Video Library

Episode 58. Sean Crowley: Craft Your Retirement Roadmap with Stonehenge Advisor Group

Sean Crowley is the owner and founder of Stonehenge Advisor Group, a full-service financial consulting firm specializing in Social Security maximization and retirement income planning. The firm also provides product-agnostic services for health, life, and disability insurance, Medicare and Medicaid insurance, prescription insurance, and other programs.  The Stonehenge Advisor Group has a strong, vetted network of CPAs, estate planning, and elder law attorneys to assist its individual clients and small business owners with more advanced planning matters. Based in Collegeville, PA, the firm is licensed in 13 states, including PA, NJ, DE, and MD. Contact Sean at 610-287-4869 or email sean@stonehengeadvisorgroup.com. To learn more:Website - https://mysaferetirementsolutions.com/ Facebook - https://www.facebook.com/stonehengeadvisorgroup/ Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/craft-your-retirement-roadmap-with-stonehenge-advisor/id1634278675?i=1000627039881 YouTube: https://youtu.be/KeeTFHspyeA Spotify: https://open.spotify.com/episode/2Ifknpst2bz3L0o52I9Uzp?si=LE2-ItZtS3aubZMQ7_UEEg

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Dementia Uncovered Podcast (by Clear Thoughts Foundation): Episode 3 with guest Apryl Garrett

Dementia Uncovered Podcast hosts chat with Apryl Garrett, Owner & Publisher of Seniors Blue Book Pittsburgh, about the information and services offered in this FREE comprehensive seniors resource guide. Apryl gets personal in sharing her own dementia story, why she is so passionate about her work, and discusses specific categories found within this guide that can be helpful for families navigating a dementia diagnosis.

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Michelle Hylton Independent Insurance Broker

Need Information about Medicare plans?As your local "Trusted Medicare Plan Professional," my goal is to make sure you have the information needed to make the right decisions & experience matters!  I listen to what's important to you & I'm available for year-round support or even just to chat. Call me today at 251-210-7089 for a free, no-obligation consultation about Medicare Advantage, Medicare Supplements &/or Prescription Drug Plans...Now, you can finally relax.Licensed in AL, CA, FL, MS, NM, TX & VA.

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Episode 57. Matt Halperin: Backstay Digital: Providing Practical Solutions that Elevate Businesses Online

Jeffs guest is Matt Halperin, the founder of Backstay Digital, an innovative company specializing in website design and development along with cross-platform solutions. On the cross-platform side, Backstay Digital works with clients to develop apps and build minimal viable products that attract investors.  The team also works with a wide range of companies to create user-friendly websites and apps that capture the value of the clients services. The firms sweet spot is building solution-based websites for those in professional service areas (e.g., doctors, lawyers, and accountants).  Whether its creating better customer experiences or streamlining processes, Backstay Digital provides its clients with a strong online presence and creative solutions to todays real-world business problems. Learn more at https://backstaydigital.com/. Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/backstay-digital-providing-practical-solutions-that/id1634278675?i=1000626287058 YouTube: https://youtu.be/ZfYec6Vc_HI Spotify: https://open.spotify.com/episode/1ck2ZfPhDyEgfOtJQoGSuz?si=tgAprv6iRNejyxpx2_wV8g

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HarborChase of Plano Community Tour

HarborChase of Plano: A Beautiful Community in the Heart of Texas Less than thirty minutes from Dallas, HarborChase of Plano offers exceptional assisted living and memory care services to the residents of Plano, Texas, and surrounding areas. With amenities such as housekeeping, laundry, and restaurant-style dining, residents enjoy a luxurious lifestyle in a supportive environment. Discover HarborChase of Plano Health and Maintenance HarborChase of Plano prioritizes health and safety by utilizing Viking Solutions' all-natural, electrostatic sprayer for cleaning. This innovative product is salt-free, non-corrosive, and mimics the germ-fighting capabilities of white blood cells. Its positively charged ions ensure thorough coverage and effective sanitization without the use of harsh chemicals, making it safe and sustainable. Hospitality & Amenities     Distinct and Beautifully-Designed Dining Venues     On-Site Salon and Spa     Pet-Friendly Community (Additional Fees Apply)     Peaceful Location in the Heart of Texas Extraordinary Dining Experiences Upscale Living Spaces Choices at HarborChase of Plano Assisted Living Mild Dementia Care  Memory Care  Respite Care  Tour HarborChase of Plano today by calling 972-597-8832! Our community proudly serves Plano, Frisco, Richardson, and beyond.   

