On the Mark

In this episode of the On The Mark Financial Forum, Mark Maimon interviews Debbi DiMaggio, a seasoned real estate professional specializing in senior services. They discuss the unique challenges seniors face when selling their homes and transitioning to new living arrangements. Debbi shares her insights on the importance of education, support networks, and financial planning for seniors, as well as the various resources available t...

In this conversation, Mark Maimon and Seb Frey discusse the various financing options available for seniors, particularly focusing on reverse mortgages and alternatives like HELOCs. He emphasizes the importance of financial planning and having a dedicated team of professionals to navigate the complexities of senior financing. The discussion also highlights the need for early planning to avoid financial crises and the role of financ...

In this episode, Mark Maimon interviews Sara Zeff Geber, an expert on solo aging. They discuss the challenges faced by individuals aging without family support, the importance of community, and the financial and estate planning necessary for solo agers. Sara shares insights from her book, 'Essential Retirement Planning for Solo Agers,' emphasizing the need for a comprehensive approach to aging that includes legal, social, a...

In this episode, Richard Wexler discusses the critical need for awareness and planning in aging and care. He emphasizes the importance of having comprehensive conversations within families about aging, the financial implications of care, and the resources available to assist families in navigating these challenges. The conversation highlights the emotional and logistical complexities of caregiving, the rising costs associated with ...

In this episode, Mark Maimon interviews Chris Toews, an estate attorney with expertise in tax law, to discuss the complexities of estate planning, particularly for seniors. They explore the implications of selling property, the concept of step-up in basis, and the impact of Prop 19 on property tax reassessments. Chris emphasizes the importance of professional advice in navigating these issues to avoid costly mistakes. The conversat...

In this episode, Mark Maimon and Ron Freeman discuss the financial challenges faced by seniors in the context of senior living. They explore the shift from viewing senior living as a lifestyle choice to a necessity, the importance of financial education, and the implications of selling a home to pay for care. The conversation emphasizes the need for proper financial guidance to help families navigate these complex decisions and pre...

In this episode of the On The Mark Podcast, Mark Maimon and Jacob Kendall discuss the multifaceted challenges faced by seniors, particularly in navigating healthcare and financial systems. Jacob shares his unique perspective as a gerontologist and a patient, emphasizing the importance of early planning and the need for systemic changes to support aging populations. They explore demographic trends, the emotional aspects of aging, an...

In this episode of the On The Mark Financial Forum, Mark Maimon interviews Marty Stevens-Heebner, an expert in senior services, particularly focusing on move management and estate liquidation. They discuss the complexities of helping seniors transition to new living situations, the emotional challenges involved, and the importance of professional guidance. Marty shares insights on the process of downsizing, navigating family dynami...

In this episode of the On The Mark Financial Forum, Mark Maimon interviews Rachel Keller, VP of Sales and Marketing at Catalyst Senior Living. They discuss the importance of lead management in the senior living industry, the role of financial advocacy, and the need for empathy in conversations with families seeking senior care. Rachel shares insights on how Catalyst helps communities improve occupancy rates through effective lead m...

In this episode of the On The Mark Financial Forum, hosts Mark Maimon, Kelila Heller & Dina Mabry discuss the critical aspects of planning for senior care. They explore the importance of long-term care insurance, the landscape of assisted living facilities, and the financial implications of caregiving. The conversation emphasizes the need for proactive planning, understanding available resources, and the role of family in careg...

In this episode of On The Mark Financial Forum, host Mark Maimon speaks with Bunni Dybnis, an aging life expert, about the complexities of aging, family dynamics, and the importance of pre-planning for elder care. Bunny shares her insights on navigating crisis situations, recognizing warning signs for help, and the financial considerations that come with aging. She emphasizes the need for effective communication within families and...

In this episode of On The Mark Financial Forum, Mark Maimon speaks with Christina & Cindy Hardin-Weiss, co-founders of Adaptive Equipment Caregiving Corner. They discuss the challenges faced by caregivers, the importance of proactive planning for aging, and the various modifications that can be made to homes to ensure safety and comfort for seniors. The conversation also touches on financial considerations for home modification...

In this episode of the On The Mark Financial Forum, Mark Maimon interviews Erin Dwyer-Busch from Senior Care Authority. They discuss the challenges families face when navigating senior care options, the importance of financial planning, and the trends in senior living preferences. Erin shares insights on the need for professional guidance and the potential pitfalls of online research. The conversation emphasizes the importance of e...

In this episode of the On The Mark Financial Forum, Mark Maimon interviews Marguerite Lorenz, a private trustee and executor, who shares her insights on the importance of estate planning. They discuss the role of a trustee, the necessity of keeping estate plans updated, and the emotional and financial implications of estate management. Marguerite emphasizes the need for professional guidance, the impact of family dynamics, and the ...

In this episode of the On The Mark Financial Forum, Mark Maimon and Steve Moran discuss the complexities of senior living, focusing on the emotional and financial burdens families face when caring for aging loved ones. They explore the importance of planning for senior care, the challenges of navigating financial options, and the need for better middle market solutions in senior living. The conversation highlights the significance ...

In this episode of the On The Mark Financial Forum, host Mark Maimon speaks with Steve Weiss, a seasoned consultant in the home care industry. They discuss the evolution of home care, the importance of financial planning for seniors, and the challenges faced by families in affording care. Steve shares insights on leveraging home equity, the significance of quality care, and the role of agency owners in providing effective solutions...

In this episode of the On The Mark Financial Forum, Mark Maimon and Jon Standring discuss the complexities of real estate investment, focusing on the importance of understanding options, tax implications, and the role of advisors. They explore the differences between residential and investment properties, the benefits of 1031 exchanges, and the significance of having a trusted team to navigate the real estate landscape. The convers...

In this episode of the On The Mark Financial Forum, Mark Maimon and estate attorney Alessandra Messineo Long discuss the critical importance of estate planning for individuals of all ages. They explore essential documents such as healthcare proxies, durable powers of attorney, and the differences between wills and trusts. The conversation emphasizes the need for open discussions about guardianship for children, the implications of ...