Podcast
The Ron Greenwald Show
Hosted by Ron Greenwald · EN
“The Ron Greenwald Show” is a podcast and professional forum for all of those who dedicate themselves to - and work on behalf of - older adults, to hear and share stories of value. Join Ron Greenwald for compelling conversations aimed at all aspects of the business and hear from those on the front lines first-hand. For those operating in this field, it is chock full of educational, monetary, and practical value. An essential must-listen.
20episodes
Episodes
Newest firstAll episodes
Ep .44 Judge Glen Reiser's Courtroom Chronicles in Trust and Estate Law
May 6, 202400:42:03Tap to summarizeUncover the intricacies of family estate planning with the expertise of the Honorable Judge Glen Reiser, who joins us to navigate the complex waters of trusts, probate estates, and guardianships. Judge Reiser, with his two decades of bench experience, dissects the role of successor trustees, the challenges they encounter, and the nuanced matters of mental capacity that are crucial in the drafting of sound estate plans. Our conversation takes a critical look at the common yet potentially problematic practice of appointing children as trustees and offers a cautionary tale through a riveting case from the San Domingo Valley.Estate disputes can be as intricate as a fine tapestry, and sometimes they require a mediator's touch to unravel the knots. We explore how mediation has evolved within California's trust law, particularly after a landmark case that mandated court-ordered mediation in trust disputes. Judge Reiser provides a behind-the-scenes view of mediation's role in alleviating court dockets and the personal effects it has on family dynamics. We also delve into the balance lawyers must find between advocating for early dispute resolution and preparing for trial, bringing strategy, and emotion to legal proceedings.In the realm of estates and trusts, professional fiduciaries stand as the unsung guardians, ensuring fairness and maintaining peace within families. Judge Reiser sheds light on the demanding work of these individuals, who navigate the treacherous waters of family dynamics, financial responsibilities, and the ever-looming threat of litigation. Through personal anecdotes, we underscore the importance of clear communication and equitable distribution in safeguarding family unity across generations. Judge Reiser's insights underscore why professional fiduciaries are pivotal in trust administration, especially in a landscape marked by legislative shifts and the complex intricacies of trust law.Let’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025Produced by Video Pro San Diego and recorded at the GoBeRewarded Podcasting Studio in San Diego. Visit the VPSD here https://www.videoprosandiego.com/
Transcribe →
Ep. 43 Pearl Fletcher: Embracing the Joys of Aging and the Secrets to a Positive, Fulfilling Life
Apr 8, 202400:32:37Tap to summarizeAs I sat down with the delightful Pearl, an 85-year-young dynamo, her eyes sparkled with the same zest for life that would put any youngster to shame. Our conversation, a kaleidoscope of her life's vibrant hues, sweeps us from the innocence of childhood dress-up to her 64-year symphony of love with her husband, Bob, offering a treasure trove of wisdom on flourishing in the autumn of life.Pearl, with her infectious laughter, narrates the tale of her and Bob's journey from the Canadian chill to California's embrace, weaving in tales from her nursing days to Bob's chiropractic escapades. We uncover the secrets of maintaining joy as we age, the camaraderie in senior living communities, and the resilience that shone through during the pandemic's trials. If you're seeking inspiration to fuel a happy, active life regardless of the passing years, let Pearl's unwavering positivity and proactive spirit guide your way.Let’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025
Transcribe →
Ep. 42 Marci & Kathy: A Blueprint for Proactive Living Beyond Retirement
Apr 1, 202400:25:36Tap to summarizeWhen the golden years come knocking, some wait for the inevitable, while others, like sisters Marci and Kathy, seize them with both hands and a plan. Their journey to Scripps Glen, a senior retirement community in San Diego, is a testament to the power of proactive aging – a move that's not about winding down, but rather about gearing up for an active, autonomous life amidst community. Join us as we unravel their stories, where the roles of caregivers, their pivotal life moments, and their zeal for living fully are shared with warmth and wisdom.Marcy's poise in the aftermath of her husband's passing and Kathy's strategic shift from the burdens of solo homeownership showcase a blueprint for embracing change with dignity. This episode is packed with practical insights – from the significance of legal preparedness to the sustenance of family unity during such transitions. Hear how Kathy, a former flight attendant and attorney, is now planning her travels from the comfort of her new base in the community, proving that a senior living community is not a full stop, but a comma on the journey of life. Their experiences illuminate the importance of making empowered choices for the future, preferably when one has the full capacity to do so, allowing for a chapter filled with vibrancy and self-determination.Let’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025
