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What if you could secure your family's financial future and achieve long-term stability, even amidst life's uncertainties? This episode of the Senior Care Academy podcast promises to equip you with actionable strategies from Brad Bennett, a former stonemason turned financial strategist at Fortress Wealth Architects. Brad's journey, influenced by his wife's family and his transition to becoming a coach for the Rich Dad organization, offers invaluable insights on creating a robust cashflow structure and prioritizing financial security by paying oneself first.

Brad discusses the importance of protecting your economic value, assets, and cash flow from potential threats, ensuring your spouse and children are taken care of in the face of unexpected events. He emphasizes the benefits of efficient cash flow systems over traditional structures, advocating for innovative ways to capture and allocate income strategically. Comparing financial planning to climbing Mount Everest, Brad highlights the necessity of personalized strategies that account for both success and safety, helping seniors navigate the evolving financial landscape and adjust their dreams to align with current realities.

From the history and evolution of Social Security funding and taxation to leveraging tax-advantaged financial strategies like 1031 exchanges and cash value life insurance, Brad sheds light on minimizing tax burdens and maximizing wealth. He also underscores the significance of financial literacy and comprehensive planning, illustrating the importance of building a financial fortress through diversified strategies and robust protection. Tune in for a wealth of knowledge and practical advice that can transform your financial future.

Click the link to book a demo with Helperly! https://calendly.com/srichardson-7e6e/30min

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What if you could turn personal adversity into groundbreaking innovation in healthcare? Dr. Jim Feng, a visionary entrepreneur, joins us to share his extraordinary journey from Shanghai to Toronto and how his own experiences with sports injuries led him to revolutionize pain management and rehabilitation. Listen as Dr. Feng recounts his path from being a competitive wrestler to founding Fixable, a cutting-edge platform that integrates high-performance rehab technologies accessible to everyone, including elite athletes and seniors.

Have you ever considered how goal-setting can transform your life? Dr. Feng illustrates this beautifully using the metaphor of a graph where creativity and innovation are required to push beyond our limits. At just 23, he balanced school with a full-time job, meticulously planning every aspect of his life to achieve his vision. Learn how reflective goal-setting inspired by mentors like Josh Singer can help you manage stress and direct your efforts toward meaningful accomplishments, whether in personal health or ambitious business aspirations.

Are you ready to build resilience and enhance your overall well-being? In the latter part of our discussion, Dr. Feng emphasizes the importance of lifelong learning, physical health, and finding your guiding purpose. Discover Fixable’s innovative strategies that engage users in long-term rehab and physical therapy, particularly seniors. Dr. Feng shares actionable advice on incorporating exercise into daily routines and the significance of understanding deeper motivations, such as living independently and staying active with grandchildren. This episode is a treasure trove of insights for anyone looking to build a more resilient and healthier life.

Click the link to book a demo with Helperly! https://calendly.com/srichardson-7e6e/30min

Helperly Connect
Helperly Connect will find leads for your senior care company, and help you build your business.

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What happens when a career in public administration and elder law leads to a transformative calling in senior care? On this episode of the Senior Care Academy podcast, we have the pleasure of speaking with Tanya Goodwin, a passionate senior living advisor from Nebraska. Tanya takes us through her incredible journey from working in the state's legislature to discovering her true mission with Oasis Senior Advisors. Learn about the foundational values of Oasis and how empathy and genuine care drive Tanya in her day-to-day work, making a real difference for seniors and their families.

Ever wonder how senior care services connect with the "sandwich generation" through both traditional and digital means? Tanya delves into the importance of word-of-mouth referrals and utilizing modern communication strategies like webinars, podcasts, and social media. She sheds light on the adaptable nature of Oasis Senior Advisors, especially in a post-pandemic world, where flexibility and continuous education are crucial. This conversation is filled with insights on how Oasis stays ahead of the curve, fostering effective support for those balancing careers and caregiving responsibilities.

Leadership can make or break a senior living community, and Tanya discusses the profound impact of proactive relationship-building from executives and directors. If you’ve ever faced the difficult decision of moving a loved one into assisted living, you’ll appreciate Tanya’s advice on acting within the optimal window of opportunity. Hear her advocate for the necessity of knowledgeable support systems to navigate the complexities of senior care. As a heartfelt conclusion, Tanya shares her ultimate wish to one day eliminate the need for advisory services, highlighting her unwavering commitment to the well-being of seniors. This episode is a must-listen for anyone devoted to enhancing the lives of our elderly population.

Click the link to book a demo with Helperly! https://calendly.com/srichardson-7e6e/30min

Helperly Connect
Helperly Connect will find leads for your senior care company, and help you build your business.

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