62WhoKnew - The Podcast

Estate planning expert and stage four cancer survivor Julie Fry shares why every adult needs a will, healthcare proxy, and a real plan long before a crisis hits. Learn how life milestones like turning 18, having a baby, or a diagnosis should trigger action, why probate court becomes your default will if you do nothing, and how affordable protection can be for anyone. A raw, funny, and deeply perso...

Long-term care expert Bill Comfort reveals why most families skip long-term care planning and unpacks a game-changing new product you can actually buy after a loved one already needs care. Bill, Bryan, and Lindsay break down how the sicker you are the better the deal gets, how to fund care from your home or savings, and why emotion, not fear, drives the smartest planning decisions. If you are cari...

Mike Banner sits down with senior care advocate Suzanne Newman and long-term care expert Lindsay Friedman to expose how the aging and in-home care industry really works, from lead-selling placement schemes to the greed before need model quietly hurting families. You will learn why quality of care has slipped, how to protect your loved ones from predatory referral platforms, and smart ways to actua...

In this episode of 62 Who Knew, host Mike Banner talks with Colleen Cruz, Lindsay Friedman, and Brian Wally about how families can fund long term care without giving up the family home. You will learn why reverse mortgages and long term care insurance get so misunderstood, how to start these hard conversations before a crisis hits, and why something is better than nothing when you plan ahead. It i...

Long-term care insurance can protect families from financial strain, but owning a policy is only part of the solution. Dr. Stanna Martin joins Michael Banner and Lindsay Friedman to explain why claims are often difficult, how families can prepare, and what policyholders need to understand before care begins. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGift...

What happens if you live far longer than you ever planned for? Michael Banner is joined by Curtis Estes, Bryan Walley, and Lindsay Friedman for a timely conversation about longevity, retirement planning, family finances, aging in place, and preparing for a longer, healthier life. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Soc...

Long-term care decisions are easier when families plan before a crisis. Michael Banner, Lindsay Friedman, and Scott Moan discuss asset protection, properly funded trusts, funeral planning, Medicaid, caregiver compensation, and modern long-term care insurance. Learn why every family needs a coordinated plan, regardless of how much money they have saved. 🔹 Learn more at 62WhoKnew.com Get Mike's Boo...

Home ownership and home equity are not the same thing. In this episode of Sixty Two Who Knew, Mike Banner, Craig Korn, Bryan Walley, and Lindsay Friedman discuss why families need to rethink how housing wealth fits into retirement, long-term care, inheritance, and legacy planning before a crisis forces the conversation. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://...

In this emotional episode of 62 Who Knew, Mike Banner sits down with Bryan Walley and Lindsay Friedman to talk about the real family impact of longer lifespans. From caregiving burnout to inheritance delays, home equity, long-term care planning, and end-of-life conversations, this episode focuses on the choices families need to make before a crisis forces them. 🔹 Learn more at 62WhoKnew.com Get M...

In this special 62WhoKnew Highlights episode, host Michael Banner revisits standout moments from 2026 so far, covering home equity strategies, long-term care planning, senior fraud, family communication, longevity, caregiving, and the financial realities of living longer. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Medi...

In today’s real estate market, buyers and sellers need more than basic advice. Michael Banner sits down with Carlin Newman to talk about rising home costs, closing cost challenges, insurance pressure, down payment assistance, condo considerations, and how tools like AI and social media are changing the way real estate professionals do business. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gif...

Long-term care costs are rising fast, and many families are not prepared. In this episode, Michael Banner is joined by Tom Hegna, Lindsay Friedman, and Scott Moen to discuss Medicaid planning, annuities, home equity, caregiver strain, and why every family needs a long-term care strategy before a crisis hits. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGift...

Michael Banner welcomes Bryan Walley, CEO of Forward Inheritance, for a timely conversation about family wealth, home equity, inheritance planning, and why honest communication across generations can prevent financial stress later. They discuss longer lifespans, delayed inheritances, powers of attorney, estate planning, senior fraud protection, and practical ways families can prepare before a cris...