Transcribe →
Ep. 41 Andy Ragone: Shaping Legacies Through Strategic Nonprofit Gift Planning
Feb 26, 202400:33:16Tap to summarizeDiscover the power of legacy and philanthropy as Andy Ragone, co-founder and CEO of Pleiades Nonprofit Advisors LLC, joins me for a transformative discussion that spans from his time in pastoral ministry to the intricacies of nonprofit gift planning. Weaving a narrative that connects the guidance of the ancient Pleiades star cluster to the strategic navigation required in the nonprofit sector, Andy illuminates the often missed opportunities within planned giving. Together, we explore the potential for nonprofits to secure their financial future through savvy wealth stewardship and the mutual benefits donors enjoy when engaging in philanthropy with foresight.Embark on an insightful journey into the strategic interplay between tax incentives and charitable giving, where nonprofits and donors find harmony in their goals. Our conversation demystifies the complexities surrounding professional development roles, marketing initiatives, and the crucial education needed to elevate the philanthropic landscape. As a fractional gift planning officer, I share compelling examples of how my firm broadens the horizons of giving, extending beyond disposable income to tap into the more substantial wealth reserves, thus enabling donors and nonprofits to flourish together.Our episode concludes with a candid look at the immediate and profound impact that implementing planned giving programs can have on charities. Andy shares that the return on investment for these programs often begins within just a year, challenging traditional fundraising timelines. While we missed the insights of the experienced Kimberly from the Orange Catholic Foundation, the episode pays tribute to her influence in the sector. We wrap up with a conversation on the importance of experiencing the ripple effects of our generosity within our lifetimes, inspiring you to consider how you might begin crafting your legacy right now.Andy Ragone(562) 568-5700andy@pleiadesnpa.com www.pleiadesnpa.comLet’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025
Transcribe →
Ep. 40 Richard Peck: Unleashing the Power of Strategic Philanthropy and Charitable Giving
Feb 23, 202400:32:40Tap to summarizeEmbark on a vibrant journey with Richard Peck, the 'Philanthropy Guy,' as he navigates the heartwarming intersection of finance and generosity. This episode peels back the layers of philanthropy, revealing how a staggering $500 billion is channeled into charitable causes annually. Discover Richard's inspiring transformation from biotechnology to becoming a beacon for strategic giving, revealing the profound impacts that can be made when planning meets passion. His tales from the trenches of estate planning and the intricacies of charitable remainder trusts promise to enlighten and motivate.We're unwrapping the secrets to making a charity's fundraising engine roar to life, emphasizing the potency of proactive discussions before major financial events unfold. For donors contemplating the best ways to leave a legacy, Richard illustrates the impact of donations beyond cash—think real estate and stocks—and the considerations when selling a business. Aspiring philanthropists and seasoned donors alike will glean wisdom from Richard's expertise on the dance of donor-advised funds and private foundations, ensuring that every charitable action is as strategic as it is sincere.As the baton of wealth is passed to a new generation, the landscape of wealth management and philanthropy is rapidly evolving. Richard sheds light on why 91% of inheritors seek new financial guidance and how advisors can incorporate giving strategies to retain them. He also shares a slice of joy from his 30-year love affair with improvisational comedy, drawing parallels to the spontaneous nature of life's journey. This episode is not just a conversation; it's an invitation to step into the realm of philanthropy with purpose and a touch of play, as we cheer on everyone crafting their narrative of giving.Richard C. PeckRichard C. Peck Consulting, LLCCell: 603-387-3897E-mail: ThePhilanthropyGuy@gmail.comWebsite: https://www.thephilanthropyguy.com/Let’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025
