Category: Divorce

5 Ways to Plan for Health and Happiness While Aging Solo — With Joy Loverde (Ep. 62)

5 Ways to Plan for Health and Happiness While Aging Solo — With Joy Loverde (Ep. 62)

Baby boomers are the last generation of caregivers as we know it. Today’s children are raised to go out and pursue their interests, even if that means living far from home. If having kids doesn’t guarantee you a future caregiver, this begs the question: Who will take care of you when you’re old?

In this episode, Larry Heller is excited to be joined by Joy Loverde, a leading consultant in the mature-market industry and a trusted advisor in aging, caregiving, and elder care-related issues. Joy is also the author of the aptly titled book, “Who Will Take Care of Me When I’m Old?” Join Larry and Joy as they discuss five categories of her book that equip you to plan for a high quality of life later on, regardless of whether you’re aging with a close-by support system or on your own.

In this episode, you’ll learn:

  • Reasons why today’s children might not be available to act as caregivers
  • The difference between small thinking versus strategic thinking
  • Who Joy interviewed as she wrote her book
  • What to consider before you commit to aging in place
  • About alternatives to living in a facility or completely alone
  • And more!

Tune in now to discover what goes into planning for a financially secure and happy old age. 

Resources:

Heller Wealth Management | Joy LoverdeWho Will Take Care of Me When I’m Old? by Joy Loverde 

Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

Are you in your second marriage and wondering how to cover all the bases in your estate plan?

Today, Larry Heller speaks with guest, Steven Adler, about estate planning issues faced by couples in their second marriage and how to solve them.

In this episode, you’ll learn:

    • The most common estate planning issues couples face in second marriages

 

    • How couples may benefit from including a trust in their estate plan

 

    • What tasks newlyweds in a second marriage should address early on

 

    • The difference between a will and a beneficiary

 

    • Different ways to handle situations where one spouse brings more assets to the marriage or is significantly older than the other spouse

 

    And more!

Tune in and find out what you need to know about estate planning in a second marriage!

Resources:  Heller Wealth Management | Law Offices of Steven M. Adler, PLLC

Divorce: What happens to Your Retirement Accounts? (Ep. 21)

Divorce: What happens to Your Retirement Accounts? (Ep. 21)

On today’s podcast, Larry Heller brings on a guest to discuss the financial considerations that go along with divorcing later on in life.

Who better to discuss this topic with than Gayle Rosenblum, an award-winning matrimonial and family law attorney of Rubin and Rosenblum, PLLC.

In this episode, Gayle and Larry explore the special challenges that older adults face when they’re going through a divorce.

Gayle explains how retirement accounts and assets, like a shared business, can be divvied up between spouses who are divorcing. Gayle also addresses how a divorce can impact Social Security benefits, health insurance, and life insurance.

Tune in and gain some expert advice on the financial side of a golden-year divorce.

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