Estate planning is complex. Administering an estate after someone passes can take over 500 hours, especially if the person who passed did not have things organized.

In this episode, host Wendy Green gets into the complexities of estate planning and administering the estate with guest Adam Zuckerman. Adam is the founder of BuriedInWork. Together, they uncover the critical, often overlooked aspects of preparing for end-of-life matters in the digital age. Adam shares his personal journey of navigating his late father's estate, emphasizes the importance of comprehensive organization, and offers actionable advice for ensuring your loved ones aren't left in a lurch when someone passes.

Critical Steps Post-Death: Wendy and Adam outline the 56 steps to manage an estate after death, including notifying authorities, securing the deceased’s property, and caring for dependents and pets.

Digital Age Dilemmas: Managing digital accounts, passwords, and transitioning from mail to digital notifications adds complexity to estate management. Adam recommends having systems in place for organizing both physical and digital accounts.

Prepare Beyond Basics: Estate planning goes beyond just having a will or trust. Ensure you have all necessary documents like advanced directives, living wills, and organized digital legacies.

• Visit buriedinwork.com for free resources like the "Ask Three Questions" guide and an estate summary worksheet.
• Start organizing your estate now by documenting assets, updating beneficiaries, and informing family members of your plans.
• Utilize the "Clear Kit" to ensure all essential information is compiled and easily accessible to your heirs.
• Collaborate with professionals such as attorneys, CPAs, and doctors to ensure your estate planning is thorough and comprehensive.
• Actively engage your family or heirs in the planning process to ensure they understand your wishes and know where to find important documents.

• Share the Podcast: Help spread the invaluable information found in this episode by sharing Boomer Banter with your friends and family.
• Join the Community: Visit the heyBoomer.biz webpage and click on Connect With Us to become a part of the Boomer Banter community and stay updated on future episodes and events.
• Discount Offer: Take advantage of the 10% discount on the "Clear Kit" and games by using going to the BuriedInWork website and using the code "boomerbanter" at checkout.
• Support our sponsor: Check out all that CareLink360 has to offer to help you stay connected with loved ones who do not live close by. They also provide added security and many other resources to help your loved one. Use the code "boomer" on checkout for 5% off purchase

Mentioned in this episode:

CareLink 360

If you are a long distant caregiver would you like to easily connect, face-to-face with your loved one? The Digital Health Companion™ from CareLink360 is a safe, secure, and easy to use device that fosters regular social interactions.

Episode Overview:

In the 200th episode of Boomer Banter, host Wendy Green celebrates a significant milestone in the podcast's journey. Reflecting on four-and-a-half years of exploring aging well, Wendy shares the humble beginnings, growth phases, challenges, and lessons learned that have defined Boomer Banter. This episode is a heartfelt tribute to the community of listeners who have inspired and supported the show.

Takeaways:

Perseverance Pays Off:

Wendy's persistence through initial self-doubt, technical challenges, and slow growth periods highlights the importance of perseverance in achieving long-term goals.

Community is Key:

Building a strong, engaged community around shared interests and values can provide support, inspiration, and fulfillment.

Continuous Learning:

Embracing new skills and technologies is essential for growth and improvement, as is being open to learning from others in the field.

Purpose and Mission:

Clearly defining and staying true to your purpose can guide your work and keep you motivated through challenges.

Healthy Aging Practices:

Incorporating practices like forest bathing and focusing on health and wellness over appearance can lead to a richer, more fulfilling life.

Links:

Email Wendy at [email protected] to share your thoughts or suggestions.

Head over to Heyboomer.biz and click on CONNECT WITH US to stay updated with the latest episodes and more.

If you enjoy Boomer Banter, consider sharing it with friends and family, leaving a review, or supporting the show through Buy Me a Coffee.

Support our sponsor, Road Scholar, and get yourself booked for some fantastic travel.

Mentioned in this episode:

Road Scholar Great Global Giveaway

roadscholar.org/heyboomer

Episode Overview:

In today’s deeply thoughtful episode of Boomer Banter, host Wendy Green sits down with Catherine Marienau, a retired professor and an advocate for Compassion & Choices. Together, they delve into one of the most sensitive yet crucial conversations we can have with our loved ones: planning for the end of life. Exploring everything from hospice and palliative care to death doulas and advanced directives, Wendy and Catherine share personal stories and professional insights that underline the importance of open communication and careful planning. Whether you're navigating these waters yourself or preparing to help a loved one, this episode offers invaluable guidance and heartfelt perspectives.

Episode Highlights:

Hospice and Palliative Care: Catherine explains the emotional and practical support that hospice offers both patients and their families at no cost. Wendy and Catherine discuss the importance of choosing the right hospice, noting the differences between religious and for-profit organizations.

