Video Library

Episode 59: Maximize Your Mortgage: Integrating Your Mortgage into Your Estate Plan w/ Ken Pitts

Episode 59: Maximize Your Mortgage: Integrating Your Mortgage into Your Estate Plan w/ Ken PittsKen Pitts is co-owner of First Choice Mortgage Advisors, a mortgage broker in Media, PA, just outside Philadelphia. Kens team of highly skilled loan specialists takes the time to understand and develop the best option for each borrowers unique goals and needs.  Jeff and Ken discuss various aspects of home financing and how different options and considerations can enhance your estate plan. Ken explains reverse mortgages, debt consolidation, all-in-one loans, and the factors influencing mortgage rates. Youll appreciate his insight based on the market trends hes seeing in todays unusually complex environment. First Choice Mortgage Advisors is licensed in PA, NJ, DE, and FL. Learn more at www.firstchoicemortgageadvisors.com or call Ken directly at 610-637-7325. Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/maximize-your-mortgage-integrating-your-mortgage-into/id1634278675?i=1000627818382 YouTube: https://youtu.be/zKRM_PZjwEQ Spotify: https://open.spotify.com/episode/5IFQPKcgeqYi32iWIsUB72?si=E3RWhAIrTAG_LQ-ZLUwXYw

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Connie Hudson Mobile Regional Senior Community Center Foundation

Connie Hudson Mobile Regional Community Center Foundation3201 Hillcrest RoadMobile, AL  36693251-208-6701

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Episode 58. Sean Crowley: Craft Your Retirement Roadmap with Stonehenge Advisor Group

Sean Crowley is the owner and founder of Stonehenge Advisor Group, a full-service financial consulting firm specializing in Social Security maximization and retirement income planning. The firm also provides product-agnostic services for health, life, and disability insurance, Medicare and Medicaid insurance, prescription insurance, and other programs.  The Stonehenge Advisor Group has a strong, vetted network of CPAs, estate planning, and elder law attorneys to assist its individual clients and small business owners with more advanced planning matters. Based in Collegeville, PA, the firm is licensed in 13 states, including PA, NJ, DE, and MD. Contact Sean at 610-287-4869 or email sean@stonehengeadvisorgroup.com. To learn more:Website - https://mysaferetirementsolutions.com/ Facebook - https://www.facebook.com/stonehengeadvisorgroup/ Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/craft-your-retirement-roadmap-with-stonehenge-advisor/id1634278675?i=1000627039881 YouTube: https://youtu.be/KeeTFHspyeA Spotify: https://open.spotify.com/episode/2Ifknpst2bz3L0o52I9Uzp?si=LE2-ItZtS3aubZMQ7_UEEg

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Dementia Uncovered Podcast (by Clear Thoughts Foundation): Episode 3 with guest Apryl Garrett

Dementia Uncovered Podcast hosts chat with Apryl Garrett, Owner & Publisher of Seniors Blue Book Pittsburgh, about the information and services offered in this FREE comprehensive seniors resource guide. Apryl gets personal in sharing her own dementia story, why she is so passionate about her work, and discusses specific categories found within this guide that can be helpful for families navigating a dementia diagnosis.

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Michelle Hylton Independent Insurance Broker

Need Information about Medicare plans?As your local "Trusted Medicare Plan Professional," my goal is to make sure you have the information needed to make the right decisions & experience matters!  I listen to what's important to you & I'm available for year-round support or even just to chat. Call me today at 251-210-7089 for a free, no-obligation consultation about Medicare Advantage, Medicare Supplements &/or Prescription Drug Plans...Now, you can finally relax.Licensed in AL, CA, FL, MS, NM, TX & VA.

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Episode 57. Matt Halperin: Backstay Digital: Providing Practical Solutions that Elevate Businesses Online

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

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HarborChase of Plano Community Tour

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.   

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