Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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Navigating Diabetes with Kelly Schmidt
19:13
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19:13
Send us a text 🎙️ We all know someone who is suffering from diabetes, whether it be Type 1, Type 2, or even Type 3. But how much do we actually know about the different types of diabetes and could we be at risk of developing diabetes ourselves? If so, how can we manage our nutrition and lifestyle to either avoid a diabetes diagnosis, or manage our …
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Understanding Social Security Benefits with Adria Rosebrock
22:02
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22:02
Send us a text 🎙️ Have you ever wondered about that chunk of your paycheck that is taken out and given to Social Security? What exactly is Social Security and when can you expect to see some of that money come back to you? Have you considered what role Social Security can play when planning for retirement? ✨ This conversation is a must-listen for a…
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Preserving Family Memories Through Photos with Philip Griffith
19:53
19:53
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19:53
Send us a text 📸 In this episode of the Steadfast Care Planning podcast, Philip Griffith joins to discuss preserving family memories through photo management. Philip shares his personal caregiving experience with his mother-in-law and how that motivated him to help families capture and preserve their stories through photos. 🤳 The conversation explo…
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Reducing Preventable Extended Care & Caregiving Demands & Costs with Esther Greenhouse
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30:27
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30:27
Send us a text 🎙️ Welcome back to Steadfast Care Planning, where we plan for care to live well. Today, we have a compelling episode with a very special guest, Esther Greenhouse, a longevity strategist and the founder of Silver to Gold Strategic Consulting. Esther brings her extensive expertise in gerontology, environmental psychology, and design to…
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How to Prevent Elder Abuse with Deb Martin
20:51
20:51
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20:51
Send us a text 🎙️Welcome back to Steadfast Care Planning, your trusted space for everything related to planning for extended care to live well! 💡 In this enlightening episode, host Kelly Augspurger is joined by Deb Martin, the manager of the Vulnerable Adult Office at Thrivent. Deb has extensive experience in elder abuse prevention and detection an…
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A Guide to Continuing Care Retirement Communities with Molly Good
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29:30
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29:30
Send us a text 🎙️Welcome to another enlightening episode of the Steadfast Care Planning podcast! In today's discussion, host Kelly Augspurger dives deep into the world of Continuing Care Retirement Communities (CCRCs) with special guest Molly Good, the Regional Marketing Director for Otterbein Senior Life. ✨ This conversation is a must-listen for a…
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Pillars of Good Health & Sleep with Dr. Raj
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32:00
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32:00
Send us a text 🫁 Welcome back to the Steadfast Care Planning podcast! Today, we’re thrilled to welcome Dr. Raj to the show. Dr. Raj is a quadruple board-certified physician and a renowned expert in internal medicine, pulmonary critical care, and sleep medicine. He is also a clinical researcher, associate professor, media personality, and author. In…
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AI to Predict & Personalize Long-Term Care Planning with Lily Vittayarukskul
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32:58
Send us a text 🚀 Welcome back to the Steadfast Care Planning podcast, the show that helps you plan for care to live well. In this compelling episode, we’re joined by Lily Vittayarukskul, founder and CEO of Waterlily Planning and an ex-NASA data scientist. Lily shares her pioneering approach to utilizing AI and massive data insights to personalize e…
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How to Cope With Caregiver Stress with Todd Keitz
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20:13
Send us a text 💡Welcome back to the Steadfast Care Planning podcast, the show that helps you plan for care to live well. Our guest is Todd Keitz, not just a seasoned CEO of My Care Friends and 17 Commerce, but also a compassionate caregiver advocate drawing from his profound personal experience. Todd's caregiving journey began unexpectedly when he …
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Aging Life Care Professionals with Susan Kelsey