Transcribe →
Ep. 39 Ivette Kuyateh: Legal Wisdom for Prosperous Family Futures
Jan 23, 202400:42:24Tap to summarizeImagine navigating the complexities of estate planning, sandwiched between caring for both your parents and children, while also addressing the nuanced needs of Latino families. That's the reality many face, and it's the heart of our discussion with Ivette Kuyateh from Kuyateh Law Group. Ivette, who has gracefully transitioned from prosecutor to estate planner, brings a wealth of insight into empowering families through informed legal decision-making. On our show, she shares her incredible personal narrative, touching on her formative years in Mexico and California, her legal journey, and her Christian faith, which underscores her advocacy for victims and families alike.Ivette's expertise shines a light on the cultural considerations essential in estate planning within Latino communities. She spotlights the challenges adult daughters often face as primary caregivers, balancing the demands of their careers with the responsibilities of supporting multiple generations. Through this lens, we discuss how safeguarding assets like the family home can be pivotal, and how thoughtful asset distribution can prevent familial strife. It's a candid exploration of the societal pressures and personal sacrifices women make as they assume the mantle of caregivers and the transformative power of legal foresight in these dynamics.Wrapping up, we delve into the broad spectrum of aging population needs, from financial services to retirement planning. Ivette dissects the looming wealth transfer with baby boomer retirements and the unique implications for the Latino community. Moreover, her passion project, Te La Group, stands as a beacon of success against typical business odds, providing a model for resilience and strategic planning. As we conclude, Ivette extends a generous offer to our listeners: a free copy of her book, brimming with guidance and inspiration—a testament to the power of personal journeys to illuminate professional paths and leave an indelible impact on others' lives.Let’s Get Social!Facebook: https://www.facebook.com/GreenwaldRealtyTeamInstagram: https://www.instagram.com/rongreenwald/Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvwLinkedin: https://www.linkedin.com/in/company/greenwald-realty-teamWebsite: https://www.greenwaldrealtyteam.com/ Greenwald Realty TeamSenior Real Estate Specialists(844) 782-9674DRE 01264025
Transcribe →
Ep. 38 Shaun McGuirk: Unveiling the Hidden Gems of Westmont Senior Living
Aug 22, 202300:37:50Tap to summarizeWhat if you could experience the world of senior living through the eyes of someone who's devoted his life to it? Join us in this engrossing discussion with Shaun McGuirk, the Community Relations Director for Westmont Senior Living.As he takes us on a virtual tour of this new community, his dedication is palpable as he reveals the complexities and nuances of this field. Previously an equestrian center, this 20-acre site is transforming into a haven for seniors complete with Casita homes, assisted living apartments, and a memory care neighborhood. But that's not all. Shaun expounds on the role senior living communities play in enhancing the lives of seniors and shares his ingenious "stuff party" idea to help seniors downsize and transition into their new homes. Shaun also highlights the incredible opportunities for intergenerational relationships within the senior community resulting from their close proximity to local high schools. This unique approach fosters a vibrant and dynamic environment, encouraging mentorship and interaction between students and residents. Embark on this journey with us as we explore Shaun's remarkable career and the amazing work being done at Westmont Living Carmel Valley. Let’s Get Social!Website: http://westmontofcarmelvalley.com/ Instagram Link: https://www.instagram.com/westmontliving/Facebook Link: https://www.facebook.com/profile.php?id=100077534601572Youtube Link: https://youtu.be/yr0Tm0uVn8EThank you for being here! ~ Ron GreenwaldGreenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025Visit us here: https://www.greenwaldrealtyteam.com/ Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio
Transcribe →
Ep. 37 Daniel Weiner: Unraveling the Complexities of Estate and Guardianship Planning
