Segment 1 (4:42): Joe’s first guest is Andrew’s Estate Service. Today they are talking about the gift baskets they make from belongings from clients, how they make them, and what they donate them for. Also hear how some clients are thrilled to give their items for the donation baskets, but Andrew’s Estate Service would be sure if it is an item the client can sell and is worth something, they would sell it for them. To learn more about what Andrew’s Estate Service does you can visit HERE!
Segment 2 (20:22): Next, Dan Kautz from Kautz Financial joins the show. Today they are discussing if your grown children should be involved in your financial planning process. Hear Dan’s advice on this and the benefit of having your children involved in your financial plan. Next they discuss if it is difficult when family members come in and learn about their financial situation and how at a request of the parents, they can separate who sees what on a financial plan. Always remember- it’s not the amount of money that matters- it’s the financial plan that matters! To learn more visit HERE!
Segment 3 (33:43): Our third guest today is Suzanne from Touching Hearts at Home. First, Suzanne shares the background of Touching Hearts at Home and what they do. Suzanne then shares all of the things their caretakers can do that you may not think of- especially things needed during the holidays. Touching Hearts at Home can be a huge helping hand for the holidays! Finally, hear how their caregivers are trained to be on the look out for any and all subtle changes in their client. To learn more visit HERE!
Segment 4 (49:03): We end the show with Medical Radio Buffalo host Linda Pellegrino and her experiences with VIP Tours. First hear Linda tell Joe about her last trip with VIP Tours which was the past October and everything they got to see and learn about Portugal. Then hear how VIP Tours makes vacations so much easier and less stressful! Linda gives examples of everything they do and worry about for you, so you can actually enjoy the vacation. Finally, there is there next upcoming trip- a Tuscan Adventure! To learn more if you are interested call Joe Crawford at 1-800-438-7672.