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Scaling Business and Trust: Dalton Miller's Medicare Breakthrough - RetireFlo

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Konten disediakan oleh Timeless Vitality. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Timeless Vitality atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

πŸŽ™οΈ Welcome to another insightful episode of the Timeless Vitality podcast with co-hosts Amber Stitt and Kate Beck.
πŸ› οΈ In this episode, we sit down with Dalton Miller, a key figure in the Medicare field. Join us as we dive into the complexities and nuances of the Medicare industry, the importance of intergenerational communication, and Dalton's innovative Medicare solution, RetireFlo, that is redefining the future of Medicare processing.
πŸ’‘ Join us as Dalton shares his journey from political assistant and speech writer, to assisting his family's Medicare agency, and highlighting his creation of the RetireFlo platform which helps solve many challenges in Medicare processing.
🌳 We'll dive deep into the importance of building 'trees of trust' in our communities, the role of technology in scaling operations, and the complexities surrounding Medicare processes.
πŸ’Ό Plus, hear firsthand insights on the impact of the Medicare industry, the critical need for knowledgeable agents, and how the innovative platform, RetireFlo, is designed to streamline clients' transitions into Medicare.
πŸ’ͺ Whether you're an industry professional or someone exploring Medicare options, this episode is packed with valuable wisdom and practical advice to empower you on your journey.
πŸ“» Tune in and stay inspired!
πŸ“½οΈ To watch the video podcast: https://youtu.be/BjVdsrkh34w
πŸ”— Connect with Dalton Miller:
πŸ“² RetireFlo Website:
https://app.retireflo.com
πŸ“² Seniority Benefit Group:
https://www.senioritybenefitgroup.com
πŸ“² LinkedIn:
https://www.linkedin.com/in/dalton-miller-12a28699
πŸ“² Facebook:
RetireFlo

πŸ”— Connect with Amber Stitt & Kate Beck:
πŸ“² Timeless Vitality Website:
https://timeless-vitality.com
#Medicare #SeniorCare #RetireFlo #TimelessVitalityPodcast #KateBeck #AmberStitt #DaltonMiller #SeniorityBenefitGroup #PathwaysWithAmberStitt #StittStrategies #PDXInsurance
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14 episode

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iconBagikan
 
Manage episode 448222430 series 3597572
Konten disediakan oleh Timeless Vitality. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Timeless Vitality atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

πŸŽ™οΈ Welcome to another insightful episode of the Timeless Vitality podcast with co-hosts Amber Stitt and Kate Beck.
πŸ› οΈ In this episode, we sit down with Dalton Miller, a key figure in the Medicare field. Join us as we dive into the complexities and nuances of the Medicare industry, the importance of intergenerational communication, and Dalton's innovative Medicare solution, RetireFlo, that is redefining the future of Medicare processing.
πŸ’‘ Join us as Dalton shares his journey from political assistant and speech writer, to assisting his family's Medicare agency, and highlighting his creation of the RetireFlo platform which helps solve many challenges in Medicare processing.
🌳 We'll dive deep into the importance of building 'trees of trust' in our communities, the role of technology in scaling operations, and the complexities surrounding Medicare processes.
πŸ’Ό Plus, hear firsthand insights on the impact of the Medicare industry, the critical need for knowledgeable agents, and how the innovative platform, RetireFlo, is designed to streamline clients' transitions into Medicare.
πŸ’ͺ Whether you're an industry professional or someone exploring Medicare options, this episode is packed with valuable wisdom and practical advice to empower you on your journey.
πŸ“» Tune in and stay inspired!
πŸ“½οΈ To watch the video podcast: https://youtu.be/BjVdsrkh34w
πŸ”— Connect with Dalton Miller:
πŸ“² RetireFlo Website:
https://app.retireflo.com
πŸ“² Seniority Benefit Group:
https://www.senioritybenefitgroup.com
πŸ“² LinkedIn:
https://www.linkedin.com/in/dalton-miller-12a28699
πŸ“² Facebook:
RetireFlo

πŸ”— Connect with Amber Stitt & Kate Beck:
πŸ“² Timeless Vitality Website:
https://timeless-vitality.com
#Medicare #SeniorCare #RetireFlo #TimelessVitalityPodcast #KateBeck #AmberStitt #DaltonMiller #SeniorityBenefitGroup #PathwaysWithAmberStitt #StittStrategies #PDXInsurance
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14 episode

