Shows
Aging TogetherS4E04: When Care Meets Cost: A Daughter’s Guide to Balancing Aging & Affordability | Arvette M. Reid, AIFSend us a textSummaryIn this episode of the Aging Together podcast, Dr. Pooja A. Patel and Arvette M. Reid discuss the critical intersection of healthcare and financial planning for aging adults. Arvette shares her personal journey into elder care, emphasizing the importance of family conversations, the role of care managers, and the unique challenges faced by solo agers. They highlight the need for systemic changes in elder care policies, particularly regarding dementia care, and stress the importance of education and planning for families navigating these complex issues.Takeaways2025-07-2654 min
Aging TogetherS4E03: Caring Across Borders: Navigating Care Between US & Canada | Amy FriesenSend us a textSummaryIn this episode of the Aging Together podcast, host Pooja Patel speaks with Amy Friesen, a bestselling author and expert in the senior living industry. They discuss the challenges and similarities in caregiving across borders, the importance of early planning, and the emotional toll on caregivers. Amy shares insights from her book 'Breadcrumbs' and emphasizes the need for support and resources for families navigating elder care. The conversation highlights the cultural expectations surrounding caregiving and the systemic changes needed to improve care for older adults....2025-07-191h 01
Aging TogetherS4E02: Self-Care Isn't Selfish: Practical Strategies for Thriving as a Caregiver | Carol L. Stokes, JDSend us a textSummaryIn this episode of the Aging Together podcast, Dr. Pooja A. Patel speaks with Carol L. Stokes, JD, a caregiver coach and advocate. They discuss the challenges faced by caregivers, particularly women, and the importance of self-care, communication, and planning in caregiving. Carol shares her personal journey and insights on how caregivers can reclaim their sense of self and find support. The conversation emphasizes the need for systemic changes to support caregivers and the importance of education and resources in navigating caregiving responsibilities.Takeaways2025-07-1251 min
Aging TogetherS4E01: Intergenerational Living: Creating a Montessori Ecosystem for Dementia Care in Your Home | Annie Kulik, MPH, CDP, CMDCPSend us a textSummaryIn this conversation, Pooja & Annie explore the Montessori approach & its application in dementia care, particularly in intergenerational settings. Annie shares her extensive experience in working with both children & elders, emphasizing the importance of purposeful engagement & creating supportive environments. They discuss various activities that can benefit both age groups, the challenges faced in intergenerational care, & the significance of respite care for caregivers. The conversation also touches on the role of technology & resources available for families, as well as navigating regulations in intergenerational care settings. Ultimately, the discussion highlights the...2025-07-0551 min
Aging TogetherS4E00: Revolutionizing Grab Bars: Meet SafetyGrip, by Hartmobility | Kerry Flickner, VPSend us a textSummary: In this conversation, Dr. Pooja A. Patel speaks with Kerry Flickner, vice president at Hartmobility, about the innovative SafetyGrip grab bar designed for individuals with compromised grip strength. They discuss the evolution of grab bars, the inspiration behind SafetyGrip, and the collaboration with KITE Rehab Research Institute. The conversation highlights the importance of aesthetics in product design, early adoption feedback, partnerships for community engagement, and future research on the product's effectiveness. Flickner emphasizes the need for better solutions for aging populations and the importance of educating caregivers and u...2025-07-0356 min
Aging TogetherSeason 4 TrailerSend us a textWelcome to Season 4! If you're new here, thank you for joining us! If you're returning, thank you for your support! We've got our first-ever LIVE streams this season, along with our very first sponsor.I can't wait to see and hear what you think! Leave some comments :) S4 Sponsor: SafetyGrip, by HartmobilityPatented anti-slip grip technology for all your home safety needs.Caregiver Health Tracking JournalHow do you keep track of all the appointments and medications and more?? Check out...2025-07-0100 min
