Jeffs guest is Matt Halperin, the founder of Backstay Digital, an innovative company specializing in website design and development along with cross-platform solutions. On the cross-platform side, Backstay Digital works with clients to develop apps and build minimal viable products that attract investors.  The team also works with a wide range of companies to create user-friendly websites and apps that capture the value of the clients services. The firms sweet spot is building solution-based websites for those in professional service areas (e.g., doctors, lawyers, and accountants).  Whether its creating better customer experiences or streamlining processes, Backstay Digital provides its clients with a strong online presence and creative solutions to todays real-world business problems. Learn more at https://backstaydigital.com/. Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/backstay-digital-providing-practical-solutions-that/id1634278675?i=1000626287058 YouTube: https://youtu.be/ZfYec6Vc_HI Spotify: https://open.spotify.com/episode/1ck2ZfPhDyEgfOtJQoGSuz?si=tgAprv6iRNejyxpx2_wV8g

HarborChase of Plano: A Beautiful Community in the Heart of Texas Less than thirty minutes from Dallas, HarborChase of Plano offers exceptional assisted living and memory care services to the residents of Plano, Texas, and surrounding areas. With amenities such as housekeeping, laundry, and restaurant-style dining, residents enjoy a luxurious lifestyle in a supportive environment. Discover HarborChase of Plano Health and Maintenance HarborChase of Plano prioritizes health and safety by utilizing Viking Solutions' all-natural, electrostatic sprayer for cleaning. This innovative product is salt-free, non-corrosive, and mimics the germ-fighting capabilities of white blood cells. Its positively charged ions ensure thorough coverage and effective sanitization without the use of harsh chemicals, making it safe and sustainable. Hospitality & Amenities     Distinct and Beautifully-Designed Dining Venues     On-Site Salon and Spa     Pet-Friendly Community (Additional Fees Apply)     Peaceful Location in the Heart of Texas Extraordinary Dining Experiences Upscale Living Spaces Choices at HarborChase of Plano Assisted Living Mild Dementia Care  Memory Care  Respite Care  Tour HarborChase of Plano today by calling 972-597-8832! Our community proudly serves Plano, Frisco, Richardson, and beyond.   

Confused about Senior Living choices? Explore the complexities of retirement housing in this insightful episode of The Simply Retirement Podcast. Host Eric Blake, CFP , a staunch advocate for women's financial independence in retirement, invites Joyce Rogers Logan, Certified Senior Living Advisor. They discuss the challenges and solutions to finding the right retirement housing, combining Joyce's personal experiences and professional expertise.This episode is an essential guide for anyone navigating the senior housing landscape.Key Highlights: ' : A unique blend of professional expertise and personal empathy . : The distinct advantages of choosing local senior housing advisors : Joyces tips for finding the right senior housing : Personalized, free assistance tailored to each client's needs : Why starting your senior housing search early matters : What to look for in a senior living advisor's qualifications , : Joyce's heartfelt client experiences   

