MAKING THE MOST OF TIME Elliott Appel

First, thank you for listening! I appreciate you listening along. After a year of podcasting, I’ve decided to take a pause. I’m focusing more of my effort on my blog and newsletter going forward until ... Read more

I’ve heard and seen many families make mistakes about inheritances, estate plans, and talking about money.  Unfortunately, money is a taboo topic in most families.  Let’s talk openly about how you can talk about money ... Read more

Deciding how to claim Social Security survivor benefits as a widow could be a decision worth hundreds of thousands of dollars.  Learning what benefits are available to you and how to optimize them are extremely ... Read more

How to plan for long-term care and whether to purchase long-term care insurance is a difficult decision. The costs of long-term care is expense. Listen to hear about the different types of long-term care insurance available, ... Read more

Tax-loss harvesting can be a powerful strategy to reduce taxes and defer them. You can hear more about how to do tax-loss harvesting, the benefits, and risks. Learn about examples of where you can use ... Read more

Caregiving can come with positive effects, but it often has negative effects. From the emotional, physical, financial, and relationship effects, caregiving impacts many areas of life. Let’s talk about those effects, as well as resources ... Read more