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  • Part D Might Be the MOST Important Part of Medicare
    Sep 9 2023

    Part D Might Be the MOST Important Part of Medicare

    To Toni King, the CORNERSTONE of Medicare planning is discussing Medicare Part D. In this Medicare Moments BONUS episode, Toni discusses why it’s so important to search for what is the most cost-effective Part D plan that covers all of your prescriptions. Did you know that if a prescription is not covered, whether generic or brand-name, then you will have to pay 100% out of pocket? Learn more by listening to the episode now!

    Subscribe to Medicare Moments:

    Apple Podcasts: https://apple.co/44MoguG

    Spotify: https://open.spotify.com/show/7c82BS4hb145GiVYfnIRso

    Discover more great episodes of Medicare Moments:

    Treat Medicare Part B like GOLD: https://apple.co/3OYO1kW / https://sptfy.com/OSqs

    Big Mistake Enrolling in a Medicare Advantage Plan: https://apple.co/47h9cGX / https://sptfy.com/OSqo

    How to Appeal a Medicare Claim: https://apple.co/3Rfj4M9

    The New Turning 65 Enrollment Rule: https://apple.co/46hV5QL

    Visit Toni’s Website: https://tonisays.com/

    See omnystudio.com/listener for privacy information.

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    13 Min.
  • Lifestyle Changes to Avoid Dementia
    Jul 29 2023

    Thanks for listening to the Senior Resource Podcast Network! This bonus episode is from Answers for Elders. If you like what you hear, visit the links to follow the podcast on your favorite listening platform.

    Suzanne is joined by Dr. Paul Winner, the Senior Director of the Premiere Research Institute and Attending Neurologist at Palm Beach Neurology in West Palm Beach, Florida. Dr. Winner addresses various lifestyle changes to help avoid developing dementia. He says, “There are risk actors. You want to avoid this as best you can. You don't want this to happen, even if you're predisposed genetically to develop it. There are some things you can do to help yourself now.

    Subscribe to Answers for Elders:

    Apple Podcasts: https://apple.co/44DzG3C

    Spotify: https://sptfy.be/z0qqq

    Discover more great episodes of Answers for Elders:

    Finding Purpose with Parkinson’s: https://apple.co/3D7EWka / https://sptfy.be/2vrdd

    People Needed for Your Estate Plan: Irrevocable Third-Party Trust: https://apple.co/44DzG3C / https://sptfy.be/c3pxu

    Tips to Facilitate a Senior Home Sale, Part 1: https://apple.co/44DzG3C / https://sptfy.be/l8o8m

    Facing Fears To Navigate Entrepreneurship: https://apple.co/44DzG3C / https://sptfy.be/dn6en

    Visit Answers for Elders on the web: https://answersforelders.com/

    See omnystudio.com/listener for privacy information.

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    13 Min.
  • Conquer Budgeting: 3 Tips on How to Budget
    Jun 13 2023

    Don't know where to begin with your budgeting journey? Lena teaches you how to create a budget that you can actually stick to in this episode.

    Topics covered:

    • Reluctance to budget
    • Overcome the challenges of budgeting
    • Budgeting strategies that work: 50/20/30 & Zero-based budget
    • Other benchmarks to measure success

    Need a budgeting app? A list of best budgeting apps.

    Listen to all of our podcast episodes and more on our YouTube channel!

    Connect with us:

    • Linkedin
    • Facebook
    • Instagram

    Consult with a low-fee financial advisor today! Book a call:

    ▶️ www.sensibleportfolios.com

    SR Featured

    See omnystudio.com/listener for privacy information.

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    8 Min.
  • A Case for Simplicity: Investing Later in Life
    May 30 2023

    Lena discusses the investment risk of age-related cognitive decline in this episode of Retirement for Real. Discover how investing simply can make a significant difference in your retirement years.

    Topics covered:

    • Benefits of a simple investment portfolio
    • Why older investors should assign a trusted contact person

    Check out all of our podcast episodes and more on our YouTube channel!

    Connect with us:

    • Linkedin
    • Facebook
    • Instagram

    Create your retirement portfolio strategy today. Consult with Lena:

    ▶️ www.sensibleportfolios.com

    SR Featured



    See omnystudio.com/listener for privacy information.

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    6 Min.
  • The Best & Worst 529 Plans for Your Grandkids
    May 16 2023

    In this episode of Retirement for Real, Lena reveals which college savings tool is best to maximize college savings for your family.

    Your Questions Answered:

    • How do 529 college savings plans work?
    • Prepaid tuition plan or 529 savings plan?
    • Which 529 savings plan is the best?
    • Which 529 savings plan is the worst?

    Check out all of our podcast episodes and more on our YouTube channel!

    Connect with us:

    • Linkedin
    • Facebook
    • Instagram

    Consult with a low-fee financial advisor today! Book a call:

    ▶️ www.sensibleportfolios.com



    See omnystudio.com/listener for privacy information.

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    8 Min.
  • How to Choose the Right Financial Advisor
    May 2 2023

    Looking for a trusted financial advisor to manage your money? In this podcast episode, Lena offers a guide to choosing the right financial advisor for you.

    Topics covered:

    • Different types of financial advisors:
      • National, Regional and Digital advisors
    • Fee-only vs. fee-based financial advisors
    • Low fees matter to 99% of investors

    Check out all of our podcast episodes and more on our YouTube channel!

    Connect with us:

    • Linkedin
    • Facebook
    • Instagram

    Contact Lena at Sensible Portfolios today!

    ▶️ www.sensibleportfolios.com

    See omnystudio.com/listener for privacy information.

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    10 Min.
  • 4 Common Investor Mistakes that Really Hurt
    Apr 18 2023

    While investing can be simple, it is certainly not easy. Know the four common investing mistakes and the recommendations to avoid them.

    Topics covered:

    • Don't make investing complicated
    • Ignore the financial media
    • Have an investment plan that works
    • Pay attention to investment fees

    Use this calculator to learn how much of your investment return you actually keep.

    Check out all of our podcast episodes and more on our YouTube channel!

    Connect with us:

    • Linkedin
    • Facebook
    • Instagram

    Need help with your investment planning? Book a call with Lena today:

    ▶️ www.sensibleportfolios.com

    See omnystudio.com/listener for privacy information.

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    8 Min.
  • The Secret to Higher Investment Returns
    Apr 4 2023

    Do you want to get high returns for your investment? In this episode of Retirement for Real, Lena offers a list of secrets to higher returns that you can start today.

    Topics covered:

    • Lower fees mean higher expected returns
    • Compounding costs negatively impact your portfolio growth
    • High cost mutual funds vs. low cost mutual funds
    • Common hidden fees

    Check out all of our podcast episodes and more on our YouTube channel!

    Connect with us:

    • Linkedin
    • Facebook
    • Instagram

    Discover how low cost investing can help you earn more from your investments. Reach out today:

    ▶️ www.sensibleportfolios.com





    See omnystudio.com/listener for privacy information.

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    9 Min.