In this episode, John Ross and Lisa Shoalmire discuss the hidden dangers of retirement accounts.
Retirement Accounts – Some of the Hidden Dangers and Pitfalls to Avoid Read More »
In this episode, Lisa Shoalmire and John Ross try to clarify a few of the legal changes for Gun Prohibitions made before the new administration takes office.
Gun Prohibitions – Changes Before the New President Takes Office Read More »
In this episode, John Ross and Lisa Shoalmire discuss estate planning and how to avoid some common problems before they make things very difficult.
Estate Plans | Catch the issues before they catch you Read More »
In this episode, Lisa Shoalmire and John Ross discuss lots of different living options that seniors have when it comes to their retirement years.
Living Options for Seniors Read More »
In this episode, John Ross and Lisa Shoalmire discuss some of the challenges of downsizing, and some of the things to consider before you just jump in.
Downsizing and Where to Put All of Those Memories Read More »
In this episode, John Ross and Lisa Shoalmire discuss how to protect the financial security of the caregiver to help provide the aging senior the best opportunity to stay home in the environment they want to be in.
Protecting the Financial Security of the Family/Friend Caregiver Read More »
In this episode, Lisa Shoalmire and John Ross discuss the ‘ethical will’ – the legacy that you leave behind: the wisdom and lessons learned and the important things discovered in life.
An Ethical Will – Passing Down Your Legacy Read More »
In this episode, John Ross and Lisa Shoalmire discuss the probate process – the legal process by which your heirs and beneficiaries are determined making sure the right people end up with your assets left behind.
Probate – Who Gets What When? Read More »
In this episode, Lisa Shoalmire and John Ross discuss dealing with debts that are left behind when someone dies and whose responsibility it is to pay for those debts.
Debts of the Deceased, Who Pays What When? Read More »
In this episode, John Ross and Lisa Shoalmire discuss using Medicaid to pay for long-term care, specifically to pay for nursing home care and the two-part test.
Medicaid for Long-Term Care and the Two-Part Test Read More »
1820 Galleria Oaks Dr
Texarkana, TX 75503
(903) 223-5653
1-833-888-ELDR (3537)
