Justin Walker discusses with Mark Wight the financial side of preparing to age at home. After looking at each individual's overall financial situation, it's important to discover where their emotional connections lie and what is important to them. Learn more in this episode about how being intentional with a long-term financial plan can help maintain independence. There's no place like home!
Sometimes real stories help us understand why pre-planning is so important. Mark Wight shares some examples to provide context and demonstrate how pre-planning, and even crisis planning, can bring peace of mind and security for whatever the future may hold.
This week we welcome Dr. Louise Ye-Liew, D.O., to Senior Matters Radio and to the Treasure Valley! Dr. Ye specializes in geriatric medicine and her practice will focus on individuals 65 years old and above. She is dedicated to seeing her patients as a whole and working in partnership with them and their families. Listen to hear more about her approach to senior health!
Contact Dr. Ye-Liew:
(208)-509-8987
brightviewseniorhealth@gmail.com
www.brightviewid.com
Ideally, everyone would be able to age at home. Yet the need to downsize can often become a complicated reality. Dan Ward's goal is to find the best practical solution for each customer navigating this changeover.
Dan Ward, owner of Life's Transitions based in Boise, joins Mark Wight today to discuss how their team compassionately helps their customers to downsize and transition into more practical, yet comfortable, settings. Dan goes over factors about each individual that he takes into account when finding the best solution for each customer. He discusses his support team and the importance of making these decisions sooner rather than later.
As with estate planning, planning ahead is key to Life's Transitions' work.
Elder abuse is a topic that can't be over-discussed. It can happen physically, financially, emotionally, and virtually. Today, Mark Wight discusses our responsibilities to help prevent all types of elder abuse, including what signs to look out for and safeguards to put into place.
Learn about the six main types of basic estate plans that people can use to plan and protect their future.
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.
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.
Join in as we continue on with our most common frequently asked questions about estate planning. Mark Wight is joined again by Bill Poulsen.
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.
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".
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.
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.