Steve Kuker With Bruce Glenn

Shows

Senior Care LiveSenior Care Live: April 26, 2025Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits. Bruce discusses the wild fluctuations in the market and explains there are many other factors, in addition to tariffs, affecting the market. Steve answers his most frequently asked question of when to consider moving from home to a senior care community. #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #Franchise #SeniorCareFranchise #Fiduciary #WealthManagement (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedin.com/in/stevekukerwww.twitter.com/SeniorCareLivewww.Sen...2025-04-2745 min

Senior Care LiveSenior Care Live: March 22, 2025Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits about taxes for retirees. Specifically, how to reduce taxable income, how to strategically withdraw from taxable and tax-free accounts to minimize the overall tax burden, and how to avoid common mistakes when managing taxable income. Bruce offers a FREE no-obligation investment-portfolio tax analysis for Senior Care Live listeners, so be sure to take advantage of that generous offer! Don’t miss the Senior Care in The News report about GRAS (Generally Recognized as Safe) and then...2025-03-2645 min

Senior Care LiveSenior Care Live: February 22, 2025Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits about 529 plans addressing contribution limits, what happens if your student does not use the fund for college, and if grandparents can contribute to a 529 plan for their grandchildren. Bruce also reviews some common mistakes made by investors including getting a late start to investing, annuities, captive vs. independent agents, ETFs vs MFs, investing in only one fund, and not updating beneficiary designations. #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #Franchise #SeniorCareFranchise #Fiduciary #WealthManagement (800) 331-6445www...2025-02-2445 min

Senior Care LiveSenior Care Live: January 25, 2025Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits. Bruce discusses annuities, reviews the different types of annuities, and explains when it is appropriate to consider buying an annuity as part of your investment strategy. Then, Steve visits with Robbie Small from Caring Connections. Robbie introduces the company, reviews their services offered, and explains how they can help clients remain independent at home with meaningful companionship and relationships. #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #Franchise #SeniorCareFranchise #Annuity #Companionship #Homecare (800) 331-6445www.SeniorCareLive.com 2025-01-2846 min

Senior Care LiveSenior Care Live: December 21, 2024Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Ben Souchek from Home Downsizing Solutions. Ben reviews the many FREE resources available at HomeDownsizing.com and his new FREE stress-free home downsizing workbook that can help with the downsizing process as well as the 5 different options available from HDS when selling your house. Then, Steve visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits. Bruce has an end of the year wrap up for 2024 relative to the markets, inflation, interest rates and other financial factors. Then, Bruce looks ahead to 2025 with pote...2024-12-2646 min

Senior Care LiveSenior Care Live: November 23, 2024Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits. Bruce discusses several important financial considerations to be aware of as we approach the end of the year and offers a FREE FINANCIAL REVIEW using their powerful financial modeling software. Don’t miss the Senior Care In The News segment! Then Steve discusses the seasonal demand for senior care! #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #Franchise #SeniorCareFranchise #FinancialAdvisor #Fiduciary (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedin.com/in/stevek...2024-12-0246 min

Senior Care LiveSenior Care Live: October 26, 2024Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits. Bruce discusses a number of topics including Social Security, Medicare, and beneficiary designations. He also shares some surprising information on how Presidential elections affect the markets. Steve explains why it is important to have an annual Medicare review with your broker, reviews what Medicare will pay for relative to skilled nursing and rehab, and has a warning about how some Advantage plans fall short in this area. #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #Franchise #Seni...2024-10-3045 min

Senior Care LiveSenior Care Live: August 24, 2024Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Founder and President of Rally Wealth and Benefits. Bruce discusses the importance of estate planning relative to your financial plan, dollar limits, gift tax exemptions, and annual exclusions. He also discusses significant changes coming in 2025 and reviews strategies on how to prepare for those changes. Steve discusses the often misused and misunderstood term “memory care” and breaks it down. He also reveals the top 2 reasons a person would need “memory care” in a senior care community. Spoiler alert: memory care is a special type of care for t...2024-08-2645 min

Senior Care LiveSenior Care Live: July 27, 2024Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Founder and President of Rally Wealth and Benefits. Bruce discusses some exciting changes for his company and his team, then explains the impact major political events have on the financial market. Bruce also addresses the interesting question “does the financial market do better when a democrat or republican is elected President”. Listen in to find out, the answer may shock you! Steve answers the question “what happens if you run out of money while living in a long term care community” and explains why long term care co...2024-07-3145 min

