In this episode, Attorney James "Jim" C. Milton joins Montereau President and CEO, Scott Nield for an insightful conversation revealing a few top ways that older adults can protect themselves against fraud and identity theft. As a Shareholder and Director at Hall Estill, Jim specializes in several areas including Estate Litigation, Probate and Elder Abuse. During this conversation you'll hear about his heart for working with older adults, his advice on how to protect assets and the importance of estate planning. Jim also shares about his own vitality and the special significance of the mounted rainbow trout he has proudly displayed in his office.

In this episode, Montereau President and CEO, Scott Nield, visits with Julio Badin, Executive Director of the Gathering Place in Tulsa. During their conversation, you'll hear about Julio's background, his focus on offering high level guest services and experiences and the importance of making sure every single person feels comfortable and welcome. They also visit about the future of the park and possible ways to incorporate designs and activites that are accessible to older adults.

Episode 10 of the Vitality Matters Podcast is now available! With the 50th Anniversary of Leadership Tulsa in September, Montereau President and CEO, Scott Nield, sits down with former Executive Director of Leadership Tulsa, Wendy Thomas, to visit about the program she led for over twenty-one years. As you'll learn, her tenure brought tremendous growth through new initiatives, programming, and diverse thinking.

During this conversation, she provides insight into Leadership Tulsa, a few initiatives she introduced that led to its growth and the importance of building connections. Wendy also shares her excitement about the future of Tulsa as well what's next for her; including some details about her new professional endeavor, Wendy Thomas Consulting.

To connect with Wendy, visit: https://wendythomas.org.

In this episode, Montereau President and CEO, Scott Nield, visits with Jesse Guardiola, an outstanding member of the Tulsa community with an extensive background in public service. During this visit, Guardiola shares more about his focus on serving others, the role that compassion has played in his life and career and what he did to receive national recognition from the Attorney General of the United States.

About Montereau

Founded in 2003 by The William K. Warren Foundation, Montereau was designed for Seniors to continue to live an active lifestyle that represents their values, spirit and style. The community has earned a reputation for raising the bar for Life Plan communities.

During this visit, Montereau President & CEO Scott Nield, visits with married musicians, Shelby Eicher and Janet Rutland about their backgrounds in music, their secret to a successful marriage and, of course, the emphasis they place on vitality - from eating healthy to staying engaged in careers they love!

At 98 years young, World War II & Korean War Veteran, Bob Heatley is truly an inspiration! He grew up believing that anything is possible and carries that thought through today! Throughout his life he has focused on achieving what he sets his mind to and doesn't believe anyone when they say something can't be done.

In this episode you'll hear Montereau CEO, Scott Nield, visit with Bob about his background, serving in two wars, his life at Montereau and the importance of never giving up!

A new episode is released every month! We will introduce listeners to a variety of fascinating people including experts in their field, trending topics, and new initiatives that we're working on. We'll engage in meaningful conversations on subjects that really matter – all integral to vitality.

Our Five Key Components of Vitality:

• Physical Vitality: An active lifestyle increases longevity
• Emotional Vitality: Find happiness through self-awareness and emotional support
• Intellectual Vitality: Sustain brain health with mental stimulation and lifelong learning
• Spiritual Vitality: Find enhanced purpose by connecting with the environment, community and others
• Social Vitality: Spark your social life by connecting with friends, old and new.

About Montereau

Founded in 2003 by The William K. Warren Foundation, Montereau was designed for Older Adults to continue to live an active lifestyle that represents their values, spirit and style. The community has earned a reputation for raising the bar for Life Plan communities. To learn more about Montereau, check us out:

https://Montereau.net.

Betty Casey is an award-winning author/illustrator of three children's books: May Finds Her Way, That Is a Hat and The Prince of the Prairie. She has won numerous writing awards, including several national honors from the Parenting Media Association and regional Great Plains Journalism awards. That Is a Hat was chosen as the 2023 Read Across Oklahoma children's book. Additionally, she is the editor of TulsaKids Magazine, a role she has served in for over twenty years.

During this conversation, Montereau CEO & President, Scott Nield, visits with Betty about her journey on becoming an author later in life and her approach on living a vital life.

This episode will introduce you to one of our amazing Resident Family members, Nick Kerpon. Nick is a long-time Tulsan and when he decided to make the move to a retirement community, he didn't even consider going anywhere else! He has called Montereau home since 2016 so he knows our community well. During this visit, you'll learn more about Nick, his strong faith what he enjoys about the Montereau Lifestyle and how he continues to serve the Montereau and Tulsa Communities through his volunteer efforts.

In this episode, Montereau President and CEO, Scott Nield sits down with Resident Family Member, Steve Turnbo to discuss his background as a Tulsa Business Leader as well as thoughts on his recent induction into the Tulsa Hall of Fame by the Tulsa Historical Society. You'll also learn why he enjoys living the Montereau Lifestyle!

Experienced family practice physician, Cliff Robertson, M.D., M.B.A, is President and Chief Executive Officer of Saint Francis Health System. With more than twenty years of experience as a leader in both healthcare and private business, he brings a physician's perspective and great expertise to his executive role.

In addition to being a medical doctor, his educational background also includes an Master's of Business Administration (M.B.A.). During this visit, he shares more about his background in healthcare and sheds light into the future of healthcare at Saint Francis Health System. The conversation also touches on his fascinating entrepreneurial journey and his advice on the one thing that he thinks people should be doing everyday.