The Ron Greenwald Show

EP 54: Legacy in Motion: Mediating the Madness – Family Feuds & Probate Peace

Wed, 28 May 2025 18:00:00 -0400

What happens when grief, inheritance, and old family rivalries collide? In this third episode of our “Legacy in Motion” series, Ron Greenwald welcomes elder law attorney Uzzel Branson and veteran mediator Judy Copeland for a no-holds-barred conversation about resolving the most explosive disputes in trusts, estates, and conservatorships. From laugh-out-loud legal war stories to heartfelt breakthroughs between siblings, this episode unpacks the power of mediation to preserve dignity, legacy, and relationships—before the courtroom burns it all down. If you’ve ever wondered how to keep your family out of legal chaos, this is the conversation you can’t afford to miss.

🔔 Subscribe for Part 1 and 2 as we dive deeper into the world of trust litigation and justice for families.

👨‍⚖️ Featuring: Uzzell Branson IV, Trust & Estate Litigator
🎙️ Host: Ron Greenwald
🎧 Podcast: The Ron Greenwald Show

⏱️ Timestamps:
0:00 – Welcome + Meet Judy Copeland
1:40 – What Is Probate Mediation?
2:30 – Mediation vs. Arbitration Explained
4:10 – Family Dynamics in Legal Disputes
5:10 – The “Bill & Sister” Mediation Story
7:45 – Why Siblings Shouldn’t Be Trustees
9:25 – Beanie Babies and Symbolic Battles
10:00 – Mediation for Tangible Property
12:15 – Clarifying Client Goals in Disputes
14:20 – Writing Legal Briefs that Escalate
16:00 – Most Common Probate Conflict Types
18:00 – Can We Depart from a Parent’s Will?
19:50 – How Long Does Mediation Take?
21:35 – Elder Law Cases Before Lawsuits
24:00 – Mediating Conservatorship Disputes
26:00 – Why Complex Trusts Often Fail
28:40 – “Law Feels Like Witchcraft” Analogy
30:00 – Should You Mediate or Litigate?
31:40 – What Is a Professional Fiduciary?
33:30 – Real Talk on Managing Family Estates
36:00 – Behind the Scenes of Being a Mediator
38:00 – West Coast Resolution: Mediation for Good

Contact:
Ronald L. Greenwald
Broker Associate, MBA, SRES
Sage Legacy Properties | Greenwald Realty Team
DRE 01264025
www.greenwaldrealtyteam.com
🎙️therongreenwaldshow.com
Text 760.390.0149

Uzzel S. Branson IV, Senior Attorney
RMO LLP
(619)323-3200
RMOLawyers.com
Hello@rmolawyers.com
relief@rmolawyers.com
“Please note that communications by you to RMO LLP or any of its lawyers through this website do not create an attorney-client relationship between you and the firm. Do not send any privileged or confidential information to the firm through this e-mail or otherwise until instructed in writing from us to do so.”

Ep. 53: Legacy in Motion: The Fine Line Between Protection and Control (Part 2)

Wed, 14 May 2025 18:00:00 -0400

“The Fine Line Between Protection and Control”

What happens when the system designed to protect the vulnerable becomes the battleground for family drama, undue influence, and legal maneuvering? In this gripping second installment, Ron Greenwald welcomes back elder law attorney Uzzel S. Branson for a deep dive into California conservatorships—from limited and LPS types to probate disputes and heartbreaking family conflicts. With humor, candor, and real-world insight, Uzzel shares jaw-dropping stories that expose the human and legal complexities behind elder care, estate battles, and the fight for autonomy. Whether you’re a caregiver, professional, or simply planning for the future, this episode delivers essential wisdom on navigating some of life’s most sensitive legal terrain.

🔔 Subscribe for Part 1 and 3 as we dive deeper into the world of trust litigation and justice for families.

👨‍⚖️ Featuring: Uzzell Branson IV, Trust & Estate Litigator

🎙️ Host: Ron Greenwald

🎧 Podcast: The Ron Greenwald Show

⏱️ Timestamps:
0:00 – Welcome Back + Uzzel’s Infamous Intro
1:00 – Defining Conservatorships: Dead, Dying & “Crazy”
2:30 – Power of Attorney vs. Conservatorship
3:20 – California’s Two Types: LPS vs. Probate Conservatorships
6:20 – Limited Conservatorships & Developmental Disabilities
8:45 – Family Conflicts and Conservatorship Petitions
12:00 – Elder Abuse, Scammers, and Legal Gray Areas
15:00 – When Alcoholism Meets Estate Risk
18:00 – LPS Limitations and Involuntary Treatment
20:00 – The Ethics of Inheritance and Intervention
22:40 – Ladle Murder Case & Probate Fallout
27:00 – Conservatorship vs. Trust Disputes
30:00 – Why Planning Documents Can Still Fail
32:00 – Teaching Law, Fatherhood, and Career Legacy
35:30 – Roller Derby, Road Trips, and Real Life
37:00 – Real Conservatorship Case: Mom, Power of Attorney & APS
41:00 – Memory Care vs. Home Care Dilemmas
43:30 – Uzzel's Favorite Outcome: Restoring Family Connection
44:15 – Teaser for Part 3: “Enter the Mediator…”

Contact:

Ronald L. Greenwald

Broker Associate, MBA, SRES

Sage Legacy Properties | Greenwald Realty Team

DRE 01264025

www.greenwaldrealtyteam.com

🎙️therongreenwaldshow.com

Text 760.390.0149

Uzzel S. Branson IV, Senior Attorney

RMO LLP

(619)323-3200

RMOLawyers.com

Hello@rmolawyers.com

relief@rmolawyers.com

“Please note that communications by you to RMO LLP or any of its lawyers through this website do not create an attorney-client relationship between you and the firm. Do not send any privileged or confidential information to the firm through this e-mail or otherwise until instructed in writing from us to do so.”

TAGS:

Ron Greenwald Show, elder law, conservatorships, California probate, LPS conservatorship, limited conservatorship, power of attorney, estate planning, elder abuse, undue influence, trust litigation, family disputes, guardianship, Uzzel Branson, legal storytelling, legacy planning, senior care law, mediation, mental health court, fiduciary law

Ep. 52: Legacy in Motion: The Journey of Uzzell S. Branson IV (Part 1)

Thu, 24 Apr 2025 18:00:00 -0400

In this opening episode of a three-part series, we dive into the remarkable personal story of Uzzell S. Branson IV, Senior Attorney at RMO LLP @rmolawyers and a leading voice in trust and estate litigation.

From Revolutionary War roots to generations of Bransons settling in Arkansas, and ultimately to his upbringing in La Cañada, California, Uzzell reflects on the people, places, and pivotal experiences that shaped his values and vocation. This is more than a legal career—it’s a family legacy, carried forward with purpose.

Join us as we uncover the foundation of Uzzell’s journey, setting the stage for Episodes 2 and 3, where we explore how his personal story informs his approach to navigating complex estate and personal disputes and advocating for what’s right.

🔔 Subscribe for Part 2 and 3 as we dive deeper into the world of trust litigation and justice for families.

👨‍⚖️ Featuring: Uzzell Branson IV, Trust & Estate Litigator
🎙️ Host: Ron Greenwald
🎧 Podcast: The Ron Greenwald Show

⏱️ Chapter Timestamps
00:00 – Intro: Dead, Dying, and Crazy
01:15 – Meet Uzzell Branson IV: Career Overview
03:20 – Family Legacy: From Revolutionary War to Arkansas
05:18 – Growing Up in La Cañada, CA
06:46 – UCSD Years & Failed Science Career
08:25 – Working with Bacillus Spores & Bioremediation
09:52 – Introducing JoJo: Emotional Support & Pet Trusts
11:20 – Understanding Conservatorships
12:30 – Law Enforcement vs. Law School
13:08 – First Legal Job: $10/hr Intern
15:57 – Law School at USD & Night Program Hustle
17:33 – Discovering a Passion for Litigation
20:14 – Early Trust Disputes & Learning on the Job
22:48 – The ABCs of Trusts & Estate Administration
24:32 – Why Estate Planning Needs Regular Updates
27:44 – Launching His Own Firm
30:04 – Branson & Branson: A Family Firm
32:31 – Joining RMO LLP
33:59 – Full Circle: Architecture, Arkansas, and Legacy
35:19 – Closing Thoughts: Purpose, Perspective, and What’s Next

Contact:
Ronald L. Greenwald
Broker Associate, MBA, SRES
Sage Legacy Properties | Greenwald Realty Team
DRE 01264025
www.greenwaldrealtyteam.com
🎙️therongreenwaldshow.com
Text 760.390.0149

Uzzel S. Branson IV, Senior Attorney
RMO LLP
(619)323-3200
RMOLawyers.com
Hello@rmolawyers.com
relief@rmolawyers.com
“Please note that communications by you to RMO LLP or any of its lawyers through this website do not create an attorney-client relationship between you and the firm. Do not send any privileged or confidential information to the firm through this e-mail or otherwise until instructed in writing from us to do so.”