Senior Care LiveSenior Care Live: May 25, 2024Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Owner and CIO of The Glenn Team at Infinitas. Bruce discusses important information about Social Security including how to qualify, when you can take it, and how much you can earn while on Social Security without incurring a major tax penalty. Steve announces 2 new affiliate radio stations joining the Senior Care Broadcasting Network and recognizes Memorial Day. Steve reviews the VA Aid and Attendance Benefit that can help veterans and their surviving spouses pay for the high cost of senior care and compares Senior Care Con...2024-05-2745 min

Senior Care LiveSenior Care Live: April 27, 2024Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Owner and CIO of The Glenn Team at Infinitas. Bruce discusses some common investment rating tools and other technical investment terms to be aware of. Bruce also discusses bonds and why yield can be important. Steve welcomes 2 new radio stations to the Senior Care Broadcasting Network and continues his review of Medicaid focusing on the division of assets for a married couple. Then, Steve has a warning about a longer than expected peak demand for senior care communities. #SeniorCare #SeniorCareLive #SeniorCareConsulting #CCRC #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #LongT...2024-04-2945 min

Senior Care LiveSenior Care Live: March 23, 2024Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Owner and CIO of The Glenn Team at Infinitas. Bruce reviews financial milestones for those age 65 and above. This is a VERY informative discussion regarding information you may not be aware of, so check it out! Then, Steve visits with Ben Souchek from Home Downsizing Solutions about the benefits of selling your house for a fair cash price “as is” and walking away without having to pay for costly repairs and updates. #SeniorCare #SeniorCareLive #SeniorCareConsulting #CCRC #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #LongTermCare #AssistedLiving #SeniorCareAdvisor #SeniorCareConsultant #SeniorLiving #MemoryCare #Alzheime...2024-03-2645 min

Senior Care LiveSenior Care Live: February 24, 2024Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, CIO and Owner of The Glenn Team at Infinitas. Bruce shares some interesting facts related to the “championship football game”, these are some pretty incredible numbers! Bruce also shares how he and his team helps people who are wanting a second opinion on their financial plan. Spoiler alert: they are VERY thorough! Then, Steve visits with Mark Squires, The Medicare Whisperer. Mark discusses the Medicare Advantage Open Enrollment Period that ends March 31st, and explains who ROY is and what he did with your Medicare agent. ...2024-02-2645 min

Senior Care LiveSenior Care Live-550th Episode: January 27, 2024Listen in to the 550th episode of Senior Care Live as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, CIO and Owner of The Glenn Team at Infinitas. They discuss how to keep your important online financial documents safe and financial matters to pay attention to when beginning a new year. Then, Steve visits with Ben Souchek, owner of Home Downsizing Solutions, about when to consider selling your home “as is” and conveniently walking away. Ben also offers his new weekly newsletter free of charge at HomeDownsizingReport.com. #SeniorCare #SeniorCareLive #SeniorCareConsulting #CCRC #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #LongTermCare #Assist...2024-01-3145 min

Senior Care LiveSenior Care Live: December 23, 2023Listen in as Steve welcomes a new affiliate station in the Senior Care Broadcasting Network: KTLR-AM and FM 103.7 in Oklahoma City, OK heard on Saturday and Sunday mornings! Host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team at Infinitas. Bruce provides a recap of the 2023 financial markets and reveals the silver lining in the turbulent markets. Don’t miss the Senior Care Live Question of the Week, as you will be VERY surprised by the answer! Bruce also explains what he expects to see in 2024 and reviews the 2024 contributions changes. Steve explains that families will be gath...2023-12-2745 min

Senior Care LiveSenior Care Live: November 25, 2023Listen in as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team at Infinitas, about their Year End Planning Checklist that includes reviewing year end goals, budget review, and tax planning measures. Bruce also discussed estate planning, charitable giving, and education planning. Learn how to receive a FREE Year End Planning Checklist of your own! Steve reviews several situations where his firm Senior Care Consulting was able to help families in need of placement services. #SeniorCare #SeniorCareLive #SeniorCareConsulting #CCRC #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #LongTermCare #AssistedLiving #SeniorCareAdvisor #SeniorCareConsultant #SeniorLiving #MemoryCare #ContinuingCareRetirementCommunity #AlzheimersCare #FinancialPlanning #FinancialReview (800) 331-6445www.Senio...2023-11-2845 min

