Senior Matters Podcast

While most people have heard of reverse mortgages, very few know how they work. On this episode, we will dispel some of the mystery and misunderstandings surrounding this tool with Certified Reverse Mortgage Professional, CRMP, Kyle Buck of Affinity Mortgage Group.

Do you know what to do if you've been in an accident? Do you know what information to collect for insurance purposes? Find out details and how you can protect yourself and your family from Scott Lundgreen, partner and personal injury attorney at Johnson & Lundgreen.

In this episode of Senior Matters Radio, Mark is joined by Dr. Abhilash K. Desai, MD, medical director of Idaho Memory & Aging Center. Dr. Desai is a board certified geriatric psychiatrist and specializes in helping aging adults with mental illness. Learn more about depression, mental illness, and dementias in older adults by tuning in.

When you decide you don't want to rely on the government's default plan for your estate, we're here to help you put together your Legal LifeTM Plan. We have a variety of tools to help us customize the perfect plan for your family and your needs. Learn more about those tools in this episode.

Did you know that even if you don't have a formal estate plan, you still have one? This is the one the government has laid out for you, and you probably won't like it. The only way to avoid it is to take matters into your own hands and get a plan in place.

Join Mark Wight as he visits with care manager Mark Fuller of The Care Management Team. Learn about why a care manager could be a great solution not only for your aging or ill loved one but for the whole family as well. A professional care manager can improve the consistency of health care while reducing stress on the patient and the family.

Tune in to hear Mark chat with CPA Reid Olsen, of Olsen & Company CPAs. They're covering the topic of taxes and what you need to know BEFORE tax season to make April that much easier. This includes keeping an eye on the legislature as many ideas for tax reform have been tossed around (but nothing is sticking, yet).

On this episode of Senior Matters Radio, Mark welcomes Justin Walker from Adalant. They cover the recent Department of Labor "fiduciary" rule and why it may be confusing a lot of people. Justin and Mark also talk about the importance of wealth preservation when it comes to the time in life where your priorities shift.

Hear what Bill Poulson, Director of Client Services, and Mark have to say about the wonderful vets they meet in their day to day work planning estates. Many of these vets share amazing stories and the team at Idaho Estate Planning is eager to help them arrange their affairs.

Tune into this episode to hear what some vets (and surviving spouses) are missing when it comes to VA benefits. There is help available for wartime vets to pay for long-term care, it's just not well-publicized. Hear what Mark has learned as he's helped many veterans over the years receive the benefits they've earned.

Learn all about Mark's new book and how you can get your copy. Get Real: Planning for Life, Death, and Disability helps you understand what areas you need to plan for and how to get started.

In this episode, Mark talks about whether you need to do anything special with their estate plan when traveling (during the summer or ever). Find out his 6 tips!

It's that time of year! Tune into this episode to hear some ideas for getting things together this spring. Reviewing your documents and Legal Life Plan is something you should do every year, and spring is as good of a time as any.

Join Mark and his guest Kimberly Clark, Executive Director of Edgewood Spring Creek Ustick. They cover the different kinds of assisted living, from senior communities to skilled nursing facilities and everything in between. Tune in to hear more!

If you're over the age of 65, there are considerations that need to be made if you're doing any planning. Listen in to hear why it's a mistake (sometimes costly) to hire an attorney who is NOT elder law trained.

This month, HAPPEN Idaho will be celebrating their Caregiver of the Year. Shayne Burr, Caregiver of the Year Chairperson, joins Mark in this episode to talk about the award and the upcoming ceremony.

Gifting - at first glance it can seem like a great way to disburse assets. However, it can lead to tricky situations for both gifters and receivers. Find out when and why gifting is a good idea, and when it's better to look at other options.

Coming May 20th to St. Alphonsus is the Health and Aging Expo. Join Mark and Brandie Kramer as they talk about the Expo - and why you should plan sooner than you think! Brandie is the Senior Care Program Specialist for St. Al's and has a lot of great resources for seniors and their families.

In this episode, Mark covers the more technical side of healthcare decisions – Healthcare Power of Attorney, Living Will/Advanced Directive, Physician's Orders of Scoop of Treatment (POST) and the HIPAA information release.

Tune into this episode where Mark talks with Ahley Newman, a social worker and grief counselor with Harrison's Hope. They cover hospice and misconceptions about it, as well as healthcare decisions and advance care planning when it comes to the end of life.

Mark chats with Jackie Smith, owner of Trinity Home Care & Resource. They cover what Trinity provides, as well as information on home care options and when it's time to take that step.

In this episode, Mark is joined by Bonnie and Ray Kirby of Welcyon, Fitness Over 50. They talk all things wellness and fitness and how it's never too late to start taking care of yourself. Tune in for tips and ideas for feeling great, no matter your age.

Learn more about how Idaho Estate Planning works to educate the community with Katherine Stivers. Katherine heads up Strategic Partner Support Services in the IEP office, working with those who have education needs with the various programs, seminars, and workshops. Find out what she's been up to and how IEP demonstrates their core value of education.

This time of year, taxes seem to be on the brain. Listen in to this episode to hear some advice on taxes for seniors, starting with finding out if you even need to file! Mark also covers some recent scams and red flags when you are contacted by someone claiming to be the IRS and how to know for sure.

If you've listened to this podcast, been on our website, or read Mark's recent book, you know that to get real about your future, you need to get a team together. Who's on the team? How do you go about getting it? And how do you make them work together to get what you need? In this episode, Mark helps you get a plan in place to find the right people and get them headed in the right direction... al...