Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
…
continue reading
Kelly Augspurger Podcasts
1
Avenging Anxiety: Practical Tools for Families, Caregivers, and Seniors with Bonnie Brindle
35:15
35:15
Play later
Play later
Lists
Like
Liked
35:15Send us a text When it comes to caregiving and aging, anxiety is a silent but ever-present companion. Whether you’re supporting a loved one or navigating your own transition into later life, the emotional toll can be immense. Kelly sits down with Bonnie Brindle—psychotherapist, author, transformational coach, and self-proclaimed “Anxiety Avenger”—t…
…
continue reading
1
From Heartbreak to Hope: Supporting Widows When It Matters Most with Chris Bentley
31:14
31:14
Play later
Play later
Lists
Like
Liked
31:14By Kelly Augspurger
…
continue reading
1
Navigating LTC Insurance Claims with Bill Comfort
51:22
51:22
Play later
Play later
Lists
Like
Liked
51:22Send us a text 📋 Long-term care insurance can be a lifeline—or a landmine—if you don’t know how to navigate the claims process. I sat down with my colleague and mentor, Bill Comfort, to talk about something we don’t discuss nearly enough: how to confidently navigate a long-term care insurance claim when the time comes. From why claims are more comp…
…
continue reading
1
A Clearer Path to Aging Well: The Overlooked Role of Eye Health with Dr. Ravi Goel
27:24
27:24
Play later
Play later
Lists
Like
Liked
27:24Send us a text 👁️ There’s more to an eye exam than meets the eye... What if one simple exam could reveal far more than just how well you see? I sat down with Dr. Ravi Goel to explore a topic that touches every one of us—but rarely gets talked about. We covered far more than vision care. This conversation opened my eyes (literally!) to some surprisi…
…
continue reading
1
Faith Meets Finance: Navigating Retirement with Purpose with Michael Perez
29:34
29:34
Play later
Play later
Lists
Like
Liked
29:34Send us a text Thinking about retirement—or helping others prepare? Here are 3 key takeaways to keep in mind: 1. Legacy Doesn’t Happen by Accident Roughly two-thirds of Americans haven’t done any estate planning. Intentional planning is an act of love—it removes uncertainty and stress for your family. Don’t leave your legacy to chance or state laws…
…
continue reading
1
Pill Pile-Up: Navigating the Dangers of Medication Overload in Older Adults with Dr. Nancy Taylor
45:03
45:03
Play later
Play later
Lists
Like
Liked
45:03Send us a text 🎙️ What are the hidden dangers of polypharmacy and how it affects older adults? Kelly chatted with Dr. Nancy Taylor about this and here are the key takeaways from their conversation: 🔹 Polypharmacy Awareness: Polypharmacy refers to using multiple medications at the same time, often leading to unintended side effects or complications.…
…
continue reading
1
Worksite Long-Term Care Insurance: What Employers and Employees Need to Know with Marc Glickman
32:22
32:22
Play later
Play later
Lists
Like
Liked
32:22Send us a text Ever wondered about long-term care insurance options through your employer? 🤔 Dive into the fastest-growing segment of LTC: the employer group market! 📈 Let's explore the exciting changes and options available! 1🔍 Did you know that the employer group market is the fastest-growing segment of long-term care? From guaranteed issue solut…
…
continue reading
1
How To Crush Medical Debt with Dr. Virgie Bright Ellington
32:12
32:12
Play later
Play later
Lists
Like
Liked
32:12Send us a text Crushing Medical Debt! 🏥💸 Have you ever been overwhelmed by astronomical medical bills? You're not alone! Today's convo is with Dr. Virgie Bright Ellington, an expert on navigating medical debt, and she has some game-changing advice. 🩺🔍 Medical bills are the leading cause of debt & bankruptcy in the U.S.—& they don't discriminate by …
…
continue reading
1
Dementia Caregiving Simplified with Valarie Langel
34:21
34:21
Play later
Play later
Lists
Like
Liked
34:21Send us a text Do you know someone caring for a person with dementia? 🎙In this episode of Steadfast Care Planning, Kelly talks with Valarie Langel, a nurse practitioner who specializes in geriatrics and author of "Dementia Caregiving Simplified." Here's how to navigate the journey with grace and support: 1/ 🧠 Dementia is more than memory loss. It i…
…
continue reading
1
Maximizing HSA Planning with Ben Henry-Moreland
33:06
33:06
Play later
Play later
Lists
Like
Liked
33:06Send us a text 🎙️ In this insightful episode, Kelly Augspurger talks with financial planning expert Ben Henry-Moreland about the strategic benefits of Health Savings Accounts (HSAs). ✨ Discover how to make the most out of your HSA, whether you're looking to cover immediate healthcare costs, or plan for long-term savings. 💰 Join us as we unpack the …
