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Podcasts

Business Planning and Succession Planning with Special Guest Steve Capizi from Apex Exit Advisors

Key Take Aways: Business Consultant Steve Capizi provides professional planning information that all business owners need to know. How do you maximize the value of…


Your Business is My Business

Key Take Aways: Baby Boomers own 63% of businesses in the United States and 76% of them plan on transitioning their business in the next…


Making the Right Move

Key Take Aways: How to know when it’s time to make arrangements for someone who needs additional care. What are the additional care option and…


Special Needs Planning

Key Take Aways: How does Special Needs Planning differ from traditional Estate Planning. How law changes have allowed people with disabilities to engage in their…


Four Types of Estate Planning

Key Take Aways:   What is Estate Planning. What are the four different types of Estate Planning and what do they include. How to know…


Business Planning and Succession Planning for Seniors

Key Take Aways: How to handle the succession of your business if you have an unexpected healthcare crisis. Common pitfalls seen with businesses. The importance…


Digital Asset Administration

Key Take Aways: What qualifies as digital assets and how every generation is impacted. Why/how some digital assets (such as airline mileage rewards) can be…


Explaining Reverse Mortgages for Seniors

Key Take Aways: What is a Home Equity Conversion Mortgage/ Reverse Mortgage and how can it help seniors. How has Reverse Mortgages changed to eliminate…


Discussions about Death

Key Take Aways You Can Learn From This Episode: How communicating your fears and desires during the dying process can lead to a better death….


The Georgia Advanced Directive for Health Care

Key Take Aways You Can Learn From This Episode: What is a Healthcare Advanced Directive and how it can ensure your desires are met. In…


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