Episodios

  • Medicaid and Disability Law - Christine Matus of Matus Law
    Aug 6 2024

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

    Follow us on all our socials for daily senior, Medicare, and life insurance tips!
    Instagram: www.instagram.com/njlifeandhealth
    Facebook: www.facebook.com/njlifeandhealth
    Tik Tok: https://www.tiktok.com/@njlifeandhealth

    If you'd like to schedule a no-cost Medicare education with one of our licensed Medicare experts, reach out anytime! Schedule a consultation at www.njlifeandhealth.com/schedule or call our Toms River, NJ office at 848-226-6897.

    We Service the Following States: AZ, AR, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, NC, NJ, NM, NV, NY, PA, RI, SC, TN, TX, VA, WV

    We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

    Podcast Summary:
    Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on this exciting new chapter.
    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    Thanks for tuning into Talking Retirement! To watch a video version of the podcast, check out our Youtube Channel at www.youtube.com/@njlifeandhealth. For daily tips for seniors, Medicare enrollees and more, follow us on all our socials at @njlifeandhealth. And to talk to a licensed Medicare & Life Insurance broker, schedule your free appointment at our website www.njlifeandhealth.com or call our office at 848-226-6897.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions.

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    52 m
  • Estate Law Simplified - Christina desGroseilliers of CLDDS, LLC
    Jul 30 2024

    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, Dimon, Doyle & Sacks, LLC

    Listen to the podcast on Spotify, Apple Podcasts, and more! Search “Talking Retirement” to take the podcast with you everywhere you go.
    Check out the great educational content on our Youtube channel:
    www.youtube.com/@njlifeandhealth
    Follow us on all our socials for daily senior, Medicare, and life insurance tips!
    Instagram: www.instagram.com/njlifeandhealth
    Facebook: www.facebook.com/njlifeandhealth
    Tik Tok: https://www.tiktok.com/@njlifeandhealth
    If you'd like to schedule a no-cost Medicare education with one of our licensed Medicare experts, reach out anytime! Schedule a consultation at www.njlifeandhealth.com/schedule or call our Toms River, NJ office at 848-226-6897.
    We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
    Podcast Summary:
    Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on this exciting new chapter.
    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    Thanks for tuning into Talking Retirement! To watch a video version of the podcast, check out our Youtube Channel at www.youtube.com/@njlifeandhealth. For daily tips for seniors, Medicare enrollees and more, follow us on all our socials at @njlifeandhealth. And to talk to a licensed Medicare & Life Insurance broker, schedule your free appointment at our website www.njlifeandhealth.com or call our office at 848-226-6897.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions.

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    41 m
  • Financial Planning For Long Term Care - Rob Walsh of Bird's Eye Wealth Planning
    Jul 16 2024

    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.birdseyewealthplanning.com/
    *All Advice Given From Bird's Eye Wealth Planning Is For Educational and Informational Purposes Only. Talk To A Professional For Your Specific Situation*

    Check out the great educational content on our Youtube channel:
    www.youtube.com/@njlifeandhealth
    Follow us on all our socials for daily senior, Medicare, and life insurance tips!
    Instagram: www.instagram.com/njlifeandhealth
    Facebook: www.facebook.com/njlifeandhealth
    Tik Tok: https://www.tiktok.com/@njlifeandhealth

    If you'd like to schedule a no-cost Medicare education with one of our licensed Medicare experts, reach out anytime! Schedule a consultation at www.njlifeandhealth.com/schedule or call our Toms River, NJ office at 848-226-6897.
    We Service the Following States: AZ, AR, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, NC, NJ, NM, NV, NY, PA, RI, SC, TN, TX, VA, WV
    We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions. We’re here to provide general educational information.

    Thanks for tuning into Talking Retirement! To watch a video version of the podcast, check out our Youtube Channel at www.youtube.com/@njlifeandhealth. For daily tips for seniors, Medicare enrollees and more, follow us on all our socials at @njlifeandhealth. And to talk to a licensed Medicare & Life Insurance broker, schedule your free appointment at our website www.njlifeandhealth.com or call our office at 848-226-6897.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions.

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    36 m
  • Switching Medicare Supplements Year Round - Jo Gallo
    Jun 25 2024

    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:
    0:00 The Biggest Medicare Myth
    4:14 Your Supplement Company Doesn't Matter
    8:55 Should You Switch Supplements Every Year?
    11:17 Switching from Plan F to Plan G
    14:59 Should you switch from Medicare Advantage to a Supplement?
    19:06 Contact NJ Life and Health

    If you'd like to schedule a no-cost Medicare, Life Insurance, or Long Term Care education with one of our licensed experts, reach out anytime! Schedule a consultation at https://www.njlifeandhealth.com/schedule or call our Toms River, NJ office at 848-226-6897.

    Follow us on our socials! Instagram: @njlifeandhealth Youtube: @njlifeandhealth Facebook: @njlifeandhealth TikTok: @njlifeandhealth Download Our Free Medicare Checklist: https://www.njlifeandhealth.com/medic...

    We Service the Following States: AZ, AR, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, NC, NJ, NM, NV, NY, PA, RI, SC, TN, TX, VA, WV We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

    Podcast Summary:

    Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life.

    Disclaimer:

    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    Thanks for tuning into Talking Retirement! To watch a video version of the podcast, check out our Youtube Channel at www.youtube.com/@njlifeandhealth. For daily tips for seniors, Medicare enrollees and more, follow us on all our socials at @njlifeandhealth. And to talk to a licensed Medicare & Life Insurance broker, schedule your free appointment at our website www.njlifeandhealth.com or call our office at 848-226-6897.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions.

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    20 m
  • The Elder Care Project - Dr. Harlem Gunness
    May 13 2024

    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/@njlifeandhealth
    Follow us on all our socials for daily senior, Medicare, and life insurance tips!
    Instagram: www.instagram.com/njlifeandhealth
    Facebook: www.facebook.com/njlifeandhealth
    Tik Tok: https://www.tiktok.com/@njlifeandhealth
    If you'd like to schedule a no-cost Medicare education with one of our licensed Medicare experts, reach out anytime! Schedule a consultation at www.njlifeandhealth.com/schedule or call our Toms River, NJ office at 848-226-6897.
    We Service the Following States: AZ, AR, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, NC, NJ, NM, NV, NY, PA, RI, SC, TN, TX, VA, WV
    We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.
    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions. We’re here to provide general educational information.

    Thanks for tuning into Talking Retirement! To watch a video version of the podcast, check out our Youtube Channel at www.youtube.com/@njlifeandhealth. For daily tips for seniors, Medicare enrollees and more, follow us on all our socials at @njlifeandhealth. And to talk to a licensed Medicare & Life Insurance broker, schedule your free appointment at our website www.njlifeandhealth.com or call our office at 848-226-6897.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions.

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    47 m
  • Applying for Medicaid in New Jersey - Senior Planning Services
    May 6 2024

    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 business development and lent his his expertise. In this episode, we talk about common Medicaid myths in NJ, Medicaid eligibility in NJ, the Medicaid Lookback Period and the penalties associated with it, and how income and assets affect Medicaid eligibility. This podcast is NOT SPONSORED.
    Reach us: https://www.njlifeandhealth.com
    Call our Toms River, NJ office: 848-226-6897

    Follow us on all our socials for daily senior, Medicare, and life insurance tips!
    Instagram: www.instagram.com/njlifeandhealth
    Tik Tok: https://www.tiktok.com/@njlifeandhealth
    If you'd like to schedule a no-cost Medicare education with one of our licensed Medicare experts, reach out anytime! Schedule a consultation at www.njlifeandhealth.com/schedule or call our Toms River, NJ office at 848-226-6897.

