In today's episode, we discuss how to smooth the transfer of wealth with Stephanie O'Brien who is a good friend and estate planning, attorney and litigation expert. 

Stephanie and I meet with clients and students in our educational seminars that share heartache, frustration and bumps in the roads that have come from improper state plan, design and execution. And so today's episode is all about effectively putting together a roadmap towards success with your estate plan transfer and executing on that exact same plan.

Make sure you listen to the end to hear what Stephanie suggests you can do right now inside of your own conversations with you, your spouse and your children and how to communicate those desires with your state planning attorney to make sure you're properly clearing the path to a smooth transfer of wealth.

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Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Marc Rogers, who specializes in research and strategies around income producing assets. Marc and his firm are research thought leaders in the retirement income industry. Marc has had experience for the last decade in assisting some of the largest, most successful financial advisors in the nation, he also educates advisors and consumers about how to reduce risk while still participating in stock market opportunities.

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Lorraine Ladish, who shares stories of how we can stay active both mentally and physically as we enter retirement. Lorraine is a bilingual author of 18 books, a speaker, a Yogini, a writer, and the creator of Viva 50 Media.

In this episode Lorraine shares about physical and mental health tips that help us to stay strong and stay sharp in retirement, and her responses might just shock you.

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Cory Williams, who shares how switching over to a reverse mortgage could offer some financial benefits that you probably didn’t know were possible.

As a CRMP, Certified Reverse Mortgage Professional, Cory explains more about how reverse mortgages are goal-driven solutions. They are a financial planning tool, not a product. Plus, he shares a few scenarios on how to decide if a reverse mortgage is right for you.

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Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In today's episode of the Brighter Retirement Radio podcast I want to share with you "How Financial Planning 'Should' Work".

I'll discuss the reality that many of us have had 'good' and 'not so good' experiences when working with financial professionals. Why is this range of experiences far too common? Come listen as we list out many of your possible past experiences and compare them to what you experience "should" be in the future. I'll also share with you a bit about our Brighter 360™ Planning process and how it just might make you smile:)

This is a good episode to listen to before you attend your next dinner seminar or advisor workshop.

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Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. This week's episode is timely and valuable. It's a COVID-19 Economic Update with a special guest, Kurt Brown. Kurt is the Chief Investment Officer @ TownSquare Capital and has a unique 25+ year background from Wall Street to Main Street.  We discuss the impact that COVID-19 has had on the equity markets and some potential long-term effects to consider. Most importantly listen for when Kurt shares with us the indicators that the market has hit bottom and how the market really determines its trading values.  This type of frank market commentary is just what you need TODAY!

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Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Gena Bertelsen, who shares how important it is to maintain personal connections with others in your family & community.

As the self-proclaimed "Queen of Everything" at the senior friendship center she works for, Gena ensures that the community always feels connected to one another by offering classes through their Brilliant University or daily communication with her and the 90 volunteers at the center. She also shares how she came up with the 2020 vision for the community center called the Perfect Happiness Program.

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Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In this episode, you'll hear from the guest, Janice Smith, who will share all about how she made the decision to transition from Home Care to Facility Care, coping with memory loss, planning financially, and how she learned to live day-by-day while caring for her aging spouse, Ken.

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Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In this episode, you'll hear from guest, Jake Dayton, who will share all about Medicare open enrollment and why it is so important. You'll hear why the Medicare transitions are vital to understand and best practices for ensuring you pick the right plan when open enrollment time comes so you're not faced with costly penalties.

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