Aging Insight Radio Archive

Radio Archive Introduction (click to read)

Here you will find the collection of Aging Insight Radio/Facebook Live/Podcast archives primed and ready for your mobile phone.

Follow any of the links to learn more about each radio broadcast and check back for new blogs regularly (you may have to refresh the page to check for new publications).

Please let us know if there is a particular subject you’d like us to discuss on an upcoming show by leaving a comment or filling out our contact form.

John Ross and Lisa Shoalmire



 

Individual Retirement Accounts (IRA) Issues pt 1

 

In this episode, Lisa Shoalmire and John Ross discuss several IRA issues and required minimum distribution rules among other things.

Continue reading...


 

Estate planning, Elder Law and the Bible

 

In this episode, John Ross and Lisa Shoalmire discuss a handful of storied from the bible that resonate still in today’s world of elder law and estate planning.

Continue reading...


 

Mix an aging Dallas widow, shady antique dealers and an unscrupulous lawyer? – 04-08-2017

 

In this episode, Lisa and John discuss why not all lawyers are created equal and a recent story to help you see how bad things can get if you don’t choose one wisely.

Continue reading...


 

Anatomy of a Good Estate Plan

 

In this episode, Lisa and John discuss the three things that every good estate plan should contain: incapacitation, asset transfers at death, and the people that you’re leaving behind.

Continue reading...


 

A Will is Arguably the Worst Way to Plan Your Estate

 

In this episode, John and Lisa discuss what the Will does, what it doesn’t do and what alternatives are available.

Continue reading...


 

The Impact of Long Term Care and the Family Farm

 

In this episode, John and Lisa discuss how the financial strain of long term care can impact the family farm and some thoughts on what to do about it.

Continue reading...


 

Trump’s Budget Proposal – Will Any of These Cuts Affect You?

 

In this episode, John Ross discusses President Trump’s proposed budget and whether or not they will likely affect you.

Continue reading...


 

What you shouldn't have done - what you did and how badly it went wrong - part 2

 

Part 2 – In this episode, John Ross and Lisa Shoalmire discuss what happens when people make poor decisions as they approach retirement and the potential consequences of those choices.

Continue reading...


 

What you shouldn’t have done – what you did and how badly it went wrong – part 1

 

In this episode, John Ross and Lisa Shoalmire discuss what happens when people make poor decisions as they approach retirement and the potential consequences of those choices.

Continue reading...


 

Tortious Interference with Inheritance – Won’t Let Me Make Up My Own Mind

 

In this episode, Lisa Shoalmire and John Ross discuss a recent case in the Texas Supreme Court which dealt with an appeal of an inheritance that may have been manipulated by a would-be-inheritor or an incidental outsider.

Continue reading...


 

Asset Protection – it’s not JUST for the elderly

 

In this episode, John Ross discusses some of the issues related to asset protection, some of the issues related to how to protect your assets, when to do it, how to do it, what your different options are, and what kind of liabilities are out there.

Continue reading...


 

ABLE, Will Reformation, The Guardianship Challenge in Texas

 

In this episode, Lisa Shoalmire and John Ross discuss protecting the disabled’s assets while providing a quality of life, changing wills after a person has died and the new challenge of getting a guardianship granted in the state of Texas.

Continue reading...


 

Possible Changes for Our Seniors Under the New Trump Administration

 

In this episode, Lisa Shoalmire goes over a few things that we believe are going to be on the table or maybe not on the table, if you have some fears and concerns, through this new administration.

Continue reading...


 

Choosing an Executor

 

In this episode, Lisa Shoalmire and John Ross discuss several common issues to plan for/avoid-if-at-all-possible when choosing an executor.

Continue reading...


 

Gun Prohibitions – Changes Before the New President Takes Office

 

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.

Continue reading...


 

Estate Plans | Catch the issues before they catch you

 

In this episode, John Ross and Lisa Shoalmire discuss estate planning and how to avoid some common problems before they make things very difficult.

Continue reading...


 

Bad Advice from Fellow Professionals – There is No One Size Fits All Law

 

In this episode, John Ross and Lisa Shoalmire discuss common bits of bad advice from fellow professionals: lawyers, accountants, financial advisors…Like the infamous ‘Dresser Drawer Deed’.

Continue reading...


 

Building an Interdisciplinary Team

 

In this episode, John Ross and special guest Devin Carroll discuss how to put together an interdisciplinary team of professionals to make sure you retirement/estate-planning/trust, etc. are lined up working seamlessly.

Continue reading...


 

The Caregiver Act – how wartime veterans can afford a home care provider

 

In this episode, John Ross and Lisa Shoalmire discuss affording home care and the new Caregiver Act for wartime vets.

Continue reading...


 

Scamming the Elderly | Tax Fraud, the IRS and The District Attorney Will Get YOU

 

In this episode, Lisa Shoalmire and John Ross discuss what might happen to the perpetrators scamming the elderly through tax fraud schemes.

Continue reading...


 

Medical Competency vs Legal Competency – where they overlap and how the differ

 

In this episode, John Ross, Lisa Shoalmire and special guest Alex Kent discuss the issue of competency in the medical and legal arenas.

Continue reading...


 

When the main borrower on the mortgage dies, who can do what?

 

In this episode, John Ross and Lisa Shoalmire discuss a recent case of Lisa’s where the widow’s name was not on the recently deceased loan, and the troubles she and others like her are likely to face.

Continue reading...


 

Skilled Nurse Rehab – Long Term Care Alternatives

 

In this episode, John Ross and Special Guest Alex Kent discuss what some of your options are as you try to recover from an injury needing more than just a few days of rehabilitation.

Continue reading...


 

Estates – the proverbial train wreck over a bundle of sticks

 

In this episode, John Ross and Lisa Shoalmire discuss estates and how quickly and easily things can get out of hand!

Continue reading...


 

Elder Fraud – Don’t Get Taken for a Ride, You Might Just Lose the House

 

In this episode, John Ross and Christian Pool explore some of the more common elder scams and how to recognize and most importantly avoid them!

Continue reading...


 

Growing old and cruising along!

 

In this episode, Lisa and John discuss several of the more common places for growing old and one not so common one. Ever wanted to see the world? Maybe it’s not too late!

Continue reading...


 

College, the Elderly and affording a nursing home

 

In this issue of Aging Insight, John speaks with Jeremy Dreesen discussing the role that college can have in helping the elderly qualify for medicaid and paying for the nursing home!

Continue reading...


 

Age Milestones – When Should You Start Protecting Yourself?

 

In this episode, Lisa and John discuss all things pertaining to decisions and actions that should be taken from the age of 18 up! – part 1

Continue reading...


 

Estate Planning – the 3 Stages

 

In this episode, Lisa and John discuss the 3 stages of estate planning: before you die, the time of death and beyond death.

Continue reading...


 

Centenarians – Living to 100 and beyond!

 

In this episode of Aging Insight, John and Lisa discuss issue that centenarians face and the implications of living decades past retirement… and even mention one sure-fire way to make it there!

Continue reading...


 

Elder Abuse and ObamaCare

 

In this episode, John discusses the issues of Elder Abuse – how to recognize it and where to report it… and ObamaCare and its impact on Medicare among other things.

Continue reading...