Усі Π΅ΠΏΡ–Π·ΠΎΠ΄ΠΈ

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πŸŽ™οΈ In this eye-opening episode of Timeless Vitality your hosts Amber Stitt and Kate Beck dive deep into the complex world of hair health and restoration with our special guest, Carly Vlachos, founder of NHLMA - National Hair Loss Medical Aesthetics. 🩺 Carly brings her 20+ years of expertise in medical aesthetics and hair loss to the conversation. πŸ”¬ We discuss how common misconceptions and modern environmental factors have shifted the landscape of hair health, even bringing younger clients into the fold. πŸ‘©β€βš•οΈ Carly shares her expertise on the latest advances in hair care, from the role of peptides to the importance of early treatment before visible thinning. πŸ₯• Tune in as we explore how to look and feel our best as we age, the importance of whole foods over supplements, and the holistic, individualized approaches Carly utilizes in her practice. πŸ” Key Takeaways: The truth about quick-fix hair restoration treatments and why real recovery takes time. Understanding the early signs of hair loss and the importance of early intervention. Insights into male hair loss patterns and preventive measures. Advanced technologies that help us age gracefully, looking our best for our age rather than just younger. Comprehensive care strategies, from epigenetic testing to proper hair washing techniques. πŸ’‘ Highlights: Carly's personal and professional journey, including her inspiration to focus on female hair loss solutions. The impact of modern environmental factors on hair and skin health. The role of whole foods and lifestyle changes in combating nutritional deficiencies and chronic conditions. Myths debunked about popular hair loss treatments like Rogaine, PRP, and stem cells. How the COVID-19 pandemic and increased screen time have influenced hair health and self-awareness. The importance of choosing caring and innovative healthcare providers. 🌐 Carly's expertise spans globally, offering virtual consultations to help clients reclaim their confidence no matter where they are. βš•οΈ Whether you’re dealing with hair loss yourself or seeking to understand more about its root causes and effective treatments, this episode is packed with valuable insights. πŸ“½οΈ To watch this episode: https://youtu.be/X1umRY6g_Jw πŸ“… Upcoming: Catch Carly Vlachos speaking at The Aesthetic Show , the largest aesthetic conference in the U.S., where she'll share more about her work in aesthetics and hair health. #TimelessVitalityPodcast #NHLMA #HairLoss #AgingGracefully #HealthAndWellness #AmberStitt #KateBeck #CarlyVlachos #PathwaysPodcast πŸ”— Connect with Carly Vlachos: πŸ“² NHLMA Website: www.NHLMA.com πŸ“² Instagram: https://www.instagram.com/nhlma.med πŸ“² Contact: education@nhlma.com for inquiries πŸ“² For complimentary consultations, call 602-238-2355 πŸ“² Epigenetics Episode on Pathways: https://www.youtube.com/watch?v=tSFEhBTrIlc πŸ”— Connect with Amber Stitt & Kate Beck: πŸ“² Timeless Vitality Website: https://timeless-vitality.com πŸ›ŽοΈ Stay vibrant, empowered, and purposeful! TVep11…
 