…
continue reading
1
How to Best Support Caregivers with Savy Makalena
28:22
28:22
Play later
Play later
Lists
Like
Liked
28:22Send us a text 🎙️ Caregivers are not only an under-served community, they are a non-served community. How is it possible that the people who take care of our ailing and elderly populations, can be so thoroughly forgotten and neglected? Luckily, there are solutions and people are working on ways to better support our society's caregivers. ✨ In this …
…
continue reading
1
Creating an Emergency Info Binder with Kim Roberts
24:31
24:31
Play later
Play later
Lists
Like
Liked
24:31Send us a text 🎙️ There is something about human nature that tries to avoid planning for emergencies. We all know emergencies can be handled easier if we had planned for them, but still we procrastinate our preparations as if delaying it will somehow put off the inevitable. That is why creating and maintaining an emergency binder is so important. 🤝…
…
continue reading
Send us a text 🎙️ We all know someone who is suffering from diabetes, whether it be Type 1, Type 2, or even Type 3. But how much do we actually know about the different types of diabetes and could we be at risk of developing diabetes ourselves? If so, how can we manage our nutrition and lifestyle to either avoid a diabetes diagnosis, or manage our …
…
continue reading
1
Understanding Social Security Benefits with Adria Rosebrock
22:02
22:02
Play later
Play later
Lists
Like
Liked
22:02Send us a text 🎙️ Have you ever wondered about that chunk of your paycheck that is taken out and given to Social Security? What exactly is Social Security and when can you expect to see some of that money come back to you? Have you considered what role Social Security can play when planning for retirement? ✨ This conversation is a must-listen for a…
…
continue reading
1
Preserving Family Memories Through Photos with Philip Griffith
19:53
19:53
Play later
Play later
Lists
Like
Liked
19:53Send us a text 📸 In this episode of the Steadfast Care Planning podcast, Philip Griffith joins to discuss preserving family memories through photo management. Philip shares his personal caregiving experience with his mother-in-law and how that motivated him to help families capture and preserve their stories through photos. 🤳 The conversation explo…
…
continue reading
1
Reducing Preventable Extended Care & Caregiving Demands & Costs with Esther Greenhouse
30:27
30:27
Play later
Play later
Lists
Like
Liked
30:27Send us a text 🎙️ Welcome back to Steadfast Care Planning, where we plan for care to live well. Today, we have a compelling episode with a very special guest, Esther Greenhouse, a longevity strategist and the founder of Silver to Gold Strategic Consulting. Esther brings her extensive expertise in gerontology, environmental psychology, and design to…
…
continue reading
1
How to Prevent Elder Abuse with Deb Martin
20:51
20:51
Play later
Play later
Lists
Like
Liked
20:51Send us a text 🎙️Welcome back to Steadfast Care Planning, your trusted space for everything related to planning for extended care to live well! 💡 In this enlightening episode, host Kelly Augspurger is joined by Deb Martin, the manager of the Vulnerable Adult Office at Thrivent. Deb has extensive experience in elder abuse prevention and detection an…
…
continue reading
1
A Guide to Continuing Care Retirement Communities with Molly Good
29:30
29:30
Play later
Play later
Lists
Like
Liked
29:30Send us a text 🎙️Welcome to another enlightening episode of the Steadfast Care Planning podcast! In today's discussion, host Kelly Augspurger dives deep into the world of Continuing Care Retirement Communities (CCRCs) with special guest Molly Good, the Regional Marketing Director for Otterbein Senior Life. ✨ This conversation is a must-listen for a…
…
continue reading
1
Pillars of Good Health & Sleep with Dr. Raj
32:00
32:00
Play later
Play later
Lists
Like
Liked
32:00Send us a text 🫁 Welcome back to the Steadfast Care Planning podcast! Today, we’re thrilled to welcome Dr. Raj to the show. Dr. Raj is a quadruple board-certified physician and a renowned expert in internal medicine, pulmonary critical care, and sleep medicine. He is also a clinical researcher, associate professor, media personality, and author. In…
…
continue reading
1
AI to Predict & Personalize Long-Term Care Planning with Lily Vittayarukskul
32:58
32:58
Play later
Play later
Lists
Like
Liked
