Make the best of the rest of your life!
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If you’re a gamer, and you know about half-life 2, the be sure to listen to the podcast.
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This podcast explores the many issues and topics related to elder law - the wide range of legal matters affecting people in their second half of life and individuals with disabilities. Produced by Steinbacher, Goodall and Yurchak: Your elder care and special needs law firm, providing quality representation in litigation, with locations in Altoona, State College, Wilkes-Barre, Williamsport, Wyalusing and Wysox, Pa. Visit our website at PAElderCounsel.com.
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Repurpose Your Career | Career Pivot | Careers for the 2nd Half of Life | Career Change | Baby Boomer
Marc Miller - Career Designer for Career Pivot
Repurpose Your Career podcast brought to you by Career Pivot is a podcast for those of us in the 2nd half of life to come together to discuss how repurpose our careers for the 21st century. Come listen to career experts give you proven strategies, listen to people like you tell their stories on how they repurposed their careers and finally get your questions answered. Your host, Marc Miller, has made six career pivots over the last 30 years. He understands this is not about jumping out of th ...
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Corporate Transparency Act: What Business Owners Need to Know Today to Ensure Compliance Tomorrow
44:45
The Corporate Transparency Act (CTA) took effect on January 1, 2024. This new reporting requirement requires millions of small businesses to file a Beneficial Ownership Information (BOI) Report with the U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN). The main purpose behind the CTA is to halt money laundering and tax ev…
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In this episode, a recording of a seminar originally presented live in February 2024, Attorney Pat Santucci and long-term care planner Tammy Zilske help you discover the importance of pre-planning an estate before a catastrophic healthcare crisis happens. This will help you safeguard your loved ones from potential consequences and hardship in the f…
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An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide
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Have a question about trusts? Curious about whether a trust would be a good fit in your estate plan? Then join the co-author of the Pennsylvania Trust Guide to learn more about how to protect more of your wealth and provide a legacy for future generations. That's right, our founder, Attorney Julie Steinbacher, literally wrote the book on trusts in …
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This episode is a brief excerpt from an eight-hour, day-long training program given by Certified Alzheimer's Disease and Dementia Care Trainers (CADDCT®) for the National Council of Certified Dementia Practitioners (NCCDP). This training is required for people to become Certified Dementia Practitioners (CDP®). In this clip, Attorney Julie Steinbach…
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Special Needs Planning & Taxation
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This episode is the third and final part of a presentation that was recorded in December 2023 and made to tax and financial professionals. In it, Attorney Landon Hodges goes over special needs planning with a focus on the taxation aspect of it and ways to minimize taxes. In addition to the usual special needs planning that our firm does for clients…
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In this episode, which was recorded in December 2023 and was originally a presentation made to tax and financial professionals. In it, Attorney Jenna Franks goes through some of the changes to retirement planning that have come about since the SECURE Act and SECURE 2.0 were passed and became law over the past five years. She goes through some hypot…
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In this episode, which was recorded in December 2023 and was made to tax and financial professionals, Attorney Julie Steinbacher discusses and analyzes various asset protection strategies as they relate to estate tax minimization, specifically grantor vs. non-grantor trusts. While some of the information presented is quite specific and is intended …
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In this recording of a virtual seminar originally presented on September 28, 2023, Attorney Landon Hodges and Long-Term Care Planner Tammy Zilske discuss legal strategies that are available to help you cover the rising costs of long-term care while providing for your immediate needs and preserving your quality of life. Among the topics they go over…
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Planning for Families With a Child With Special Needs
1:11:53
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It’s important to identify and understand what assets are going to pass directly to a child with special needs and if those assets will adversely affect his or her ability to qualify for certain government benefits. The sooner we can get a handle on things, the better off our child with special needs will be in the future. In this recording of a vi…
