Jason interviews Tane Cabe about the pros and cons of reverse mortgages. 

Hi my name is Tane Cabe. I specialize in helping leading edge baby boomers and seniors’ right size their home by creating a tailored plan to maximize cash flow and liquidity.

If you want to purchase a home and have no monthly payment without paying all cash – I can help you. If you want to reduce your monthly payment or eliminate it all together – I can help you. If you want more liquid cash to enhance your retirement lifestyle – I can help you. If you want to purchase a second home and become a “snow bird” – I can help you. Whatever your goals and retirement lifestyle dream is related to real estate – I can help you.  

I have been in the mortgage and finance business since 1993. Along the way I have developed and sold multiple companies. I have taught, coached, instructed, and served as a speaker for various financial and mortgage industry panels.

For the last eight years I’ve invested countless hours into studying the challenges of leading edge baby boomers and seniors, looking specifically at how they plan for retirement. I’ve worked with many retirees through my own practice. I have written a book titled Double Your Retirement Dollars, Little Known Strategies to Quickly Increase Income, Assets and Cash for Today’s Retiree.   

I manage a branch for Churchill Mortgage in Gig Harbor Washington. I not only serve the community I live in but eight other states. I reside in Gig Harbor with my wife Angie. We have two daughters, Lauren 21 and Morgan 23.  

If you would like a free copy of my book simply call my office or email me directly: [email protected]

253-853-5805 or toll free 800-490-4287

8805 North Harborview Drive., Suite 204  | GIG HARBOR, WA 98332 NMLS 78590 WA MLO-78950

Jason interviews Kirk Larson about the best way to claim Social Security. 

Kirk Larson is the Washington Public Affairs Specialist for the Social Security Administration.  He has worked with the agency for over 24 years in both technical and supervisory roles.  Kirk has presented Social Security information in both the Seattle and San Francisco Regions.  He has had numerous articles published and has appeared on TV and radio shows to discuss Social Security issues.  He has received several awards for his public service and outreach efforts.   

To learn more please visit www.ssa.gov

Jason interviews Kirk Larson about recent changes in Social Security.

Kirk Larson is the Washington Public Affairs Specialist for the Social Security Administration.  He has worked with the agency for over 24 years in both technical and supervisory roles.  Kirk has presented Social Security information in both the Seattle and San Francisco Regions.  He has had numerous articles published and has appeared on TV and radio shows to discuss Social Security issues.  He has received several awards for his public service and outreach efforts.

To learn more please visit 2016 Social Security Changes

Jason interviews Andrew Comstock, CFA  President and Chief Investment Officer at Castlebar Asset Management about how much company stock is too much.

Andrew has over a decade of experience analyzing financial markets and working with clients to achieve their financial goals. He began his career as a portfolio manager and analyst for an institutional investment group in Switzerland owned by the HVB Group from Germany. Andrew managed the Activest Global Convertible Bond Fund as well as assets for pension funds and insurance companies. Since 2004, his focus has been translating the investment analysis used for institutional investment management and providing the same level of service to individual clients. Andrew has experience managing equity and fixed income portfolios in the US and international markets.

He graduated from the University of Tulsa with a Bachelor of Science in Business Administration and is a CFA Charterholder. Andrew lives in the Kansas City Area and is married. He is an active member of the Overland Park South Rotary Club. Andrew is President of the Kansas City Chapter of the University of Tulsa Alumni Association and serves on the Board of Directors for the University of Tulsa Alumni Association. He is member of the Kansas City CFA Society.

To learn more please visit www.castlebaram.com

& A Financial Guide To Owning Your Company's Stock

Jason and Emilia discuss taxes and social security.

Jason and Emilia discuss Social Security as foundation for retirement income. 

Jason Parker interviews Betty Herman about her work as a Geriatric Care Manager with Martha & Mary.

Betty Herman is outreach coordinator for Martha and Mary Home and Community Services. Martha & Mary has served the West Sound region for the last 124 years. This not-for-profit organization currently serves people from 4 weeks old to end of life with child care, early childhood education, senior housing, in-home services to help clients stay independent; and physical rehabilitation, long term care and memory care in a skilled nursing setting.  

Betty, however has only served seniors for the last 35 years in all capacities from individual caregiver to Care Director. She joined Martha and Mary in December 2010.  She speaks often on the topics of The Continuum of Care, From Full Independence to Last Breath, Fall Prevention and Senior Housing Options. She is not only doing outreach she is assisting in the newest area of Martha and Mary services, Geriatric Care Management.

To learn more please visit www.marthaandmary.org

Jason Parker interviews Paula Rimmer about the 125 year anniversary of Martha & Mary.

Paula Rimmer is Director of Development at Martha & Mary in Poulsbo, WA, a position she's held since 2011.  A Bainbridge Island resident since 2004, she's lived in the Seattle area since 1986, and previously lived in Chicago. She's a native Iowan, but after almost 30 years in the Northwest, this is home. Her career in fundraising has allowed her to work with many different nonprofits, and she’s served in major gifts and planned giving roles with Seattle Opera, Seattle Art Museum, and the Henry Art Gallery, among others (or you could say major cultural organizations in Seattle.)  Music and singing are life-long passions, and she performs with the Bainbridge Chorale as well as serving on their Board, and she is a member of the  Seattle Opera Guild Board.  Gardening, her Australian Shepherd Izzy, travel, anything cultural, and time with friends are all important pastimes.

To learn more about Martha & Mary please visit www.marthaandmary.org

Jason Parker interviews Susan Garland about charitable giving.

Susan B. Garland is editor of Kiplinger’s Retirement Report, a monthly personal finance publication for retirees and those approaching retirement. The publication covers all topics related to retirement, including investments, taxes, Social Security, pensions, personal money management, philanthropy, annuities, estate planning, health care, housing and leisure activities.

For 12 years, Ms. Garland was a Washington-based correspondent for Business Week magazine. While on the social policy beat, she covered benefits, poverty, retirement issues, health care and workplace issues. As a White House and national politics reporter, she covered the first term of the Clinton administration. While on the legal affairs beat, she wrote about the Justice Department’s antitrust investigation of Microsoft and the subsequent federal trial. Ms. Garland also has been a freelance writer, and her work has appeared in The New York Times, The Washington Post, Business Week and other publications.

Ms. Garland has appeared on the NewsHour with Jim Lehrer, CNBC, AARP’s Inside E Street, the Nightly Business Report, Retirement Living TV, Fox News and Court TV.

Ms. Garland is a graduate of Colgate University in Hamilton, N.Y. She lives in Bethesda, Md., with her husband, James Feldesman, an attorney.

Jason Parker interviews Kiplinger columnist Kimberly Lankford about Medicare Part B.

As the "Ask Kim" columnist for Kiplinger's Personal Finance, Lankford receives hundreds of personal finance questions from readers every month. She is the author of Rescue Your Financial Life (McGraw-Hill, 2003), The Insurance Maze: How You Can Save Money on Insurance -- and Still Get the Coverage You Need (Kaplan, 2006), Kiplinger's Ask Kim for Money Smart Solutions (Kaplan, 2007) and The Kiplinger/BBB Personal Finance Guide for Military Families. She is frequently featured as a financial expert on television and radio, including NBC's Today Show, CNN, CNBC and National Public Radio.

To learn more please visit:

How Much Will Your Medicare Par B Premiums Cost in 2016?

Our How Much Will You Pay for Medicare in 2016 Calculator

When to Sign Up for Medicare and When to Delay

Our Navigating Medicare Special Report, with links to most of our recent Medicare articles