Ep. 51: Special Edition - Lessons from Loss: A Survivor’s Guide to Facing Wildfires in LA

Wed, 15 Jan 2025 16:00:00 -0500

In response to the devastating wildfires in LA, we’re bringing you a special episode of The Ron Greenwald Show. I’m joined by Marguerite Lorenz, who shares her powerful story of losing her home to a fire and finding the strength to rebuild. Her experience offers a heartfelt perspective for anyone affected by the LA fires or seeking hope during difficult times.

Marguerite’s insights couldn’t be more meaningful right now as she shares her personal story of loss, the strength it took to rebuild, and the lessons she’s learned along the way. Whether you’ve been impacted by wildfires or simply want to hear an inspiring story of courage, please tune in.

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Sage Legacy Properties | Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by 2POINT
2pointagency.com

Ep. 50: Life's Roller Coaster Unpacked by Marguerite Lorenz: Real Stories, Real Solutions

Wed, 04 Dec 2024 01:00:00 -0500

This episode of The Ron Greenwald Show explores the intricacies of estate planning with guest Marguerite Lorenz, partner at Lorenz Private Trustees. Marguerite emphasizes the critical role of fiduciaries and the value of proper estate planning in ensuring family harmony and financial security. She highlights essential documents, including trusts, wills, and powers of attorney, that empower individuals to control their legacy.

Marguerite advocates for professional trustees over family members, citing reduced liability and expertise in managing complex responsibilities. The episode discusses real-life scenarios, including the fictional case of Joey and Esmeralda, to illustrate common pitfalls and solutions in estate planning, such as cohabitation agreements, life estates, and advanced healthcare directives.

The discussion also touches on Marguerite’s advocacy through the Independent Trustee Alliance and her future projects, including a podcast titled Plan For This and upcoming books. Ron and Marguerite stress the importance of proactive planning for peace of mind and family unity.

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Sage Legacy Properties | Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by 2POINT | 2POINTAGENCY.com

Ep. 49: Icons, Insights, and Intentions: Marguerite Lorenz on Estate Planning for Life

Wed, 20 Nov 2024 01:00:00 -0500

In this heartfelt episode, Ron Greenwald welcomes Marguerite Lorenz—trailblazer, entrepreneur, author, public speaker, and co-founder of Lorenz Private Trustees, serving individuals and families as an independent third party with the utmost care and respect for privacy. Together, they explore Marguerite’s inspiring journey, rooted in family, love, and the life-changing consequences of thoughtful planning.

Marguerite shares her “aha moment” that estate planning isn’t about preparing for death but creating a life filled with purpose, security, and peace of mind. Drawing insights from the headlines of iconic figures like Jay Leno, Prince, and legendary coach Bill Belichick, she reveals how thoughtful planning can protect a legacy and bring families closer together.

With a vision for the future, Marguerite opens up about her mission to bring clarity and compassion to families facing life’s toughest transitions. This is an episode you can’t afford to miss—it just might change how you think about life and legacy.

Let’s Get Social!

Facebook | Instagram | Youtube | Linkedin | Website

Sage Legacy Properties | Greenwald Realty Team
Seniors Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by 2POINT | 2POINTAGENCY.com

Ep. 48: The Rob Dieringer Story: From 'Law and Order' to Championing Justice for Older Adults

Wed, 06 Nov 2024 06:00:00 -0500

In this episode, I sit down with Rob Dieringer, a partner at Green Bryant & French specializing in elder abuse civil cases. We delve into Rob’s journey to becoming a partner and why he was drawn to this meaningful area of law. Rob shares insights into the complexities of elder abuse cases, focusing on the critical factors he considers when evaluating potential undue influence by family members or others. Listen in to learn about Rob's dedicated approach to advocating for vulnerable seniors and uncovering the truth in challenging cases. This is a powerful conversation you won’t want to miss.

Let’s Get Social!

Facebook | Instagram | Youtube | Linkedin | Website

Sage Legacy Properties | Greenwald Realty Team
Seniors Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by 2POINT | 2POINTAGENCY.com

Ep. 47 (Part 2): Real People, Real Stories – The Trustee’s Role in Protecting Family Harmony

Wed, 23 Oct 2024 14:00:00 -0400

In this compelling episode of The Ron Greenwald Show, we take a deep dive into the real-world challenges of estate planning with two of the top minds in the field. Retired Judge David Belz, who made a notable transition from the bench to mediation, brings a wealth of experience and a fresh perspective on fairness, honesty, and justice in family disputes. Alongside estate litigator Matthew Owens, and with thoughtful commentary from Ron Greenwald, this episode explores the critical role trustees play in maintaining family harmony.

Judge Belz shares his journey from presiding over high-stakes probate cases to becoming a mediator, where he now focuses on helping families resolve conflicts without the stress of litigation. The discussion is enriched with real-world cases, highlighting both successful outcomes and lessons learned from trust disputes gone wrong.

With engaging storytelling, practical tips, and lively interaction between Matt, Judge Belz, and Ron, this episode goes beyond legal theory and offers real, actionable solutions. Whether it’s about preventing a fight over a cherished heirloom or ensuring a smooth transfer of wealth, this episode is a must-listen for anyone interested in protecting their legacy and family unity.

Join us for thought-provoking analysis, fascinating case studies, and a healthy dose of “color commentary” as we bridge the gap between legal complexity and real-life family dynamics.

Ep. 46 The Evolution of Trusts: Insights from Leading Experts in Estate Law

Wed, 09 Oct 2024 16:00:00 -0400

Discover the fascinating history and evolution of trusts with insights from two of the most respected voices in estate law. Join retired Judge David Belz, a distinguished mediator with Judicate West, and Matthew Owens, a top estate and trust litigator with Sheppard Mullin, as they unravel why trusts were created, how they’ve grown in importance, and why families today need them more than ever.

Learn how the right planning can prevent devastating family disputes—even over something as simple as a cherished “teddy bear.” With real-world stories and practical tips, this episode goes beyond legal jargon, providing actionable advice on types of trusts and how to integrate them seamlessly into your life planning. Don’t miss this opportunity to gain invaluable knowledge that can safeguard your legacy and protect what truly matters—your family harmony. Together, let’s turn legal complexity into clarity!

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Sage Legacy Properties | Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by 2POINT | 2POINTAGENCY.com

Ep. 45 Dr. Bob Uslander on Crafting a Peaceful Closure to Life's Journey

Mon, 13 May 2024 08:00:00 -0400

Death often remains a taboo subject, but imagine if we could confront it with dignity, peace, and even a sense of empowerment. That's the revelation Dr. Bob Uslander brings to our heartfelt conversation on end-of-life choices. As an emergency physician turned end-of-life care advocate, Dr. Uslander shares his profound insights on transforming the final chapter of life from one of fear and uncertainty to a period filled with grace and meaningful connections. We discuss the pivotal role of clear, compassionate conversations in easing the emotional burden for individuals and their families, and the striking difference these discussions can make in the quality of our final days.

Navigating through the complexities of end-of-life care, we present an array of options that go beyond traditional models. Dr. Uslander and I shed light on the value of proactive planning and the nuances of treatment choices that prioritize the individual's quality of life. We also address the intricacies of medical aid in dying, offering an earnest look at how this choice not only supports those seeking control over their suffering but also lends a profound sense of closure to their loved ones. The episode is seasoned with stories of empowerment and the beauty of fulfilling one's final wishes—testaments to the possibility of a serene transition that resonates with peace and comfort for families during a time of grief.

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by Video Pro San Diego and recorded at the GoBeRewarded Podcasting Studio in San Diego. Visit the VPSD here https://www.videoprosandiego.com/

Ep .44 Judge Glen Reiser's Courtroom Chronicles in Trust and Estate Law

Mon, 06 May 2024 09:00:00 -0400

Uncover the intricacies of family estate planning with the expertise of the Honorable Judge Glen Reiser, who joins us to navigate the complex waters of trusts, probate estates, and guardianships. Judge Reiser, with his two decades of bench experience, dissects the role of successor trustees, the challenges they encounter, and the nuanced matters of mental capacity that are crucial in the drafting of sound estate plans. Our conversation takes a critical look at the common yet potentially problematic practice of appointing children as trustees and offers a cautionary tale through a riveting case from the San Domingo Valley.

Estate disputes can be as intricate as a fine tapestry, and sometimes they require a mediator's touch to unravel the knots. We explore how mediation has evolved within California's trust law, particularly after a landmark case that mandated court-ordered mediation in trust disputes. Judge Reiser provides a behind-the-scenes view of mediation's role in alleviating court dockets and the personal effects it has on family dynamics. We also delve into the balance lawyers must find between advocating for early dispute resolution and preparing for trial, bringing strategy, and emotion to legal proceedings.