Aging TogetherS3E10: When Parenting Doesn't End: Caring for "Difficult Adult Children" | Dr. Judith "Judy" SmithSend us a textGuest: Dr. Judith "Judy" Smith, Ph.D., LCSWJudith R. Smith, Ph.D., LCSW, is a NYC based psychotherapist, professor, and researcher on women’s issues as they age. She is a professor, Emerita, at Fordham University. She offers support groups on-line for mothers with difficult adult children. Her book, Difficult: Mothering Challenging Adult Children through Conflict and Change, is based on a three-year research project, and brings to life the stories of fifty women, each over sixty years old, whose lives were drastically altered by becoming the default safe...2025-06-1556 min
Aging TogetherS3E09: A Lifetime of Caregiving: Supporting Patient Advocacy | Phyllis Anderson (Caregiver Story 5/5)Send us a textGuest: Phyllis Anderson, Retired RN, CEN; RCFE-RCAPhyllis is a retired nurse with nearly three decades of experience, including 22 years in the emergency room and time as an administrator for a memory care facility for individuals with Alzheimer’s and dementia. She is the founder and author of Carefolio, a medical healthcare journal designed to empower individuals and caregivers to take charge of their health and effectively track caregiving details.Phyllis’s passion for health advocacy stems from her extensive nursing background and personal expe...2025-06-0158 min
GrantTalkGrantTalk Ep 45 | FFP Connects Nonprofits with Pro Bono Certified Financial Planners (CFPs)GrantTalk is back with another insightful episode, hosted by Libby Hikind — Founder and CEO of GrantWatch.com, and author of The Queen of Grants! 👑📚
In this episode, Libby sits with Rachel Roth, Senior Director of Grants and Programs at the Foundation for Financial Planning (FFP). This national nonprofit funds programs offering pro bono financial planning to people in need. 💸🤝
💬 Rachel shares how FFP empowers nonprofits nationwide by connecting them with Certified Financial Planner professionals (CFPs) who volunteer to help underserved communities, including cancer patients, natural disaster survivors, exonerees, first-time homebuyers, and more.
They explore:2025-05-1624 min
Aging TogetherS3E08: Have Empathy for Your Care Providers: A Plea to Care Consumers | Emily ClarkSend us a textGuest: Emily Clark, M.A., CCC-SLP, RYT 500 Hour Yoga Instructor, Meditation Instructor, Life CoachEmily Clark is a Life Coach, RYT-500 Yoga Instructor, Meditation Instructor and founder of Abundant Wellness with Emily. Being a former Speech-Language Pathologist in the healthcare industry it was from her own struggles with pouring her heart and soul into her career, being a mom and wife and feeling the pressure of always having to deliver results that she started her journey to radiant living. Through studying Yoga Philosophy, Meditation, Western healing modalities and the...2025-05-1551 min
Aging TogetherS3E07: Caregiving in Your 20s & Beyond: An Alzheimer's Story | Kristin Luckie (Caregiver Story 4/5)Send us a textIn this episode: Our guest, Kristin Luckie, shares her lived experience and journey of caregiving for her mother with Alzheimer's disease while she was in her 20s, an age group not often associated with caregiving for an older adult, although with an incredibly high prevalence. About the Guest: Kristin Luckie has crafted compelling stories for some of the most ambitious organizations today, including AT&T, Movember and the James Beard Foundation. A Jill of all trades with 15 years of communications experience, she works diligently to ad...2025-05-0152 min
Aging TogetherS3E06: Self-Care for Caregivers: Lessons from a Lived Experience | Lani AlmanzaSend us a textLani, a native of the Windward side of Oahu in Hawai’i, is a wife, mother, grandmother, and seasoned professional with a rich background in education, business, and nonprofit sectors. With a Master’s degree in Communication from the University of Hawaii, Manoa, she dedicated 15 years to the American Cancer Society in leadership roles focused on health communication and community engagement. Following her retirement, Lani founded Alaka’i Associates, a wellness business guiding individuals toward healthier, more fulfilling lives. She also contributes as an editor for Givers Guides, supports the nonprofit Gimme A Break...2025-04-1552 min
Aging TogetherS3E05: The Intersection of Work & Caregiving: Lessons Learned | Lisa Dare (Caregiver Story 3/5)Send us a textLisa Dare, BSc. Pharm, CCC, PCC is principal and CEO of Lisa Dare and Associates. She is an executive coach, leadership practitioner, consultant and speaker with close to 20 years of experience. Her background includes practising as a clinical hospital pharmacist, a medical sales representative for several major pharmaceutical companies and a certified fitness instructor. As a dedicated life long learner she is continually adding new and innovative tools to her coaching and consulting tool kit. This enables her to support clients in becoming the best version of themselves in the pursuit...2025-04-0156 min