Role of Death Doulas: Moving beyond hospice and assisted living, Catherine introduces the concept of death doulas who provide additional spiritual and physical comfort, and often sit vigil with patients.

Historical Perspectives: They reminisce about past practices in communities where individuals naturally supported one another through the end of life, contrasting it with today's often isolating and complicated perceptions of death.

Personal Stories: Wendy and Catherine share their personal experiences with end-of-life planning, including the positive impact of having these discussions and the challenges when they are avoided.

Key Takeaways:

1. Start the Conversation: Planning end-of-life care and having these conversations early with family and medical teams can prevent conflicts and create meaningful interactions.
2. Advance Directives and Living Wills: Clearly outline and communicate your end-of-life wishes. Make these documents accessible to your loved ones.
3. Choose the Right Support: Understand the differences between hospice services and consider additional support from death doulas for spiritual and physical comfort.
4. Use Available Resources: Leverage resources like the "Compassion & Choices, End of Life Decisions Booklet" to guide your planning and conversations.

Links:

Explore Resources: Download the "Compassion & choices, End of Life Decisions Booklet" from the Compassion & Choices website. Order the "Finish Strong" book from their website as well.

Order "Fu*k, I'm Dead, Now What" from Amazon .

Connect with Catherine Marienau: Email or Website

Connect with Us: Subscribe to the Boomer Banter community and newsletter to stay connected and informed about aging well.

Check out Episode #289 on Women Over 70, where I was a guest.

Mentioned in this episode:

CareLink 360

If you are a long distant caregiver would you like to easily connect, face-to-face with your loved one? The Digital Health Companion™ from CareLink360 is a safe, secure, and easy to use device that fosters regular social interactions.

At your last physical, your doctor told you, "your blood pressure is too high," or "your A1C is too high," or "your cholesterol is too high." Then the doctor told you to cut back on sugar, salt, fats, or dairy. Add exercise to your life.

You may have left the office with good intentions, but lifestyle changes are hard!

In this episode of Boomer Banter, I sit down with wellness coach Jason Gootman, to delve into the transformative power of mindset and self-talk in making lasting lifestyle changes. Jason shares invaluable insights and practical strategies to help you develop new, healthy habits and sustain them. Whether you’re struggling to stay active, seeking ways to make workouts enjoyable, or curious about making your indoor environment more motivating, this episode provides robust, evidence-based solutions to guide you on your journey to better health.

1. Adopt an Experimental Mindset: Be open to trying different strategies and learning what works best for you. View challenges as opportunities for growth rather than setbacks.
2. Embrace "Good Enough": Let go of all-or-nothing thinking. Small, consistent actions lead to lasting change more effectively than striving for perfection.
3. Remember the Seven Keys: Clarity on what habit you want to form, understanding your "why," and taking small, actionable steps can significantly aid in behavior improvement.

• Visit Jason’s Website: Read Jason’s insightful blog posts and subscribe to his newsletter for more tips on health and wellness.
• Join the Boomer Banter Community: Engage with us and become part of the conversation on aging well. Follow the link and click on Connect with Us
• Support our sponsor: Road Scholar is the leading non-profit travel site for Boomers and Beyond

Mentioned in this episode:

Road Scholar Great Global Giveaway

roadscholar.org/heyboomer

In this episode our host, Wendy Green, and her guest, Nancy Ruffner delve into the intricate world of patient advocacy and elder care.

We begin with a personal story about the sudden passing of our host's stepfather, her mother's hospitalization with Covid, and the struggle she faced as her siblings were also struck by the virus, all in the same week. This story sets the stage for a deeper exploration into the importance of patient advocacy.

Nancy Ruffner, a board-certified patient advocate, brings her wealth of experience from social work and elder care, emphasizing how community and purpose are central to aging well. Nancy explains how patient advocates educate and guide individuals through complex care settings, medical decisions, financial concerns, and housing transitions.

Wendy and Nancy share personal stories of navigating caregiving and the complexity of the healthcare system and all that goes with it.

Importance of Asking for Help

A significant theme is recognizing when to seek assistance and understanding that it is a sign of strength, not weakness.

Role of Patient Advocates

Patient advocates provide vital, unbiased support, especially since their services are not constrained by insurance mandates. They help with everything from medical decisions to navigating insurance challenges.

Building a Support Network

For solo agers, creating a "micro board of directors" of trusted individuals to assist with medical needs and decision-making is crucial.

Education and Coaching

Both Wendy and Nancy underscore the value of educational resources and coaching in caregiving, especially for those adjusting to the evolving roles with aging parents.

Reach Nancy Ruffner on her website or email her.