In the realm of estates and trusts, professional fiduciaries stand as the unsung guardians, ensuring fairness and maintaining peace within families. Judge Reiser sheds light on the demanding work of these individuals, who navigate the treacherous waters of family dynamics, financial responsibilities, and the ever-looming threat of litigation. Through personal anecdotes, we underscore the importance of clear communication and equitable distribution in safeguarding family unity across generations. Judge Reiser's insights underscore why professional fiduciaries are pivotal in trust administration, especially in a landscape marked by legislative shifts and the complex intricacies of trust law.

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Produced by Video Pro San Diego and recorded at the GoBeRewarded Podcasting Studio in San Diego. Visit the VPSD here https://www.videoprosandiego.com/

Ep. 43 Pearl Fletcher: Embracing the Joys of Aging and the Secrets to a Positive, Fulfilling Life

Mon, 08 Apr 2024 05:00:00 -0400

As I sat down with the delightful Pearl, an 85-year-young dynamo, her eyes sparkled with the same zest for life that would put any youngster to shame. Our conversation, a kaleidoscope of her life's vibrant hues, sweeps us from the innocence of childhood dress-up to her 64-year symphony of love with her husband, Bob, offering a treasure trove of wisdom on flourishing in the autumn of life.

Pearl, with her infectious laughter, narrates the tale of her and Bob's journey from the Canadian chill to California's embrace, weaving in tales from her nursing days to Bob's chiropractic escapades. We uncover the secrets of maintaining joy as we age, the camaraderie in senior living communities, and the resilience that shone through during the pandemic's trials. If you're seeking inspiration to fuel a happy, active life regardless of the passing years, let Pearl's unwavering positivity and proactive spirit guide your way.

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Ep. 42 Marci & Kathy: A Blueprint for Proactive Living Beyond Retirement

Mon, 01 Apr 2024 05:00:00 -0400

When the golden years come knocking, some wait for the inevitable, while others, like sisters Marci and Kathy, seize them with both hands and a plan. Their journey to Scripps Glen, a senior retirement community in San Diego, is a testament to the power of proactive aging – a move that's not about winding down, but rather about gearing up for an active, autonomous life amidst community. Join us as we unravel their stories, where the roles of caregivers, their pivotal life moments, and their zeal for living fully are shared with warmth and wisdom.

Marcy's poise in the aftermath of her husband's passing and Kathy's strategic shift from the burdens of solo homeownership showcase a blueprint for embracing change with dignity. This episode is packed with practical insights – from the significance of legal preparedness to the sustenance of family unity during such transitions. Hear how Kathy, a former flight attendant and attorney, is now planning her travels from the comfort of her new base in the community, proving that a senior living community is not a full stop, but a comma on the journey of life. Their experiences illuminate the importance of making empowered choices for the future, preferably when one has the full capacity to do so, allowing for a chapter filled with vibrancy and self-determination.

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Ep. 41 Andy Ragone: Shaping Legacies Through Strategic Nonprofit Gift Planning

Mon, 26 Feb 2024 05:00:00 -0500

Discover the power of legacy and philanthropy as Andy Ragone, co-founder and CEO of Pleiades Nonprofit Advisors LLC, joins me for a transformative discussion that spans from his time in pastoral ministry to the intricacies of nonprofit gift planning. Weaving a narrative that connects the guidance of the ancient Pleiades star cluster to the strategic navigation required in the nonprofit sector, Andy illuminates the often missed opportunities within planned giving. Together, we explore the potential for nonprofits to secure their financial future through savvy wealth stewardship and the mutual benefits donors enjoy when engaging in philanthropy with foresight.

Embark on an insightful journey into the strategic interplay between tax incentives and charitable giving, where nonprofits and donors find harmony in their goals. Our conversation demystifies the complexities surrounding professional development roles, marketing initiatives, and the crucial education needed to elevate the philanthropic landscape. As a fractional gift planning officer, I share compelling examples of how my firm broadens the horizons of giving, extending beyond disposable income to tap into the more substantial wealth reserves, thus enabling donors and nonprofits to flourish together.

Our episode concludes with a candid look at the immediate and profound impact that implementing planned giving programs can have on charities. Andy shares that the return on investment for these programs often begins within just a year, challenging traditional fundraising timelines. While we missed the insights of the experienced Kimberly from the Orange Catholic Foundation, the episode pays tribute to her influence in the sector. We wrap up with a conversation on the importance of experiencing the ripple effects of our generosity within our lifetimes, inspiring you to consider how you might begin crafting your legacy right now.

Andy Ragone
(562) 568-5700
andy@pleiadesnpa.com
www.pleiadesnpa.com

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Ep. 40 Richard Peck: Unleashing the Power of Strategic Philanthropy and Charitable Giving

Fri, 23 Feb 2024 05:00:00 -0500

Embark on a vibrant journey with Richard Peck, the 'Philanthropy Guy,' as he navigates the heartwarming intersection of finance and generosity. This episode peels back the layers of philanthropy, revealing how a staggering $500 billion is channeled into charitable causes annually. Discover Richard's inspiring transformation from biotechnology to becoming a beacon for strategic giving, revealing the profound impacts that can be made when planning meets passion. His tales from the trenches of estate planning and the intricacies of charitable remainder trusts promise to enlighten and motivate.

We're unwrapping the secrets to making a charity's fundraising engine roar to life, emphasizing the potency of proactive discussions before major financial events unfold. For donors contemplating the best ways to leave a legacy, Richard illustrates the impact of donations beyond cash—think real estate and stocks—and the considerations when selling a business. Aspiring philanthropists and seasoned donors alike will glean wisdom from Richard's expertise on the dance of donor-advised funds and private foundations, ensuring that every charitable action is as strategic as it is sincere.

As the baton of wealth is passed to a new generation, the landscape of wealth management and philanthropy is rapidly evolving. Richard sheds light on why 91% of inheritors seek new financial guidance and how advisors can incorporate giving strategies to retain them. He also shares a slice of joy from his 30-year love affair with improvisational comedy, drawing parallels to the spontaneous nature of life's journey. This episode is not just a conversation; it's an invitation to step into the realm of philanthropy with purpose and a touch of play, as we cheer on everyone crafting their narrative of giving.

Richard C. Peck
Richard C. Peck Consulting, LLC
Cell: 603-387-3897
E-mail: ThePhilanthropyGuy@gmail.com
Website: https://www.thephilanthropyguy.com/

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Ep. 39 Ivette Kuyateh: Legal Wisdom for Prosperous Family Futures

Tue, 23 Jan 2024 16:00:00 -0500

Imagine navigating the complexities of estate planning, sandwiched between caring for both your parents and children, while also addressing the nuanced needs of Latino families. That's the reality many face, and it's the heart of our discussion with Ivette Kuyateh from Kuyateh Law Group. Ivette, who has gracefully transitioned from prosecutor to estate planner, brings a wealth of insight into empowering families through informed legal decision-making. On our show, she shares her incredible personal narrative, touching on her formative years in Mexico and California, her legal journey, and her Christian faith, which underscores her advocacy for victims and families alike.

Ivette's expertise shines a light on the cultural considerations essential in estate planning within Latino communities. She spotlights the challenges adult daughters often face as primary caregivers, balancing the demands of their careers with the responsibilities of supporting multiple generations. Through this lens, we discuss how safeguarding assets like the family home can be pivotal, and how thoughtful asset distribution can prevent familial strife. It's a candid exploration of the societal pressures and personal sacrifices women make as they assume the mantle of caregivers and the transformative power of legal foresight in these dynamics.

Wrapping up, we delve into the broad spectrum of aging population needs, from financial services to retirement planning. Ivette dissects the looming wealth transfer with baby boomer retirements and the unique implications for the Latino community. Moreover, her passion project, Te La Group, stands as a beacon of success against typical business odds, providing a model for resilience and strategic planning. As we conclude, Ivette extends a generous offer to our listeners: a free copy of her book, brimming with guidance and inspiration—a testament to the power of personal journeys to illuminate professional paths and leave an indelible impact on others' lives.

Let’s Get Social!

Facebook: https://www.facebook.com/GreenwaldRealtyTeam
Instagram: https://www.instagram.com/rongreenwald/
Youtube: https://www.youtube.com/channel/UCc5lW4Y9fqItxOtZfn3vgvw
Linkedin: https://www.linkedin.com/in/company/greenwald-realty-team
Website: https://www.greenwaldrealtyteam.com/

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Ep. 38 Shaun McGuirk: Unveiling the Hidden Gems of Westmont Senior Living

Tue, 22 Aug 2023 03:30:00 -0400

What if you could experience the world of senior living through the eyes of someone who's devoted his life to it? Join us in this engrossing discussion with Shaun McGuirk, the Community Relations Director for Westmont Senior Living.

As he takes us on a virtual tour of this new community, his dedication is palpable as he reveals the complexities and nuances of this field. Previously an equestrian center, this 20-acre site is transforming into a haven for seniors complete with Casita homes, assisted living apartments, and a memory care neighborhood. But that's not all. Shaun expounds on the role senior living communities play in enhancing the lives of seniors and shares his ingenious "stuff party" idea to help seniors downsize and transition into their new homes.