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23:43
Send us a text 💡Join Kelly Augspurger as she interviews Susan Kelsey, a certified aging life care specialist and the founder of Assistance Plus, in this insightful episode of the Steadfast Care Planning podcast. 👨👩👧👦 They discuss the important role of aging life care professionals in managing the care of older adults and the invaluable support t…
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Navigating Caregiving & Financial Challenges with Danielle Miura
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18:38
Send us a text In this episode of the Steadfast Care Planning podcast, host Kelly Augspurger and guest Danielle Miura, a certified financial planner, educator, and caregiver advocate, discuss the complexities of caregiving and the financial challenges that come with it. They delve into the costs of caregiving, the impact on the caregiver's financia…
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Elder Care Mediation with Alison Forche
29:46
29:46
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29:46
Send us a text Join us in this heartfelt and informative episode of the Steadfast Care Planning Podcast as Kelly sits down with the esteemed family law attorney and elder care mediator, Alison Forche. Together they delve into the emotional and complex journey of elder care planning, discussing the pressing issues faced by families across the countr…
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The Inheritance Playbook with Chad Holmes
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21:22
Send us a text In this episode, Kelly sits down with Chad Holmes, a certified financial planner and certified public accountant, and author of "The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax." Join them as they delve into actionable steps to help aging family members avoid unnecessary taxes and make their legacies last l…
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Home Modifications for Safety with Danielle Roe and Doug Rowe
22:57
22:57
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22:57
Send us a text Welcome to the Steadfast Care Planning podcast! In this episode, host Kelly Augspurger is joined by home safety experts Danielle Roe from Arrow Lift and Doug Rowe from Attune Home Safety Plan. Together, they discuss the critical topic of home modifications for older adults to enhance safety and independence. Danielle and Doug provide…
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How to Pay for Long-Term Care with Nic Nielsen
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38:45
Send us a text Paying for care as we age can be one of the most difficult and challenging periods in our life. Luckily, there are many options that can be explored separately or in combinations. Kelly Augspurger spoke to Nic Nielsen, a certified financial planner and co-owner of Know My Plan, and they explored many of the options people have for pa…
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Tech to Help People Age Successfully with Larry Nisenson
28:42
28:42
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28:42
Send us a text What does it mean to age successfully and what tools exist to help us successfully age? Kelly Augspurger spoke to Larry Nisenson, Chief Growth Officer of Assured Allies, and they explored the innovative technology and programs designed to help people age successfully in place. In this episode they covered: 🔹 How Assured Allies got it…
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Blue Zones and Healthy Aging with Stevyn Guinnip
28:49
28:49
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28:49
Send us a text Have you ever thought about living beyond your 100th birthday? What are are the secrets to longevity and vitality inspired by the centenarians who live in the Blue Zones? Kelly Augspurger spoke to Stevyn Guinnip, CEO of Grow Wellthy, and they ventured deep into the heart of the Blue Zones and extracted life-enriching wisdom that can …
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Medicaid Planning with Cathy Sikorski
37:09
37:09
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37:09
Send us a text Have you ever thought about Medicaid Planning? What is Medicaid Planning and is it right for you? I chatted with Cathy Sikorski, Esq., an elder law attorney, speaker and caregiver, about the intricacies and details regarding Medicaid Planning and who it is a good fit for, and for those who should look into other options. In this epis…
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LTC Insurance Claims Process with Dwight Smith
20:28
20:28
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20:28
Send us a text There are many strategies to filing a successful Long-Term Care Insurance claim. I chatted with Dwight Smith, the owner of AMADA Senior Care Columbus & Toledo, about the LTC insurance claims process. In this episode we covered: 🔹 Importance of understanding the policy coverage 🔹 Exploring additional benefits included (e.g., medical e…
