Talking Retirement

A Conversation About Accessible Financial Planning with Joel Miller, CFP

Joel Miller, founder of Flames Financial Planning, discusses his approach to making professional financial guidance accessible to middle-income Americans through flat-fee planning rather than traditional asset-based pricing models.

Episode Overview: We explore the differences between fee structures in financial planning, the challenges faced by what Joel calls t...

Aaron Miller's journey from trial litigation to estate planning law provides valuable perspective on protecting family assets and planning for future care needs. His personal experience with long-term care costs and professional expertise in elder law offer practical guidance for families considering their options.

Guest Spotlight: Aaron Miller practices estate planning and elder law in Texas, specializing in Medicaid planning,...

Career Reinvention and the Art of Luxury Travel with Rodney

What happens when a successful financial advisor "flunks retirement" and discovers his true calling in the travel industry? Meet Rodney, who transformed a post-retirement hobby into one of the top 10 travel agencies in a network of over 3,000 franchises.

Episode Overview: Rodney shares his journey from 30 years in financial planning to building a luxury travel cons...

"These are not your grandmother's reverse mortgages" - How the reverse mortage has changed over time

Join host Ken Connolly as he challenges his own preconceptions about reverse mortgages with 30-year industry veteran Laura Phillips. What starts as skeptical questioning transforms into an eye-opening education about how modern programs have evolved far beyond their troubled past.

🎯 Meet Laura Phillips: Licensed revers...

Discover the fascinating world of estate sales with Sharon McKenzie-Venning, owner of Mackenzie Estate Sales and Real Estate Services. In this revealing interview, Sharon shares her journey from Brooklyn teacher to successful estate sale entrepreneur, celebrating 10 years in business. Learn the difference between garage sales and estate sales, hear incredible stories of hidden treasures (including $5,000 found in a mattress!), and ...

Join us on "Talking Retirement" as we dive deep into retirement planning with Harry Abrahamsen, a financial advisor with over 20 years of experience who specializes in helping retirees and pre-retirees. Harry shares his unfiltered perspective on mainstream financial advice, why "money isn't math," and how to navigate the complex world of retirement planning.

🔑 Key Topics:
- The truth about Req...

Host Ken Connolly welcomes Ira Fleischer, Area Director for Hearing Life, and Sharon Stoor, BC-HIS, ACA, Board Certified Hearing Instrument Specialist with almost 40 years of experience in hearing health.

In this informative episode, our experts discuss how Hearing Life is making quality hearing care accessible to everyone through:

- Free hearing evaluations with no obligation
- Extensive follow-up care at no ...

Ready to tackle a topic many avoid but everyone needs to understand? In this episode of Talking Retirement, we sit down with funeral insurance expert Jo Gallo to demystify this essential part of end-of-life planning. Jo breaks down the fundamentals of funeral insurance, explains how policies work, discusses average costs, and shares valuable insights on when to purchase coverage. Whether you're planning for yourself or helping...

In this episode of "Talking Retirement," host Ken Connolly sat down with Medicare broker Jo Gallo to discuss a critical but often overlooked aspect of Medicare Advantage plans: cancer and heart attack coverage. This conversation revealed important insights about the potential financial risks seniors face and how to protect themselves against them. 

Listen to the podcast on Spotify, Apple Podcasts, and more! Search “Talking...

Navigating Your Parents Older Years can be a difficult subject. Luckily, Star Bradbudy is here to help! Star has decades of experience in senior care and has helped thousands of families. She is here to talk about her new book, "Successfully Navigating Your Parents’ Senior Years". It is an amazing resource to help guide your through this challenging time. 

Listen to the podcast on Spotify, Apple Podcasts, and mor...

Becky Robison is a writer who created deadparentswhatnow.com. The website is a resource for those going through the intense process of dealing with their parents passing. Her trademark gallows humor with the subject has garnered her guest spots in Business Insider, WNYC, Salon and more!

Listen to the podcast on Spotify, Apple Podcasts, and more! Search “Talking Retirement” to take the podcast with you everywhere you go. 

How does financial planning differ for women? What type of financial planning strategies should you look for as a woman? We were lucky enough to talk to Tanya Taylor, a CPA and MBA about this subject.

Tanya moved from Jamaica to America at a young age, and ended up working on Wall Street for years. She then decided to follow her passion of helping women better plan their financial futures with coaching and planning.

We at NJ Life and Health are answering your Medicare questions! We covered:

🦷 Medicare & Dental Coverage: What's Really Covered?
💊 Medicare vs. Medicaid: Key Differences Explained
💸 Kamala Harris' $2000 Out-of-Pocket Max Proposal: What It Means for You

Got Medicare questions? We've got answers! 🎯 In this video, we break down the most pressing Medicare issues, from dental coverage to ...

Christine Matus has spent decades helping people plan their estates. She has also helped people better understand disability law. Founder of Matus Law Group, she joined Talking Retirement to help us better navigate these intense subjects. We discussed when to plan your estate, why we try to shield assets from Medicaid, and how she advocates for those with disabilities. 

Contact Christine's Firm: https://matuslaw.com/<...

Christina desGroseilliers is an estate planning and elder law lawyer who is here to simplify estate law for you! She goes over the basic vocabulary of estate law, when you should start estate planning, what processing a will looks like, and so much more!

For more information on Christina, visit her profile:
https://www.cldds.com/attorney-profiles/christina-desgroseilliers/
Christina is a partner at Carluccio, Leone...

Rob Walsh is the President of Bird's Eye Wealth Planning. Rob has been helping people plan their financial future for years now and was kind enough to join Talking Retirement. He talked about the importance of planning for long term care, gave great informational financial advice, and talked about keeping a cool head during economic downturns.

Contact Bird's Eye Wealth Planning:
https://www.birdseyewealthplan...

Did you know you can Switch Medicare Supplements Year Round? That's right! If you think you're overpaying for your Medicare Supplement, you can potentially switch to save! Ocean County Medicare superstar Jo Gallo sits down with us to talk about the process of switching. And why she's now recommending shopping every single year if possible. 

🌐 https://www.njlifeandhealth.com 📱848-226-6897

Chapters:...

The Elder Care Project is a documentary and podcast series that examines the issues affecting aging adults in America. Its host, Dr. Harlem Gunness, has spent decades in public health. He talks to the different experts and players in the elder care space to give families the tools they need to tackle this often difficult time.

Check out the great educational content on our Youtube channel:
www.youtube.com/@njlifeandhea...

Applying for Medicaid ABD in New Jersey is a time-consuming and nerve-racking process. You could be worried Medicaid will take away your money and assets, or that you won't be able to claim your Medicaid benefits. 
Senior Planning Services (https://www.seniorplanning.com) is a company that looks to help families in New Jersey and other states with the Medicaid application process. Michael Steinberg is their head of busines...