Shaun also highlights the incredible opportunities for intergenerational relationships within the senior community resulting from their close proximity to local high schools. This unique approach fosters a vibrant and dynamic environment, encouraging mentorship and interaction between students and residents. Embark on this journey with us as we explore Shaun's remarkable career and the amazing work being done at Westmont Living Carmel Valley.

Let’s Get Social!

Website: http://westmontofcarmelvalley.com/

Instagram Link: https://www.instagram.com/westmontliving/

Facebook Link: https://www.facebook.com/profile.php?id=100077534601572

Youtube Link: https://youtu.be/yr0Tm0uVn8E

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio

Ep. 37 Daniel Weiner: Unraveling the Complexities of Estate and Guardianship Planning

Tue, 15 Aug 2023 03:30:00 -0400

Imagine the power of knowing your family's future is secure, no matter what life throws at you. That's exactly what our guest, Dan Weiner, an expert in estate planning and corporate law, can help you achieve. Join us as Dan shares his wealth of knowledge from his time practicing law in England and Hong Kong to his current work in sunny San Diego - you'll hear about the intricacies of estate planning, guardianship, and the challenges families face when making tough decisions.
Dan goes on to share his insights on the professional world of law, touching on intriguing topics like cryptocurrency regulation and the costs associated with probate. We get a taste of court customs, like wig-wearing, and discuss the potential risks of naming multiple children as co-trustees. Dan's unique experience of living between England and San Diego is not only intriguing but also highlights the British camaraderie found in California.
We finally dive deeper into the nitty-gritty of family law and estate planning. Learn invaluable advice from Dan on how to ensure your hard-earned money isn't lost due to potential future events. We also discuss the importance of having an ongoing relationship with an attorney. Dan's passion for helping families secure their future and ensure harmony is inspiring. No matter if you're a lawyer, interested in estate planning, or just seeking to better prepare for your family's future, this episode is a wealth of knowledge.

Let’s Get Social!

Daniel's Website: http://www.weinerlegacylaw.com

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio

Ep. 36 Brad Logsdon: The Glen at Scripps Ranch - A Holistic Approach to Senior Living

Tue, 08 Aug 2023 03:30:00 -0400

Discover the heartwarming stories, diverse activities, supportive atmosphere, and continuity of care that shape life for residents at The Glen at Scripps Ranch.

The Glen at Scripps Ranch, a distinguished continuing care retirement community (CCRC), is spotlighted in our podcast today with Brad Logsdon, its Marketing Director.

Logsdon illuminates the community's captivating blend of fine dining, diverse activities, and exceptional healthcare services. Aiming to dispel misconceptions about downsizing, Logsdon advocates for the concept of “right-sizing” instead, and optimizing one's living situation to maximum benefit at any age.

The Glen at Scripps Ranch offers a vibrant lifestyle on the 53-acre campus, with various housing options and activities such as poker, Tai Chi, and meditation. Logsdon spotlights the sense of camaraderie among residents and the pivotal role of family involvement in residents’ lives. The interview underscores the importance of timely health assessments for making informed decisions and emphasizes the value of proactive planning.

Logsdon's insights culminate in a passionate call to action for listeners, urging individuals to plan ahead, to ensure that their journey into senior living is as smooth and rewarding as possible. With a warm community atmosphere and an array of services, the Glen at Scripps Ranch beckons seniors to embrace their golden years with confidence and enthusiasm.

Let’s Get Social!
Website: https://theglenatscrippsranch.com/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio

Ep. 35 UPDATE: What’s Best for Grandma & Navigating Family Dynamics - How to Keep the Family Together and Talking.

Tue, 01 Aug 2023 03:30:00 -0400

Today’s podcast is a followup to our NOV. 15, 2022 episode 5…to check in and see what has happened in the intervening months to Angel, her Grandmother, Uncle and Father, and how a stroke, a brief stint in rehab and physical therapy have paved the way for Grandmother’s successful entrance into a home care community. And the best part? She’s now thriving. But, as often happens in life, the story doesn’t end there…

Caring for an elderly parent and navigating the tension that comes with it – hear from a family that has survived the blow ups to do what’s best for Grandma. A must-listen.

Tensions run high and family dynamics are hyper-sensitive when deciding what to do with an elderly parent’s living situation. Unfortunately, many families fracture and don’t properly reconcile, even after the dust settles.

In this insightful and heartfelt interview, Ron and his guest take us through the myriad of real and often explosive emotions that occur when immediate family lives with - and takes care of - an elderly parent, and decisions that need to be made for the parent’s welfare and future that affect them all.

In the end, a healthy dose of humility and honesty go a long way towards keeping the family intact through the transition…and keeping them together for the holidays, birthdays and other special family occasions.

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio

Ep. 34 Liv Tours and Lively Tales - Sommelier John Penate Returns to Italy!

Tue, 25 Jul 2023 03:30:00 -0400

In this captivating episode, John Penate shares the recent and remarkable twist in his life as he transitions from his retail job in California to once again becoming a tour guide in Rome, Italy. The unexpected offer from Liv Tours, a company he previously helped launch, enticed him to return to Rome for the summer. With the promise of a guaranteed wage and an already-paid plane ticket, John seized the opportunity, eager to explore his passion for wine and ancient history while providing personalized tours of Rome's many renowned landmarks.

As an expert sommelier and history enthusiast, John brings a unique perspective to his tours, emphasizing the intimate and immersive experience that Liv Tours offers. The small group tours ensure that visitors can engage with the Colosseum, Vatican, and other famous attractions on a personal level, enjoying the chance to ask questions and delve into the captivating stories behind these iconic sites. However, John's plans extend beyond these guided tours, as he intends to visit the very best wineries in Italy, fostering connections and expanding his knowledge, all for his future wine tour business…in San Diego!

Let’s Get Social!

Website: https://livtours.com/guides/7332/

Use the code at checkout: JPITALY to receive a 10% discount on your purchase.

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio

Ep. 33 Top-Tier Representation in Estate Planning, Divorce, and Probate Cases with Zachary Whitman and Anthony Catena

Tue, 18 Jul 2023 03:30:00 -0400

The Antonyan Miranda Law Firm - a growing force in family law and probate litigation, combining innovative strategies with compassionate representation.

You may have seen one of their famous billboard ads - “When the Ring Comes Off, The Gloves Come Off”, or “Diamonds Aren’t Forever” – and wondered, “Who is that?”

Get to know Antonyan Miranda, a prominent law firm in Southern California that is revolutionizing the legal landscape with their innovative approach to family law and probate litigation. Attorneys Zachary Whitman and Anthony Catena explain how the firm provides comprehensive representation in estate planning, divorce, and probate cases.

With a focus on client satisfaction, the firm combines compassion and expertise to navigate the complexities of marriage, divorce, and inheritance, ensuring clients' interests are protected at every step.

The conversation covers a lot of topics listeners will find of great interest and covers some of the more unusual cases they've encountered – for example, clients fighting over items with little monetary value, and going as far as spending more on legal fees than the actual value of the item! They also mentioned changes in the law where pets are now treated like children during temporary stages of a judgment…that’s a new one! You’ll learn all of this and more in this surprising episode.

Let’s Get Social!

Zachary Whitman website: http://expertprobatelaw.com/zachary-whitman

Anthony Catena LinkedIn: https://www.linkedin.com/in/ajcatena87/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio

Ep. 32 Insider Secrets & Strategies for Success in Rental Real Estate

Tue, 11 Jul 2023 03:30:00 -0400

Lucinda Lilley shares her wealth of knowledge and experience in the rental housing industry, discussing the many challenges faced by landlords and the expert solutions she offers through her consulting company, Bridging Influence.

Listen in and uncover the secrets to effective property management and successful real estate investments as Ron and Lucinda discuss the real, day-to-day challenges faced by landlords, and the role of education and specialized property management skills in maximizing profits and achieving long-term asset goals.

Lucinda guides listeners through the intricacies of rental property ownership, offering advice on estate planning, understanding tenant rights, and the vital role of clear, effective communication and collaboration between landlords and their tenants. It’s everything you ever wanted to know about being a landlord but were afraid to ask.

Let’s Get Social!

Website: https://bridginginfluence.com/

Facebook: https://www.facebook.com/bridginginfluence

LinkedIn: https://www.linkedin.com/in/lucinda-lilley-cpm-caps-gri-change-maker-9767969/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio

Ep. 31 Wisdom Across the Ages: Exploring Religion, Philosophy & Mythology with Peter Bolland

Tue, 27 Jun 2023 13:47:00 -0400

Engage in a deep exploration of multi-generational perspectives, personal journeys, and the quest for life’s meaning with Peter Bolland of Southwestern College.

Meet Peter Bolland, the Philosophy and Humanities Department Chair at Southwestern College, and embark on a profound conversation.

