loneliness affects people of all ages, and intergenerational programs can help combat loneliness and reduce ageism. Efforts to end loneliness may require collaboration and awareness at both the individual and community levels. Founder and CEO Deb Bibbins and Gary Sekorski, Chair of For All Ages, discuss how social health is the foundation of mental and physical health, and positive social connecti...