Shows
The Red Wagon Estate Planning & Elder Law ShowA Whirlwind Weekend: Achievement, Community, and GratitudeFor a few days in May, Jeff Bellomo’s life painted a picture of everything that matters to him—his people, law firm, beliefs, and passions. As he reflects on those days, Jeff shares his overwhelming gratitude for his community and the people most dear to him. Tune in to hear about the whirlwind of activity and why Jeff describes this as his “favorite weekend of the year.” Red Wagon Club Picnic photos: https://www.facebook.com/share/p/1Daz1HiqQi/ WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:56) On Sunday, May...2025-06-1227 minThe Red Wagon Estate Planning & Elder Law ShowBeyond Numbers: A Client-Centric Approach to Financial Planning with Wade WilliamsJeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was helping others as a financial advisor. Jeff and Wade discuss investment management and the process of starting up with an advisor. They also highlight the value of expertise and a client-centric model for legal and financial services. Jeff and Wade round out the discussion with personal reflections on living with purpose, parenting, and values. Jeff also announces a fun, listener-requested enhancement to future podcast episodes! Wade Williams has clients across the...2024-01-2529 minThe Red Wagon Estate Planning & Elder Law ShowBack By Popular Demand: DeAnna BellomoJeff is joined again by his delightful daughter, DeAnna. After her first appearance on the podcast, listeners urged Jeff to have her make another appearance. This time she discusses her favorite stage shows, musicals, and symphonies. Many of her favorites are tied to famous historical events, which helps explain her love of history. Or maybe it’s her love of history that helps determine her favorite shows. Regardless, she is a charming guest that we’re sure you’ll enjoy! Key Takeaways 00:17 – Broadway favorites Favorite show is Hamilton Other favorite Broadway shows include SIX: The Music...2023-01-1226 minThe Red Wagon Estate Planning & Elder Law ShowMeet Scuba Instructor Chelsey RichardsonJeff talks with Chelsey Richardson of Express Watersports in Myrtle Beach, SC. Chelsey is the scuba instructor who has guided Jeff and his daughter, DeAnna, through their scuba training and certifications. Chelsey discusses her love of the ocean, teaching, and what to consider if you’re thinking about introducing scuba to your children. Key Takeaways 02:01 – About Chelsey Richardson First experienced scuba as a teenager when she earned her diving badge in the Girl Scouts in Minnesota Enjoys teaching scuba South Carolina is her favorite place to dive because of the density of the fish life Es...2023-01-0524 minThe Red Wagon Estate Planning & Elder Law ShowMeet Jeff's Daughter, DeAnna BellomoIn this delightful departure from the usual discussions of elder law and estate planning, Jeff introduces us to a special guest, his daughter, DeAnna. She is whip-smart and brimming with energy. For listeners who have asked Jeff to share more personal information about himself, we think you’ll find that talking with DeAnna is great way to learn more about Jeff outside of work. Jeffrey R. Bellomo, founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He is skilled at explaining comp...2022-12-1526 minThe Red Wagon Estate Planning & Elder Law ShowGetting to Know Jeff BellomoWhen choosing professional services, it helps to know the people behind the logo. What’s their backstory? What motivates them? Are they the kind of people you can trust? Jeff Bellomo has been asked to provide a more personal look at his background, his family, and the experiences that have formed his approach to helping people with their estate planning and elder law needs. He also talks about how his law practice has evolved and the dedicated team that shares his mission and a meaningful set of core values. Key Takeaways Takeaway 1: Jeff has...2022-10-2023 min