Today’s song “ You're Never Alone” can be found on Peter’s “Wire” album here https://peterbolland.bandcamp.com/album/wire

Peter shares his journey from a non-religious upbringing to studying various religions and philosophies in college, ultimately majoring in religious studies.

He and Ron then delve into generational and cultural divides, and emphasize that, despite our many differences, people of all ages share a common desire for fulfillment and healing. Peter views religions, philosophies, and mythologies as modalities that address these fundamental human needs.

The discussion also touches upon the presence of unprocessed grief, the constant renegotiation of societal “norms”, and the timeless quest for meaning. In addition, Peter's passion for music and philosophy emerges as he explores the common thread that runs through various philosophical and religious traditions. A profound conversation indeed!

Let’s Get Social!

Website: https://peterbolland.com/

Blog: “Thinking Through” http://peterbolland.blogspot.com

Guided Meditations on Insight Timer https://insighttimer.com/peterbolland

My Music on Bandcamp https://peterbolland.bandcamp.com/

Peter Bolland on YouTube: https://www.youtube.com/@PeterBolland

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio

Ep. 30 Oakland McCulloch on Servant Leadership - The Secret to Unlocking Your Leadership Potential

Tue, 13 Jun 2023 03:30:00 -0400

In this episode, Ron sits down with Lieutenant Colonel Oakland McCulloch, a decorated veteran who shares his fascinating personal journey, from serving in the United States Army to the current multiple roles he juggles in his life – that of author, speaker, and advocate of servant leadership. Drawing inspiration from his own past experiences and personal interactions, he discusses the pivotal moment that sparked his decision to write his book, "Your Leadership Legacy."

Ron and Lieutenant Colonel McCulloch delve deep into such topics as: the role of family in leadership, the power of public speaking, and the value of mentorship and continuous learning. Lieutenant Colonel McCulloch also highlights the significance of effective communication, and the importance of passing on knowledge to future generations.

Their conversation concludes brilliantly with McCulloch sharing his father’s “75% Rule”, which states that if a person cannot perform a task better than 75% of the other people doing it, they should consider making a change. Profound advice, indeed.

READ "Your Leadership Legacy: Becoming the Leader You Were Meant to Be" https://www.amazon.com/dp/1952037107?tag=wixlabs1234-20&linkCode=ogi&th=1&psc=1

Let’s Get Social!

Website: https://www.ltcoakmcculloch.com

Twitter: https://twitter.com/LtcOakland

Instagram: https://www.instagram.com/ltcoakmcculloch/

Facebook: https://www.facebook.com/LTCOakMcCulloch

YouTube: https://www.youtube.com/channel/UC1Ep1eqF3o0X5CBamtVgClQ

LinkedIn: https://www.linkedin.com/in/oakland-mcculloch-34293256/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting and recorded at the John Sanders Podcast Studio at the Carlsbad Chamber of Commerce. Visit the studio here https://www.imaginepodcasting.com/studio

Ep. 29 Pickleball: A Game for All Ages and Abilities feat. Mike Branon

Tue, 30 May 2023 03:30:00 -0400

An engaging discussion on the joys of pickleball, including its social impact, accessibility, and the importance of finding the right community to play with.

Join Ron and pickleball superstar Mike Branon for a conversation about…you guessed it…pickleball! There’s a lot more to it than just the fun name.

Their conversation touches on several hot-pickleball topics: the social aspect of the game, the importance of finding one's tribe of players, the joy of teaching and introducing others to the sport, and the tremendous positive impact it has had on their personal and professional lives. It’s more than just a game.

They also highlight the charitable work and community-building opportunities that playing pickleball naturally provides. Overall, the interview showcases the power of pickleball to connect people, foster relationships, and create a sense of fulfillment and enjoyment in life.

It’s no wonder the sport that has become so popular, and such a significant part of their lives. If you’re lucky, it can become part of your life too. Pick up a racket and take a swing! You won’t be sorry!

Let’s Get Social!

Website: https://www.mikebranon.com

Amazon: https://amzn.to/3h2zfIs

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 28 Preserving Your Wealth: Exploring Trusts, Probate, and Legacy Planning with Jennifer McGibbons and Patty Garcia

Tue, 23 May 2023 03:30:00 -0400

Gain valuable insights from experts Jennifer McGibbons & Patricia Garcia on how to plan for the future, navigate estate administration & manage family dynamics.

In this episode, Ron is joined by estate planning experts Jennifer McGibbons and Patty Garcia. Jennifer specializes in estate planning, trust administration, and charitable planning, while Patty is a licensed professional fiduciary. Together, they emphasize the importance of informed decision-making and proactive planning to enhance quality of life for parents and their children as they age. They discuss the complexities of blended families, conflicts that can arise during the planning process, and the significance of open communication for everyone’s benefit. After all, at the end of the day, the point is to keep everyone together at Thanksgiving!

Red flags in existing estate planning documents, such as asset complications and selecting co-trustees or fiduciaries, are addressed, while the responsibilities and intricacies of being a trustee or fiduciary, including managing assets, paying bills, and handling personal property, are also highlighted. There is a lot more to it than meets the eye.

The conversation also touches on gifting and tax implications, specifically, tax law changes, addressing tax-related issues in estate planning, and the challenges of finding suitable retirement communities. Older adults and their children need to stay informed, seek professional guidance, and take proactive action, and Jennifer and Patty gift us with all the right insights to make informed - and the best - decisions for the whole family regarding estate planning. An informative and enlightening episode.

Let’s Get Social!

Websites:

Jennifer: https://www.smalawsd.com
Patricia: https://modernfiduciary.net

LinkedIn:

Jennifer: https://www.linkedin.com/in/jennifer-mcgibbons-37459b2/
Patricia: https://www.linkedin.com/in/patricia-garcia-clpf-ncg-ea-b22b5225/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 27 Take a trip back in time to the beginning of wine with John Penate

Tue, 16 May 2023 03:30:00 -0400

A journey through the history & evolution of wine, from ancient civilizations to modern times…sommelier John Penate returns for another delicious episode.

Take a trip back in time to the beginning of wine, as John Penate makes a return trip to the podcast.

In America, we know Georgia as the “Peach State” but for the rest of the world, Georgia is an ancient country found at the intersection of Europe and Asia. And for sommeliers, it’s known as the birthplace of wine, with evidence of winemaking dating back to 6000 B.C. You’ll learn all about the unique winemaking methods used there, such as fermenting grapes in large clay vessels called qvevri, and the unique grape varietals used in their wine that are found nowhere else.

John also provides listeners with an historical context for the development of Georgian wine, including the role of religion and centuries-old cultural traditions in their winemaking, as wine is used for both religious and secular purposes.

And then, if we hadn’t already been desperate to get our hands on some Georgian wine, John and Ron taste a Georgian red wine called Saperavi, which John describes as “having a fruity nose with hints of spice and leather, and a tannic, acidic taste with a long finish”. He suggests pairing it with roasted chicken or vegetables, as the acidity and tannins can cut through a variety of flavors. Sublime.

All this and more awaits in this delicious episode. Your taste buds - and your ears - will thank you.

Let’s Get Social!

Website: https://hopandvinesj.com

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 26 Expert Travel Tips from AAA…for Your Next Great Adventure!

Tue, 09 May 2023 12:32:00 -0400

Shaye Huggins, a senior travel advisor for AAA, shares her favorite exotic destinations, tips for better travel and the benefits of working with a travel agent.

The world is opening up again, and travel is finally back on everyone’s radar! Shaye Huggins, a senior travel advisor for AAA, gives us her insights on all the safest and most exciting travel options for the remainder of the year, and reminds us of the great joys of travel, being open to unexpected experiences and the value found in exploring new cultures.

From the Maldives to Tahiti, Zanzibar to Vietnam, AAA agents like Shaye offer personalized recommendations based on your individual preferences and needs and will help make your trip smooth, enjoyable, and even more special because of it. But let’s be honest, it’s been a long time. We’re all out of practice. There’s lots to think about…

Are you prepared? Do you have travel insurance? Is your passport valid? Do you know how to pack properly in case some of the luggage gets lost? Should you use currency exchange or an ATM? And, last but not least, will they let you pack that sunscreen?! Answers to all these questions and more await you in this scintillating episode!

Let’s Get Social!

Shaye Huggins, Senior Travel Advisor
(760) 635-4022
Encinitas Branch D40
499 N El Camino Real
Encinitas, CA 92024
Facebook: https://www.facebook.com/groups/aaatravelshayehuggins/
LinkedIn: https://www.linkedin.com/in/shayehuggins/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 25 Expert Advice on Estate Planning, Wills, Trusts, and Probate

Tue, 02 May 2023 03:30:00 -0400

Meet the Experts with Insights on Real Estate, Inheritance & Estate Planning. Learn How to Navigate Legal & Financial Complexities for a Smooth Transition.

Mark Feinberg and Todd Stevens are esteemed estate planning experts. In this episode, you’ll learn everything there is to know about the potential consequences of not having a plan in place, and how estate planning is not just for the wealthy, but for anyone who wants to make sure that their assets are distributed according to their wishes after they pass away.

Although people don’t often like to talk about it, they also highlight the need to plan for the possibility of becoming incapacitated or unable to make important decisions for oneself.

They illuminate the role of various legal documents in estate planning, such as wills, trusts, and power of attorney, and explain the importance of selecting the right executor, trustee, and agent to carry out one's wishes and offer tips on how to choose the right person.

They offer advice and caution against the common mistakes people make when estate planning, such as failing to update their plan regularly or not communicating their wishes to their loved ones.

And most importantly, they also touch on the emotional and family dynamics involved and emphasize the importance of having open and honest conversations with family members about one's wishes and the potential for conflict if these conversations are not had. An extremely comprehensive and thorough episode you won’t want to miss!

Let’s Get Social!

Todd Stevens
Keeney, Waite & Stevens https://www.keenlaw.com/

Mark Feinberg
Contact Mark at mark@heinzfeinberg.com

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 24 Housing Options for Older Adults, from a Realty Team Unlike Any Other

Tue, 25 Apr 2023 03:30:00 -0400

Meet the team at The Greenwald Realty Team!

Katy Kingery, Real Estate Agent and Matt Axelson, Real Estate Advisor sit down with your host Ron Greenwald for a conversation about life, basketball, real estate, and the challenges of senior living.

Supporting older adults as they navigate through life is the cornerstone of the work The Greenwald Realty Team does, and doing that job effectively takes a high level of dedication, passion, and care throughout every part of their clients’ journey. Whether it’s trusts, estate planning, finding the right senior living community, aging in place, and so much more, the team has mastered what it takes to help seniors and their families push past their fears to make informed decisions, and help keep families together at Thanksgiving after they’re gone. It takes compassion, understanding, trust and transparency - and having their clients’ best interests at heart - to do the job effectively and keep to the high standards of the team. An informative and fun must-listen!

Let’s Get Social!

Matt Axelson

Website: https://www.realestatewithaxe.com

Instagram: https://www.instagram.com/realestatewithaxe/

YouTube: https://www.youtube.com/@RealEstateWithAxe

LinkedIn: https://www.linkedin.com/in/mattaxelson/

Katy Kingery

Website: https://www.authorized.company/home/greenwald-realty-team

LinkedIn: https://www.linkedin.com/in/katy-kingery-realtor/

Instagram: https://www.instagram.com/katykingeryre/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 23 Cheers! An Expert Sommelier Takes Us on An Audio Wine Tour of Italy

Tue, 18 Apr 2023 03:30:00 -0400

Italy means history, culture…and wine. Join expert sommelier John Penate for an audio tour of what Italian wine has to offer by region, type and taste.

When in Rome, do as the Romans do. Their history informs their culture, which informs their wine. And it does so deliciously.

In this episode, Master Taster Sommelier John Penate takes us on an audio wine tour of Italy as he chronicles his adventures there, and his love for all things Italian. He gives us the inside story of the Italian Association of Sommeliers, the world’s first and oldest sommelier school. And he answers many of our burning wine-related questions: how far back do Italian winemaking traditions go? In some cases, 800 or 1,000 years. Can you have wine at a business lunch? Yes, in Italy, it's expected. Should you choose your dinner wine based on its drinking taste or its acidy? Acidy - acidic wine is good for pairing with food…very good. You’ll learn all of this and more, as John’s passion and enthusiasm are contagious. A delicious episode. Cheers!

Let’s Get Social!

Hop & Vine website: https://hopandvinesj.com

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 22 The World Bid Auction Platform – a Cutting-Edge Tool for Realtors

Tue, 11 Apr 2023 03:30:00 -0400

If you’re selling a luxury property, the World Bid Auction Platform creates urgency and market value by connecting you with buyers from around the world.

People often ask, why would someone auction a property? Isn’t that only related to foreclosures Turns out, no. Not even close.

Braun International and Premiere Estates focus on luxury residential property and commercial real estate, and together, they have something very special to offer their clients: the World Bid Auction Platform.

It offers sellers many benefits. It finds hungry buyers in a very concentrated period of time and creates urgency and market value through a very transparent and competitive process. By connecting buyers from all over the world with new opportunities to buy property, shrewd, business-minded sellers know that in a period of 60 days or less that their property will be sold at market value, and it will be sold on their terms, not the buyer’s.
It's an informative and eye-opening interview you won’t want to miss.

Let’s Get Social!

Website: https://www.braunco.com

Website: https://premiereestates.com

Website: https://www.braunmimx.com

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 21 Meet an Interfaith Spiritual Counselor and End-of-Life Specialist

Tue, 04 Apr 2023 03:30:00 -0400

Spiritual care chaplain, bereavement counselor, end-of-life specialist, Suzanne Barone of Heartford Hospice gives the very best care at the most crucial time.

There are many popular misconceptions out there when it comes to hospice care. What is it, really? What does it mean? How does it work? Suzanne Barone of Heartford Hospice gives us a thorough and fascinating picture of all what’s involved for those facing a terminal diagnosis, and what their families can expect.

With her experience and background in the healing arts, she is uniquely qualified in her role as a spiritual care chaplain, bereavement counselor and end-of-life specialist. More than anything else, Suzanne makes heart-to-heart and soul-to-soul connections with her patients. She has meaningful conversations with them. She brings them genuine relief. Relief of anxiety. Relief of pain. And she satisfies their deep need for peace. By focusing on their mind, body, and spirit she cares for your loved one in a way that’s unique to her, and makes it a beautiful and meaningful experience. In this wide-ranging interview, Suzanne covers it all: doctor’s visits, support services, pet therapy, music therapy, denial, acceptance, and much, much more. A must-listen.

Let’s Get Social!

Heartford Hospice https://heartfordhospice.com/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 20 Good Estate Planning Doesn’t Predict the Future, It Ensures It

Tue, 28 Mar 2023 03:30:00 -0400

Each of us has a duty not to leave a mess when we pass on. Proper estate planning by the expert team at Lorenz Private Trustees will do just that.

Many people avoid drawing up an estate plan because they think talking about death will make it happen. But nothing could be further from the truth. Estate planning is not about predicting the future, or inviting death, it’s about your power to write down your preferences and make sure someone is willing to carry them out once you’re gone. As explained by Marguerite Lorenz of Lorenz Private Trustees, estate planning is really…empowerment planning.

In this informative and enlightening interview, Marguerite lays out everything you ever wanted to know about estate planning but didn’t know to ask. She helps her clients see their life in a new way and passes that wisdom on to you. With insightful examples and skilled storytelling, Marguerite eases the pain of estate planning and instills confidence in the process, even for those who may be spooked and hesitant. If that’s you, you will never hear a more thorough or compelling case for estate planning than this. A must-listen.

Let’s Get Social!

Website: https://www.mytrustee.net

LinkedIn: https://www.linkedin.com/in/californiatrustee/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 19 Commercial Interests meet Global Interest with Braun International

Tue, 21 Mar 2023 16:08:00 -0400

MIMX stands for Minority Interest Market Exchange and brings commercial real estate buyers and sellers together from around the world…seamlessly.

Braun’s Minority Interest Market Exchange (MIMX) is a one-stop marketplace for those wishing to invest in partnership & minority interests in commercial real estate.

Prior to the creation of MIMX, minority partners had virtually zero options when they wished to exit a partnership. But now, with Braun’s MIMX platform, partners can find a new pool of potential investors, maximize their sales price, and exit a partnership on a timeframe of their choosing. And the best part is, that pool of potential investors can now come from anywhere in the world.

Todd Wohl explains it all in layman’s terms and for those considering liquidating their interest in a commercial space, or for those concerned about market value (and whether they are getting the best and highest price), this episode is a masterclass in income-producing investments.

Let’s Get Social!

Website: https://www.braunco.com

Website: https://premiereestates.com

Website: https://www.braunmimx.com

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 18 No One Gets A Rulebook on Aging…But It Helps to Know a Specialist

Thu, 16 Mar 2023 13:21:00 -0400

Specialist Rebecca Montano works with individuals and families to assess their situation, ascertain where they need help, and coordinate and monitor their care.

No one gets a rulebook on aging. Not the parents. Not the children. None of us do. But on the journey of aging, it helps to know an aging life specialist.

Meet Rebecca Montano, owner of Aging Focused Care Management Services, and learn about her patient-centered focus. Her goal is to provide care for those who seek it, to make sure their world is safe for them and to improve their quality of life. And she does it by asking all the right questions and through a variety of assessments…like home safety medication management. Are you taking multiple prescriptions? Are they cancelling each other out? Are you taking them correctly, according to the instructions? What about home safety? Nutrition? Hydration? What about your spiritual needs? All these questions (and many more) are an integral part of what Aging Focused Care Management Services does. From a consultation to get the basics, to a full assessment and ultimately a roadmap to chart the way forward, Rebecca and her team have the vast experience and empathy to meet you where you are and be the key partner on your journey ahead as you age. A must-listen episode.