Aug 15, 202300:42:17Tap to summarizeImagine the power of knowing your family's future is secure, no matter what life throws at you. That's exactly what our guest, Dan Weiner, an expert in estate planning and corporate law, can help you achieve. Join us as Dan shares his wealth of knowledge from his time practicing law in England and Hong Kong to his current work in sunny San Diego - you'll hear about the intricacies of estate planning, guardianship, and the challenges families face when making tough decisions. Dan goes on to share his insights on the professional world of law, touching on intriguing topics like cryptocurrency regulation and the costs associated with probate. We get a taste of court customs, like wig-wearing, and discuss the potential risks of naming multiple children as co-trustees. Dan's unique experience of living between England and San Diego is not only intriguing but also highlights the British camaraderie found in California. We finally dive deeper into the nitty-gritty of family law and estate planning. Learn invaluable advice from Dan on how to ensure your hard-earned money isn't lost due to potential future events. We also discuss the importance of having an ongoing relationship with an attorney. Dan's passion for helping families secure their future and ensure harmony is inspiring. No matter if you're a lawyer, interested in estate planning, or just seeking to better prepare for your family's future, this episode is a wealth of knowledge.Let’s Get Social!Daniel's Website: http://www.weinerlegacylaw.comThank you for being here! ~ Ron GreenwaldGreenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025Visit us here: https://www.greenwaldrealtyteam.com/ Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio
Transcribe →
Ep. 36 Brad Logsdon: The Glen at Scripps Ranch - A Holistic Approach to Senior Living
Aug 8, 202300:43:32Tap to summarizeDiscover the heartwarming stories, diverse activities, supportive atmosphere, and continuity of care that shape life for residents at The Glen at Scripps Ranch.The Glen at Scripps Ranch, a distinguished continuing care retirement community (CCRC), is spotlighted in our podcast today with Brad Logsdon, its Marketing Director. Logsdon illuminates the community's captivating blend of fine dining, diverse activities, and exceptional healthcare services. Aiming to dispel misconceptions about downsizing, Logsdon advocates for the concept of “right-sizing” instead, and optimizing one's living situation to maximum benefit at any age.The Glen at Scripps Ranch offers a vibrant lifestyle on the 53-acre campus, with various housing options and activities such as poker, Tai Chi, and meditation. Logsdon spotlights the sense of camaraderie among residents and the pivotal role of family involvement in residents’ lives. The interview underscores the importance of timely health assessments for making informed decisions and emphasizes the value of proactive planning.Logsdon's insights culminate in a passionate call to action for listeners, urging individuals to plan ahead, to ensure that their journey into senior living is as smooth and rewarding as possible. With a warm community atmosphere and an array of services, the Glen at Scripps Ranch beckons seniors to embrace their golden years with confidence and enthusiasm.Let’s Get Social!Website: https://theglenatscrippsranch.com/Thank you for being here! ~ Ron GreenwaldGreenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025Visit us here: https://www.greenwaldrealtyteam.com/ Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio
Transcribe →
Ep. 35 UPDATE: What’s Best for Grandma & Navigating Family Dynamics - How to Keep the Family Together and Talking.
Aug 1, 202300:43:18Tap to summarizeToday’s podcast is a followup to our NOV. 15, 2022 episode 5…to check in and see what has happened in the intervening months to Angel, her Grandmother, Uncle and Father, and how a stroke, a brief stint in rehab and physical therapy have paved the way for Grandmother’s successful entrance into a home care community. And the best part? She’s now thriving. But, as often happens in life, the story doesn’t end there…Caring for an elderly parent and navigating the tension that comes with it – hear from a family that has survived the blow ups to do what’s best for Grandma. A must-listen.Tensions run high and family dynamics are hyper-sensitive when deciding what to do with an elderly parent’s living situation. Unfortunately, many families fracture and don’t properly reconcile, even after the dust settles.In this insightful and heartfelt interview, Ron and his guest take us through the myriad of real and often explosive emotions that occur when immediate family lives with - and takes care of - an elderly parent, and decisions that need to be made for the parent’s welfare and future that affect them all.In the end, a healthy dose of humility and honesty go a long way towards keeping the family intact through the transition…and keeping them together for the holidays, birthdays and other special family occasions.Thank you for being here! ~ Ron GreenwaldGreenwald Realty Team Senior Real Estate Specialists (844) 782-9674 DRE 01264025Visit us here: https://www.greenwaldrealtyteam.com/ Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio
Transcribe →