We are excited to have Elder Law Attorney, Maureen Anderson, on the show with us today. She joins us to discuss the benefit of intergenerational conversations surrounding end-of-life planning and wealth transfer. Starting these conversations with your loved ones can be challenging, so we’re excited to have Maureen’s perspective and insights to help approach these topics as effectively as possible.

Tune in as Maureen explains why open and honest family discussions are crucial for future planning, and shares valuable tips to get these conversations started. These discussions should cover everything from wills and powers of attorney to healthcare directives and living wills. By addressing these topics early and revisiting them regularly, families can ensure that everyone is on the same page and prepared for whatever the future holds.

Here’s some of what we discuss in this episode:

• The scope of Maureen’s practice as a Certified Elder Law Attorney
• The importance of end-of-life planning and getting your documents in order
• Why it’s so important to have these conversations with family members as early as possible
• How you can start having these conversations with family members
• What you should talk about with your kids + when professionals should get involved

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

When you hear the word "insurance," what comes to mind? No matter how you feel about it, it's a complicated and often confusing topic for many. So, in this episode, we're going back to basics, breaking down different types of insurance and their roles in protecting your finances.

Listen in as we discuss auto, home, umbrella, disability, and life insurance. While insurance may not be the most thrilling topic, it's an essential component of a solid financial plan. We're here to arm you with the clarity and insights you need to navigate the world of insurance confidently!

Here’s some of what we discuss in this episode:

• The importance of auto and home insurance
• Understanding insurance coverage details like deductibles and liability
• The benefits of umbrella insurance
• How disability insurance works + assessing your coverage needs
• The various roles of life insurance

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

There’s no doubt that healthcare expenses are one of the biggest things you must plan for when it comes to retirement. Because of this, many want to know how Medicare will fit into their overall healthcare expenses. In today's show, David Lawrence is going to sit down with seasoned healthcare expert, Jim Long, to explore the intricacies of Medicare.

With 16 years of experience under his belt, Jim brings clarity to the often-confusing aspects of Medicare eligibility, enrollment, and plan selection. So, if you’re nearing retirement and feeling overwhelmed by Medicare options, tune in as David and Jim take it back to the basics. We hope you find this conversation helpful!

Here’s some of the questions that are answered in this episode:

• What is Medicare and how does it fit into retirement healthcare expenses?
• What are the eligibility requirements for Medicare enrollment and how far in advance should someone take action?
• What are the options for individuals retiring before the age of 65 to bridge to Medicare?
• What are the differences between Medicare Advantage and Medicare supplemental plans?
• How does Medicare drug coverage work alongside these plans?
• Do people have to renew their Medicare plans each year, and if so, when?
• Do all doctors and hospitals accept Medicare?

Learn more about Jim

https://www.yisonline.com/jim-long.html

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/