Episodios

  • Episode 269: The Truth about Conservatorships

    Episode 269: The Truth about Conservatorships
    Apr 30 2025
    What is a conservatorship? How does it differ from a Power of Attorney? What does it look like to be a conservator and what does it look like to be in a conservatorship? Attorney Josh Hunter answers these questions.
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    17 m
  • Episode 268: Can a Trust Protect Against Financial Exploitation

    Episode 268: Can a Trust Protect Against Financial Exploitation
    Apr 23 2025
    Are you leaving yourself vulnerable to scammers? Outreach Coordinator Dana Hentschel speaks with partner and Certified Elder Law Attorney Barbara McGinnis about how creating a trust can help protect against scammers or opportunists.
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    20 m
  • Episode 267: How to Claim Your Long-Term Care Insurance

    Episode 267: How to Claim Your Long-Term Care Insurance
    Apr 16 2025
    You've paid long-term care insurance premiums for years. Now it is time to claim your benefits. What do you do first? Outreach Coordinator Dana Hentschel speaks with Paul Ellis with Helping Hearts about the first step to claim your long-term care insurance.
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    23 m
  • Episode 266: Navigating the Fragile Years

    Episode 266: Navigating the Fragile Years
    Apr 9 2025
    Do you have a parent or aging loved on nearing or in the most fragile years of life? Have they endured repeated hospitalizations, or are they facing major surgery? Are they refusing to accept help? Elder Care Coordinator Debra King, LCSW speaks with Amy O'Rourke, author of "The Fragile Years- Proven Strategies for the Care of Aging Loved Ones." Amy has a masters degree in public health and a masters certificate in gerontology and is a certified care manager with over 40 years of experience.
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    20 m
  • Episode 265: FAQs about Annuities

    Episode 265: FAQs about Annuities
    Mar 25 2025
    What is an annuity? Is it a good tool for my goals? Certified Elder Law Attorney Barbara McGinnis joins Certified Financial Planner, Matt Brown the branch manager of Raymond James in Cookeville to explore frequently asked questions about annuities. 304 Family Wealth |304 N. Washington Ave. Cookeville, TN 38501| 931.520.0778 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. 304 Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Matthew Brown and not necessarily those of Raymond James. Annuities are long-term, tax-deferred insurance contracts designed for retirement. Withdrawals made prior to age 59 ½ may be subject to taxes and possible penalties. Any guarantees are backed by the claims-paying ability of the issuing insurance company. Contracts are subject to fees and limitations. Investors should consider the investment objectives, risks, and charges and expenses of variable annuities carefully before investing. The prospectus contains this and other important information about the variable annuity and its underlying funds. Prospectuses for both the variable annuity contract and the underlying funds are available from your financial advisor and should be read carefully before investing. Investing involves risk and you may incur a profit or a loss regardless of strategy selected. Past performance is no guarantee of future results. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
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    23 m
  • Episode 264 - A Free Program to Help Seniors with the Digital World

    Episode 264 - A Free Program to Help Seniors with the Digital World
    Mar 25 2025
    Do you feel that technology and online systems are leaving you behind? Some older adults and those who are less tech savvy may feel unable to access critical services. Debra King, a licensed clinical social worker and elder care coordinator at Johnson McGinnis Elder Care Law & Estate Planning speaks with Rachel Solava with GNRC about a free program to assist in digital literacy.
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    13 m
  • Episode 263- Tax Strategies for Your Retirement Plan

    Episode 263- Tax Strategies for Your Retirement Plan
    Mar 17 2025
    Taxes. What are some strategies to reduce them? Are there any new regulations regarding Social Security and Medicare taxation? Certified Elder Law Attorney Barbara McGinnis speaks with Certified Financial Planner Danny Prestage of Atlas Financial Management. LLC. To learn more about Atlas Financial Management, visit https://atlasfinancialmanagement.com/
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    24 m
  • Episode 262 - Are You A Caregiver Suffering from Compassion Fatigue?

    Episode 262 - Are You A Caregiver Suffering from Compassion Fatigue?
    Mar 10 2025
    Do you have compassion fatigue? What does that even mean? If you are a professional or family caregiver, you may be at risk. Elder Care Coordinator Katlyn Green speaks with Joshua Medeiros of Insight Counseling Centers about compassion fatigue. To learn more about Insight Counseling Centers, visit their website at www.insightcounselingcenters.org.
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    31 m
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