Senior Care LiveSenior Care Live: October 28, 2023Listen in as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team at Infinitas about the importance of cyber security. Bruce explains the first steps to take to protect your digital information, the importance of a strong password, and provides an excellent resource to keep your identity safe. Bruce also addresses how the Middle East war may affect our financial markets here in the US. Then, Steve visits with Maureen Lester, elder law attorney with Complete Estate and Probate Law. Maureen explains the difference between estate planning and elder law, discusses Medicaid, and the importance of w...2023-10-3145 min

Senior Care LiveSenior Care Live: August 26, 2023Listen in as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team at Infinitas. Bruce reviews Social Security, which is always a hot topic for seniors and their caregivers. You might be surprised by how much more your social security check could be if you delay receiving it a few years, and how that decision could impact your spouse. Bruce also explains how recent changes from the Secure Act 2.0 have affected required minimum distributions from a tax point of view and how that could impact your Medicare premiums. Steve has a Senior Care In The News...2023-08-2845 min

Senior Care LiveJuly 22, 2023Listen is as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team at Infinitas. Bruce provides a mid-year financial update and discusses the Secure Act 2.0 changes to required minimum distributions. Bruce is one of the very few “certified behavioral financial analysts” in the country and discusses how our emotions can affect how we handle our investments, he also reviews the 3 pillars of investing. Steve provides an overview of the primary levels of senior care and their associated costs. Spoiler alert: hold on to your wallet, this is getting expensive! #SeniorCare #SeniorCareLive #SeniorCareConsulting(800) 331-6445www.SeniorCare...2023-07-2445 min

Senior Care LiveSenior Care Live: May 27, 2023Listen in as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team at Infinitas. Bruce discusses what to consider regarding retirement planning when in your 40s, 50s, 60s, and beyond. Then, Steve visits with Glen Smith, attorney and owner of Lifescape Law and Development. Glen explains what a lifecare planning law firm is and how their firm is very different from typical elder law and estate planning firms. They take a holistic approach, providing comprehensive solutions to complex situations, and consider multiple elements of the plan that all work together in harmony! #SeniorCare #SeniorCareLive #SenorCareConsulting (800) 331-6445 2023-05-3044 min

Senior Care LiveSenior Care Live: April 22, 2023Listen in as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team at Infinitas. For the Glenn Team, it’s behavioral finance month so Bruce explains the concept of behavioral finance and coaches listeners to not buy the constant fear mongering from the media. Learn how to determine if your money will last throughout retirement and why the sequence of returns matters. Steve reviews the 3 most common Assisted Living pricing models and explains which one his clients like the most. #SeniorCare #SeniorCareLive #SeniorCareConsulting (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedi...2023-04-2445 min

Senior Care LiveSenior Care Live: February 25, 2023Listen in as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team Wealth Planning at Infinitas. Bruce discusses ways to maximize your retirement savings, defines the term “tax harvesting”, provides ways to reduce your tax burden, and explains the difference between older and newer long term care insurance policies. Steve explains what causes a Medicaid penalty, defines what is considered a “gift” relative to the 5-year lookback, and shares a few notable exceptions allowing you to transfer title of your house and not trigger a Medicaid penalty. Steve also has a Consumer Alert regarding the need for a...2023-02-2744 min

Senior Care LiveSenior Care Live: January 28, 2023Listen in as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team Wealth Planning at Infinitas. Bruce provides a Secure Act 2.0 Update discussing many important tax changes that will affect your investments and taxes. Bruce also offers a FREE “Secure Act 2.0 Quick Facts” report that highlights the primary changes in this important and impactful legislation. Steve has a Senior Care In The News Report and reviews a little known veteran’s benefit called the VA Aid and Attendance benefit. #SeniorCare #SeniorCareLive #SeniorCareConsulting (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.lin...2023-01-3143 min

Senior Care LiveSenior Care Live: December 24, 2022Listen in as host Steve Kuker visits with Bruce Glenn, CIO and owner of The Glenn Team Wealth Planning at Infinitas, about what should be done before the end of the year and how to get off to a great start financially in 2023. Steve does some myth busting in “Myth vs. Fact” and shares the average monthly cost for senior care. #SeniorCare #SeniorCareLive #SeniorCareConsulting (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedin.com/in/stevekukerwww.twitter.com/SeniorCareLivewww.SeniorCareConsulting.com 2022-12-2743 min

Senior Care LiveSenior Care Live: November 26, 2022Listen in as host Steve Kuker visits with Bruce Glenn, CIO and owner of The Glenn Team Wealth Planning at Infinitas, about the importance of conducting a year-end financial checkup and review. Bruce explains tax loss harvesting and shares a little known way to make a charitable contribution without paying taxes on the money donated. Each year at this time, families gather in person and many realize the need to provide care for an aging loved one. Steve explains the care options available, their associated costs, and offers a FREE Home Care Provider Screening Tool. Steve also reviews the cycl...2022-11-2843 min

