Ep. 64 – Implementation of Housing Wealth, with Mitchell Cooper
What if we start looking at a reverse mortgage as THE financial tool to get your “longevity insurance” without even thinking of depleting your assets? In part two of our insightful conversation with Mitchell Cooper, we dive deeper into the financial mechanics and unknown benefits of using reverse mortgages as a retirement plan. Mitchell also contextualizes […]
Honoring Family Caregivers: Understanding Medicare Coverage and Exploring Alternative Care Solutions
National Caregivers Day, observed on the third Friday of February, is a time to recognize the dedication of those who care for aging loved ones while balancing their own careers and personal responsibilities. Many step into this role due to gaps in Medicare coverage, often seeking alternative care options to meet their family’s needs. Gaining […]
How Medicare and In-Home Care Support Aging in Place
February is Senior Independence Month, a time to highlight the importance of tools and services that help older adults maintain their independence. For seniors recovering from an injury, surgery, or illness, access to therapy, rehabilitation services, durable medical equipment (DME), and in-home care services can be critical for a successful recovery and long-term health. Medicare […]
Ep. 62 –Marketing That Moves the Needle: How the Right Agency Can Transform Your Business
For some business owners, thinking about their company’s marketing feels a lot like stepping into a cluttered storage unit — they have no idea where to start, what to move first, or what will actually work. In today’s episode, Ann Bouchard unravels the secrets and benefits of crafting simple, honest, and solid marketing strategies. Anne is the […]
Ep. 61 – Things You Need to Know About Business Alternative Risk Insurance, with Roland Guillen
Do insurance costs leave you stressed and uncertain about your business’s future? Do you have a strategy to manage employee benefits while ensuring a healthier workforce? Did you know there is a way to turn insurance expenses into a financial asset? If any of these questions keep you up at night, you can’t miss today’s […]
Medicare & Glaucoma: What You Need to Know About Covered Screenings
Don’t get blindsided by this disease! Glaucoma is a serious eye disease that can develop without noticeable symptoms, leading to permanent vision loss if left untreated. Fortunately, Medicare Part B covers glaucoma screenings once every 12 months for individuals at high risk, facilitating early detection and timely treatment. If you meet the criteria, it’s important […]
Ep. 60 – Current Funding Environment and What’s Needed Now with Dan Marrujo
Can the CHIPS Act tackle the nationwide workforce shortage? Is $53 billion enough to jumpstart a “U.S. semiconductor renaissance”? Can America reshape the global semiconductor landscape? Can we end our reliance on overseas chip production? These are some of the questions Dan Marrujo answers in this special take-two on the CHIPS Act Initiative. Whether you […]
Understanding Medicare Enrollment Periods: MAOEP vs. GEP & Why it’s Important to Work with a Broker, Your Advocate!
As a Medicare beneficiary, it’s important to understand when and how you can make changes to your Medicare coverage. Two key enrollment periods are the Medicare Advantage Open Enrollment Period (OEP) and the General Enrollment Period (GEP). These periods occur from January 1 to March 31 each year, but they serve different purposes and apply […]
Ep. 59 – Thinking About Selling Your Business! Here’s What You Need to Know 3-5 Years Ahead of Time with Randy Hendershot
In this episode, we explore succession planning for business owners guided by the expert business broker, Randy Hendershot. Randy is the Founder and CEO of Evolution Advisors, a company specializing in helping entrepreneurs sell or buy businesses, get an accurate valuation of their company, and create a smooth exit strategy.
Understanding the New Medicare Prescription Payment Plan for 2025
Managing your Medicare prescription drug costs is about to get easier with the Medicare Prescription Payment Plan, starting in 2025. This program offers a new way to handle out-of-pocket expenses for your prescriptions, spreading costs evenly across the year to help with budgeting. Here’s what you need to know: What is the Medicare Prescription Payment […]