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Worksite LTC Insurance with Kevin Sypniewski
23:20
23:20
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23:20
Send us a text I had the pleasure of having Kevin Sypniewski, CEO of AGIS Network, on Steadfast Care Planning podcast. We discussed the importance of group and work site long-term care insurance for employers and employees. Here are the key topics from their conversation: 1️⃣ What’s the difference between Group and Worksite LTC insurance? 2️⃣ What …
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Navigating Hospitalizations with Dr. Monique Nugent
24:57
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24:57
Send us a text What do you need to know about navigating a hospitalization? Join Kelly and her guest, Dr. Monique Nugent, practicing hospitalist, associate director for the Division of Hospital Medicine at South Shore Hospital in Massachusetts, and author. In this episode: 🔹 Tips on how to make the healthcare hospital system work for you 🔹 Biggest …
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Planning for Care with Jasilika Davidson
25:10
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25:10
Send us a text What do you need to know about planning for care? Join me and my guest, Jasilika Davidson, Owner of Assisted Living Locators of West Columbus, Senior Care Advisor, Dementia Care Certified, TEDX speaker, and Veteran. In this episode: 🔹 What’s the “in between” that you talk about? 🔹Why should people plan for care now? 🔹What things shou…
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VA Long-Term Care Benefits with Carmen Perry Tevaga
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15:32
Send us a text If you are or know someone who is a Veteran or a Vet’s spouse, what LTC benefits are available to you? Join me and my guest, Carmen Perry, VP Strategic Partnerships at Veterans Home Care, as we discuss LTC benefits for Veterans and their spouses. In this episode: 🔹 What LTC benefits are available to Vets and their spouses? 🔹 Are VA L…
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LTC Insurance vs. Self-Funding Care
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30:50
Send us a text Should you use pay for care with long-term care insurance, self-fund, or a combo? What things needs to be considered? Join me and my guest co-host, Nic Nielsen, Co-Owner of Know My Plan, as we discuss as we chat about: 🔹 What is LTC? 🔹 10 things to consider when deciding to buy LTC insurance and/or self-fund care 🔹 Who LTC insurance …
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Life Care at Home with Lynne Giacobbe
22:08
22:08
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22:08
Send us a text Do you want to remain in your home as you age, avoid a nursing home, and have a plan for aging well and safely? Join me and my guest, Lynne Giacobbe, CEO at Kendal at Home, a unique aging in place program, as we discuss life care at home. In this episode: 🔹 What is a life care at home model? What types of services are provided? 🔹 Wha…
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Dementia: A Positive Approach to Care with Teepa Snow
27:16
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27:16
Send us a text What do you need to know about dementia? Join Kelly and her guest, Teepa Snow, Owner and Founder of Positive Approach, occupational therapist, and dementia specialist. Teepa is a wealth of knowledge and recently she’s been a dementia specialist to Bruce Willis’ family. In this episode: 🔹 What is dementia? 🔹 What parts of the brain ar…
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What to Do After You Lose a Loved One
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38:14
Send us a text Losing a loved one can feel very overwhelming. Grieving is an important part of the process, but what about all the practical things that need done? Join Kelly and Nic Nielsen, Co-Owner of Know My Plan, as they discuss what to do after you lose a loved one. In this episode: 🔹 What to do after you lose a loved one: weeks 1-4 and after…
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Assisted Living Explained with Miriam Bogard
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30:24
Send us a text Join Kelly and her guest, Miriam Bogard, Owner of Assisted Living Locators of East Columbus, as they discuss assisted living. In this episode: ✔ When to look at assisted living ✔ Important questions to ask assisted living communities ✔ How much assisted living costs ✔ How to pay for assisted living 🔹 Watch this episode on YouTube: ht…
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Hospice Care Explained with Wendi Gang
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18:31
Send us a text Join Kelly and her guest, Wendi Gang, Patient Navigator at ProMedica Heartland, as they discuss hospice care. In this episode: ✔ What is hospice care? What services are provided? ✔ Does hospice include 24/7 care? ✔ Where can hospice care be received? ✔ When should people start hospice care? ✔ What are the benefits of using hospice ca…