Let’s Get Social!

Website: https://www.agingfocused.com

FB: https://www.facebook.com/agingfocused

LinkedIn: https://www.linkedin.com/in/rebecca-montano-agingfocused75887b10/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 17 If There’s a Trust, Why Is There a Fight?

Tue, 28 Feb 2023 03:30:00 -0500

Matthew Owens gives the inside scoop on everything you ever wanted to know about trusts but were afraid to ask – and some of what you’ll hear might just surprise you.

Trusts, estates, inheritance disputes – all part of a day’s work for attorney Matthew Owens. In this informative interview, Matthew gives listeners the inside track on how to avoid challenges to a trust, and more importantly, how to reduce the risk of litigation and still keep the family together for Thanksgiving.

The roadmap though life, family dynamics and potential fighting over estate plans can be effectively mitigated before they happen with the right plan in place. Matthew shares his expertise and gives listeners a first-hand account of how a trust is challenged - often on the grounds of lack of capacity or undue influence - and how those challenges are proven in a court of law. He covers many other common trust-related scenarios, and gives valuable advice on how to recognize whether a plan makes sense for the family. A must-listen.

Let’s Get Social!

Website: https://www.withersworldwide.com/en-gb/people/matthew-owens

LinkedIn: https://www.linkedin.com/in/matt-owens-462a7124/

Twitter: https://twitter.com/Trust_Litigator

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 16 Find Your Next Beloved Companion at The Rancho Coastal Humane Society

Tue, 21 Feb 2023 03:30:00 -0500

The Rancho Coastal Humane Society is expanding…with new and exciting opportunities for pets and people to meet, greet and find a forever home together.

Judi Sanzo, the President and CEO of The Rancho Coastal Humane Society, is on a mission: providing a haven for animals coming from over-crowded shelters, and making the best possible match between pets and their persons.

With the current expansion still ongoing, there is so much more to running a humane society than the public knows, and this touching episode will open your eyes - and your heart - to the myriad of challenges and triumphs they go through on a daily basis. They do so much more than just adoptions.

You’ll hear about the new medical center, learning center, training center, food bank and more. You’ll learn how they transition abandoned animals to become adoptable, how their pet-assisted therapy programs help senior communities, stressed out students and special-needs facilities. You’ll hear about the Senior for Senior Program which matches any senior with an animal over 7 years old at no charge, so they can grow old together…and so much more. Judi’s attitude has always been to turn “no” to “yes”, never say never and solve whatever problems may come…and you’ll be very glad she did!

Let’s Get Social!

Website: https://rchumanesociety.org

Twitter: https://twitter.com/rchumanesociety

Instagram: https://www.instagram.com/ranchocoastal/

Facebook: https://www.facebook.com/rchumane

YouTube: https://www.youtube.com/c/RanchoCoastalHumaneSociety

LinkedIn: https://www.linkedin.com/company/rancho-coastal-humane-society/

TikTok: https://www.tiktok.com/@ranchocoastalhumane

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 15 Hear How the Mafia and U.S. Government Teamed Up to Win World War 2

Tue, 14 Feb 2023 03:30:00 -0500

Operation Underworld is a story about eavesdroppers and spies, saboteurs and informants and the unlikely alliance between the Navy and the Mafia in World War 2.

Just when you thought you’ve heard every World War 2 story out there, author Matthew Black comes up with a new and very surprising one. Operation Underworld How the Mafia and U.S. Government Teamed Up to Win World War II is a fascinating read about a most unlikely group of real-life characters, who went to extraordinary lengths to accomplish a mission that had never been conceived before or attempted since. At the time, the world’s soul was at stake, and Allied victory was not a foregone conclusion. Everyone (on both sides of the law) rallied together to fight for our country and our way of life – it’s a lesson we could learn from today.

Mr. Black describes his 2-year writing journey, including his interviews with the descendants of those involved, and the process of reviewing thousands of pages of archived testimony and declassified documents. Did you know Long Island was considered a vulnerable target? That Meyer Lansky and Lucky Luciano were part of the operation? All of this and more is covered in this entertaining podcast – a must-listen for any WW2 history buff or anyone who likes a fascinating story featuring a cast of larger-than-life characters.

Let’s Get Social!

Website: https://www.operationunderworldbook.com

LinkedIn: https://www.linkedin.com/in/blackinkfurther/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 14 Meet a Trailblazer in the Fight Against Senior Scams and Elder Abuse

Tue, 07 Feb 2023 03:30:00 -0500

A former Deputy District Attorney shares the lessons he’s learned over 25 years in the trenches prosecuting cases of elder abuse and scams.

Paul Greenwood is a man on a mission. For over 25 years, he’s been a passionate and determined advocate for seniors, and has prosecuted over 750 cases on their behalf – cases involving elder abuse, financial scams and unfortunately, much more. With our baby-boomer demographic growing day by day, the issues facing seniors are real and multiplying. In this enlightening and informative interview, you’ll hear, in detail, the top 3 scams targeting seniors, how to spot them quickly and safely avoid them. Paul gives specific and actionable advice for adult children on how to protect their parents and be proactive in their protection. He also tells the fascinating story of how he has built “elder justice regional councils” in Montana, and how his work is now being implemented in Pennsylvania, Florida, Arizona and Hawaii – truly a one-of-a-kind trailblazer, and an interview you won’t soon forget!

Let’s Get Social!

Website: https://www.greenwoodlawcorp.com

Twitter: https://twitter.com/pgreendda

LinkedIn: https://www.linkedin.com/in/paul-greenwood-14841a5/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 13 A Heart of Compassion: Westmont Senior Living

Tue, 31 Jan 2023 03:30:00 -0500

Family-owned Westmont Senior Living has five top-notch communities throughout San Diego. Find out why they’re the “Best in the West” at what they do.

By 2030, 20% of California residents will be 75 years +, and California is going to look a lot more like Florida as time moves forward. As a result, senior living is not only a compassionate space, but also, as consumers get more discerning, a competitive one. Andy Plant, the President of Westmont Senior Living, and Kitty Castillo, Community Relations Director, give listeners an intimate behind-the-scenes look into the Westmont Senior Living communities, what makes them special and what sets them apart from the others. Food is a big part of the experience. Their dining program offers signature dishes that must be tasted to be believed. Culturally, they have a lot of activities to keep residents engaged in exploring new things and enjoying life. But most importantly, day-in and day-out, the entire Westmont team is compassionate, people-oriented, and they really care about seniors, and it shows. The quality of life and the level of happiness of the residents is palpable. If you are considering Senior Living for yourself or an aging parent, you owe it to yourself and your loved ones to give this episode a listen. You’ll be glad you did.

Let’s Get Social!

Website: https://www.WestmontLiving.com

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 12 The San Diego Foundation Inspires Enduring Philanthropy and Solutions

Tue, 24 Jan 2023 03:30:00 -0500

The San Diego Foundation is there for all who are interested in giving back by way of charitable gifts. Find out more in this fascinating podcast.

Leslie Klein is a passionate advocate for those wanting to leave a legacy. By combining donors’ visions with The Foundation’s expertise in philanthropy and financial management, she oversees the formulation and implementation of a fully comprehensive planned giving strategy for them. Leslie also manages The Foundation’s complex estate administration activities and works closely with San Diego’s professional advisors to customize charitable solutions for their clients. This is the heart of what The Foundation does, and it’s Leslie’s specialty.

A more in-depth and thorough conversation about all aspects of philanthropy you will not find anywhere, and if you are looking to be more philanthropic, or ever had questions about what’s involved in leaving a legacy, this is the podcast for you!

Let’s Get Social!

Website: https://www.SDFoundation.org

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 11 Estate Planning, Trusts, Probate…and how to keep the family together

Tue, 17 Jan 2023 03:30:00 -0500

What to do as our parents age and pass? Leanne Maestre offers a guide to helping families (especially siblings) communicate and plan it together, for the best.

As parents age, often a child will move in with them to be a caregiver - it happens all the time. But once the parents are gone, painful legal issues can arise between siblings. Issues that can be solved with the right planning.

Leanne Maestre specializes in estate planning, trusts and probate, and illuminates many of the burning questions people have about trustees, fiduciaries, healthcare directives and so much more. She delves into the practical and emotional aspects of estate planning, incapacity and naming a trustee, and how to keep siblings on the same page - and together - at Thanksgiving. For anyone looking ahead, who may be concerned about what to do with Mom and Dad, or is currently going through it, this insightful, heartfelt conversation will answer many of the questions you may have and, more importantly, give you hope and a plan. A can’t-miss episode.

Let’s Get Social!

Website: https://www.kts-law.com

LinkedIn: https://www.linkedin.com/in/leanne-barbat-maestre-6b007728/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 10 The Intergenerational Transfer of Wealth with Amy Walling, a Specialist in Planned Giving

Tue, 10 Jan 2023 03:30:00 -0500

Amy Walling is an energetic and compassionate advocate for her clients, helping them find the best ways to achieve their charitable goals in planned giving.