Aging TogetherS3E04: Self-Management Strategies for A New Diagnosis | Janice RussellSend us a textJanice Russell, the Overwhelm Slayer, deals with the aftermath of a health diagnosis. Clients hire her when they want to optimize their life after a medical diagnosis (brain-based disorders, autoimmune diseases, and/or body-based conditions). With virtual coaching and accountability, they become successful with crossing off their to-dos, managing their paperwork, and optimizing their time. You can find blog posts and other resources on her website: www.JaniceRussell.com.Caregiver Health Tracking JournalHow do you keep track of all the appointments and medications and more?? Check out Carefolio! ...2025-03-1554 min
Aging TogetherS3E03: Navigating Grief throughout the Caregiving Journey | Sarah Boss (Caregiver Story 2/5)Send us a textSarah Boss is a Healer who combines Astrology with different Holistic Healing modalities to help people successfully navigate and transform through major life transitions, activate their inner power and manifest the life of their dreams. Her passion for spirituality, combined with travel, has led her to study diverse types of energy modalities around the world. Sarah’s background includes certifications and trainings in Western and Medical Astrology, Akashic Records Healing, Reiki, ICF Life Coaching, NLP, Intuitive Cards and Crystal Healing. Sarah has lived in China, France and Argentina and offers sessions in English, Fr...2025-03-0148 min
Aging TogetherS3E02: Overcoming Family Trauma for Unexpected Caregiving | Dana KaplanSend us a textIn this episode, Dana Kaplan shares her journey through an unexpected caregiving journey and how she navigated family trauma. About the Guest:As a retired classroom educator, certified trauma specialist, and coach for neurodiverse learners, Dana Kaplan has become an internationally recognized specialist focused on accessibility, inclusivity, and rich belonging in the world. With over two decades researching, educating, and implementing the power within and on Holistic Brain Health, Dana founded DEED®, Developing Empathetic Education with Dana just before the pandemic. With a later in life diagnosis, Dana w...2025-02-1556 min
Aging TogetherS3E01: One Daughter's Journey through Hospice & Beyond | Courtney Moore (Caregiver Story 1/5)Send us a textIn this episode, Courtney Moore shares her journey through hospice in caring for her father with pancreatic cancer.This episode is the first of ten episodes in the 2025 Caregiver Stories vertical. About the Guest: Courtney Moore is an intuitive healer trained in Classical Chinese Medicine. She has a clinic in San Francisco where she offers acupuncture, bodywork, and Reiki, and also offers remote intuitive readings to clients around the world. She recently launched The Liberated Body, a 12-week course on excavating and releasing the energetic and e...2025-02-0150 min
Aging TogetherSeason 3 TrailerSend us a textThis trailer reflects on Season 2 and provides a sneak peek into Season 3. Support the show2025-01-1501 min
Aging TogetherS2E10: Dementia Coaching vs Skilled Therapy: How to Involve the Right Professionals for Your FamilySend us a textBefore we move into today’s episode, I want to express my sincere gratitude as I wrap up Season 2. This podcast show has come a long way since I first started it in January of 2023. All thanks to YOU all, the audience, this podcast grew from an average of 30 listens/month to 30 listens/week, and further to 100+ listens/week. This is the last episode of Season 2 as I take a little winter break. If you’re interested in what you can look forward to with Season 3, listen through to the end of this epis...2024-11-151h 01
Aging TogetherS2E09: Family Caregivers Need Care Too: A Trauma-Sensitive Guide on How to Incorporate Movement Into Your DaysSend us a textIf you are or will be a family caregiver, this episode is for you! Did you know that over 53 million Americans provide unpaid care to a family member, often neglecting their own health and well-being? Many report high levels of stress and burnout. It's time we address the often-overlooked need for caregiver self-care. Today, we're exploring a trauma-sensitive approach to incorporating movement into your daily routine. Our guest will share practical strategies to help caregivers prioritize their own physical and mental well-being, even in the midst of their demanding roles.This...2024-10-151h 02
