The Keys To Your Legacy with Elijah Keyes, Episode 21

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Thermon "Rick” Holliday, a Licensed Life & Health Broker specifically focused on Medicare Advantage, Medicare Supplement and Prescription Drug plans in California and 13 other states. Rick provides Medicare plan education, advice, and enrollment for individuals 64 years of age & up, working or not, so they can enjoy the best time of life.

Tune in to the episode to hear about:

* What inspired Rick Holliday to dedicate his career to helping older Americans navigate retirement healthcare and Medicare

* How to avoid common pitfalls and ensure proper coverage with early planning and understanding of Medicare enrollment steps

* Why it’s important for families to have open conversations and clear documentation regarding healthcare directives and estate planning

* The main challenges people face when trying to understand and enroll in Medicare, and how they can be addressed

* How viewing Medicare as a supportive resource, rather than a burden, can change the way individuals approach their retirement healthcare planning

Learn more about Thermon "Rick” Holliday:

* Visit TRH Insurance and Financial Services’ website: http://TRHinsurance.com

* Connect with Rick on LinkedIn: https://www.linkedin.com/in/trhinsurance

* Follow TRH Insurance and Financial Services on LinkedIn: https://www.linkedin.com/company/trh-insurance-and-financial-services

* Visit Rick’s YouTube channel: https://www.youtube.com/@RickspeaksMedicare

* Follow Rick on Facebook: https://www.facebook.com/TRHinsurance

* Follow Rick on Instagram: https://www.instagram.com/trhinsurance

***********************************

About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 20

In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with Matt Soeth, Executive Director of the Thriving in Games Group and Online Safety Consultant. Matt is also the host of the podcast Safety Is Sexy.

Tune in to the episode to hear about:

* Common online scams, including phishing, fraud, and identity theft, emphasizing the importance of strong, unique passwords and two-factor authentication

* Practical advice on how to avoid scams, especially for vulnerable demographics like older adults, with tips including monitoring accounts, using VPNs on public Wi-Fi, and regularly updating software

* Real-life examples of people falling victim to online scams highlight the need for continual vigilance and education on safe online practices

* A reminder to trust one's instincts and be aware of emotional manipulation tactics used by scammers

Learn more about Matt Soeth:

* Visit Matt’s website: http://www.matthewsoeth.com

* Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewsoeth

* Follow Thriving in Games Group on LinkedIn: https://www.linkedin.com/company/thrivingingames

* Follow Matt’s podcast, “Safety is Sexy” on Spotify: https://open.spotify.com/show/7eugAF90BPcLigxiksKy15?si=5b9512830ae744e2&nd=1&dlsi=b5ec501f91b04caa

* Follow Matt’s podcast, “Safety is Sexy” on Apple: https://podcasts.apple.com/us/podcast/safety-is-sexy/id1742486948

***********************************

About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://youtube.com/playlist?list=PLCH7PT_y9xqQjBPpK-l6uIEHRPGg1qgPb&si=LZCB9espZnw44yDG

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keyeslawgrouppc

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 19

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Susan Brooksbank, a licensed fiduciary who specializes in Trust and Estate Accountings.

Tune in to the episode to hear about

* The role and responsibilities of a fiduciary, emphasizing the importance of neutrality, detailed record-keeping, and adherence to trust documents

* The complexities of administering trusts, especially in contentious family situations, where beneficiaries may become hostile and litigious

* The critical need for updated trusts and accurate accountings, sharing experiences with complicated cases involving outdated documents and poorly managed assets

* The value of hiring competent attorneys and remaining organized to navigate the intricate legal environment surrounding trust and estate management

Learn more about Susan Brooksbank:

* Visit Susan’s business website: http://www.brooksbankfiduciary.com

* Connect with Susan on LinkedIn: https://www.linkedin.com/in/sbrooksbank

* Email Susan: Susan@BrooksbankFiduciary.com

***********************************

About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://youtube.com/playlist?list=PLCH7PT_y9xqQjBPpK-l6uIEHRPGg1qgPb&si=LZCB9espZnw44yDG

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keyeslawgrouppc

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup