Shows
Steadfast Care PlanningA Clearer Path to Aging Well: The Overlooked Role of Eye Health with Dr. Ravi GoelSend 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 surprising connections between eye health, aging, and long-term planning. Whether you’re caring for yourself or someone you love, this is something you’ll want to hear.2025-08-0527 min
Steadfast Care PlanningFaith Meets Finance: Navigating Retirement with Purpose with Michael PerezSend us a textThinking 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. Start the conversation now.2. Retirement with Purpose Starts with the Right Foundation Mike outlines five pillars of a faith-driven retirement: Time, Calling, Financial Finish Line, Radical Ge...2025-07-0129 min
That Financial Guy#22 Long Term Care: With Kelly AugspurgerIn this episode I talk with Kelly Augspurger, CLTC, CSA who is a Long Term Care specialist.We dive into topics of just what is long term care? What are the chances of needing long term care? We break down the myths associated with long term care and how to pay for it?Check out Kelly's YouTube channel @steadfastinsuranceagencyCheck out Kelly's Podcast @steadfast care planningsend your questions and comments to: keith.wilson@lpl.comHelping you to be wise with your money!To see more videos discussing p...2024-12-3149 min
The New Wealth Wave Podcast With Dr. WallaceThe New Wealth Wave Podcast - Episode 10: First Quarter RecapThe New Wealth Wave Podcast reflects on my Seven-Stage Generational Wealth Model. Our first quarter introduced everyone to the importance of a holistic approach to financial literacy by examining the many components that affect our relationship with money. The guests who appeared in the first quarter were critical in shifting the narrative by providing an educational approach as Generational Wealth Begins With Generational Knowledge™
Episode 4: Generational Wealth With Martin C. Johnson, ESQ.
Today we delve deep into Stage 6: Generational Wealth featuring our esteemed guest, estate planner Martin C. Johnson, ESQ.
To learn more about Martin and his wo...2024-03-2622 minThe New Wealth Wave Podcast With Dr. WallaceGenerational Knowledge and Long-Term Care Planning with Kelly Augspurger, CLTC®, CSAThis episode delves into stage six of the Generational Wealth Model, Generational Knowledge, financial planning, to help us navigate Stage 6 will be Kelly Augspurger, CLTC®, CSA.
She's an extended care specialist, co-founder of Steadfast Insurance, and a champion of long-term care. If you or someone you love is a part of Generation X or a Baby Boomer or just want to be prepared, this is an important episode for you to tune in for.
This episode promises to be about learning and dropping knowledge and helping you in your retirement planning. To tune in, subscribe t...2024-02-2743 min
Smarter Planner PodcastThe Golden Approach: Tackling Tough Talks About Ageing - Kelly Augspurger [Long Term Care Specialist]In this episode host Belle Osvath CFP®, speaks with LTC Specialist Kelly Augspurger CLTC ®, CSA, about her structured approach to having the long-term care conversation with clients. She advocates steering the conversation away from the possible loss of independence and instead shift the focus to the ability of the client to potentially protect their family from hardship. Kelly highlights the three questions planners should discuss with clients to determine their potential care needs. These questions help reframe the conversation and allow clients to understand and participate in the coverage calculation process. Kelly also stresses that in...2023-11-1526 min
Pathways with Amber StittFocus on Risk: Don't be Afraid to Start the Conversation about Extended Care with Kelly AugspurgerWelcome to The Amber Stitt Show! In this episode, host Amber Stitt is joined by guest Kelly Augspurger, CLTC®, CSA, a long-term care insurance specialist, to discuss the importance of planning for extended care and starting conversations about it. Discover the key facts and insights surrounding long-term care, including the different types of care available, the role of insurance, and the benefits of proactive planning. Amber and Kelly delve into the various options for coverage, such as traditional long-term care insurance policies and hybrid policies that offer additional benefits. Learn about the benefits of working wit...2022-11-2253 min
Now or Never: Long-Term Care Strategy with Kosta YepifantsevWhat is Long-Term Care Insurance and Who Needs It with Kelly AugspurgerJoin Kosta and his guest: Kelly Augspurger, Certified Long-Term Care Insurance Specialist (CLTC®), Certified Senior Advisor (CSA®), Co-Founder of Steadfast Insurance, and 2022’s Top 10 Women of Distinction in Insurance.Today we’re talking about long-term care insurance, who needs it, and why it matters.In this episode: what differentiates long-term care insurance from Medicare, Medicaid, and other medical insurance(s), retirement, or life insurance, what the average policy looks like as far as cost/scope of service, and how it actually works when the time comes?Find out more about Kelly Augspurger and Steadf...2022-09-2737 min