Steadfast Care Planning

Send us Fan Mail Join Kelly and her guest, Kean Dillon, Owner of Senior Helpers of Columbus.   In this episode: 🔹 Home care explained 🔹 Questions to ask a home care provider 🔹 How home care is typically billed 🔹 Ways to pay for home care              Find out more about Senior Helpers of Columbus: https://www.seniorhelpers.com/oh/columbus-north/   Watch this episode on YouTube: https://youtu.b...

Send us Fan Mail Join Kelly and her guest, Cathy Sikorski, elder law attorney and experienced caregiver. In this episode: 🔹 Things you can do to positively help you as a caregiver 🔹 Available programs to pay family caregivers 🔹Important legal documents for families and caregivers   Find out more info about Cathy: https://cathysikorski.com/   Watch this episode on YouTube:  https://youtu.be/nBLd...

Send us Fan Mail Join Kelly and her guest co-host, Nic Nielsen, CFP®, Co-Owner of Know My Plan.  In this episode, Kelly explains:  🔹 What long-term care insurance can do and how it works  🔹 Why long-term care insurance is about love  🔹 Advice on how people can plan for care to live well                  Watch this episode on YouTube:  https://youtu.be/a7t8iiTl-bo  For additional information abo...

Send us Fan Mail ElliQ: The sidekick for healthier, happier aging. Join Kelly and her guest, Noa Almog, Director of Product Strategy at Intuition Robotics. In this episode:  🔹 Who/what is ElliQ? Who does she help? 🔹 How is she different from a device like Alexa? 🔹 Examples of how she helps people 🔹 Engaging with ElliQ 🔹 How much ElliQ costs and where to get her              Watch this episode...

Send us Fan Mail Tax Tips for Caregivers & Long-Term Care Planning  Join Kelly and her guest, Jennifer Zimmerman, Tax Senior Manager at GBQ Partners. In this episode:  🔹 Threshold for claiming loved ones as dependents on tax returns 🔹 Credits and deductions for caregivers 🔹 Medical expense and long-term care insurance deductions 🔹 Gift tax 🔹 Tax tricks for those at retirement age 🔹 How I...

Send us Fan Mail Join Kelly and her guest, Anne Farley, Director of Community Relations at The Ganzhorn Suites. In this episode:  🔹 How people know when it's time for memory care for a loved one 🔹 The difference between assisted living and specialized memory care 🔹Important considerations when choosing a memory care community 🔹How people pay for memory care communities            Watch th...

Send us Fan Mail Join Kelly and her guest, Nic Nielsen, CFP®, Co-Owner of Know My Plan. In this episode:  🔹 How LTC can affect the retirement plan 🔹 Ways to pay for care 🔹 Considerations to make if people self-fund 🔹 How Health Savings Accounts (HSAs) can be used Watch this episode on YouTube: https://youtu.be/jtALIzDpAGA Find out more about Nic: https://knowmyplan.com/   For additional inform...

Send us Fan Mail Join Kelly and her guest, Stevyn Guinnip, aka the girl named Stevyn, wellness coach for financial folks. Today we’re talking about how to live longer and healthier.   In this episode:  🔹 How we can expand our health span  🔹 Longevity tips 🔹 How to prevent falls 🔹How to be metabolically flexible 🔹Key indicators for chronic disease Watch this episode on YouTube: https://youtu.b...

Send us Fan Mail Join Kelly and her guest, Jennifer Fink, podcast host of “Fading Memories.”  In this episode:  🔹 Challenges that caregivers of cognitive impairments face 🔹Working caregivers need support at work 🔹 How to create a care team 🔹 Holiday tips for dementia caregivers Watch this episode on YouTube: https://youtu.be/vRTLpQXkp0g   Find out more about Jennifer’s podcast:   https://fadin...

Send us Fan Mail Join Kelly and her guest, Kay Coughlin, business coach and advocate for family caregivers. Today we’re talking about how to get unstuck as a caregiver.  In this episode:  🔹 How caregivers can reduce stress and prioritize themselves 🔹 Setting boundaries – learning the art of saying yes and no 🔹 How caregivers can start to get unstuck    “Kind people say no too” – Kay’s podcast e...

Send us Fan Mail Join Kelly and her guest: Kay Coughlin, business coach and advocate for family caregivers. Today we’re talking about family caregiving and how to set expectations. In this episode: why planning for care and caregiving is not a priority for most people, how people can set expectations around these difficult conversations with their families, how to navigate expectations around the...

Send us Fan Mail Join Kelly and her guest: Courtney Markley, Owner of Markley Coaching Group. Courtney is on a mission to get people comfortable talking about money.   Today we’re talking about how to financially prepare for the empty chair. In this episode: How can people financially prepare for the empty chair, best practices when talking to your spouse and kids, what to do if you’ve recently lo...

Send us Fan Mail Join Kelly and her guest: Sheryl Moore, CEO of Wink and Moore Market Intelligence. Today we’re talking about life insurance with living benefits and extended care protection. In this episode: Product trends and living benefits, product innovation, how hybrid LTC policies are structured, Pension Protection Act and LTC, what LTC solution is best, and roadblocks that insurance compan...

Send us Fan Mail Join Kelly and her guest: Steven Sless. Steven is the President of Reverse Mortgage  Lending at Primary Residential Mortgage, Inc (PRMI). He educates people on how the strategic and proactive use of housing wealth with a reverse mortgage can offer advanced retirement income strategies, protecting and preserving a retirement portfolio.  Today we’re talking about housing wealth can...

Send us Fan Mail Join Kelly and her guest: Emily Clugston, Owner of Seniors Servicing Company, and Medicare professional. Today we’re talking about how to navigate Medicare and a mound of medical bills. In this episode: Important things people need to consider when choosing a Medicare plan, Medicare premium changes, Medicare and long-term care, medical bills and claims, Explanation of Benefits, an...

Send us Fan Mail Join Kelly and her guest: Tom Hegna, economist, retirement income expert, speaker, and author. Tom is on a mission to help the world’s population understand the math and science to retire happy. Today we’re talking about how no retirement plan is complete without a plan for long-term care (LTC). In this episode: the importance of planning for long-term care (LTC) and how it can af...