The Military Millionaire PodcastCertified Financial Planners: The Gold StandardCertified Financial Planner: A CFP is the creme de la creme of "financial advisors"
Summary:
In this episode, David Pere discusses the importance of choosing the right financial advisor and the potential pitfalls of working with the wrong one. He emphasizes the need to look for certified financial planners (CFPs) who have the necessary qualifications and expertise. He also explains the difference between fee-based and commission-based advisors and why fee-based advisors are generally more aligned with the client's best interests. David warns against financial advisors who try to sell products without considering the client's specific...2024-10-1112 min
Aging TogetherS2E08: Personal Finance & Long-Term Care: How & When to Open the ConversationSend us a textDid you know that 70% of Americans over 65 will need some form of long-term care? Yet, only 16% of adults have discussed long-term care with their loved ones. Money talks, but when it comes to long-term care, many families stay silent. Did you know that 53 million Americans are unpaid caregivers, with 61% of them juggling caregiving with employment? The financial strain is real, yet discussions about money and care often remain taboo. Today, we're breaking that silence with our guest who will share her unique perspective on how to open these crucial conversations about personal finance...2024-09-1559 min
Aging TogetherS2E07: Planner or Procrastinator? A Guide for When to Start Preparing Your Home for Aging in PlaceSend us a textAre you a planner or a procrastinator when it comes to preparing your home for aging in place? Did you know that nearly 90% of seniors want to stay in their own homes as they age, but only a third actually plan for it? With 77% of adults 50 and older wanting to remain in their homes for the long term, it's a question we all need to consider. Yet, many of us put off these crucial modifications until it's too late. Today, our guest will guide us through the when, why, and how of adapting...2024-08-151h 04
Aging TogetherS2E06: Digital Literacy & Older Adults: Navigating Social Media & Online Care PlatformsSend us a textDid you know that only 60% of seniors aged 65 and older use the internet, with many struggling to navigate the complexities of social media and online care platforms? In today's hyper-connected world, where 89% of American adults use the internet and 58% of WHO Member States have implemented digital health strategies, the ability to navigate online platforms is crucial, especially in healthcare. With the surge in telemedicine and health apps, patients and providers alike are facing new challenges in digital literacy. Our guest today will shed light on how we can bridge the digital divide and...2024-07-1550 min
Aging TogetherS2E05: Understanding Long-Term Care Options: Assisted Living vs Skilled Nursing FacilitiesSend us a textIn this episode, Dr. Regina Asihene & I talk about assisted and skilled nursing facilities.Dr. Asihene, MD is a highly accomplished specialist in internal medicine with a distinguished career spanning over three decades. She completed her medical degree at Morehouse School of Medicine and her residency at The Cambridge Hospital of Harvard Medical School. Dr. Asihene has extensive experience in primary care, hospice care, and medical education, having served in various roles including Medical Director at Mystic Health Center (now Mass Gen), as an assistant professor at Harvard Medical School, and...2024-06-1552 min
Aging TogetherS2E04: Caring for Dementia: How to Navigate Health Issues & HospitalizationsSend us a textIn this episode, Rachel & I talk about navigating health challenges and hospitalizations with persons living with dementia.Rachel Wiley, MS, OTR/L, CDP is an occupational therapist and the founder and owner of Dementia Consulting and the Dementia Collaborative LLC. Rachel is certified in Skills2Care® for caregivers of individuals living with dementia, and she is a Certified Dementia Practitioner. Rachel is also a certified master trainer of Skills2Care® through Jefferson Elder Care and trains occupational therapists in the Skills2Care® program. She is also currently a volunteer adv...2024-05-151h 02
