44 episodes
Getting Your Edge: How to Rightsize your Home and Life. Judy Gratton and Dennis Day
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- Leisure
Life Happens to Everyone! These events can force changes in how and where you live. How you react and manage those events is what matters. Join Judy Gratton and Dennis Day, two agents with over 22 years combined experience in real estate, as they provide you insights into managing the twists and turns life throws at you, so you can land on your feet and in the right place. Whether you need to downsize from the forever home, upsize to handle a growing family, or moving an aging parent into a safer setting, the “Rightsizing” Podcast will share the information you need to “rightsize” your home and life. Using their personal experiences and interviews with experts in a variety of fields, like: financial planning, estate sales, or living abroad, our hosts will dish out the information and advice that will help you take on life’s challenges informed and prepared. For more information about the Edge Group Real Estate Team and the Freebies click here: https://edgegrouprealestateservices.com/
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Help! I'm Almost 65: What Do I Do About Medicare?
In this episode, our special guest Kevin Anderson, a licensed Medicare Advisor, will walk host Dennis Day through the process of choosing the right Medicare health care plan, just like he would any other client age 64 and 9 months.Learn the timing for enrolling three months before or after your 65th birthday to avoid coverage gaps, and understand the roles of Medicare Part A and Part B. We'll also discuss the critical steps to setting up your SSA.gov account and the value of supplemental cove...
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Decoding Blended Interest Rates: Your Key to Smarter Downsizing Decisions with Gary Kawano
Unlock the secrets to financial stability in times of economic uncertainty with Gary Kawano of Success Lending, who sheds light on the intricacies of blended interest rates. If downsizing your home in a fluctuating interest rate market seems daunting, Gary's insights will guide you through the haze of mortgages, credit cards, and car loans, revealing how each contributes to your financial well-being. Delve into a world where understanding your debt cost is not an option but a necessity for ma...
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Stir It Up!: Simmering in the World of Blended Interest Rates
Episode 41. Unlock the secrets of financial well-being with Gary Kawano of Success Lending as he shares his expert insights on Blended Interest Rates. This is a crucial exercise for anyone contemplating down-sizing.With thirty years in the mortgage industry, Gary shares a wealth of knowledge to our latest podcast episode. He skillfully breaks down why keeping an eye on your overall financial health extends well beyond your mortgage rate. Through relatable client stories, we showcase how a com...
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From Title to Tranquility: Safeguarding Your Real Estate Investments with Jayne Boyle
Unlock the mysteries of title insurance with the guidance of Jayne Boyle from Stewart Title, our expert for this week's "Getting Your Edge" podcast. As we navigate the twists and turns of home ownership and downsizing, we promise you'll come away with a sturdy shield of knowledge to protect your real estate investments. Jane not only demystifies the difference between title and escrow but also sheds light on the often overlooked coverage nuances of title insurance. Her insights into the one-t...
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Empowering Seniors: A Journey Through the Country's Busiest Senior Center
Unlock the wisdom of Nathan Phillips, the innovative CEO steering the North Shore Senior Center, as we unravel the tapestry of services revolutionizing senior care. From vibrant fitness classes to critically-needed social services, this center isn't just a beacon for those in their golden years but a lifeline for individuals from 12 to 109, including young people with disabilities. Nathan walks us through the center's rich history and the incredible volunteer spirit that breathes life into ev...
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Safeguarding Our Seniors: A Battle Plan Against Elder Scams with Kaitlin Cooke
Elder Scam Prevention Resources are listed at the bottom of the descriptions and the end of the Transcript.Unlock the secrets to shielding our seniors from financial predators with Kaitlin Cooke, a former federal prosecutor turned guardian of elder justice. Through her seasoned lens, we investigate the disturbing increase in scams swindling the elderly and dissect the psychological and demographic factors making our senior loved ones prime targets. Our dialogue illuminates the dark corners of...