On this page
aginginplace
Explore " aginginplace" with insightful episodes like "How to Have Those ‘Missing Conversations’ about Later Life", "What You Should Know About the SECURE Act 2.0 and Retirement Planning", "What are Financial Planning Best Practices for Seniors?", "As You Age, Here’s How to Extend Your Home’s “Best Before Date”" and "Incorporating Feng Shui Into Interior Design" from podcasts like ""45 Forward", "Aging Issues Radio", "Aging Issues Radio", "45 Forward" and "From the Tap - A KBB Podcast"" and more!
Episodes (9)
What You Should Know About the SECURE Act 2.0 and Retirement Planning
This is Joe Soricelli of Aging Issues Management. I have 35-plus years of experience helping people age into and through retirement, answering both their financial and life strategy questions.
Are approaching or in retirement? Would you like to save more and reduce taxes? You’ll want to know more about the SECURE Act 2.0
In this episode of Aging Issues Radio, you’ll learn how to have a better retirement under the SECURE Act 2.0.
· Did you know that the RMD (required minimum distributions) age has increased to age 73?
· Did you know the IRA catch-up contribution limits are going up?
· Did you know there are special rules for ages 60, 61, 62, and 63?
· Did you know that employer matching contributions could be used to reduce student loans?
· Did you know employers can create a special emergency savings account that works like a Roth IRA?
· Did you know the Department of Labor is going to create a Retirement Saving Lost and Found?
· Did you know that Long Term Care contracts can be purchased early with retirement plan distributions?
· Did you know how regular people can afford to deal with a professional?
If you trust someone with your money, they are your fiduciary. You should know how they get paid, what they are going to do for you, and what to expect. Dealing with a fiduciary is a best practice and your fiduciary should recognize that they must have your best interests in mind.
If you’d like more information about the SECURE Act 2.0, visit my website at https://agingissuesmgnt.com, call me at 914-468-0186, or email me at joe@agingissuesmgnt.com.
Please make sure to subscribe to Aging Issues Radio so you won’t miss the latest episodes.
What are Financial Planning Best Practices for Seniors?
This is Joe Soricelli of Aging Issues Management. I have 35-plus years of experience helping people age into and through retirement, answering both their financial and life strategy questions.
Are you dealing with a fiduciary, someone you trust?
In this episode of Aging Issues Radio, I presented at the Westchester Senior Law collaborative in Yonkers and the Bronx NY and I spoke about:
· Do you know what you are paying for with your financial advisor?
· The stock market, inflation, and other things are causing financial stress in our lives
· Learn about your personal risk profile
· Learn about your personal budget and financial planning options
· What about housing decisions?
· What are the best practices when it comes to retirement?
· How can regular people afford to deal with a professional?
If you trust someone with your money they are your fiduciary. You should know how they get paid, what they are going to do for you, and what to expect. Dealing with a fiduciary is a best practice and that fiduciaries should recognize that they have your best interests in mind.
If you’d like more information about aging in place, visit my website at https://agingissuesmgnt.com, call me at 914-468-0186, or email me at joe@agingissuesmgnt.com.
Please make sure to subscribe to Aging Issues Radio so you won’t miss the latest episodes.
As You Age, Here’s How to Extend Your Home’s “Best Before Date”
Incorporating Feng Shui Into Interior Design
This week we spoke with Julie Schuster, a New York City designer who is also a certified feng shui practitioner, about how she uses the Chinese science to promote wellness in her work.
Help for family caregives and their loved ones w/ Denise Brown, founder of www.caregiving.com
Denise Brown has been helping caregivers and their families since 1994. She shares thoughts on easing the journey and relieving stress for caregivers everywhere.
See omnystudio.com/listener for privacy information.
Innovative approach to caring for America's seniors by improving the quality of health care and life for seniors w/ Dr. Bruce Chernof, CEO Scan Foundation
Nationally known expert on caregiving and longevity, Dr. Chernof shares his views and hope for improving delivery of health care and other related services to seniors and their families.
See omnystudio.com/listener for privacy information.
Aging In Place Services and Tools
Contact Information For:
Concordia Systems, Inc.?
1111 Light Street, 4th Floor
Baltimore, MD 21230?
410-484-3883
www.SentinelAware.com
Additional Resource Information:
Alzheimer’s Speaks Resource Website: https://www.alzheimersspeaks.com/
Keynote Speaker: https://www.alzheimersspeaks.com/event-planners
Dementia Chats™: https://www.alzheimersspeaks.com/dementia-chats-webinar
Conscious Caring Resources: https://www.alzheimersspeaks.com/conscious-caring-resources
Become Dementia Friendly Business or Community: https://www.alzheimersspeaks.com/become-dementia-friendly
Support this Show: https://alzheimersspeaks.com/donate-now/
See omnystudio.com/listener for privacy information.
Aging In Place Services and Tools
Contact Information For:
Concordia Systems, Inc.?
1111 Light Street, 4th Floor
Baltimore, MD 21230?
410-484-3883
www.SentinelAware.com
Additional Resource Information:
Alzheimer’s Speaks Resource Website: https://www.alzheimersspeaks.com/
Keynote Speaker: https://www.alzheimersspeaks.com/event-planners
Dementia Chats™: https://www.alzheimersspeaks.com/dementia-chats-webinar
Conscious Caring Resources: https://www.alzheimersspeaks.com/conscious-caring-resources
Become Dementia Friendly Business or Community: https://www.alzheimersspeaks.com/become-dementia-friendly
Support this Show: https://alzheimersspeaks.com/donate-now/
See omnystudio.com/listener for privacy information.