πŸŽ™οΈ Welcome to another episode of the Timeless Vitality podcast. ✨ Joining our co-hosts, Kate Beck and Amber Stitt we dive into a captivating discussion with Kirsten Meneghello, as she shares her wisdom on leadership, mindfulness, confident communication, intentional networking, and navigating midlife transitions. ⏳ In this insightful conversation, Kirsten emphasizes the critical importance of focusing on essential activities, maintaining work-life balance, and the art of saying "no" to prioritize what truly matters. πŸ—“οΈ We'll also explore how leaders can use strategic meetings to enhance productivity and connection, and the vital role relationships play in both personal well-being and professional success. πŸ“» Tune in as we jump into practical tips for managing social interactions, the transformative power of friendships, and strategies for integrating healthy habits into social activities. 🧘 Kate, Amber, and Kirsten discuss the significance of intentional relationships, preparing for a fulfilling retirement, and the role of mindfulness in fostering resilience. πŸ’Ί Sit back, relax, and join us on this journey to timeless living and lasting professional success. πŸ”Ά Key Discussion Points: 🌱 Kirsten's journey and expertise in executive coaching. 🌱 "Addition by Subtraction" - Kirsten’s newsletter highlighting the importance of focusing on essential activities. 🌱 The "4 Key Meetings You Should Never Skip as a Leader" and how to strategically navigate networking. 🌱 Balancing professional and personal relationships for a holistic approach to well-being. 🌱 The transformative power of friendships and their impact on health and longevity. 🌱 Practical tips on integrating healthy habits into social activities. 🌱 Navigating transitions, like retirement, by finding purpose beyond one's career. 🌱 Utilizing technology like ChatGPT for personalized advice on maintaining a healthy lifestyle. 🌱 Importance of mindful engagement and presence in building resilient networks. 🌟 About Our Guest: Kirsten Meneghello, based in Portland, Oregon, has been leading Illumination Coaching since 2010. She specializes in helping senior leaders in communication, delegation, and navigating transitions confidently. Kirsten is also passionate about mindfulness, martial arts, friendship, and family which she integrates into her coaching philosophy. πŸ”— Connect with Kirsten Meneghello: πŸ“² Website: https://illuminationcoaching.com/ πŸ“² LinkedIn: https://www.linkedin.com/in/kirstenmeneghello/ πŸ“² YouTube: https://www.youtube.com/@illuminationcoaching πŸ“² Facebook: https://www.facebook.com/illuminationcoaching πŸ“² Instagram: https://www.instagram.com/illuminationcoaching/ πŸ”— Connect with Amber Stitt & Kate Beck: πŸ“² Timeless Vitality Website: https://timeless-vitality.com πŸ”” Subscribe to Timeless Vitality for more inspiring stories and actionable wisdom on vitality and resilience. Hit the bell icon to stay updated with our latest episodes! 🎧 Listen on Buzzsprout: #TimelessVitalityPodcast #AmberStitt #KateBeck #Leadership #ExecutiveCoaching #KirstenMeneghello #Mindfulness #IlluminationCoaching #PathwaysPodcast TVep10…
 
πŸŽ™οΈ Welcome to another inspiring episode of the Timeless Vitality podcast, where co-hosts Amber Stitt and Kate Beck take you on a journey through resilience, innovation, and personal growth. πŸ›‘οΈ In today's episode, we are joined by Toni Sova-Corfee, a transformative leader who has seamlessly transitioned from a 37-year career in financial services to the cutting-edge world of health tech. 🧬 Toni shares her incredible story of overcoming professional challenges, rediscovering her true self, and finding new purpose through her work at Grail and their innovative Galleri testβ€”a multi-cancer early detection screening that could save countless lives. ❀️ With deep insights and personal anecdotes, Toni highlights the importance of doing the work, embracing resilience, and making intentional choices, especially as we age. πŸ’Ό Whether you're curious about career transitions, health innovations, or how to thrive at any age, this episode is packed with actionable wisdom and motivational stories. πŸ“» Tune in to learn how Toni's extraordinary journey can inspire you to live a life full of vitality and purpose. 🎧 To watch the video podcast: https://youtu.be/8h5yQ8eUbe0 #timelessvitalitypodcast #AmberStitt #KateBeck #ToniSovaCorfee #Resilience #HealthTech #FinancialServices #GalleriTest #EarlyCancerDetection #pathwayswithamberstitt πŸ”— Connect with Toni Sova-Corfee: πŸ“² LinkedIn: https://www.linkedin.com/in/toni-sova-corfee πŸ“² Women in Insurance and Financial Services: https://www.wifsnational.org πŸ“² Email: tsova80439@gmail.com πŸ”— Connect with Kate & Amber: πŸ“² Website: https://www.timeless-vitality.com TVep12…
 
πŸŽ™οΈ Welcome to another inspiring episode of the Timeless Vitality podcast. In this engaging episode, co-hosts Kate Beck and Amber Stitt sit down with Prof. Dr. Erskin Blunck, an accomplished professor of international management, innovator, and community builder. πŸŽ“ Erskin’s connection to Portland dates back to his time as an MBA student at Portland State University, and his ongoing efforts to foster worldwide learning and innovation make him a captivating guest. πŸ‡©πŸ‡ͺ Erskin shares his remarkable journey from academia to founding a sustainable startup community in Stuttgart, Germany. πŸ”¬ He expounds on the process of creating an ecosystem for entrepreneurship that tackles societal challenges such as climate change, biodiversity loss, and social issues, as well as, practical business success methodologies. πŸ’» Erskin's experiences at the PICMET technology innovation conference highlight the importance he sees in cross-cultural learning and collaboration for his colleagues and students. 🌐 In an insightful discussion, Erskin delineates the crucial difference between networks and communities, underscoring the necessity of commitment and shared purpose for lasting impact. 😷 He reveals the inspiring story behind a maker community that swiftly produced 6,000 face shields during the early weeks of COVID-19, illustrating the power of collective action and technical ingenuity. πŸ’¨ Erskin also touches on the upcoming plans for his Innovation Center, emphasizing the role of international cooperation and shared values. He offers practical examples of how these communities flourish, recounting the success of initiatives like the "Startup Safari" and "Climate Task Force," which foster both local and international growth. πŸ‘‹ Listeners are encouraged to connect with Erskin on LinkedIn and follow the Zukunft Gruenden initiative for more updates. This episode is a testament to the power of community, innovation, and the endless possibilities when passionate individuals come together for a common cause. πŸ“» Tune in and be inspired to create a timeless legacy of your own! 🎧 To watch the video podcast: https://youtu.be/-8pb8SI77Nc #timelessvitalitypodcast #AmberStitt #KateBeck #ErskinBlunck #pathwayswithamberstitt #hfwu.de #ZukunftGrΓΌnden #HfWU πŸ”— Connect with Erskin Blunck: πŸ“² LinkedIn: https://www.linkedin.com/in/erskin-blunck πŸ“² Instagram: https://www.instagram.com/hfwu.de πŸ“² Facebook: https://web.facebook.com/hfwu.de/?_rdc=1&_rdr πŸ“² Website: https://www.hfwu.de/zug πŸ”— Connect with Kate & Amber: πŸ“² Website: https://www.timeless-vitality.com TVep13…
 
πŸŽ™οΈ In today's episode of the Timeless Vitality podcast, co-hosts Kate Beck and Amber Stitt are thrilled to have Jessica Brooks-Woods, the dynamic leader of the National Association of Benefits and Insurance Professionals (NABIP), formerly known as NAHU. πŸ”„ Jessica shares her insights on the recent rebrand and the pivotal role of NABIP in providing health insurance and benefits across America. πŸ’ͺ She dives deep into issues of trust within the insurance industry, citing surveys and real-world implications while offering actionable tips for building and maintaining trust with clients. πŸ’Š Jessica also highlights significant upcoming changes in Medicare Part D, exploring how these alterations will impact both clients and industry professionals. 🀝 Join us as Jessica sheds light on the essential, often unsung roles that insurance professionals play, her vision for the future, and how empathy and connection are key to timeless vitality. πŸ’‘ Stay tuned for an enlightening discussion aimed at empowering you to thrive well beyond 100, and remember to live with purpose every step of the way. 🌟 Key Takeaways: Understanding the mission and vision of NABIP The critical role of trust in healthcare and insurance Upcoming changes in Medicare and drug policies and how they affect you The power of advocacy and the importance of staying informed πŸ“½οΈ To watch the video podcast: https://youtu.be/eLj6zo1Dsl0 πŸ‘₯ Connect with Jessica Brooks-Woods: Visit NABIP.org to learn more about the organization, become a member, or get involved in your local community. LinkedIn: https://www.linkedin.com/in/jessica-brooks-ceo-mpm Download the "Your Voice Matters" app to share your stories and insights with NABIP. πŸ“² Stay Connected: Don't forget to subscribe to our channel and hit the bell icon. πŸ“² Follow us : to stay updated on future episodes that will inspire you to live a life of timeless vitality. #TimelessVitality #Healthcare #Insurance #NABIP #JessicaBrooksWoods #Medicare2025 #TrustInHealthcare #LiveWithPurpose #AmberStitt #KateBeck #PathwaysWithAmberStitt Thank you for listening and supporting the Timeless Vitality Podcast! 🌟 Stay vibrant, empowered, and always live with purpose! TVep6…
 
