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Senior Matters Radio

Senior Matters Radio is a weekly show dedicated to showcasing experts in the fields that matter most to today's seniors. From insurance to financial planning, long term care to retirement, you'll get useful, actionable advice from leaders in their respective fields. Hosted by Mark Wight of Idaho Estate Planning, a member of the Idaho State Bar, the Taxation, Probate & Trust Law Section of the Idaho Bar, Wealth Counsel, and Elder Counsel. He is also a Certified Academy Attorney with the Academy of VA Pension Planners and an accredited attorney with the Veterans Administration. Mark has co-authored several manuals for attorneys in the areas of Probate Administration, Estate and Estate Tax Planning, and Asset Protection.
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Now displaying: Page 4
Apr 23, 2019

After a quick review of the last episode, we finish discussing and grading the Department of Veterans Affairs’ adjustments from October, 2018

Apr 23, 2019

Get out your red pencil because we’re going to grade the VA! Join Mark as he examines the changes made in October, 2018, and checks if they have accomplished what they were meant to accomplish within the Department of Veterans Affairs.

Apr 23, 2019

Mark has noticed many reasons why people choose to estate plan over his many years serving the Treasure Valley. Listen to this episode to learn about the top ten things to consider when making an estate plan.

Mar 23, 2019

Learn about the six main types of basic estate plans that people can use to plan and protect their future. 

Mar 16, 2019

The last episode in a 3 part series, Mark and Bill wrap up the last of the frequently asked questions they receive about estate planning.

Mar 14, 2019

It's Pi Day this month and that's got us thinking about all kinds of pie: apple, cherry, chocolate, AND your own personal pie. The kind you may want to share in a specific way or preserve for future generations. Tune in to hear how good estate planning means you say how that pie is treated in the long term.

Mar 2, 2019

Join in as we continue on with our most common frequently asked questions about estate planning. Mark Wight is joined again by Bill Poulsen. 

Feb 23, 2019

There are so many times we get asked questions about estate planning, wills, aging in place, and more. Listen in to hear Mark and Bill go over some of these most frequently asked questions.

Feb 23, 2019

Often the discussion that happens when we're aging is "How can we stay home?" The reality is that staying in your current house isn't always the best or right option. That doesn't mean you can't be home! Finding somewhere to age comfortably and safely is key. In this episode, Mark is joined by Catherine Owens to talk about different options for "home".

Feb 23, 2019

Is your financial plan an actual plan? Is there an underlying strategy and design for your future? Or are you just "winging it"? Even if you don't consider yourself wealthy, you're probably planning on retirement of some kind, and almost all of us get old (whether we want to or not). So listen in to this episode to hear about how financial planning with purpose can make all the difference as you move through life.

Feb 23, 2019

How current are your financial and estate plans? Have you experienced a life change that could impact those plans? Learn from financial planner Justin Walker and estate planning attorney Mark Wight about what could trigger a change and what you need to do to stay current.

Feb 23, 2019

When it comes to dividing assets, people tend to spend the most time allocating money, stocks, and homes, in estate planning. However, family disputes after a loved one's passing are often caused by sentimental items that go overlooked. So, before you leave it up to your family to decide who will inherit the family album or serving plates, consider the tips in this episode before taking that route.

Feb 23, 2019

After 30 plus years of assisting families with estate planning, Attorney Mark Wight has seen how grieving the death of a parent can drastically change family dynamics. On this episode, Mark shares some of the causes of strained relationships after a parent's passing and ways to prevent this from happening.

Feb 1, 2019

Giving gifts as part of an estate plan is not as simple as many people think. On this episode, we navigate the complicated world of gifting and its effect on taxes and Medicaid. If you're thinking of giving or receiving a gift that could significantly reduce the size of an estate, use this episode as a starting point to plan your next steps.

Feb 1, 2019

On past episodes, we've discussed how visiting senior family members during the holidays is the perfect opportunity to inspect any issues of concern surrounding their health. However; it is just as crucial for those who are aging in place to maintain social relationships. Today we discuss how social engagements and having a network of support can benefit your mental and emotional well-being.

Feb 1, 2019

The New Year prompts many people to make resolutions that don't often stick. On this episode, we'll delve into Shawn Achor's book "The Happiness Advantage," to discover ways of developing habits that make us happier instead. If you're wondering what this has to do with issues surrounding seniors and aging, you will be surprised to find that those who have the happiness mentality can often fine-tune their mental and physical well-being as they age.

Jan 12, 2019

Death is a natural part of life that many people often turn a blind eye. On this episode, Brian Owings, Funeral Director of Summers Funeral Home, joins us to discuss planning for our transitions, dealing with grief, and celebrating life.

Jan 4, 2019

The holidays are a perfect time to check-in with family. Visiting senior family members, in particular, will give you a good idea of their health and welfare. This episode recaps red flags to pay attention to during your family get-togethers and tips for handling difficult situations.

Jan 2, 2019

You've got questions, we've got answers! Idaho Estate Planning has been a leader in Idaho in teaching others about the options available in estate planning and how best to preserve assets, protect loved ones, and promote personal choice. On this episode, Attorney Mark Wight shines some light on topics he frequently comes across in estate planning, to help you start thinking of the best options to serve you and your family's needs.

 

Jan 1, 2019

On today's episode, we address the potential issues that occur with aging and the eventuality we all face- death. Approaching these difficult topics early on empowers you to take control of your future. If you're ready to get real about your estate planning, this episode is for you!

Dec 31, 2018

The VA pension program, better known as the Aid & Attendance Benefit, has undergone some changes. The Department of Veterans Affairs (VA) recently released amendments to this needs-based benefit, that will impact the financial and medical aspects of eligibility. On this episode, Attorney Mark Wight breaks down what some of these changes mean for veterans and their surviving spouses.

Oct 6, 2018

Although completing a difficult task on your own can bring about great feelings of accomplishment, there are some endeavors that can do more harm in the long-run when going at it alone.

With a number of cost-saving resources available to create your own estate plan, it is tempting to forgo hiring a professional. Before you decide to cut-out the estate planning "middlemen," consider for a minute how hiring counsel from a dedicated estate planning attorney will provide you with options to accomplish your goals, have your documents prepared legally, and ensure appropriate assets are funded into your plan.

If you're still on the fence about the best estate plan option, this episode is for you.

Sep 22, 2018

Making arrangements for your eventual passing is only part of a good estate plan. If you experience cognitive or physical challenges as you age, your finances and health care can negatively be impacted. On this episode, Attorney Mark Wight discusses issues surrounding life and disability and ways to stay ahead of the curve by making decisions to protect yourself ahead of time.

Sep 1, 2018

Being diagnosed with dementia is nothing short of devastating. Studies now show that people with untreated hearing loss are more prone to developing this disease. Jacquie Elcox joins us from Treasure Valley Hearing and Balance with Lindsay Meloy, from the Alzheimer's Association Greater Idaho Chapter, to discuss ways to protect your quality of life through early detection.

Aug 25, 2018

Justin Walker of Adalánt financial services returns this week to discuss ways you can be intentional with your estate planning when moving into retirement. Because retirement looks different for everyone, the sooner you begin planning, the easier it will be to cover all your bases and retire with dignity.

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