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Description: In this episode, I am speaking with Emily Bron from International Lifestyle Consulting. Emily helps people relocate for retirement or for remote workers to find their ideal destinations. Emily has relocated to a foreign country multiple times in her life. You will probably pick that up by her accent. She is relocating again and helping…
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Description: In this episode I am speaking Steph Silver who is the author of the book Anywhere, USA: A Memoir. This will be a bit of a different kind of episode. I have known Steph for many years and I had no idea that she had an upbringing with an incredible amount of upheaval. I want you to hear a bit of the story from the book, the process of wr…
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Description Have you found yourself surprised when you were laid off from your company? Or have that nagging feeling you might lose your job when the economy takes a turn for the worse? In this short episode, Vikram breaks down his 2-year framework for staying prepared, honing your skills, staying sharp and being ever prepared for your next gig or …
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Description: In this episode I am speaking with Wendy Mayhew who is the author of WISER: The Definitive Guide to Starting a Business after the Age of 50. This is a rebroadcast of episode 180 I recorded with Wendy in early 2020. I think it is as relevant today as it was 3 years ago. This is a guide to entrepreneurship for those over 50. Before we ge…
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Description: In this episode I am speaking with Mauro Guillén who is the author of the book THE PERENNIALS: The Megatrends Creating a Postgenerational Society. This is a topic that you need to be paying attention to as we are in the later stages of our careers. There are some big megatrends that many companies, governments, and people are not payin…
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Description In part part of this two-part series on rebooting health, Subbu and Vikram talk about the importance of diet and nutrition for health, and share their methods for keeping calories under check, getting enough protein, foods to absolutely avoid, how to get back on track when our diets fall off the wagon, and how to deal with challenges an…
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Description: In this episode, I want to discuss with you what I am seeing in the 50+ job market. I was on an Encore Network call the other day and two of us were asked for our views of the 50+ job market. I want to discuss how I view the world in August of 2023 and take you through 4 examples of very recent success from members of the Career Pivot …
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Description: In this episode I am speaking with Mitchell Clionsky who is the co-author with his wife of the book Dementia Prevention: Using Your Head to Save Your Brain. This is a topic that many of us will have to deal with. It may be an aging parent, a spouse, or yourself. It is a fascinating topic on what you can be doing now to prevent getting …
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Description: In this week’s episode, I want to discuss Navigating the Emotional Roller Coaster of My Wife's Heart Surgery. I will keep this short but I want you to understand the strategies I am using to reduce risk and more importantly keep my sanity. For new listeners, my wife and I have lived in Ajijic Mexico which is in the State of Jalisco onl…
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Description: In this episode, I speak with Mike McNatt, a test and compliance engineer who continues to work contract jobs well into his 70s. He was introduced to me as the guy who has got this gig work down and that is not working for Uber. This is a rebroadcast of one of the best episodes of 2022. You may be asking why I am doing a rebroadcast at…
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Description In part one of this two-part series on rebooting health, Vikram and Subu talk about the importance of consistent exercise as we age, describe tools and frameworks that they use to get started on exercise especially strength training, and ways to develop consistency. They talk about workout programs that work, and those that do not, and …
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Description: In this episode, I am speaking with my buddy Thom Singer. I have known Thom for 15 or more years. I met with Thom when I was in Austin in May 2023, and he told me that he had recorded a TEDx talk called I Did That. One of the key points in his TEDx talk is it is alright to ask for help especially as it relates to mental health issues. …
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Description: In this episode I am speaking with Kevin Kelly who is the author of Excellent Advice for Living: Wisdom I Wish I'd Known Earlier. On his 68th birthday, Kevin Kelly began to write down for his young adult children some things he had learned about life that he wished he had known earlier. To his surprise, Kelly had more to say than he th…
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Description: This is a rebroadcast episode that is publishing during the July 4th holiday of 2023. In this episode I am speaking with Fawn Germer, who is the author of Coming Back: How to Win the Job You Want When You've Lost the Job You Need. I have used a lot of concepts from Fawn’s book. My favorite is being relevant is more important than your …