πŸŽ™οΈ Welcome to another exciting episode of the Timeless Vitality podcast! 🏎️ Today, we have the pleasure of speaking with Steve Fogg, the CFO of multiple remarkable organizations dedicated to serving seniors in the later stages of life. πŸ’Š Steve shares insights into their "House of Brands," which includes Marquis Companies, Consonus Healthcare, and AgeRight Care Management Solutions, all committed to providing high-quality care and innovative solutions for seniors. 🩺 In this episode, we explore the many initiatives Steve and his team have championed, such as their unique partnership with nursing schools in Mexico to address the nursing shortage, as well as their inspiring "New Chapters" program that grants life-enriching wishes to seniors. πŸ’– Steve also offers invaluable advice for families on preparing for the aging journey of their loved ones. 🏠 Stay tuned as we dive into how Steve and his organization are creating a lasting impact on the community, empowering seniors to live their best lives, and ensuring a timeless legacy. πŸ“Œ Key Takeaways: The importance of planning for the aging journey: estate planning, advance directives, and understanding healthcare economics. The role of innovative programs in enhancing the lives of seniors. Addressing the nursing workforce crisis by creating international partnerships. Personal growth and finding purpose in later stages of life. 🌟 Don't miss this inspiring conversation that dives deep into the complexities and joys of senior care. πŸ‘ Join us for more episodes that explore living a timeless, thriving, and resilient life! πŸ“½οΈ To watch this podcast: https://youtu.be/imbMkVm8XSI πŸ”— Useful Links: Marquis Companies Website: https://www.MarquisCompanies.com https://www.ConsonusHealth.com https://www.AgeRightCareManagement.com Learn More about the Vital Life Foundation: https://www.vitallifefoundation.org Book Recommendation: "Being Mortal" by Atul Gawande Please check out the Timeless Vitality website: https://timeless-vitality.com #TimelessVitalityPodcast #PathwaysWithAmberStitt #SteveFogg #AmberStitt #KateBeck #PDXInsurance #MarquisCompanies #ConsonusHealthcare #AgeRightCareManagementSolutions #HealthcareInnovation #LongTermCare TVep7…
 
πŸŽ™οΈ Welcome to another insightful episode of the Timeless Vitality podcast with co-hosts Amber Stitt and Kate Beck. πŸ› οΈ In this episode, we sit down with Dalton Miller, a key figure in the Medicare field. Join us as we dive into the complexities and nuances of the Medicare industry, the importance of intergenerational communication, and Dalton's innovative Medicare solution, RetireFlo, that is redefining the future of Medicare processing. πŸ’‘ Join us as Dalton shares his journey from political assistant and speech writer, to assisting his family's Medicare agency, and highlighting his creation of the RetireFlo platform which helps solve many challenges in Medicare processing. 🌳 We'll dive deep into the importance of building 'trees of trust' in our communities, the role of technology in scaling operations, and the complexities surrounding Medicare processes. πŸ’Ό Plus, hear firsthand insights on the impact of the Medicare industry, the critical need for knowledgeable agents, and how the innovative platform, RetireFlo, is designed to streamline clients' transitions into Medicare. πŸ’ͺ Whether you're an industry professional or someone exploring Medicare options, this episode is packed with valuable wisdom and practical advice to empower you on your journey. πŸ“» Tune in and stay inspired! πŸ“½οΈ To watch the video podcast: https://youtu.be/BjVdsrkh34w πŸ”— Connect with Dalton Miller: πŸ“² RetireFlo Website: https://app.retireflo.com πŸ“² Seniority Benefit Group: https://www.senioritybenefitgroup.com πŸ“² LinkedIn: https://www.linkedin.com/in/dalton-miller-12a28699 πŸ“² Facebook: RetireFlo πŸ”— Connect with Amber Stitt & Kate Beck: πŸ“² Timeless Vitality Website: https://timeless-vitality.com #Medicare #SeniorCare #RetireFlo #TimelessVitalityPodcast #KateBeck #AmberStitt #DaltonMiller #SeniorityBenefitGroup #PathwaysWithAmberStitt #StittStrategies #PDXInsurance TVep8…
 