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Life Settlements Explained with Chris Orestis
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20:19
Send us a text Join Kelly and her guest, Chris Orestis, President of Retirement Genius, as they discuss life settlements. In this episode: 🔹 What is a life settlement and how do they work? 🔹What types of policies qualify for a life settlement? 🔹 Who is eligible for a life settlement? 🔹 How is it different from a viatical settlement? 🔹 How long does…
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Traditional Long-Term Care Insurance Explained
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26:20
Send us a text Join Kelly and her guest co-host, Nic Nielsen, as Kelly explains traditional LTC insurance. In this episode: 🔹 What is traditional long-term care insurance? 🔹 Who is a good fit for traditional long-term care insurance? 🔹 Who is NOT a good fit for traditional long-term care insurance? 🔹 LTC insurance tax deductions Watch this episode …
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Hospital Discharge & Care Plan Tips with Courtney Nalty
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16:18
Send us a text Join Kelly and her guest, Courtney Nalty, Caregiver and Aging Consultant and Founder of Generational Support as they discuss hospital discharge and care plan tips. In this episode: 🔹 Hospital discharge tips 🔹 Establishing a care plan 🔹 Caregiver toolbox 🔹 How to plan for care to live well Watch this episode on YouTube: https://youtu.…
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How to Find High Quality Home Care with Kean Dillon
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18:02
Send us a text Join Kelly and her guest, Kean Dillon, Owner of Senior Helpers of Columbus. In this episode: 🔹 Home care explained 🔹 Questions to ask a home care provider 🔹 How home care is typically billed 🔹 Ways to pay for home care Find out more about Senior Helpers of Columbus: https://www.seniorhelpers.com/oh/columbus-north/ Watch this episode …
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Caregiving & Legal Documents with Cathy Sikorski
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27:52
Send us a text Join Kelly and her guest, Cathy Sikorski, elder law attorney and experienced caregiver. In this episode: 🔹 Things you can do to positively help you as a caregiver 🔹 Available programs to pay family caregivers 🔹Important legal documents for families and caregivers Find out more info about Cathy: https://cathysikorski.com/ Watch this e…
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Long-Term Care Insurance: What's Love Got to Do With It?
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31:40
Send us a text Join Kelly and her guest co-host, Nic Nielsen, CFP®, Co-Owner of Know My Plan. In this episode, Kelly explains: 🔹 What long-term care insurance can do and how it works 🔹 Why long-term care insurance is about love 🔹 Advice on how people can plan for care to live well Watch this episode on YouTube: https://youtu.be/a7t8iiTl-bo For addi…
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ElliQ: A Care Companion Robot with Intuition Robotics with Noa Almog
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18:27
Send us a text ElliQ: The sidekick for healthier, happier aging. Join Kelly and her guest, Noa Almog, Director of Product Strategy at Intuition Robotics. In this episode: 🔹 Who/what is ElliQ? Who does she help? 🔹 How is she different from a device like Alexa? 🔹 Examples of how she helps people 🔹 Engaging with ElliQ 🔹 How much ElliQ costs and where …
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Tax Tips for Caregivers & Long-Term Care Planning with Jennifer Zimmerman
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31:53
Send us a text Tax Tips for Caregivers & Long-Term Care Planning Join Kelly and her guest, Jennifer Zimmerman, Tax Senior Manager at GBQ Partners. In this episode: 🔹 Threshold for claiming loved ones as dependents on tax returns 🔹 Credits and deductions for caregivers 🔹 Medical expense and long-term care insurance deductions 🔹 Gift tax 🔹 Tax tricks…
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Memory Care Explained with Anne Farley
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28:37
Send us a text Join Kelly and her guest, Anne Farley, Director of Community Relations at The Ganzhorn Suites. In this episode: 🔹 How people know when it's time for memory care for a loved one 🔹 The difference between assisted living and specialized memory care 🔹Important considerations when choosing a memory care community 🔹How people pay for memor…
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How to Protect Your Family & Finances from Long-Term Care with Nic Nielsen
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24:11