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This presentation was originally for tax and accounting professionals, but is now being made available for all. In it, Attorney Julie Steinbacher discusses some of the things that clients will need to consider - with the proper legal guidance of course - from an inheritance tax perspective when doing their estate planning this year. Changes to appl…
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Description: In this episode I am speaking with Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including LIFE IS IN THE TRANSITIONS, THE SECRETS OF HAPPY FAMILIES, and COUNCIL OF DADS. We are discussing in this episode his latest book, THE SEARCH: Finding Meaningful Work in a Post-Career World. As you will hear me say during…
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Description: In this episode, I am speaking with Donna Serdula who is famous for LinkedIn profile optimization and makeover. We are speaking today about how to Optimize Your LinkedIn Profile and Boost Your Later Life Career Prospects. This is not something that most discussions around LinkedIn focus on. Read a bit from Donna’s about page on her web…
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Description: In this episode, I am speaking with Laurel McDowell, who is the Project Coordinator for Manpower’s Mature Worker Program which focuses on job connections for tenured job seekers. This is a program that targets mature workers, who primarily want to work project work, part-time, remote, or some combination of all of the above. Please rea…
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Description: In this episode, I want to discuss mental health issues that I have seen around me. We just spent 3 weeks back in the United States and I had many meetings with friends, past clients, and professional colleagues. I heard many of them speak about the mental health issues they or their families were experiencing in this post-pandemic wor…
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Trust Takeover: Anything & Everything You'd Want to Know About Trusts
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This episode is the full, uncut version of three previous episodes on trusts that were divided up and released in three separate parts. Protect more of your wealth and provide a legacy for future generations. Learn how you can establish a financial readiness plan today that accounts for the healthcare challenges of tomorrow. If you've ever thought …
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Description: In this episode, I am speaking with the Eanes, who has been on the podcast pre-pandemic. Russ has pivoted from religious publishing to being an author, walker, bicyclist, guide, travel educator and a few other things that I cannot remember right now. The point is Russ continues to adapt and takes advantage of opportunities as they aris…
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Description: In this episode I am speaking with Christina Wallace who is the author of The Portfolio Life: How to Future-Proof Your Career, Avoid Burnout, and Build a Life Bigger than Your Business Card. This book was written targeting millennials however, I think it is a worthwhile read for anyone at a crossroads in their career or life. Here is a…
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Description: In this episode, I am speaking with the legendary Fritz Coleman who went from being the weathercaster for NBC in Los Angeles from 1982 to 2020 to co-hosting Media Path Podcast with Louise Palanker in 2020. Fritz has an inspiring story to tell that you need to hear. This is from his Wikipedia page: After growing up in Radnor, Pennsylvan…
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This episode is a recording of a webinar originally presented to current clients of our firm and professionals, which we're now making available to everyone. In it, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought about by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is…
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Description: My wife and I are now in Austin but only after a long 2-day drive across Central Mexico and Texas. Therefore, I am behind in getting episodes produced for this podcast. Therefore, I'm rebroadcasting one of the top episodes from 2021. This is episode 250, where I spoke with Bonnie Marcus, author of Not Done Yet!: How Women Over 50 Regai…
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Description: In this episode, I am speaking with my good friend Steve Harper. Steve is a serial entrepreneur, professional speaker, author, and leading business strategist; Steve Harper has successfully uncovered the secret to creating powerful and long-lasting connections and their impact on one’s personal and professional life. Steve is the ultim…
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In this episode, I am going to discuss the legal processes and issues my wife and I have been experiencing in becoming an ex-pat in Mexico. This includes getting a resident visa, the various identification numbers you need to acquire, getting an apostille for your marriage certificate, having new wills created, acquiring a Mexican driver's license,…