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Confused about Senior Living Choices?

Confused about Senior Living choices? Explore the complexities of retirement housing in this insightful episode of The Simply Retirement Podcast. Host Eric Blake, CFP , a staunch advocate for women's financial independence in retirement, invites Joyce Rogers Logan, Certified Senior Living Advisor. They discuss the challenges and solutions to finding the right retirement housing, combining Joyce's personal experiences and professional expertise.This episode is an essential guide for anyone navigating the senior housing landscape.Key Highlights: ' : A unique blend of professional expertise and personal empathy . : The distinct advantages of choosing local senior housing advisors : Joyces tips for finding the right senior housing : Personalized, free assistance tailored to each client's needs : Why starting your senior housing search early matters : What to look for in a senior living advisor's qualifications , : Joyce's heartfelt client experiences   

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Hope For The Caregiver | Caregiving Resources

Caregiving Challenges | Caregiving Resources!A caregiversometimes called an informal caregiveris an unpaid individual (for example, a spouse, partner, family member, friend, or neighbor) involved in assisting others with activities of daily living and/or medical tasks. Resources:AARP Texas | aarp.org/states/tx/A nonprofit, nonpartisan organization that empowers people to choose how they live as they age. They offer a wide range of resources and advocacy efforts to help improve the quality of life for older adults in Texas. Alzheimer's Association Dallas & Northeast Texas Chapter | alz.org/dallasnetexasProvides education, support, and resources for individuals and families affected by Alzheimer's disease and other forms of dementia. Caregiver Teleconnection | wellmedcharitablefoundation.org/caregiver-support/caregiver-teleconnection/Offers support and education to help you take care of yourself and your loved one. Dallas Area Agency on Aging | ccadvance.org/Offers a variety of programs and services to support seniors and their caregivers, including case management, home-delivered meals, and transportation. Meals on Wheels | mealsonwheels.org/Delivers nutritious meals to seniors who are homebound or unable to cook for themselves.National Alliance for Caregiving | caregiving.org/ Seniors BlueBook Greater Dallas | seniorsbluebook.com/local/texas-greater-dallasA comprehensive resource guide for seniors and their caregivers in the Dallas-Fort Worth area, including information on senior living, home care, medical providers, and more. teleCalm | telecalmprotects.com/A communication service designed specifically for people with dementia or Alzheimer's and their caregivers. It blocks telemarketing and scam calls but allows calls from trusted contacts and provides a simple interface for making and receiving calls. Texas Health and Human Services | hhs.texas.gov/Provides information and resources on a variety of topics related to aging and disability services, including Medicaid, long-term care, and caregiver support. The Senior Source | theseniorsource.org/The Senior Source offers a variety of resources and programs for seniors and their caregivers in the Dallas area. They provide caregiver support groups, counseling, and educational resources.

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Episode 56: Mastering Wealth Transfer: Coordinate Your Assets for an Effective Estate Plan

There are four ways to transfer assets to your loved ones: joint ownership, sole ownership, sole ownership with beneficiary designations, and via a trust. Depending on your situation, you could use one or more of these methods. It is vitally important, however, that you treat the four methods as related elements in an overarching estate plan.  Jeff takes you through the proper use cases and tax implications of each wealth transfer method. He issues a reminder that family members with special needs require unique consideration within the overall estate plan. And, he encourages you to review your legal and financial arrangements to ensure that they are well coordinated and aligned with your long-term goals.Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/mastering-wealth-transfer-coordinate-your-assets-for/id1634278675?i=1000625510053 YouTube: https://youtu.be/cu4k69D_iRA Spotify: https://open.spotify.com/episode/0sIs3YeTTOVZm8hfj0q9zo?si=Q95FXdRjSce9frvl56XGWA

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