Segment 1 (6:12): We start the show with Steve Elwell, CFP and Partner-in-Chief Investment Officer, from Level Financial Advisors. Today they start by discussing the upcoming election. Tune in to hear the 4 things that will be affected by who wins the election. Steve then jumps into each of these things for a better understanding, especially the potential tax law changes. It is never too early to plan your finances for retirement! To learn more, please visit HERE!
Segment 2 (20:14): Next Linda welcomes Sally and Karen from The Clarity Group! First hear how Linda and her husband visited them for their Medicare decisions and how they are not on the same Medicare Plan. Next hear how you can contact them during the year if your health needs change so they can always make sure you’re on the right plan. Finally, hear how you can make an appointment and what to bring with you. To learn more visit HERE!
Segment 3 (33:47): Next we welcome Suzanne Defossess-Gillam from Touching Hearts at Home. First hear how they offer caregivers for help around the house and companionship- which makes them different from any other agency. Today Suzanne shares how they have kept their caregivers and clients safe and healthy during the pandemic. She shares everything they do to make this possible. Finally, hear how having someone like their caregivers in the home can prevent injuries. To learn more about everything they can do for you, please visit HERE!
Segment 4 (49:01): We wrap up the show with Greg, Brad, and Brian Stamm. First hear everything their firm handles for your entire family. Next they talk about how they make it easy by having everything in one office because many legal issues go hand in hand with needing another legal counsel. Finally, hear how you do truly need to do some estate planning, even if you think you don’t. It can protect your family! To learn more, please visit HERE!