32:58Send us a text 🚀 Welcome back to the Steadfast Care Planning podcast, the show that helps you plan for care to live well. In this compelling episode, we’re joined by Lily Vittayarukskul, founder and CEO of Waterlily Planning and an ex-NASA data scientist. Lily shares her pioneering approach to utilizing AI and massive data insights to personalize e…
…
continue reading
1
How to Cope With Caregiver Stress with Todd Keitz
20:13
20:13
Play later
Play later
Lists
Like
Liked
20:13Send us a text 💡Welcome back to the Steadfast Care Planning podcast, the show that helps you plan for care to live well. Our guest is Todd Keitz, not just a seasoned CEO of My Care Friends and 17 Commerce, but also a compassionate caregiver advocate drawing from his profound personal experience. Todd's caregiving journey began unexpectedly when he …
…
continue reading
1
Aging Life Care Professionals with Susan Kelsey
23:43
23:43
Play later
Play later
Lists
Like
Liked
23:43Send us a text 💡Join Kelly Augspurger as she interviews Susan Kelsey, a certified aging life care specialist and the founder of Assistance Plus, in this insightful episode of the Steadfast Care Planning podcast. 👨👩👧👦 They discuss the important role of aging life care professionals in managing the care of older adults and the invaluable support t…
…
continue reading
1
Navigating Caregiving & Financial Challenges with Danielle Miura
18:38
18:38
Play later
Play later
Lists
Like
Liked
18:38Send us a text In this episode of the Steadfast Care Planning podcast, host Kelly Augspurger and guest Danielle Miura, a certified financial planner, educator, and caregiver advocate, discuss the complexities of caregiving and the financial challenges that come with it. They delve into the costs of caregiving, the impact on the caregiver's financia…
…
continue reading
Send us a text Join us in this heartfelt and informative episode of the Steadfast Care Planning Podcast as Kelly sits down with the esteemed family law attorney and elder care mediator, Alison Forche. Together they delve into the emotional and complex journey of elder care planning, discussing the pressing issues faced by families across the countr…
…
continue reading
1
The Inheritance Playbook with Chad Holmes
21:22
21:22
Play later
Play later
Lists
Like
Liked
21:22Send us a text In this episode, Kelly sits down with Chad Holmes, a certified financial planner and certified public accountant, and author of "The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax." Join them as they delve into actionable steps to help aging family members avoid unnecessary taxes and make their legacies last l…
…
continue reading
1
Home Modifications for Safety with Danielle Roe and Doug Rowe
22:57
22:57
Play later
Play later
Lists
Like
Liked
22:57Send us a text Welcome to the Steadfast Care Planning podcast! In this episode, host Kelly Augspurger is joined by home safety experts Danielle Roe from Arrow Lift and Doug Rowe from Attune Home Safety Plan. Together, they discuss the critical topic of home modifications for older adults to enhance safety and independence. Danielle and Doug provide…
…
continue reading
1
How to Pay for Long-Term Care with Nic Nielsen
38:45
38:45
Play later
Play later
Lists
Like
Liked
38:45Send us a text Paying for care as we age can be one of the most difficult and challenging periods in our life. Luckily, there are many options that can be explored separately or in combinations. Kelly Augspurger spoke to Nic Nielsen, a certified financial planner and co-owner of Know My Plan, and they explored many of the options people have for pa…
…
continue reading
1
Tech to Help People Age Successfully with Larry Nisenson
28:42
28:42
Play later
Play later
Lists
Like
Liked
28:42Send us a text What does it mean to age successfully and what tools exist to help us successfully age? Kelly Augspurger spoke to Larry Nisenson, Chief Growth Officer of Assured Allies, and they explored the innovative technology and programs designed to help people age successfully in place. In this episode they covered: 🔹 How Assured Allies got it…
…
continue reading
1
Blue Zones and Healthy Aging with Stevyn Guinnip
28:49
28:49
Play later
Play later
Lists
Like
Liked
28:49Send us a text Have you ever thought about living beyond your 100th birthday? What are are the secrets to longevity and vitality inspired by the centenarians who live in the Blue Zones? Kelly Augspurger spoke to Stevyn Guinnip, CEO of Grow Wellthy, and they ventured deep into the heart of the Blue Zones and extracted life-enriching wisdom that can …
…
continue reading