Find Directories for Patient Advocates on these sites:

Greater National Advocates

National Association of Healthcare Advocacy

Health Advocate X

Solace

Connect with Boomer Banter

Email

Facebook

LinkedIn

Website

Mentioned in this episode:

CareLink 360

If you are a long distant caregiver would you like to easily connect, face-to-face with your loved one? The Digital Health Companion™ from CareLink360 is a safe, secure, and easy to use device that fosters regular social interactions.

In this episode, guest, Heather Brooks emphasizes the importance of safe housing as a cornerstone of livability for aging individuals. She explores multiple factors including neighborhood settings, transportation, environmental considerations, social involvement, and quick access to emergency services.

Heather delves into the challenges and expenses associated with maintaining homes as people get older, highlighting the critical need for resources and connections to age in place successfully. She introduces her website, "How 2 Age Your Way," which offers an array of educational materials and vetted resources specifically designed for aging adults.

Practical advice is shared on proactive home modifications, such as installing grab bars, no-slip rugs, and creating accessible entryways. Heather discusses sleek designs that avoid creating a hospital-like atmosphere and recommends attractive, functional brands for home products. Cutting-edge age tech, like voice-controlled showers and universal stove knobs are highlighted, offering a glimpse into the future of age-friendly living.

Budget considerations are also tackled, with Heather outlining costs ranging from $5,000 to $100,000 depending on the scope of modifications. Furthermore, she touches on the potential impact of these modifications on home resale value, suggesting that age technology and multi-generational living adaptations can make homes more marketable.

Importantly, Heather speaks about her involvement in the National Aging In Place Council, shedding light on legislative efforts including bill HR 766 aimed at providing federal support for home modifications.

Our host, Wendy Green helps ground the conversation in real-world applicability by sharing her own home modification plans, making the episode both personal and relatable.

• Home Modifications: Proactively plan and implement home modifications to ensure future safety and convenience. Opt for aesthetically pleasing designs to maintain a homey feel and avoid a clinical appearance.
• Age Tech Innovations: Embrace cutting-edge technology such as voice-controlled showers, universal stove knobs, and accessible kitchen cabinetry. Focus on age-friendly technology to enhance safety, functionality, and comfort.
• Safe Housing as Livability Pillar: Understand the significance of a safe and accessible home environment for aging individuals. Address essential considerations like neighborhood, transportation, social involvement, and emergency services.

Heather's website: https://how2ageyourway.com

National Aging in Place Council (NAIPC)

HR7676 - Home Modification for Accessibility Act

AARP Home Fit Safety Presentations and Home Safety Guide

SmartHQ All-in-One App for Kitchen Appliances

OME Universal Kitchen Knob

Ponte Giulio Bathroom Safety Products

Sign up for the Boomer Banter Weekly newsletter, click on Connect with Us.

Check out CareLink360 and use boomer on checkout for 5% off purchase

Mentioned in this episode:

CareLink 360

If you are a long distant caregiver would you like to easily connect, face-to-face with your loved one? The Digital Health Companion™ from CareLink360 is a safe, secure, and easy to use device that fosters regular social interactions.

Host Wendy Green sits down with acclaimed photographer and filmmaker Sky Bergman to pursue the heartwarming and transformative world of intergenerational connections.

Inspired by her spirited grandmother who thrived well into her 100s, Bergman’s work sheds light on the incredible benefits of bridging generational gaps and combating the growing public health crisis of loneliness and isolation.

This episode covers a broad spectrum of insights and personal stories that highlight the necessity and value of intergenerational connections. Here are some of the high points:

• "Lives Well Lived" Documentary: Bergman's documentary explores resilience, positivity, and purpose at any age, featuring 40 remarkable individuals with a collective 3000 years of experience.
• Educational Impact: Discussing her collaboration with a psychology of aging professor, Bergman details how the film has transformed classrooms into hubs of intergenerational dialogue.
• Intergenerational Projects: Highlighting innovative projects, such as the film screenings paired with guided discussions between students and older adults, fostering understanding and friendships.
• Practical Steps for Connection: Emphasis on the power of open-ended questions and the irreplaceable value of capturing stories before it’s too late.
• Sky's Personal Practices: Insights into how Bergman builds intergenerational connections in her own life through regular women’s dinners and diverse friendships.

Three suggested conversation starters that Sky mentioned in this discussion.

1.    Tell me 3 Fun or Interesting Facts about you that I would not otherwise know.
2.    What’s the best advice you ever got, and did you take it?
3.    What’s been the most instrumental thing in shaping your life?

Other ways to share:

• Spread the Word: Educators can access the documentary "Lives Well Lived" and incorporate it into their classrooms to promote intergenerational learning.
• Get Involved: Whether through local organizations or personal initiatives, find ways to facilitate intergenerational interactions in your own community.

All of Sky's current and future projects can be found on her website: skybergmanproductions

Become part of the Boomer Banter community and always be informed about what is coming up. Go to our website and click on Connect With Us.

