Segment 1 (5:00): We start the show with Suzanne Defossess-Gillam, owner of Touching Hearts at Home, as we continue our 12 part series with her called “The New Normal for Seniors.” First hear what they did as the pandemic started to be proactive… even more so than what the CDC was requiring! Next she discusses why Erie County got hit with COVID-19. Then hear how none of her caregivers have passed a case on to any of their clients because of all of the precautions they took! Finally, hear how she is going to continue being PPE proactive! To learn more about all of their services, please visit HERE!
Segment 2 (20:34): Our second guest is Steven Elwell from Level Financial Advisors and today we are talking about retirement. First hear how it is okay if the first time you see a financial planner is when you are planning your retirement. Next hear why it is important to see a financial planner before you plan on taking your Social Security. Finally, hear how time is your most valuable asset and how they can save you time! To learn more about all of their services, please visit HERE!
Segment 3 (33:08): Next we welcome Brad, Brian, and Alisa from The Stamm Law Firm. First they introduce Alisa, what she does at the Firm, and how she can help so many clients! Next hear how they are re-opening and what Phase 4 means for their clients. Then hear how this is a great time to come in to talk about estate planning, wills, etc. Finally, hear who a client should bring in while working on a will and what paperwork they need. To learn more about the Firm, please visit HERE!
Segment 4 (49″27): We wrap up the show with Joe, Amy, and Joe Jr from Andrew’s Estate Service. Today they are answering questions that have been emailed in from our listeners. First hear how they handle selling collections. Next they answer if they keep track of what they sell and what the donate. Hear Amy explain the extreme detail they go into while making these lists. To learn more about all of their services, please visit HERE!