Shows
The Happy Retirement Show with Victor Gray and Colin HurstLong-Term Care Planning: How to Avoid Family Conflict & Burnout with Alecia Barnette📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/Many families assume they can handle long-term care when the time comes, but few realize how quickly that decision can strain relationships, finances, and emotions. In this conversation, Colin sits down with long-term care expert Alecia Barnette, CLTC to discuss what really happens when families don’t have a plan, and what to do instead. Don’t wait for a crisis. Plan early, protect your family, and keep sanity, not conflict, at the center. Here’s some of what we...
2025-11-1305 min
SharesEp. 34: Working With Clients on Retirement Income StrategiesJoin Chief Marketing and Strategy Officer Jared Trexler and FinServe Network ambassadors Terrell Dinkins, ChFC®, RICP®, and Angie Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®, from the Conference of African American Financial Professionals (CAAFP) as they discuss how advisors can help clients open up about their goals for retirement and what they can do to help them get there.
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Find all episodes at TheAmericanCollege.edu/Shares.
2025-08-2126 min
Optimized Advisor PodcastOptimizing Your Financial Fitness: The Intersection of Wealth and Wellness with Nick BernatowiczScott welcomed Nick Bernatowicz in studio to discuss finances, annuities, and wellness. Nick started his insurance career in 2015, dedicating his time to assisting insurance and Financial Advisors and their Clients within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. Nick took his passion for coaching and transitioned it from the fitness world to the insurance and financial world, quickly becoming a resource for advisors throughout the country.Nick is currently an Insurance Planning Director at Optimized Insurance Planning, a wholesale insurance planning and marketing organization. Over the 8+ years of experience in...
2025-01-1044 min
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® PractitionersSlow, Steady Wealth Accumulation | Robert Franer & Tyler MeyerToday we’re joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for long-term wealth accumulation, emphasizing the importance of starting early, automating savings, and maintaining consistent habits. They highlight the power of compound interest, using goals like saving $100,000 by age 30 to demonstrate how early contributions grow significantly over time. They share an example of a couple who built $2 million in wealth through steady savings, emphasizing that financial independence is achievable with discipline and personalized planning. The advisors also caution against overly aggressive saving, which can compromise quality of life, and stress balancing savings with lifestyle. Fo...
2024-11-2738 min
License To SpendIntegrating Housing Wealth into Your Retirement Plan with Don Graves (Ep. 8)According to recent studies, using housing wealth strategically can extend your retirement savings by five to seven years. Are you prepared to maximize your home’s potential to secure your financial future?
Tim Whistler is joined by Don Graves, President and Founder of the Housing Wealth Institute, to delve into incorporating housing wealth into your retirement income plan through the use of modern reverse mortgages. They explore the fundamentals of reverse mortgages, the benefits of a growing line of credit, and practical case studies on how retirees can utilize this often-misunderstood financial tool to enhance their retirement se...
2024-09-1736 min
Holistic Wealth and Health PodcastEpisode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth ManagementJoin host Bryan Bibbo and special guest Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, president and founder of the Housing Wealth Institute and an Adjunct Instructor of Retirement Income at the American College of Financial Services, as they explore the often misunderstood world of reverse mortgages and their potential role in retirement planning. Together, Bibbo … Continue reading Episode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth Management →
2024-09-0346 min
Maximizing OutcomesReverse Mortgages: Myths, Facts, and Financial Benefits (Ep. 50)Is your retirement income plan missing a key component?
In this insightful episode of Maximizing Outcomes®, host Jim McGovern and Don Graves, President of the Housing Wealth Institute, discuss leveraging home equity through reverse mortgages to enhance retirement outcomes. Gain actionable insights, dispel myths, and discover how this financial tool can redefine your retirement strategy.
Key Highlights:
Understanding Reverse Mortgages: Learn how they work, dispel myths, and uncover their benefits
Professional Insights: Hear Don Graves’ journey from skepticism to advocacy and how home equity can be used strategically
C...
2024-07-2551 minOptimized Advisor PodcastOptimizing Long-Term Care: Insights for Financial Advisors and Affluent Clients with Brian OttScott welcomed Brian Ott to the studio along with Nick Bernatowicz to discuss the importance and intricacies of long-term care (LTC) planning. Brian Ott, RICP, CLTC, is founder and president of 525 Advisors LLC, an independent insurance agency that specializes in asset-based long-term care insurance planning. He is also the host of Long-Term Care Radio which is aired in multiple markets and produced as a weekly podcast. Brian has been recognized nationally as a top producer and continues to build his practice through marketing focused on education.In this episode you’ll learn the following: Spec...
2024-06-2134 min
62 Who Knew62 Who Knew ?!? Ep 09962 Who Knew 62?!? Episode 99Silver or Grey Divorce statistics on the rise.Tonight's topic is how we can ease that transition on borrowers entering, or who have already entered, the retirement portion of their lives. This is 62WhoKnew at its best! Tonight's topic is: Easing The Financial Difficulties of Divorce Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®Managing Director at The Carson Groupwww.CarsonGroup.Com Nancy Hetrick, AWMA®, CDFA®Founder & CEO of Smart Divorce Solutionsw...
2021-06-0257 minOptimized Advisor PodcastThe Single Largest Unfunded Risk Facing RetireesOptimized Advisor Podcast host, Scott Heinila, sat down with Nick Bernatowicz, CLTC®, RICP® - Senior Sales Consultant with Producers Choice Network and Brad Shepard, CLTC® Regional Sales Director with One America. They are experts in Long-Term Care Planning with a combined 25+ years of experience. During this episode they discuss the critically important topic of planning for extended health care. Connect with Scott on LinkedInConnect with Nick on LinkedInConnect with Brad on LinkedInFor more on the Optimized Advisor Podcast click hereFollow us on LinkedInFollow us on Inst...
2020-12-2335 min
The Zandbergen ReportWhy Long Term Care Makes Dollars and SenseHost Letitia Berbaum was joined in the virtual studio by Nick Bernatowicz of Producers Choice Network. In this episode, the duo discuss Long Term Care – myths, misconceptions and why it is critical to have a plan in place. Nick is recognized as an expert in Long Term Care planning, portfolio distribution and protection strategies, as well as legacy planning. He is passionate about partnering directly with Financial Professionals, and providing them with back office support to help plan, protect and enhance their practices. Nick is an active member of the Financial Planning Association (FPA). He maintains the RICP (Retirement In...
2020-09-0235 min
Engineer of FinanceHome Equity Conversion Mortgage with Don GravesKen talks with Don Graves, who is a RICP®, CLTC®, CSA® Certified Senior Advisor, President and founder of the Housing Wealth Institute, author, and Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning. Today, they share insights about home equity conversion and reverse mortgage. Enjoy! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and earn better yields with less risk by investing...
2019-10-3130 min