Send us a text Join Kelly and her guest, Nic Nielsen, CFP®, Co-Owner of Know My Plan. In this episode: 🔹 How LTC can affect the retirement plan 🔹 Ways to pay for care 🔹 Considerations to make if people self-fund 🔹 How Health Savings Accounts (HSAs) can be used Watch this episode on YouTube: https://youtu.be/jtALIzDpAGA Find out more about Nic: http…
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How to Live Longer & Healthier with Stevyn Guinnip
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32:53
Send us a text Join Kelly and her guest, Stevyn Guinnip, aka the girl named Stevyn, wellness coach for financial folks. Today we’re talking about how to live longer and healthier. In this episode: 🔹 How we can expand our health span 🔹 Longevity tips 🔹 How to prevent falls 🔹How to be metabolically flexible 🔹Key indicators for chronic disease Watch t…
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Support for Caregivers with Jennifer Fink
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29:20
Send us a text Join Kelly and her guest, Jennifer Fink, podcast host of “Fading Memories.” In this episode: 🔹 Challenges that caregivers of cognitive impairments face 🔹Working caregivers need support at work 🔹 How to create a care team 🔹 Holiday tips for dementia caregivers Watch this episode on YouTube: https://youtu.be/vRTLpQXkp0g Find out more a…
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How to Get Unstuck as a Caregiver with Kay Coughlin
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23:10
Send us a text Join Kelly and her guest, Kay Coughlin, business coach and advocate for family caregivers. Today we’re talking about how to get unstuck as a caregiver. In this episode: 🔹 How caregivers can reduce stress and prioritize themselves 🔹 Setting boundaries – learning the art of saying yes and no 🔹 How caregivers can start to get unstuck “K…
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Family Caregiving & How to Set Expectations with Kay Coughlin
27:25
27:25
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27:25
Send us a text Join Kelly and her guest: Kay Coughlin, business coach and advocate for family caregivers. Today we’re talking about family caregiving and how to set expectations. In this episode: why planning for care and caregiving is not a priority for most people, how people can set expectations around these difficult conversations with their fa…
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Financially Preparing for the Empty Chair with Courtney Markley
25:27
25:27
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25:27
Send us a text Join Kelly and her guest: Courtney Markley, Owner of Markley Coaching Group. Courtney is on a mission to get people comfortable talking about money. Today we’re talking about how to financially prepare for the empty chair. In this episode: How can people financially prepare for the empty chair, best practices when talking to your spo…
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Life Insurance with Living Benefits & LTC Protection with Sheryl Moore
23:53
23:53
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23:53
Send us a text Join Kelly and her guest: Sheryl Moore, CEO of Wink and Moore Market Intelligence. Today we’re talking about life insurance with living benefits and extended care protection. In this episode: Product trends and living benefits, product innovation, how hybrid LTC policies are structured, Pension Protection Act and LTC, what LTC soluti…
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How Housing Wealth Can Help In Retirement with Steven Sless
20:19
20:19
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20:19
Send us a text Join Kelly and her guest: Steven Sless. Steven is the President of Reverse Mortgage Lending at Primary Residential Mortgage, Inc (PRMI). He educates people on how the strategic and proactive use of housing wealth with a reverse mortgage can offer advanced retirement income strategies, protecting and preserving a retirement portfolio.…
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How to Navigate Medicare & A Mound of Medical Bills with Emily Clugston
19:39
19:39
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19:39
Send us a text Join Kelly and her guest: Emily Clugston, Owner of Seniors Servicing Company, and Medicare professional. Today we’re talking about how to navigate Medicare and a mound of medical bills. In this episode: Important things people need to consider when choosing a Medicare plan, Medicare premium changes, Medicare and long-term care, medic…
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No Retirement Plan is Complete Without a Plan for Long-Term Care with Tom Hegna
21:32
21:32
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21:32
Send us a text Join Kelly and her guest: Tom Hegna, economist, retirement income expert, speaker, and author. Tom is on a mission to help the world’s population understand the math and science to retire happy. Today we’re talking about how no retirement plan is complete without a plan for long-term care (LTC). In this episode: the importance of pla…
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