The challenges of leaving a legacy are many. In this insightful interview, Amy Walling and host Ron Greenwald discuss the complexities and importance of planned giving, as well as how to understand a client’s specific goals to help them structure their gifts in a way that aligns with their charitable objectives. They also discuss generational differences in giving habits, and the importance of educating the younger generation in the significance of long-term planning through wills and trusts.

Amy and her team focus on infrastructure, gift processing, gift agreements and stewardship, and whether you are a professional working with older adults, or someone who is interested in learning more about charitable giving, this episode is a must-listen.

Let’s Get Social!

Website: https://plannedgiving.sdsu.edu

LI: https://www.linkedin.com/in/amy-walling-aep-%C2%AE-cap-%C2%AE-cspg-ab81928/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 9 The Quest for What’s Best: One Family’s Journey from Home, to Senior Community, to Home Again

Tue, 03 Jan 2023 03:30:00 -0500

Suzanne Forman bravely shares her family’s story in detail and covers many of the subjects we most often don’t want to discuss. It’s a heartfelt must-listen.

Every member of the family is affected when faced with what to do with aging parents. For Suzanne, as her mother’s memory loss accelerated, so did the urgency to step in and try to help. In doing so, she became her parent’s full-time caretaker, and instead of it making things better, things only got worse. It was hard to go back and live with them. Old father-daughter issues came up, as did problems with her siblings, the family’s overall finances and so much more.

In this far-reaching and intimate interview, Suzanne graciously lays out all the ups and downs her family went through at home, then in a senior community, and then at home again. If you ever had questions about the feasibility of becoming your parent’s caretaker, this interview covers it all, from hurt feelings and butting heads, to checkbooks, big life choices and who drives the family car. It’s a candid and relatable interview you’ll be sure to want to share with those you love.

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Produced by Imagine Podcasting https://www.imaginepodcasting.com/

Ep. 8 The Voice of San Diego Sports Talk Radio - An Interview with John Kentera

Tue, 13 Dec 2022 03:30:00 -0500

From player, to coach to sportscaster, hear the incredible (and entertaining) story of “The Coach”, the one and only John Kentera.

No one can tell a story like John Kentera. In this fun and entertaining interview, John recounts his chronicles on and off the field as a player, his experience coaching multiple teams in multiple sports over multiple years, and his blossoming career as a sportscaster.

John calls himself a “lucky guy”, but his listeners know there’s no one who works harder at it, gives more than he takes, and lives a good clean life, plain and simple. Spend a few minutes with us on this podcast and you’ll agree, everyone loves “The Coach”, and for good reason!

Let’s Get Social!

The John Kentera Show: https://www.audacy.com/973thefansd/authors/john-kentera-show

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Ep. 7 Alzheimer’s San Diego – The #1 Educational Resource for Caregivers and Families Coping with the Disease

Tue, 06 Dec 2022 03:30:00 -0500

Many families are touched by Alzheimer’s, but most don’t know there’s a free resource available to help them navigate their way - Alzheimer’s San Diego.

It’s hard to believe, but one hundred thousand people in San Diego are diagnosed with Alzheimer’s. While many more may exhibit symptoms, there are no official diagnoses on file, and families need a resource to ask questions to get a better understanding of what they’re seeing and experiencing. Alzheimer’s San Diego is that needed resource and so much more.

Eugenia Welsh, Executive Director of Alzheimer’s San Diego takes listeners on a deep dive into the myriad of issues surrounding the disease, its warning signs, and its good days and bad days. But more than anything else, she and her team offer hope. You’ll hear about the classes they offer, the support groups, the telephone, zoom and in-person support, free memory screenings and so much more.

One can live well with the disease - and find joy in the moment - it doesn’t all have to be dark, and Alzheimer’s San Diego is that third-party support families need. Once you hear this heartfelt and compassionate interview, you’ll no longer be afraid to call.

Let’s Get Social!

Website: https://www.alzsd.org/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Ep. 6 Advice on Moving Into a Senior Community. Evaluating Options, Being Realistic – An Interview with Sonny and Robert Googins

Tue, 29 Nov 2022 03:30:00 -0500

Self-evaluation is hard and being realistic about health and finances can be harder. Making proactive decisions about both are the key to good senior living.

Sonny and Robert Googins were comfortably retired in Georgia, but storms, snow and proximity to family prompted a move not only closer to family, but a move across the country to a senior community in California. In this inspired interview, you’ll hear the details of their journey together and the proactive steps they took to no longer live in isolation and to thrive instead.

In their community, Sonny is on the Rotary Club and Planning Board, while Robert started The High Adventure Club – and yes, it’s exactly how it sounds. They jump out of airplanes, go parasailing, jet skiing, ride hot air balloons and conquer many other “bucket list” wishes.

It’s a story many seniors need to hear, because there is a good and exciting life waiting for you on the other side of an honest self-evaluation and assessment of where you currently are and where you could be with the courage to change.

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Ep. 5 What’s Best for Grandma & Navigating Family Dynamics - How to Keep the Family Together and Talking

Tue, 15 Nov 2022 11:54:00 -0500

Caring for an elderly parent and navigating the tension that comes with it – hear from a family that has survived the blow ups to do what’s best for Grandma. A must-listen this Thanksgiving season.

In the end, a healthy dose of humility and honesty go a long way towards keeping the family intact through the transition…and keeping them together for Thanksgiving.

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Ep. 4 Helping Seniors Maintain Their Identity and Function at Their Highest Level - A Conversation with Senior Housing Consultant Sandy Lieberman

Tue, 08 Nov 2022 13:52:00 -0500

Home, apartment, or community? The housing choices for seniors are many, and Sandy Lieberman is their expert guide. Listen in and learn, it'll be eye-opening.

It’s not cheap to age. Odds are most of us will need help when we get older, and we need to have a plan. Sandy Lieberman’s passion is helping seniors understand all aspects of their potential living situations, whether they choose to age in place, move into a retirement community or need specialized care. The choices are many and the options are overwhelming. Join her for an encouraging and clarifying conversation about independent living, assisted living and memory care – how they differ, what they cost, and what perks they offer. You might be surprised at what you don’t know.

Let’s Get Social

LinkedIn: https://www.linkedin.com/in/sandy-lieberman-9a123013/

Website: http://www.seniorsource-sd.com/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Ep. 3 A Reason to Get Up In The Morning + And Other Keys to Fighting Alzheimer’s: A Conversation with Specialist Beverly Sanborn

Tue, 01 Nov 2022 16:06:00 -0400

Stimulating the body, brain and spirit can successfully delay the symptom progression of Alzheimer’s. Join specialist Beverly Sanborn for a compelling dialogue.

Mental fitness is composed of many attributes, many of which most people don’t know. Diet, exercise, social connections, and purpose all play a part in the mental health of the Alzheimer’s patient. Beverly Sanborn of Belmont Village is a Licensed Clinical Social Worker and an expert in the latest emerging treatments for Alzheimer’s.

Join her for an eye-opening conversation that tackles the disease from the inside out, because inside, the spirit of the person continues. They still want the same things any of us want, even if their brain is deteriorating.

Visit Belmont Village Senior Living https://www.belmontvillage.com/

Contact Beverly Sanborn on LinkedIn https://www.linkedin.com/in/beverly-sanborn-356b7630/

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Ep. 2 A Former LBJ Advisor Advises Us on Senior Community Living – An Interview with Lawrence Krause

Tue, 25 Oct 2022 17:25:00 -0400

Join Lawrence Krause for a fascinating conversation about choosing the right retirement community and finding the right people who will make it worthwhile.

Keeping young at heart means looking forward, having interests, and having companions. When you have these things, life is good, especially in senior living.

At 92 years old, Lawrence Krause knows first-hand that too many seniors wait too long and live in isolation before they learn that it’s not the house you live in that counts, it’s the community around you, and the people around you that count.

In this frank and eye-opening conversation, he chronicles his personal blossoming at a senior community, and his belief that life is better on campus.

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/

Ep. 1 Where There’s a Will, There’s a Relative – Trust Administration Tips from Top Probate Attorney Kevin Kravets

Tue, 18 Oct 2022 16:41:00 -0400

The process of transferring assets from the deceased to the living doesn’t have to be deadly. Attorney Kevin Kravets offers humorous advice on the subject.

In this entertaining and insightful interview, Attorney Kevin Kravets offers unique advice on all things probate. With over 1,000 court cases under his belt, he gives listeners his top tips and tricks on how to spot lawyers who know what they’re doing, offers advice on how you should be charged and what key documents are an essential part of a good estate plan.

The most important decision you can make is who is going to be in charge when you are not? To that end, you need to find a person who is incredibly honest and good with numbers. This and many other tidbits are waiting for you to discover.

Thank you for being here!
~ Ron Greenwald

Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025

Visit us here: https://www.greenwaldrealtyteam.com/