Please join Marc Mackenzie of Acorn Law, Susan Coert of Help Unlimited, Kelila Heller of Assisted Living Connections and I as we go in-depth on upcoming decisions we need to make for our parents as they age. Should they stay in their home? If so, should they hire an unlicensed or licensed help? If they need assisted living, how do you go about choosing independent, assisted, and other type of living arrangements? What about qualifying for MediCal and Medicaid? Do you have to hide your assets to qualify? What is the best way to structure your trust? This an more in this timeless episode.
Simi Valley Unified Superintendent of Schools Dr. Jason Peplinski discusses the challenges the District is facing with the pandemic and budget cuts. Will we have a full return to the classroom? A hybrid model with alternating attendance days? Full distance learning? Dr. Peplinski discusses all the variables being considered and what orders are needed be followed.
As we find ourselves working from home, Dina Braverman from Organizing Concepts and Designs offers tips on best practices in organizing your home work space. Dina also helps people prepare their home for sale, whether with de-cluttering, organizing, packing and even staging!
Dina's specialty is helping people organize! We hope you have a lot of takeaways that you can implement right now!
Dina has only 5 star reviews on Google, and can be reached at (310) 560-5060 or https://organizingconceptsanddesigns.com
Technology seems to be a timely subject and this episode features specialist Dan Natarelli from MSP Pros. We cover tips for working remotely, setting up an effective workspace, security and protecting your data and network, tips for hosting an online meeting, how to set up a redundant system in case your WiFi goes down and, channeling my inner Carrie Bradshaw, backing up!
Do you rent a home? Do you rent a commercial property for your business? Do you own a residential or commercial property and want to know what new rights your tenants may have and options you have during this state of emergency? Please join the conversation with Don Lanson of Manfredi Levine and Janice Miller of Miller Haga as we discuss the new and changing landscape of landlord and tenants rights, as well as ways to keep relationships smooth. Because, at some point we will be on the other side of this pandemic!
Our mindset and beliefs are challenged every day. Jeffrey Saad has a way about him, how he thinks and acts that produces energy and enthusiasm. I'm hoping our conversation will uplift you, even if you don't feel you need it, and perhaps offer new ways to approach your day. Maybe even offer you a "pick me up." I've known Jeffrey for years and have seen him present many times, and he is someone I will never get tired of being around and hearing from, and I hope you'll feel the same after listing.
Greg Spaulding, from Turnkey Advisory, share his expertise regarding both consumer and business credit. Greg's specialty is helping business owners establish credit under their business name, to separate it from their personal business. In this episode we discuss what consumers should know steps they should take to monitor their credit, the different FICO scores available, changes the federal government instituted on credit reporting and late payments, and how to build up business credit.
You can access a free credit report at https://www.annualcreditreport.com/index.action where you can monitor your credit weekly during this pandemic.
Marcine Kline and Lauren Greer of Glen Oaks Escrow give us an update on what is going on with real estate transactions from their side of their side. How can buyers and sellers best prepare themselves before opening escrow and what can they do during the escrow period.
Recorded on April 10, 2020.
Marcine can be reached at 818-500-0400
What an amazing conversation with Bob Miller, voice of the Los Angeles Kings for 44 years. We talk about Bob’s passion for broadcasting and how he started doing play-by-play during his Little League games that he played in as a child. His time growing up in Iowa and Wisconsin and doing play-by-play for the NCAA national champion Wisconsin Badgers coached by Bob Johnson. His break getting the play-by-play job with the Los Angeles Kings. Stories about then owner Jack Kent Cooke. His reaction to the Kings trade for the great one, Wayne Gretzky. The lean years and the two Stanley Cup runs. Memorabilia in his office. His interview with Vince Lombardi. His relationship with Chick Hearn.
In this episode we are joined by Leah Segedie as she shares concerns over the quality of the drinking water in Simi Valley, as well as steps being taken to help improve it. Leah's website, https://www.mamavation.com/, is about empowering women through eco-wellness. This website is a wealth of information on hormone-disrupting chemicals as well as environmental pollutants and toxins in the outer world and in our homes, and what we can do to lessen them. Leah is an amazing educator and activist.
It is well documented that there will be a great transfer of wealth as the baby boomer generation ages and passes away. There exists an amazing opportunity for non-profit organizations to keep in close touch with their donor base, and keep their eyes and ears open for planned gift opportunities. Although planned gifts rarely happen immediately (hence, planned gifts...), they can be transformative for an organization.
Do you work for a nonprofit? Do you sit on the board of a nonprofit? If so, this episode provides very important information for your organization.
Juan Ros, financial advisor with Forum Financial Management, offers our listeners a unique perspective. Juan offers a unique perspective as he possesses great experience in the nonprofit world as a planned giving officer. He also has a wealth of knowledge as he now advises clients on planning strategies that could also involve gifts to nonprofits.
This episodes focuses on real estate gifts. Where a monthly gift can be as little as $5 a month, and is incredibly valuable to an organization, and a major gift can be a donation of $500 or $1,000, a planned gift can easily be in the $100,000s and even over $1 million.
Organizations that think they are too small to accept a real estate gift can learn a great deal from this episode. It could be as simple as creating a gift acceptance policy (if one isn't already in place) and speaking with someone from a community foundation, such as Ventura County Community Foundation or California Community Foundation.
I hope you find great value from this show, and if you do, please share it with your donor base and others in the nonprofit world.
You can reach Juan at 805-494-3416.
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