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So you've set up a trust, either specifically to protect assets from long-term care costs, to avoid probate, or for some other reason specific to your individual circumstances. Now what? How is it administered, both during your life and after you pass away? In this episode, a partial recording of a virtual seminar originally held live in January 20…
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In this episode, I am speaking with Joanne Lipman who is the author of the book Next!: The Power of Reinvention in Life and Work. If you would like to know the details about what it takes to reinvent yourself in life and work, this is a great book. Joanne details the stories of lots of people who have reinvented themselves and how they did it. Here…
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Description: In this episode, I am speaking with Kurt Schmidt who is the author of the book The Little Book of Networking: How to Grow Your Career One Conversation at a Time. I like Kurt’s book because it is an easy 1 to 2-hour read and it is very actionable. It is very worth your time to get this book if you are reluctant to get back into networki…
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In this episode, a partial recording of a virtual seminar originally held live in January 2023, Attorneys Megan Ingram and Julie Steinbacher conduct a Q&A session with attendees of the seminar, answering a variety of questions posed by the group related to trusts. If you had some questions after listening to our previous episode on trusts (link to …
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Description: In this episode, I am speaking with Howard Waldstreicher. He is the author of Facebook's Oldest Intern: How a 60-year-old fitness trainer reinvented himself with the most unlikely of companies. This is a fascinating story of how Howard, who was totally screwed in the pandemic as a gym owner and fitness trainer, picked himself up and re…
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Description: In this episode, I am speaking with Polly Allen. Polly is an expert in artificial intelligence, and I will be speaking with her about ChatGPT. This is a topic you need to learn more about. I think you will have a better understanding of what ChatGPT can do and how you can take advantage of it in your career. Polly Allen has over 20 yea…
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Description: In this episode, I am rebroadcasting one of the most popular episodes from 2020. This is episode 181 Thriving at 50+: How to Reinvent and Rebrand Yourself. I spoke with Wendy Marx in this episode, who is the author of Thriving at 50+: The 7 Principles to Reinvent and Rebrand Yourself. I spoke with Wendy at the very beginning of the pan…
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In this episode, a partial recording of a virtual seminar originally held in January 2023, Attorney Megan Ingram gives a comprehensive presentation on trusts, including the different types, why and how our offices generally uses them, and much more. If you've heard about trusts and the benefits of using them in estate planning and are interested in…
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In this episode, I want to discuss how I have utilized The Power of Stretching: mental, emotional, and physical fitness. Yes, I know that sounds a little out there. What I have been experiencing, though, has happened somewhat by chance. It has stretched me in so many ways. As a 66-year-old guy, I have not expected to feel this way. If you are a fir…
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Description: In this episode, I am speaking with Solène Oudet from Blisson.io and she runs the Kickstart Your Business at 50+ bootcamp. I learned about what Solène was doing from Vicki Soll, who is a former community member and was on the podcast in Episode 260. Vicki is now one of Solène’s instructional designers and instructors. Solène Oudet is o…
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Description: In this episode, I am speaking with David Lee from Soul Satisfying Work and we are going to discuss how to Apply the Hero’s Journey Model to your everyday life. I think you will find this is a quite thought-provoking episode. David is a colleague of Scott Woodard who was on the podcast with his wife Camille in episode 305 when they tol…
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In this classic episode, Long-Term Care Planner Tammy Zilske summarizes the best way to plan for potentially needing long-term care in the future, and goes over some things to keep in mind should you or a loved one ever suddenly have a need for such care. Of course, the best way to plan is to pre-plan before the emergency, but our firm is still abl…
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escription: In this episode, I am speaking with Brenda Bernstein who is the author of How to Write a KILLER LinkedIn® Profile ...and 18 Mistakes to Avoid. This is a rebroadcast of episode 160 from January 2020, which was right before the beginning of the pandemic. This is one of the most downloaded episodes of all time for this podcast. I thought n…
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Description: In this episode, I am speaking with Sheila Ohlsson and James Loehr who are the authors of Wise Decisions: A Science-Based Approach to Making Better Choices. This is one of the best books I have read in a long time. The approach they take in training our brains so that we make better decisions is both easy to understand and easy to appl…
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