πŸŽ™οΈ Welcome to another empowering episode of the Timeless Vitality podcast. πŸ‘” In this powerful episode, co-hosts Kate Beck & Amber Stitt are joined by special guest Jay Washington for an enlightening conversation about overcoming life's challenges, building confidence, navigating societal expectations, and the vital importance of planning for life's uncertainties. πŸ‘¨β€πŸ‘§β€πŸ‘¦ Jay shares deeply personal experiences of loss and resilience, specifically stepping into a father-figure role for his niece and nephew after the passing of his sister in early 2020. πŸ“ This episode is a heartfelt reminder of the importance of planning for life's uncertainties, from financial security to emotional well-being. Episode Highlights: πŸ”Ή Jay Washington's Confidence Journey : Discover how Jay overcame societal expectations and stereotypes in the financial sales industry to find his unique "North Star," guiding him to freedom and authenticity. πŸ”Ή Community Engagement : Learn about Jay's commitment to giving back through his involvement with organizations like the Junior Achievement of Delaware Darrelle Revis Foundation, the Jamaur Law Foundation, and the G Collective Art Foundation. πŸ”Ή Fashion as Creative Expression : Jay's distinctive style is more than just fashion; it's a call for everyone to own their style choices confidently. πŸ”Ή Emotional Intelligence and Leadership : Dive into discussions about the importance of emotional intelligence in children, how parents can encourage emotional expression, and the role of self-awareness in leadership. πŸ”Ή Personal and Professional Growth : Jay shares a heartfelt story about becoming a father figure to his niece and nephew after his sister's passing and balancing this new responsibility with his career at LeafHouse Financial. πŸ”Ή Preparation for Life’s Uncertainties : Highlighting the importance of preparing for unexpected events, Jay emphasizes organizing one’s affairs to relieve family members from unforeseen burdens. πŸ”Ή Legacy and Long-Term Planning : Amber, Kate, and Jay discuss the significance of long-term planning and creating a timeless legacy. πŸ”Ή Interpersonal Dynamics and Networking : The episode also dives into the balance between extroversion and introversion, the key to effective networking, and maintaining a professional yet personal touch in your career. πŸ“½οΈ To watch this podcast: https://youtu.be/q_spvcuXvTQ πŸ“» Tune in for this inspiring conversation on the Timeless Vitality podcast and don't miss out on the wisdom and personal stories shared by all of our incredible guests. πŸ”— CONNECT WITH US: πŸ“² Jay Washington on LinkedIn: πŸ“² Jay Washington πŸ“² Timeless Vitality Website: πŸ“² www.Timeless-Vitality.com ✨ Stay vibrant, stay empowered, and continue creating your timeless legacy! ✨ #TimelessVitalityPodcast #PathwaysWithAmberStitt #LongTermPlanning #JayWashington #KateBeck #AmberStitt #PDXInsurance #StittStrategies TVep9…
 
πŸŽ™οΈ Welcome to the Timeless Vitality podcast co-hosted by Kate Beck and Amber Stitt! πŸ’ͺ In today's episode, we jump into the incredible journey of Alice Tang, a celebrated speaker, podcaster, and the inspirational force behind Women's Million Dollar Conversations. πŸ’° Co-hosts Kate Beck and Amber Stitt explore Alice's passion for empowering women to gain financial confidence and achieve their first million dollars. 🌸 From Alice's humble beginnings in Hong Kong to her mission-driven work in the U.S., this conversation is filled with timeless wisdom on self-love, resilience, and the power of asking for mentorship. πŸ’‘ Alice shares her personal challenges, insightful strategies, and the importance of building a supportive network. πŸ“» Tune in to discover how you can transform your mindset, pursue your financial goals, and become part of the million-dollar community. 🌱 Whether you're starting your financial journey or looking for inspiration to stay on track, this episode offers valuable insights that will encourage you to aim high and bring friends along for the ride. ⏳ Stay vibrant, stay empowered, and let's dive into this journey of timeless vitality together! πŸ“½οΈ To watch this podcast: https://youtu.be/tEJuCRAWxG0 πŸ”— Resources & Links: To learn more about Alice Tang please visit: πŸ“² Website: www.AskAliceTang.com πŸ“² YouTube: https://www.youtube.com/@AskAliceTang πŸ“² LinkedIn: https://www.linkedin.com/in/askalicetang BPG Wealth Management Tel: (503) 654-7676 | Fax: (503) 653-7575 | www.bpgnetwork.com | 10151 SE Sunnyside Rd, Suite 460, Clackamas OR 97015. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. #TimelessVitalityPodcast #MillionDollarConversations #AliceTang #AmberStitt #KateBeck #WomenEmpowerment #FinancialFreedom #PathwaysPodcast #ThrivingBeyond100 #PDXInsurance TVep2…
 