Michael Banner sits down with Jeffrey Hayzlett, Chairman of C-Suite Network, for a wide-ranging conversation on leadership, longevity, retirement planning, home equity, family caregiving, and why America must rethink what it means to live, work, and plan beyond age 62. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on Social Media:...

In this episode of 62 Who Knew, Michael Banner welcomes Chris Orestis and Jonas Roeser for an important conversation about trust, verification, and consumer protection in the insurance industry. They discuss how Agent Review helps consumers find verified insurance professionals, why senior fraud is increasing, and what warning signs families should watch for when Medicare, Social Security, insuran...

In this episode of 62 Who Knew?, Michael Banner sits down with Lady Jen Du Plessis, a former top mortgage professional turned international speaker, podcast host, and business mentor. They discuss the evolution of the mortgage and real estate industries, why true wealth requires strategy beyond interest rates, how AI is changing business, and what it means to move from success to significance. 🔹...

In the second half of this panel conversation, 62 Who Knew tackles the practical side of senior care decisions. Michael Banner, Lindsay Friedman, Lance A. Slatton, and Ryan Buck discuss when home care is no longer enough, how families approach assisted living and memory care, and why long-term care insurance can change everything when planning for the future. 🔹 Learn more at 62WhoKnew.com Get Mik...

What happens when love is not enough to do it all alone? In this episode of 62 Who Knew, Michael Banner is joined by Lindsay Friedman, Lance A. Slatton, and Ryan Buck for an honest conversation about the emotional weight of caregiving. They talk about the promise families make to care for loved ones, the guilt that comes with needing help, and why bringing in home care can be one of the most compa...

In this episode of 62 Who Knew, Michael Banner talks with Cathy Derksen about what happens when women reach midlife after years of putting everyone else first. Cathy shares her journey from medical genetics to financial planning to publishing, and explains why this stage of life can be a powerful time to reconnect with purpose, courage, and new possibilities. From authorship to community to redefi...

In this episode, Lindsay Friedman returns to talk about why so many families avoid long-term care planning until they are already in crisis. The conversation covers caregiver stress, the financial impact of delayed planning, and the importance of having difficult conversations early. Lindsay also shares insights on free planning tools, caregiver support resources, and the emotional realities famil...

In Part 2, Mike Banner and John Russo turn the conversation toward affordability strategy for today’s market. They explain why repeated price cuts are often less effective than seller concessions, temporary buydowns, and other tools that directly improve the buyer’s monthly payment. 🔹 Learn more at 62WhoKnew.com Get Mike's Book: A Gift From My Father https://bit.ly/AGiftFromMyFather Follow us on...

In Part 1, Mike Banner and John Russo break down a major misconception in real estate and mortgage lending: down payment assistance is not only for low-income buyers. They explain how buyers with solid incomes can still struggle to save for down payments and closing costs, and why that reality is creating missed opportunities across the housing market. 🔹 Learn more at 62WhoKnew.com Get Mike's Boo...

Michael Banner sits down with Chris Orestis, president of Retirement Genius, to discuss a financial option many policyholders overlook: selling a life insurance policy through a life settlement. They cover who may qualify, how policy reviews work, and why this strategy can help families pay for care, support aging in place, and make more informed retirement decisions. 🔹 Learn more at 62WhoKnew.co...

What happens when a long career ends before you are ready? In this episode of 62 Who Knew, Michael Banner talks with Carol Kaemmerer about navigating career inflection points in your 50s and 60s with clarity and purpose. They discuss identity beyond job titles, age bias in the workplace, the value of experience, and how to shape a new chapter around the skills and contributions that matter most....

This advisor-focused episode connects two big retirement needs—reliable income and long-term care planning—with a third lever many households overlook: home equity. Tom Hegna outlines a simple framework for building “paychecks and playchecks,” while Dan Anderson explains how CHIFS can convert a portion of home equity into flexible liquidity—without creating new debt. 🔹 Learn more at 62WhoKnew.com...