Senior Care Live

Senior Care Live provides information, education, and resources for seniors and their caregivers. There are over 40 million unpaid family and friend caregivers and over 47 million elderly individuals receiving care in the United States. This unique radio program is dedicated to them. Core categories include: How to remain independent in your own home; When to move from home to a senior care community; How to find the right senior care community; How to pay for the high cost of senior care; Legal issues involving elder law and estate planning; How to care for the caregiver; and much more!

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Senior Care Live

Senior Care Live: February 22, 2025

February 24, 2025 • Steve Kuker

Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits about 529 plans addressing contribution limits, what happens if your student does not use the fund for college, and if grandparents can contribute to a 529 plan for their grandchildren. Bruce also reviews some common mistakes made by investors including getting a late start to investing, annuities, captive vs. independent agents, ETFs vs MFs, investing in only one fund, and not updating beneficiary designations. #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #Franchise #SeniorCareFranchise #Fiduciary #WealthManagement

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www.SeniorCareConsulting.com

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Steve Kuker

Host