Getting Your Ducks in a Row for the New Year

Segment 1: Josh Hunter, Public Benefits Specialist with Takacs McGinnis Elder Care Law, joins Tim and Barbara to talk about Medicare and health coverage for the new year.

Scheduling Medicare Wellness Checks and Examining Your Medicare Advantage Coverage

Segment 2: Tim and Barbara discuss strategies for getting your financial goals on track for 2019.

Evaluating your Financial Plan

Segment 3: Michael W. Crisler, CPA, CITP, CGMA, Member and Chief Manager of Crisler CPA, joins Tim and Barbara to share tips and tricks to prepare for tax season this year.

What Questions Do You Need to Ask Your CPA?

Segment 4: Chris Johnson, Associate Attorney with Takacs McGinnis Elder Care Law, joins Tim and Barbara to talk about why it may be in your best interest to make estate planning a priority in 2019.

Essential Estate Planning Documents

Segment 5: Jocelyn D. Briddell, Ed.D., Associate Executive Director of Active Aging & Facilities Management for FiftyForward joins Tim and Barbara to talk about the importance of staying physically, mentally, and socially active.

Staying Social & Active