Senior Care LiveSenior Care Live: October 22, 2022Tune in to Senior Care Live Saturday at 11:00am in Kansas City on Talk980AM-KMBZ! For other locations across the country, check your local stations for the broadcast times in your area. Host Steve Kuker visits with Bruce Glenn, CIO and owner of The Glenn Team Wealth Planning at Infinitas, about the tax risk of earning income while receiving social security before full retirement age. Bruce also explains the advantages of a Roth conversion and reviews tricks and treats of Required Minimum Distributions (RMD). Steve has a Senior Care In The News report, reviews the term “memory care”, and explains that me...2022-10-2443 min

Senior Care LiveSenior Care Live: September 24, 2022Listen in as host Steve Kuker visits with Bruce Glenn, CIO and owner of The Glenn Team Wealth Planning at Infinitas, about important financial milestones at different points throughout your life. At age 50, “retirement” changes from a down-the-road concept to a real event that is coming up quickly! What is significant about age 59 ½ and age 72? Bruce shares how to double your social security income, and much more! Steve has a Senior Care In The News Report and explains why the Assisted Living level of care is the 2nd most difficult level to navigate. #SeniorCare #SeniorCareLive #SeniorCareConsulting (800) 331-6445www.SeniorCareLive.comwww.facebook.co...2022-09-2639 min

Senior Care LiveSenior Care Live: August 27, 2022Listen in as host Steve Kuker visits with Bruce Glenn, CIO and owner of The Glenn Team Wealth Planning at Infinitas, about protecting seniors from fraud. Bruce explains how some financial institutions are stepping up their efforts to prevent fraud and provides other helpful information to lower the risk of elder financial abuse and fraud. Steve reviews the cost of Independent Living and Assisted Living. #SeniorCare #SeniorCareLive #SeniorCareConsulting (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedin.com/in/stevekukerwww.twitter.com/SeniorCareLivewww.SeniorCareConsulting.com 2022-09-0239 min

Senior Care LiveSenior Care Live with Steve Kuker and Bruce Glenn: July 23 2022Steve visits with Bruce Glenn about life insurance and financial matters impacting seniors and their caregivers. (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedin.com/in/stevekukerwww.twitter.com/SeniorCareLivewww.SeniorCareConsulting.com 2022-08-0319 min

Senior Care LiveSenior Care Live: July 23, 2022Listen in as host Steve Kuker visits with Bruce Glenn, CIO and owner of the Glenn Team Wealth Planning at Infinitas. Bruce provides a current market update. Bruce also discusses the various types of life insurance available, who needs life insurance, and addresses the commercials regarding selling your life insurance policy. Steve does some Medicare myth busting with “Myth vs. Fact” and provides an overview of Long Term Care Insurance. #SeniorCare #SeniorCareLive #SeniorCareConsulting (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedin.com/in/stevekukerwww.twitter.com/SeniorCareLivewww.SeniorCareConsulting.com 2022-07-2639 min

Senior Care LiveSenior Care Live: June 25, 2022Listen in as host Steve Kuker visits with Bruce Glenn, CIO and owner of the Glenn Team Wealth Planning at Infinitas. Bruce addresses the timely question of “will my money last through retirement?”. Steve provides a review of Continuing Care Retirement Communities, what they offer, and what they cost. #SeniorCare #SeniorCareLive #SeniorCareConsulting (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedin.com/in/stevekukerwww.twitter.com/SeniorCareLivewww.SeniorCareConsulting.com 2022-06-2842 min

Senior Care LiveSenior Care Live: May 28, 2022Listen in as host Steve Kuker visits with Bruce Glenn, CIO and owner of the Glenn Team Wealth Planning at Infinitas. Bruce discusses how seniors and their caregivers can stress test their investments and explains how to do that. This is especially important today, given our current economic turbulence. Steve has a Senior Care In The News report and breaks down the primary elements of Long Term Care Insurance. #SeniorCare #SeniorCareLive #SeniorCareConsulting (800) 331-6445www.SeniorCareLive.comwww.facebook.com/SeniorCareLivewww.linkedin.com/in/stevekukerwww.twitter.com/SeniorCareLivewww.SeniorCareConsulting.com 2022-05-3042 min