Senior Living Straight Talk

As people age, it becomes challenging to find purpose post-retirement. But, research shows having a sense of purpose is key to healthy aging. Continuing Care Retirement Communities (CCRCs) may help provide that purpose. Jonathan Schwartz, founder of Partner in Aging, discusses how CCRCs help seniors embrace new opportunities, passions, and connections in retirement to achieve purpose and fulfilmen...

Today’s guest on the show is Jeneissy Azcuy, the Senior Vice President of Marketing, Communications & Education Outreach of South Florida PBS. She discusses the impact of senior influencers on PBS, the voice of seniors, what it means to PBS, and the rising interest in artificial intelligence and neuro-arts among seniors. Tune in to learn about how PBS engages seniors and enhances their lives t...

Join Theresa Latosh as she interviews Dr. Taib Rawi, President and CEO of Aligned Geriatrics, about the role continuing care retirement communities (CCRCs) play in supporting the overall health & well-being of senior living residents as they age. Tune in to know how CCRCs empower seniors to healthy aging of both body and mind in place with customized care that meets their evolving needs. In th...

If you want to pass down your assets to your loved ones, gifting is a great way. But there are certain laws and restrictions that you need to be aware of. Today’s guest, Diana Kahn, talks about the things you need to know about gifting to heirs — the laws and limits of gifting, taxable and non-taxable gifts, what and when to gift, and more! Diana Kahn is the president and founder of the Financial...

When you plan for retirement, researching senior living communities is an important step. But there are many factors to consider when choosing the right fit. Brad Breeding is back in this episode to discuss important factors to consider when researching senior living communities. He gave helpful guidance on evaluating costs, contract types, and intrinsic values to help you choose the best-fitting...

In today’s segment, we are discussing – Living to 100 with Dr. Joseph Casciani, who has a 35-year history in aging as a psychologist and manager of mental health practices. He has developed mental health training for California’s nursing homes, been the clinical lead for a multi-state group practice for patients in nursing homes, and managed his own multi-state company. In 2018, he extended his pr...

Brad Breeding returns to discuss planning for future care as aging becomes a reality. He discusses what long-term care is and who needs it. Brad also provides practical guidance for planning and budgeting for future long-term care expenses in retirement. Brad worked as a financial advisor for 12 years before becoming a financial planner. While doing this, he saw that older people and their familie...

In this episode, Pam is joined by Brad Breeding, a Senior Living financial expert, author, and speaker renowned for his insights into Senior Living and financial planning. The two discuss the factors that set the best life plan communities apart. Brad started his career as a financial advisor and dedicated twelve years to this field before becoming a financial planner. During this period, he recog...

Pam engages in a conversation with Senior Living expert Bruce Rosenblatt, founder of Senior Housing Solutions, to shed light on Continuing Care Retirement Communities (CCRCs), also referred to as life plan communities. Bruce provides valuable insights into the distinctions between Type A, Type B, and Type C CCRCs, and shares essential advice on the ideal timing for clients to consider moving into...

Join Pam in an enlightening conversation with guest Nadia Keric, a Certified Financial Planner from Raymond James Family Wealth Planning Group, as they discuss the tax advantages of A Life Plan Communities. The two explore the unique opportunities available to retirees in Type A Life Care Communities and deductions for entrance fees and ongoing monthly expenses, benefiting retirees in these commun...

Join us for the debut episode of Senior Living Straight Talk Hosted by Vi as we dive into the world of estate planning with esteemed attorney Edward Wollman—an expert attorney in wills, trusts, and estates, and the founding partner of the Wollman Gehrke & Associates PA law firm. Attorney Wollman provides valuable insights and expert guidance on the process of creating a thorough estate plan. I...