Sign up for the Road Scholar Great Global Giveaway.

Mentioned in this episode:

Road Scholar Great Global Giveaway

roadscholar.org/heyboomer

3 seconds of silence

The new book, "Fearless Female Leaders." shares empowering stories of women of all ages, who are pursuing a purpose and a passion.

In this episode, guest and author Kathy McAfee, shares her journey and mission to mentor and uplift others, particularly in the legacy phase of her career. With real-life stories of resilience and leadership, this episode is a tribute to women who refuse to let age define their contribution.

The story of Eva Hausman, founder of the Mothers' Day movement, and Sylvia Whitlock, the first female president of a Rotary club, highlight perseverance, dedication to public service, and gender inclusion.

Being fearless ignites the journey, while courage sustains it. The episode encourages listeners to start their fearless journey and use courage to see it through.

Continue contributing. We are not done yet. Supporting female leadership to create meaningful change in communities is highlighted in this episode and the book.

TheFearlessLeader.com

FearlessLeaderBooks.com/bonuses

YouTube.com: @TheFearlessLeader

To join the Boomer Banter Community, Click Connect with us

Email me at [email protected]

In this deeply introspective and enlightening episode of Boomer Banter, host Wendy Green delves into the essence of True Wealth, exploring the four pillars that constitute a meaningful and fulfilling life: finance, health, joy, and love. With personal anecdotes and practical advice, Wendy sheds light on how these components interweave to create a life of substance beyond material success. Get ready to be inspired, as we reflect on what it truly means to age well and live a purpose-driven life.

Introduction to the Four Pillars: Wendy Green opens the episode by introducing the idea that True Wealth is not just about money, but a holistic blend of financial security, health, joy, and love.

Personal Reflection: Wendy shares a profound excerpt from her father’s unpublished book, revealing his realization that material success does not equate to true wealth. This heartfelt story drives home the episode’s central message that wealth is defined by much more than financial prosperity.

Financial Security: Emphasizing the importance of financial planning, Wendy offers insights into securing one's financial future. She discusses factors such as lifestyle, debts, pensions, longevity, and health that influence financial stability. Wendy advises seeking professional help from financial planners and preparing for potential emergencies to ensure financial peace of mind.

Health Wealth: Wendy underscores the significance of maintaining both physical and mental health. She talks about the benefits of regular physical activity, a nutritious diet, proper hydration, and strong social connections. Wendy also touches on mental well-being, emphasizing the power of a positive mindset, gratitude, and strong social bonds.

Joy and Contentment: Exploring the concept of joy as a state of being, Wendy differentiates it from temporary happiness. She discusses the importance of nurturing joy through achievable challenges, practicing gratitude, disconnecting from technology, and finding a purpose. The story of the Chinese farmer serves as a reminder to maintain a nonjudgmental and accepting attitude for lasting contentment.

The Power of Love: Wendy articulates the crucial role love plays in true wealth. She explores how love of self and others, self-care, and meaningful social connections enrich our lives. Wendy highlights that love brings deeper meaning to financial security, health, and joy, making it an indispensable pillar of true wealth.

Join the Boomer Believers and meet monthly with one of our amazing guests. Get your questions answered directly as you build a sense of community with other members.

Catch up on episodes: Boomer Banter is taking a 3 week break in July. There are 192 episodes for your to peruse.

Share this episode with your friends. Rate and Review. So appreciated.

See you for our next episode on July 22.

This episode of Boomer Banter dives deep into the alarming rise of financial fraud targeting older adults. Join host Wendy Green and fraud expert Kathy Stokes from the AARP Fraud Watch Network as they unpack the sophisticated tactics scammers use, the emotional toll on victims, and essential steps for securing personal information.

Wendy Green begins the episode by sharing her own near-miss with a copyright infringement scam, underscoring the importance of being vigilant. Kathy Stokes delves into common scams such as tech support fraud, where scammers pose as legitimate tech support to gain access to financial information. The conversation highlights the use of heightened emotional states by scammers to manipulate victims, urging everyone to pause and assess suspicious messages logically.

1. Use strong passwords and two factor authentication to access online accounts. Try a password manager to create and store your unique passwords.
2. Let calls from unknown callers go to voicemail. Criminals do not tend to leave messages.
3. Avoid using open Wi-Fi networks without a VPN and refrain from plugging into public USB ports
4. If you suspect you've been a victim of fraud, report it to the police and use AARP's helpline for support (877) 908-3360
5. We are not helpless! What we know inoculates us. What we share inoculates others.

Follow the AARP Fraud Watch Network on Facebook

Connect with the AARP Victim Support Network

Register for the Virtual Fraud Prevention Summer Series - July 8: 10:00-12:00ET

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