πŸ‘‹ Welcome to another enlightening episode of the Timeless Vitality Podcast, where your co-hosts Kate Beck and Amber Stitt delve into the inspiring journeys, resilient stories, and timeless wisdom of remarkable individuals. πŸ›οΈ Today, we're thrilled to have Diane Boyle, NAIFA's Senior Vice President of Government Relations, join us for a riveting discussion. πŸ•› Diane shares what a day in the life of a government relations specialist and chief lobbyist entails, offering a behind-the-scenes look at her work on Capitol Hill. 🏦 She explains the critical role of financial services advisors in educating lawmakers to ensure informed policies that support families and communities. β˜‘οΈ This episode highlights the importance of participating in the legislative process, even through small steps like voting or joining advocacy organizations. πŸ—£ What You’ll Learn: Insights into Diane Boyle’s role as a chief lobbyist for NAIFA. The importance of grassroots advocacy and building relationships with lawmakers. Key legislative issues impacting financial security, including tax reform. How ordinary citizens can get involved in advocacy to support financial security. The timeless principle of staying informed and proactive in personal and professional settings. πŸ“’ Key Quotes: Diane Boyle: β€œYou need to develop a relationship with these lawmakers so that as they are considering issues, they actually are developing an understanding for what it is that you do to serve families.” Amber Stitt: β€œYou have to have these conversations. And right now, there’s really no excuse. There are ways you can participate – it could be from a Zoom room or with boots on the ground. You can be involved.” πŸ”— Connect with Us: Diane Boyle on LinkedIn: https://www.linkedin.com/in/dianerboyle/ NAIFA Website: https://belong.naifa.org/ Email Diane at NAIFA: dboyle@naifa.org πŸ“… Stay Updated: Subscribe to our channel to stay updated on future episodes that inspire you to thrive well beyond 100, embracing resilience and purpose in every step of your journey. πŸ“± Follow Us on Social Media: Amber Stitt: https://www.linkedin.com/in/amber-stitt-acp-chfc%C2%AE-cltc%C2%AE-clu%C2%AE-gallup%C2%AE-1b186821 Kate Beck: https://www.linkedin.com/in/kate-beck-pdx/ To watch this episode of the Timeless Vitality Podcast on YouTube: https://youtu.be/kORtIklrhPg πŸ“§ For Queries & Collaborations: Contact us at: hello@timeless-vitality.com Thank you for tuning into the Timeless Vitality podcast. Remember, your story is still unfolding, and every step you take adds to the timeless legacy you are creating. Until next time, stay vibrant, stay empowered, and continue living with purpose. #TimelessVitalityPodcast #AmberStitt #KateBeck #DianeBoyle #FinancialSecurity #GovernmentRelations #NAIFA #PathwaysWithAmberStitt #LegislativeAdvocacy #Resilience #Purpose #ThrivingBeyond100 TVep3…
 
πŸ™Œ Welcome to Timeless Vitality with Amber Stitt and Kate Beck. 🏑 In today's episode, we're diving deep into the holistic world of mortgage planning and real estate investment. 🏠 Our special guest, Juli Doyle, brings her 26 years of expertise in residential mortgage lending, offering invaluable insights on integrating your home into early retirement planning, the benefits of real estate investment, and crafting a mortgage strategy aligned with your financial goals. πŸ”Ή Episode Topics : Integrating Home into Early Retirement Planning : Start home discussions in your 20s or 30s. Real Estate Investment : Why to invest now instead of waiting for a market dip. Generational Wealth : Housing's impact across demographics. Long-term Success : Aligning financial, mortgage plans and individual goals. Assisted Living & Aging in Place : Options for seniors to stay in upgraded homes with assistance. Right Sizing vs. Downsizing : Choosing homes that maintain activity and quality of life. Investment Properties : Side gig opportunities with REITs, single-family homes, VRBOs, and long-term rentals. Holistic Financial Planning : Integrating real estate into comprehensive financial strategies. Legacy Planning : Ensuring timeless vitality through controlled adaptability. Multi-Generational Planning : Encouraging proactive conversations between parents and children. πŸ”Ή Connect with Juli Doyle : Email : TeamDoyle@fairwaymc.com Phone : 480-206-8742 (textable) Social Media : Search "Team Doyle, Fairway Mortgage" on Facebook, Instagram, TikTok, and YouTube. πŸ“Œ Listener Takeaways : Education and fact-based decisions for stress-free home buying. Benefits of up-front mortgage planning for long-term financial stability. Real-life client stories to illustrate strategic planning benefits. Building trust with advisors and fostering open financial dialogue. Encouragement to set audacious goals and create communities of trust. 🎧 Listen, Learn, & Thrive : Empower yourself to thrive beyond 100 years with purpose and resilience. Join Kate Beck, Amber Stitt, and Juli Doyle for an inspiring episode that will transform how you view your financial and real estate future. πŸ“½οΈ To watch this podcast on YouTube: https://youtu.be/DDk8LsNZsSA πŸ”” Subscribe for More : If you enjoyed this episode, hit the like button, share with your friends, and subscribe to our channel for more inspiring stories and vital financial advice! #TimelessVitalityPodcast #AmberStitt #KateBeck #JuliDoyle #TeamDoyle #FinancialPlanning #RealEstateInvestment #GenerationalWealth #MortgagePlanning #RetirementPlanning #PathwaysWithAmberStitt πŸ‘‹ Thanks for tuning in, and don't forget to comment below with your thoughts and questions! 🌟 TVep4…
 