Caregiving Challenges | Caregiving Resources!A caregiversometimes called an informal caregiveris an unpaid individual (for example, a spouse, partner, family member, friend, or neighbor) involved in assisting others with activities of daily living and/or medical tasks. Resources:AARP Texas | aarp.org/states/tx/A nonprofit, nonpartisan organization that empowers people to choose how they live as they age. They offer a wide range of resources and advocacy efforts to help improve the quality of life for older adults in Texas. Alzheimer's Association Dallas & Northeast Texas Chapter | alz.org/dallasnetexasProvides education, support, and resources for individuals and families affected by Alzheimer's disease and other forms of dementia. Caregiver Teleconnection | wellmedcharitablefoundation.org/caregiver-support/caregiver-teleconnection/Offers support and education to help you take care of yourself and your loved one. Dallas Area Agency on Aging | ccadvance.org/Offers a variety of programs and services to support seniors and their caregivers, including case management, home-delivered meals, and transportation. Meals on Wheels | mealsonwheels.org/Delivers nutritious meals to seniors who are homebound or unable to cook for themselves.National Alliance for Caregiving | caregiving.org/ Seniors BlueBook Greater Dallas | seniorsbluebook.com/local/texas-greater-dallasA comprehensive resource guide for seniors and their caregivers in the Dallas-Fort Worth area, including information on senior living, home care, medical providers, and more. teleCalm | telecalmprotects.com/A communication service designed specifically for people with dementia or Alzheimer's and their caregivers. It blocks telemarketing and scam calls but allows calls from trusted contacts and provides a simple interface for making and receiving calls. Texas Health and Human Services | hhs.texas.gov/Provides information and resources on a variety of topics related to aging and disability services, including Medicaid, long-term care, and caregiver support. The Senior Source | theseniorsource.org/The Senior Source offers a variety of resources and programs for seniors and their caregivers in the Dallas area. They provide caregiver support groups, counseling, and educational resources.

There are four ways to transfer assets to your loved ones: joint ownership, sole ownership, sole ownership with beneficiary designations, and via a trust. Depending on your situation, you could use one or more of these methods. It is vitally important, however, that you treat the four methods as related elements in an overarching estate plan.  Jeff takes you through the proper use cases and tax implications of each wealth transfer method. He issues a reminder that family members with special needs require unique consideration within the overall estate plan. And, he encourages you to review your legal and financial arrangements to ensure that they are well coordinated and aligned with your long-term goals.Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/mastering-wealth-transfer-coordinate-your-assets-for/id1634278675?i=1000625510053 YouTube: https://youtu.be/cu4k69D_iRA Spotify: https://open.spotify.com/episode/0sIs3YeTTOVZm8hfj0q9zo?si=Q95FXdRjSce9frvl56XGWA

Episode 55. The Smart Move: Protect Your Biggest Asset by Placing Your Home in a TrustRegardless of your financial situation, putting your home in an asset protection trust provides unparalleled benefitsit safeguards the wealth in your home, anticipates future healthcare needs, and minimizes taxation. Placing your home in a trust is not just a smart financial move, it provides you with the sense of security that comes with continued control and ownership of your home.Estate tax planning trusts were used more when tax rates were much higher. But today, it makes more sense to use an asset protection trust. An asset protection trust that satisfies the look-back period ensures you wont lose the home to creditors, reduces capital gains tax, and provides your children and grandchildren with greater inherited wealth.Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/the-smart-move-protect-your-biggest-asset-by-placing/id1634278675?i=1000624726087 YouTube: https://youtu.be/rxD-hiL1dVo Spotify: https://open.spotify.com/episode/4LKIZs6vpCr5J0UECEMPLb?si=4davi1pgQY6KbRg6oWzjXg

Episode 54: Our Revolutionary Estate Planning Process: Protect Your Future with Bellomo & AssociatesThe team at Bellomo & Associates is passionate about providing education and empowering your family with the knowledge you need to make informed estate planning and elder care decisions. Our educational workshops and updated service model are revolutionizing estate planning practices all across the country.The Three Secrets Workshop explains how to protect your family's legacy and why planning for health care costs and long-term care is essential. Our Red Wagon Club offers ongoing support and assistance. And, using our combined estate planning and tax management expertise, we can set up an innovative Roth Alike Trust to protect your retirement assets while promoting tax-free growth. With these programs and others, youll enjoy the assurance that your plans align with changing laws, family dynamics, and individual needsultimately giving you greater peace of mind that your assets are protected now and into the future. Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/our-revolutionary-estate-planning-process-protect-your/id1634278675?i=1000624001620 YouTube: https://youtu.be/CfnuYaUFmKg Spotify: https://open.spotify.com/episode/6UL2EaUh4Ju9gPM5AuzBpb?si=UJ0iJ-M7Q9q0JKF1FY5QXw