Steadfast Care Planning

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Join Kelly and her guest, Chris Orestis, President of Retirement Genius, as they discuss life settlements.

In this episode:

🔹 What is a life settlement and how do they work?

🔹What types of policies qualify for a life settlement?

🔹 Who is eligible for a life settlement? 

🔹 How is it different from a viatical settlement?

🔹 How long does the selling process typically take?

🔹 What are the different life settlement payout options?

🔹 How are life settlements taxed?

Watch this episode on YouTube:

https://youtu.be/PyKC_fh1Bwk

Learn more about Chris and Retirement Genius: 

https://chrisorestisrg.com/ 

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance! 

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Join Kelly and her guest co-host, Nic Nielsen, as Kelly explains traditional LTC insurance.

In this episode:

🔹 What is traditional long-term care insurance?

🔹 Who is a good fit for traditional long-term care insurance?

🔹 Who is NOT a good fit for traditional long-term care insurance?

🔹 LTC insurance tax deductions

Watch this episode on YouTube:
https://youtu.be/RSmx2tTEwCQ  

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance! 

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Join Kelly and her guest, Courtney Nalty, Caregiver and Aging Consultant and Founder of Generational Support as they discuss hospital discharge and care plan tips.

In this episode:

🔹 Hospital discharge tips

🔹 Establishing a care plan

🔹 Caregiver toolbox

🔹 How to plan for care to live well


Watch this episode on YouTube:
https://youtu.be/yXgT2iAQIUI


Learn more about Courtney:
https://generationalsupport.com/

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance! 

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Join Kelly and her guest, Kean Dillon, Owner of Senior Helpers of Columbus.

In this episode:

🔹 Home care explained

🔹 Questions to ask a home care provider

🔹 How home care is typically billed

🔹 Ways to pay for home care
            

Find out more about Senior Helpers of Columbus:
https://www.seniorhelpers.com/oh/columbus-north/ 

Watch this episode on YouTube:
https://youtu.be/ac3A_xQnFQ0  

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance! 

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Join Kelly and her guest, Cathy Sikorski, elder law attorney and experienced caregiver.

In this episode:

🔹 Things you can do to positively help you as a caregiver

🔹 Available programs to pay family caregivers

🔹Important legal documents for families and caregivers

 
Find out more info about Cathy:
https://cathysikorski.com/ 

Watch this episode on YouTube:

 https://youtu.be/nBLdQFJMOvU 

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance! 

Send us Fan Mail

Join Kelly and her guest co-host, Nic Nielsen, CFP®, Co-Owner of Know My Plan. 

In this episode, Kelly explains: 

🔹 What long-term care insurance can do and how it works 

🔹 Why long-term care insurance is about love 

🔹 Advice on how people can plan for care to live well 

               
Watch this episode on YouTube: 
https://youtu.be/a7t8iiTl-bo 

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance! 

Send us Fan Mail

ElliQ: The sidekick for healthier, happier aging.

Join Kelly and her guest, Noa Almog, Director of Product Strategy at Intuition Robotics.

In this episode: 

🔹 Who/what is ElliQ? Who does she help?

🔹 How is she different from a device like Alexa?

🔹 Examples of how she helps people

🔹 Engaging with ElliQ

🔹 How much ElliQ costs and where to get her

Watch this episode on YouTube:

https://youtu.be/p5ufB1PC9qA 
 

Find out more about ElliQ:

https://elliq.com/ 

To get a discount on ElliQ, use promo code - SCP199

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance! 

Send us Fan Mail

Tax Tips for Caregivers & Long-Term Care Planning 

Join Kelly and her guest, Jennifer Zimmerman, Tax Senior Manager at GBQ Partners.

In this episode: 

🔹 Threshold for claiming loved ones as dependents on tax returns

🔹 Credits and deductions for caregivers

🔹 Medical expense and long-term care insurance deductions

🔹 Gift tax

🔹 Tax tricks for those at retirement age

🔹 How IRS contacts you. Beware of scammers.

Watch this episode on YouTube:

https://youtu.be/9OJu_vAekHA 
 

Find out more about GBQ Partners and Jennifer:

https://gbq.com/columbus-ohio/   

This episode was recorded in Nov 2022. Tax laws are subject to change.

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance! 

Send us Fan Mail

Join Kelly and her guest, Anne Farley, Director of Community Relations at The Ganzhorn Suites.

In this episode: 

🔹 How people know when it's time for memory care for a loved one

🔹 The difference between assisted living and specialized memory care

🔹Important considerations when choosing a memory care community

🔹How people pay for memory care communities

Watch this episode on YouTube:

https://youtu.be/hVXN7xB842k   

Find out more about The Ganzhorn Suites and Anne:

https://www.ganzhorn.com/ 

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance! 

Send us Fan Mail

Join Kelly and her guest, Nic Nielsen, CFP®, Co-Owner of Know My Plan.

In this episode: 

🔹 How LTC can affect the retirement plan

🔹 Ways to pay for care

🔹 Considerations to make if people self-fund

🔹 How Health Savings Accounts (HSAs) can be used

Watch this episode on YouTube:
https://youtu.be/jtALIzDpAGA

Find out more about Nic:
https://knowmyplan.com/ 

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by AMADA Senior Care and Steadfast Insurance LLC.

Come back next time for more helpful guidance!