In the latest episode of Insights, host Paul Ellis engages in a heartfelt conversation with Stephanie Terry, the Sales and Marketing Director at Harbor Point Senior Living. Their discussion reveals the profound impact of community and intergenerational relationships in the realm of senior living. Stephanie, a Pacific Northwest native, shares her journey from being an Air Force child to establishing a career dedicated to enriching the lives of seniors.

Stephanie's passion for senior living stems from her own experiences with her grandparents, who inspired her to embrace the values of compassion and community service. As she navigates her role, she emphasizes the importance of understanding the unique needs of seniors and their families, particularly during transitions into senior living communities. This understanding is crucial as it helps bridge the gap between different generations and fosters a sense of belonging.

The conversation also touches on the challenges facing the senior living sector, especially in light of the COVID-19 pandemic. With the baby boomer generation beginning to retire, there is an increasing demand for resources and support systems. Stephanie highlights the need for proactive planning and open conversations among families regarding health, legal documents, and care options.

Throughout the episode, both Paul and Stephanie remind us that investing in what we love extends beyond personal interests; it encompasses the relationships we build and the communities we nurture. By fostering a spirit of connection and understanding, we can create a more inclusive and supportive environment for our seniors.

Tune in to this enlightening episode to gain insights into the world of senior living and discover how you can make a difference in your community!

Additional Notes and resources have been attached below.

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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Companies mentioned in this episode:

1. Harbor Point Senior Living

https://harborpointseniorliving.com

1. Mukilteo Chamber of Commerce

https://mukilteochamber.org

1. Steel Magic Northwest

https://steelmagicnorthwest.com

1. University of Arizona

https://arizona.edu

1. University of Providence

https://uprovidence.edu

Takeaways:

1. The podcast emphasizes the importance of investing in areas that resonate with personal passion and values.
2. A strong community connection is vital for both personal fulfillment and professional success in senior living.
3. The experiences and lessons learned from caring for elderly family members greatly influence...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

As the holiday season approaches, it’s a time for reflection, gratitude, and connection.

In this special episode, Paul Ellis and Tiffany Burchett take a moment to appreciate the relationships they've built over the past year. The year has been filled with challenges and changes, and they acknowledge the journey that many have experienced.

They review the resources they've provided throughout the year, including Planning, Advice, Coaching, and Investments - emphasizing their commitment to the families they serve.

With the introduction of new practice partners and the continuation of their private and public podcasts, listeners can expect even more valuable insights in the coming year.

One of the highlights of the episode is the personal touch that Paul and Tiffany bring as they share their holiday traditions. Tiffany fondly recalls cozy nights spent with her children, curled up by the tree, enjoying the magical glow of the lights. Paul shares his family's tradition of watching Christmas movies and creating a shared family photo album, emphasizing the importance of keeping memories alive.

As they look forward to the new year, they express excitement about their partnership with Vanilla for estate planning, which promises to enhance family finances and legacy planning. Their EWM INSIGHTS podcast will continue to highlight human capital and thought leadership, ensuring that listeners receive valuable content every month.

In closing, Paul and Tiffany extend their heartfelt wishes for a Merry Christmas and a Happy New Year to all their clients and listeners. They remind everyone to invest in what they love and express their gratitude for the opportunity to serve.

This episode is a beautiful reminder of the importance of family, tradition, and connection, making it a must-listen as we transition into a new year.

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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Takeaways:

• This year has been characterized by significant change and careful consideration for many individuals.
• The introduction of our partnership with Vanilla has enhanced our estate planning services remarkably.
• We express profound gratitude for the continued support and relationships cultivated this year.
• Our Insights podcast will persist in offering valuable thought leadership on a monthly basis.
• Family traditions during the holidays foster connections and create cherished memories for years to come.
• We look forward to serving our clients and their families with renewed commitment in the New Year.

Companies mentioned in this episode:

• EWM Insights
• Apple Podcasts
• Spotify
• Amazon Music
• Vanilla
• Ellis Wealth Management

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

Stay Tuned - More Insights are on the way!!

Feel free to share episodes with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®