• Unlocking Senior Resources Presented By: Leave the Key

  • By: Leave The Key
  • Podcast

Unlocking Senior Resources Presented By: Leave the Key

By: Leave The Key
  • Summary

  • Hosted by Larry Wagner, who brings over 30 years of experience as a certified senior advisor and Senior Transition specialist, this podcast is dedicated to seniors, their loved ones, and professionals working in the senior community. In each episode, Larry invites experts who are committed to enhancing the lives of seniors, providing listeners with valuable insights and resources to support senior transitions and well-being. Tune in to unlock the essential resources and information you need to navigate the challenges and opportunities of aging.
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Episodes
  • Inside the World of Medicaid, Companionship, and Advocacy with Angel Ortiz
    Jan 16 2025

    In this heartfelt episode of Unlocking Senior Resources, host Larry Wagner sits down with Angel Ortiz from Senior Care Companions to explore the deeply personal and professional world of senior care. Angel shares his inspiring journey from a teacher to a senior care advocate, revealing how his compassion and community connections have shaped his mission to improve the lives of seniors. From navigating complex Medicaid processes to providing companionship for isolated seniors, Angel’s work is a testament to the power of care and connection. Tune in for touching stories, practical advice, and a closer look at the challenges and rewards of working in senior care.


    What You’ll Discover in This Episode:

    • The challenges seniors face with navigating healthcare systems like Medicaid and Medicare.

    • How Angel transitioned into senior care and found his passion for helping others.

    • The importance of finding the right caregiver and the emotional bonds that develop.

    • Practical resources for seniors, including home modifications and long-term care planning.

    • A touching story of Angel’s unforgettable connection with a senior client.


    Episode Highlights:

    [0:00] Introduction

    [0:45] Introduction to Angel Ortiz and his journey into senior care.

    [3:15] Breaking down the complexities of Medicaid and why advocacy matters.

    [12:15] The essential role of listening and companionship in senior care.

    [22:10] Overcoming challenges in caregiver matching and ensuring quality care.

    [34:25] When staying at home is no longer feasible: Navigating transitions to assisted living.

    [41:05] A heartfelt story of friendship and care that transcended professional boundaries.


    Links & Resources:

    • Visit Senior Care Companions: seniorcarecompanions.com

    • Phone: (631) 581-9000


    • For assistance with selling your home, visit Leave the Key Homebuyers or call (631) 388-7771


    Closing Remarks:

    If you enjoyed this episode, please subscribe, leave a review, and share it with someone who might benefit from the insights. Stay tuned for more episodes where we unlock the resources you need to navigate senior living with dignity and ease.

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    51 mins
  • Costly Mistakes Most Families Make in Estate Planning with Monica Ruela
    Jan 2 2025

    In this insightful episode of Unlocking Senior Resources Podcast, I sit down with Monica Ruela, a seasoned elder law attorney with a deep passion for helping seniors and their families navigate the complexities of aging. Monica shares her journey from a 16-year-old file clerk to a trusted legal expert specializing in estate planning, Medicaid planning, and special needs trusts. We dive into critical topics like the importance of early planning, the role of key documents like powers of attorney and living wills, and why proactive steps can save families stress and money in the long run.


    Whether you’re curious about the differences between wills and trusts, how Medicaid planning integrates with estate planning, or why it’s never too early to start preparing, this episode offers practical advice and valuable resources. Monica’s approachable style and wealth of knowledge make this a must-listen for anyone involved in senior care or planning their own future.


    Timeline Summary

    [0:00] – Introduction

    [1:12] – Monica’s journey: From file clerk to elder law attorney

    [6:45] – The power of early planning: Why every 18-year-old should have a power of attorney

    [10:25] – Living wills vs. healthcare proxies: Clearing up common confusion

    [15:30] – Medicaid myths debunked: What you need to know about eligibility and planning

    [23:50] – Real-life stories: How proper planning saves families from financial and emotional stress

    [33:20] – Special needs planning: Protecting vulnerable loved ones without jeopardizing benefits

    [42:00] – Why estate planning is more than just paperwork—it’s about peace of mind


    Key Takeaways

    1. Start Early: Estate planning is for everyone, not just seniors. Simple steps like creating a power of attorney and healthcare proxy are vital as early as age 18.

    2. Understand Medicaid Myths: Many assume they won’t qualify for Medicaid, but proper planning can open up crucial options even in last-minute scenarios.

    3. The Role of Key Documents: Living wills express your healthcare wishes, while healthcare proxies assign someone to make decisions. Both are essential for clear communication.

    4. Special Needs Planning: Tailored trusts can protect a vulnerable loved one’s future without compromising their benefits or resources.

    5. Proactive Planning Saves Stress: Avoiding legal and financial crises later in life by organizing your estate and finances now leads to peace of mind for you and your loved ones.


    Closing

    If you enjoyed this episode, don’t forget to rate, follow, and review the podcast! Share it with anyone who could benefit from these critical insights. Let’s unlock more senior resources together.

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    59 mins
  • Home Modifications Every Senior Should Know About with Kim Kuester
    Dec 20 2024

    In this insightful episode of Unlocking Senior Resources, we sit down with Kim Kuester from 101 Mobility West to explore the world of home modifications and mobility solutions for seniors. Kim shares her personal journey from being a primary caregiver for her family to leading a business that helps others age in place safely and comfortably. Together, we dive into the practical challenges seniors face, from navigating stairs to ensuring safe bathroom setups, and how innovative solutions like stairlifts, wheelchair ramps, and other home adjustments can dramatically improve quality of life. Kim offers expert advice on how proactive planning can save time, money, and stress while empowering seniors to maintain independence. With heartfelt anecdotes and professional expertise, this episode is packed with valuable tips for seniors, caregivers, and families navigating the transition to safer, more accessible living spaces. Episode Timeline [0:00] - Introduction [1:00] - Kim’s journey: From family caregiving to mobility expert. [5:20] - Challenges of adapting homes for aging family members. [10:30] - Essential home modifications: Ramps, stairlifts, and more. [15:45] - The benefits of proactive planning for aging in place. [20:10] - Cost-effective solutions for creating a safe living environment. [25:30] - Why universal design is key for long-term accessibility. [30:45] - Kim’s advice: The importance of community trust and personalized solutions. Links & Resources https://www.101mobility.com/ https://leavethekey.com/ Closing Thank you for tuning in to this episode of Unlocking Senior Resources! If you enjoyed the conversation, don’t forget to follow, rate, and review the podcast. Share this episode with anyone who might benefit from these insights into aging in place safely. Let’s unlock more resources together!

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    58 mins

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