πŸš€ Welcome to another inspiring episode of the Timeless Vitality podcast. 🏑 In today's episode, we dive into the fascinating world of reverse mortgages with our special guest, Don Graves. With over 25 years of experience, Don shares his passion for helping American retirees leverage their home equity to secure the retirement they’ve always dreamed of. πŸŽ“ From his early days at Habitat for Humanity to his current role as an educator at American College, Don brings a wealth of knowledge and a heartfelt personal journey to our discussion. πŸ”Š Listen as Don recounts his initial skepticism about reverse mortgages, his rigorous research that led to a profound career change, and the emotional story of his family's long-term care challenges. πŸ’Ό We’ll also discuss why early planning and considering all available assets, including home equity, are crucial for a secure and fulfilling retirement. πŸ’Ί So sit back, relax, and join us as we uncover powerful insights and practical strategies that can empower you to live with purpose and create a lasting legacy. In This Episode: Discover how Don Graves' passion for helping American retirees leverage their home equity can lead to a dream retirement. Learn about Don’s personal experience with long-term care planning for his mother and how it shaped his mission. Explore the myths and truths of reverse mortgages and how they can be a valuable financial tool. Hear the heartwarming story of friendship that defined Don’s perspective on timeless vitality. Get actionable insights on making smart, strategic retirement decisions. About Our Guest: Don Graves is a renowned expert with over 25 years of experience empowering retirees to make informed financial decisions. He has had over 16,000 consumer-facing conversations and has educated professionals through his role at American College and other platforms. πŸ“½οΈ To watch this episode: https://youtu.be/CL_I9v8icgw Connect with Don Graves: Website: Reverse Mortgage MasterClass Personal Site: Ask Don Graves πŸ” Don’t miss out on the wisdom and insights that can help you thrive well beyond 100. Watch now and embark on your journey to timeless vitality! #TimelessVitalityPodcast #AmberStitt #ReverseMortgages #RetirementPlanning #LongTermCare #InspiringStories #FinancialPlanning #PathwaysPodcast #DonGraves #KateBeck #HousingWealthInstitute 🎧 Thanks for listening! Until next time, stay vibrant, stay empowered, and continue living with purpose. 🌟 TVep5…
 
πŸš€ Welcome to launch episode of the Timeless Vitality podcast! πŸŽ™οΈ Join hosts Kate Beck and Amber Stitt as they explore the captivating journeys through longevity, resilience, and the wisdom of thriving well beyond 100. 🦿 In this kickoff episode, Kate and Amber share the serendipitous story of how they met and how their passion for meaningful conversations led to the creation of this podcast. πŸ§β€β™€οΈ They reflect on the importance of planning, the profound impact of personal experiences, and the core values that guide their discussionsβ€”Purpose, Empowerment, Accountability, Resilience, and Legacy (P.E.A.R.L.). Pearls of wisdom! πŸ™‹ Get ready to meet inspiring guests, tackle tough but necessary topics, and join a community dedicated to living life to its fullest. πŸ“½οΈ To watch this episode: https://youtu.be/L2KsviQkfCA πŸ”— To contact Amber and Kate: πŸ“² Email: hello@timeless-vitality.com πŸ“² LinkedIn: @TimelessVitality πŸ“² Pathways podcast: @PathwaysPodcast #TimelessVitalityPodcast #PathwaysPodcast #AmberStitt #KateBeck #Resilience #Empowerment #PurposefulLiving #Legacy #LivingBeyond100 πŸ“– Your story is still unfolding, and we're here to help you make every step count. 🀿 Let's dive in and start building a timeless legacy together! TVep1…
 
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