Moments That Matter: Aging in Place with Steve and Phyllis Gresham
In this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on aging in place. The two discuss the importance of planning ahead for the vulnerable later years of one’s life; highlighting necessary arrangements for home maintenance and health maintenance to secure a stable future.
They also discussed:
- Impact of unexpected events, such as natural disasters like hurricanes, on the feasibility of aging in place.
- The consideration of other living options, such as a continuous care retirement facility, and the significance of making such decisions early.
- Exploration of the concept of retirement stages, including the “gogo” phase characterized by active pursuits and the challenges that come with shifting physical and mental abilities.
- Importance of having a support system and family discussions when planning for aging and considering the transitions.
- Advisor’s role in initiating conversations about safety, preparedness, and realistic expectations for retirement.
- Highlighting the need for individuals to address potential risks in their homes, such as falls, and the implementation of safety measures.
- Encouragement for advisors to ask probing questions about clients’ plans and preparations for aging in place, facilitating a gradual and easier transition.
Resources: NextChapter | Alliance for Lifetime Income
https://media.blubrry.com/poweryouradvicepodcast/ins.blubrry.com/poweryouradvicepodcast/PYA_EP_175.mp3
Having the Family Conversation
Recorded at the BNY Mellon | Pershing INSITE 2023 Conference.
Advisorpedia talked with Steve Gresham, the Managing Principal of NextChapter, live at the 2023 INSITE conference in Orlando, Florida.
https://youtu.be/xjko_xJXnLU?list=PLkSc-2XiNMQicjCT4XnGDqF98nlO_Axxh
Nurturing a Sense of Purpose in the Next Generation
Recorded at the BNY Mellon | Pershing INSITE 2023 Conference.
Advisorpedia talked with Vaneesha Dutra, a Professor of Financial Markets & Real Estate at Howard University, live from the 2023 INSITE conference in Orlando, Florida.
https://youtu.be/CQrsMDaSTgQ?list=PLkSc-2XiNMQicjCT4XnGDqF98nlO_Axxh
Creating Productivity and Employee Engagement
Recorded at the BNY Mellon | Pershing INSITE 2023 Conference. Media Center Powered by:
Advisorpedia talked with Ben Harrison, Head of Wealth Solutions at BNY Mellon | Pershing, at the 2023 INSITE conference in Orlando, Florida talking about productivity and employee engagement
https://youtu.be/KWyBAY5nCgM?list=PLkSc-2XiNMQicjCT4XnGDqF98nlO_Axxh