Aging TogetherS2E03: Fall Recovery: A Journey from Caregiver to EntrepreneurSend us a textSteve Powell is the founder of IndeeLift, the leading manufacturer of human floor lifts that are designed to safely and comfortably lift seniors or others with mobility issues off the floor after falling.Like millions of Americans, Steve was a caregiver for his aging parents as their health deteriorated. Both of Steve’s parents were determined to age at home, but they each struggled with routine falls, which would leave them stuck on the floor for hours with no way to get back up. Eager to help, Steve invented a device ca...2024-04-1545 min
Aging TogetherS2E02: Hospitalizations & Self-Advocacy: How to Plan Ahead for an Unfortunate EmergencySend us a textThis month we’re hearing from Dr. Monique Nugent, a practicing hospitalist and an associate director for the Division of Hospital Medicine at South Shore Hospital in Weymouth, Massachusetts. She is also the author of Prescription for Admission: A Doctor’s Guide for Navigating the Hospital, Advocating for Yourself, and Having a Better Hospitalization, a complete guide providing the critical information you need to navigate the hospital. With her advice, readers can stay calm, feel confident, and focus on healing after a health crisis. Dr. Nugent is passionate about advocating for every patient by w...2024-03-1557 min.png)
The Ride: Life, Work and WealthUnlocking Financial Success: The Power of Certified Financial Planners (Ep 72)
Welcome to The Ride, Life Work and Wealth Podcast, proudly brought to you by Green Private Wealth, a trade name of Harborside Wealth Management. Get ready to supercharge your financial journey as we delve into the world of Certified Financial Planners (CFPs). In this episode, Brad Winlaw and Dave Harris, both Certified Financial Planners at Green Private Wealth, break down the benefits of working with a CFP and share insights from a recent FP Canada survey.
Key Topics Discussed:
Understanding the role of a Certified Financial Planner and their gold standard designation.
Exploring the comprehensive financial...2024-03-0617 min
Aging TogetherS2E01: Kickstart Your 2024 Health & Wellness Goals with Dr. Maria CristinaSend us a textDr. Maria Cristina is a health and wellness coach for women 50 years and older. She is the founder and owner of Sheehan Health & Wellness. Her journey began at age 69 when she found herself aging typically, slowing down, gaining weight, and feeling that the decline she was experiencing was inevitable. At the age of 69, she stepped away from her academic career, where she served as a CEO for 20 years, and into the world of fitness. Today, at the age of 77, she is a natural body fitness competitor winning multiple gold and silver m...2024-02-1547 min
Aging TogetherEP050: We did It! Season Finale: Reflections & Gratitude for Season 1Send us a textWow, what a year! This episode is the last episode of Season 1, 2023. In this episode, I provide a broad overview of the year/season, share my gratitude, and introduce the upcoming changes and launch of Season 2, 2024. If you listened to any of the 50 episodes this year and found even one of them valuable, please help me out by liking, subscribing, rating, and sharing a review. It truly helps me continue doing this work!Support the show2023-12-3103 min
Aging TogetherEP049: Aging with HIV/AIDS: Insights into Health, Stigma, & Support (World AIDS Awareness Month)Send us a textDecember is World AIDS Awareness Month. While the face of the AIDS epidemic has evolved over the years, the challenges faced by older adults living with this condition remain significant. As advocates for health and wellness, it's imperative to recognize the unique intersection of aging and HIV/AIDS, addressing the needs and concerns of this demographic.In this episode, I review the history and significance of World AIDS Awareness Month, its relevance to our aging population, challenges faced by older adults living with AIDS, and strategies for health and wellness for...2023-12-2416 min
Aging TogetherEP048: How to Navigate the Holidays with Aging Relatives: Managing Culture & TraditionSend us a textDecember is full of holidays in our melting pot of cultures, religions, and traditions. From Thanksgiving to New Year’s Day, approximately 30 different holidays are celebrated across the United States. For many, these holidays are a time to bring the family together, with relatives of all generations and extensions of marriage. For many families, this means a juggling act between kids and parents. The holidays bring warmth, joy, and a sense of togetherness, yet they can also pose unique challenges, especially for families with aging members. As an occupational therapist specializing in...2023-12-1707 min