Send us a text Have you ever thought about Medicaid Planning? What is Medicaid Planning and is it right for you? I chatted with Cathy Sikorski, Esq., an elder law attorney, speaker and caregiver, about the intricacies and details regarding Medicaid Planning and who it is a good fit for, and for those who should look into other options. In this epis…
…
continue reading
1
LTC Insurance Claims Process with Dwight Smith
20:28
20:28
Play later
Play later
Lists
Like
Liked
20:28Send us a text There are many strategies to filing a successful Long-Term Care Insurance claim. I chatted with Dwight Smith, the owner of AMADA Senior Care Columbus & Toledo, about the LTC insurance claims process. In this episode we covered: 🔹 Importance of understanding the policy coverage 🔹 Exploring additional benefits included (e.g., medical e…
…
continue reading
1
Worksite LTC Insurance with Kevin Sypniewski
23:20
23:20
Play later
Play later
Lists
Like
Liked
23:20Send us a text I had the pleasure of having Kevin Sypniewski, CEO of AGIS Network, on Steadfast Care Planning podcast. We discussed the importance of group and work site long-term care insurance for employers and employees. Here are the key topics from their conversation: 1️⃣ What’s the difference between Group and Worksite LTC insurance? 2️⃣ What …
…
continue reading
1
Navigating Hospitalizations with Dr. Monique Nugent
24:57
24:57
Play later
Play later
Lists
Like
Liked
24:57Send us a text What do you need to know about navigating a hospitalization? Join Kelly and her guest, Dr. Monique Nugent, practicing hospitalist, associate director for the Division of Hospital Medicine at South Shore Hospital in Massachusetts, and author. In this episode: 🔹 Tips on how to make the healthcare hospital system work for you 🔹 Biggest …
…
continue reading
Send us a text What do you need to know about planning for care? Join me and my guest, Jasilika Davidson, Owner of Assisted Living Locators of West Columbus, Senior Care Advisor, Dementia Care Certified, TEDX speaker, and Veteran. In this episode: 🔹 What’s the “in between” that you talk about? 🔹Why should people plan for care now? 🔹What things shou…
…
continue reading
1
VA Long-Term Care Benefits with Carmen Perry Tevaga
15:32
15:32
Play later
Play later
Lists
Like
Liked
15:32Send us a text If you are or know someone who is a Veteran or a Vet’s spouse, what LTC benefits are available to you? Join me and my guest, Carmen Perry, VP Strategic Partnerships at Veterans Home Care, as we discuss LTC benefits for Veterans and their spouses. In this episode: 🔹 What LTC benefits are available to Vets and their spouses? 🔹 Are VA L…
…
continue reading
Send us a text Should you use pay for care with long-term care insurance, self-fund, or a combo? What things needs to be considered? Join me and my guest co-host, Nic Nielsen, Co-Owner of Know My Plan, as we discuss as we chat about: 🔹 What is LTC? 🔹 10 things to consider when deciding to buy LTC insurance and/or self-fund care 🔹 Who LTC insurance …
…
continue reading
Send us a text Do you want to remain in your home as you age, avoid a nursing home, and have a plan for aging well and safely? Join me and my guest, Lynne Giacobbe, CEO at Kendal at Home, a unique aging in place program, as we discuss life care at home. In this episode: 🔹 What is a life care at home model? What types of services are provided? 🔹 Wha…
…
continue reading
1
Dementia: A Positive Approach to Care with Teepa Snow
27:16
27:16
Play later
Play later
Lists
Like
Liked
27:16Send us a text What do you need to know about dementia? Join Kelly and her guest, Teepa Snow, Owner and Founder of Positive Approach, occupational therapist, and dementia specialist. Teepa is a wealth of knowledge and recently she’s been a dementia specialist to Bruce Willis’ family. In this episode: 🔹 What is dementia? 🔹 What parts of the brain ar…
…
continue reading
Send us a text Losing a loved one can feel very overwhelming. Grieving is an important part of the process, but what about all the practical things that need done? Join Kelly and Nic Nielsen, Co-Owner of Know My Plan, as they discuss what to do after you lose a loved one. In this episode: 🔹 What to do after you lose a loved one: weeks 1-4 and after…
…
continue reading
1
Assisted Living Explained with Miriam Bogard
30:24
30:24
Play later
Play later
Lists
Like
Liked
30:24Send us a text Join Kelly and her guest, Miriam Bogard, Owner of Assisted Living Locators of East Columbus, as they discuss assisted living. In this episode: ✔ When to look at assisted living ✔ Important questions to ask assisted living communities ✔ How much assisted living costs ✔ How to pay for assisted living 🔹 Watch this episode on YouTube: ht…
…
continue reading