    We Service the Following States: AZ, AR, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, NC, NJ, NM, NV, NY, PA, RI, SC, TN, TX, VA, WV
    We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.
    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions. We’re here to provide general educational information.

    Thanks for tuning into Talking Retirement! To watch a video version of the podcast, check out our Youtube Channel at www.youtube.com/@njlifeandhealth. For daily tips for seniors, Medicare enrollees and more, follow us on all our socials at @njlifeandhealth. And to talk to a licensed Medicare & Life Insurance broker, schedule your free appointment at our website www.njlifeandhealth.com or call our office at 848-226-6897.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions.

    Más Menos
    37 m
  • Fighting Medicare Fraud With Charles Clarkson of Senior Medicare Patrol NJ
    Apr 8 2024
    Who is fighting Medicare fraud? Medicare Fraud costs taxpayers tens of billions of dollars each year and leaves many Medicare enrollees with bills they shouldn’t have to pay. Luckily, Senior Medicare Patrol educates thousands of people on how to spot and prevent Medicare fraud and helps people fight cases of Medicare Fraud.

    We got to speak with Charles Clarkson, Project Director of Senior Medicare Patrol here in New Jersey. Charles has 17 years of experience, giving us amazing insight into the Medicare fraud problem. We talked about what Senior Medicare Patrol does, the common Medicare scams he sees, the changes he’d like to see at the federal level, and so much more.


    Thanks for tuning into Talking Retirement! To watch a video version of the podcast, check out our Youtube Channel at www.youtube.com/@njlifeandhealth. For daily tips for seniors, Medicare enrollees and more, follow us on all our socials at @njlifeandhealth. And to talk to a licensed Medicare & Life Insurance broker, schedule your free appointment at our website www.njlifeandhealth.com or call our office at 848-226-6897.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions.

    Más Menos
    45 m
  • When Do I Take Social Security? With Mckayla Johnson of Retirable
    Mar 25 2024

    When am I supposed to take Social Security? What factors should I consider when taking Social Security? Can I work while taking Social Security? Should I wait until my full retirement age?

    There are so many things to consider when choosing to take Social Security. Luckily, we brought in the retirement experts from Retirable to help! Mckayla Johnson is a Certified Financial Planner with years of experience helping people decide when to take It.

    In this episode of Talking Retirement, we talk about:
    - What Social Security Is And How Your Benefit is Calculated
    - Factors To Consider When Choosing To Elect Social Security
    - The Importance Of Financial Planning When Taking Social Security
    - Spousal, Survivor, Widow's benefits and Social Security Disability

    If you'd like to schedule a no-cost Medicare education with one of our licensed Medicare experts, reach out anytime! You can schedule a consultation at www.njlifeandhealth.com/schedule or call our Toms River, NJ office at 848-226-6897.

    Podcast Summary:
    Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions. We’re here to provide general educational information.

    Thanks for tuning into Talking Retirement! To watch a video version of the podcast, check out our Youtube Channel at www.youtube.com/@njlifeandhealth. For daily tips for seniors, Medicare enrollees and more, follow us on all our socials at @njlifeandhealth. And to talk to a licensed Medicare & Life Insurance broker, schedule your free appointment at our website www.njlifeandhealth.com or call our office at 848-226-6897.

    Disclaimer:
    The views and opinions expressed in this podcast are solely those of the individuals involved and do not necessarily reflect the official policy or position of any organization or entity they may be affiliated with. The information provided is for general informational purposes only and should not be considered as professional, legal, financial or medical advice. Listeners should always consult with a qualified professional for any specific questions or concerns they may have. The hosts and producers of this podcast are not responsible for any actions taken based on the information presented.

    We are not financial, medical, caregiving or legal professionals, and the opinions and views expressed by our guests are their own. Your results may vary, so you should always consult with your own financial, medical, caregiving, legal and other professionals before making any important life decisions.

    Más Menos
    43 m