Send us a text Join Kelly and her guest, Wendi Gang, Patient Navigator at ProMedica Heartland, as they discuss hospice care. In this episode: ✔ What is hospice care? What services are provided? ✔ Does hospice include 24/7 care? ✔ Where can hospice care be received? ✔ When should people start hospice care? ✔ What are the benefits of using hospice ca…
…
continue reading
1
Life Settlements Explained with Chris Orestis
20:19
20:19
Play later
Play later
Lists
Like
Liked
20:19Send us a text Join Kelly and her guest, Chris Orestis, President of Retirement Genius, as they discuss life settlements. In this episode: 🔹 What is a life settlement and how do they work? 🔹What types of policies qualify for a life settlement? 🔹 Who is eligible for a life settlement? 🔹 How is it different from a viatical settlement? 🔹 How long does…
…
continue reading
1
Traditional Long-Term Care Insurance Explained
26:20
26:20
Play later
Play later
Lists
Like
Liked
26:20Send us a text Join Kelly and her guest co-host, Nic Nielsen, as Kelly explains traditional LTC insurance. In this episode: 🔹 What is traditional long-term care insurance? 🔹 Who is a good fit for traditional long-term care insurance? 🔹 Who is NOT a good fit for traditional long-term care insurance? 🔹 LTC insurance tax deductions Watch this episode …
…
continue reading
1
Hospital Discharge & Care Plan Tips with Courtney Nalty
16:18
16:18
Play later
Play later
Lists
Like
Liked
16:18Send us a text Join Kelly and her guest, Courtney Nalty, Caregiver and Aging Consultant and Founder of Generational Support as they discuss hospital discharge and care plan tips. In this episode: 🔹 Hospital discharge tips 🔹 Establishing a care plan 🔹 Caregiver toolbox 🔹 How to plan for care to live well Watch this episode on YouTube: https://youtu.…
…
continue reading
1
How to Find High Quality Home Care with Kean Dillon
18:02
18:02
Play later
Play later
Lists
Like
Liked
18:02Send us a text Join Kelly and her guest, Kean Dillon, Owner of Senior Helpers of Columbus. In this episode: 🔹 Home care explained 🔹 Questions to ask a home care provider 🔹 How home care is typically billed 🔹 Ways to pay for home care Find out more about Senior Helpers of Columbus: https://www.seniorhelpers.com/oh/columbus-north/ Watch this episode …
…
continue reading
1
Caregiving & Legal Documents with Cathy Sikorski
27:52
27:52
Play later
Play later
Lists
Like
Liked
27:52Send us a text Join Kelly and her guest, Cathy Sikorski, elder law attorney and experienced caregiver. In this episode: 🔹 Things you can do to positively help you as a caregiver 🔹 Available programs to pay family caregivers 🔹Important legal documents for families and caregivers Find out more info about Cathy: https://cathysikorski.com/ Watch this e…
…
continue reading
1
Long-Term Care Insurance: What's Love Got to Do With It?
31:40
31:40
Play later
Play later
Lists
Like
Liked
31:40Send us a text Join Kelly and her guest co-host, Nic Nielsen, CFP®, Co-Owner of Know My Plan. In this episode, Kelly explains: 🔹 What long-term care insurance can do and how it works 🔹 Why long-term care insurance is about love 🔹 Advice on how people can plan for care to live well Watch this episode on YouTube: https://youtu.be/a7t8iiTl-bo For addi…
…
continue reading
1
ElliQ: A Care Companion Robot with Intuition Robotics with Noa Almog
18:27
18:27
Play later
Play later
Lists
Like
Liked
18:27Send us a text ElliQ: The sidekick for healthier, happier aging. Join Kelly and her guest, Noa Almog, Director of Product Strategy at Intuition Robotics. In this episode: 🔹 Who/what is ElliQ? Who does she help? 🔹 How is she different from a device like Alexa? 🔹 Examples of how she helps people 🔹 Engaging with ElliQ 🔹 How much ElliQ costs and where …
…
continue reading
1
Tax Tips for Caregivers & Long-Term Care Planning with Jennifer Zimmerman
31:53
31:53
Play later
Play later
Lists
Like
Liked
31:53Send us a text Tax Tips for Caregivers & Long-Term Care Planning Join Kelly and her guest, Jennifer Zimmerman, Tax Senior Manager at GBQ Partners. In this episode: 🔹 Threshold for claiming loved ones as dependents on tax returns 🔹 Credits and deductions for caregivers 🔹 Medical expense and long-term care insurance deductions 🔹 Gift tax 🔹 Tax tricks…
…
continue reading
Send us a text Join Kelly and her guest, Anne Farley, Director of Community Relations at The Ganzhorn Suites. In this episode: 🔹 How people know when it's time for memory care for a loved one 🔹 The difference between assisted living and specialized memory care 🔹Important considerations when choosing a memory care community 🔹How people pay for memor…
…
continue reading