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!®

Welcome to EWM INSIGHTS, where we celebrate HUMAN CAPITAL!

In this podcast edition, we continue our advanced planning series and explore the implications of the recently enacted "One Big Beautiful Bill," focusing on tax planning and investment strategies. We examine key components of this legislation, including the permanence of extended lower income tax rates and new deductions, such as the enhanced standard deduction for individuals and married couples. Additionally, we discuss the strategic advantages of Roth IRA conversions and how these changes can optimize tax situations. We also address significant alterations to estate tax exemptions and deductions that impact wealth transfer and estate planning for families, particularly business owners.

Takeaways:

• The "One Big Beautiful Act" introduced tax provisions requiring careful consideration by individuals and families.
• A key feature is the permanent extension of lower federal income tax rates, presenting unique planning opportunities for taxpayers.
• Understanding the complexities of recent tax changes, including potential deductions and benefits of converting traditional IRAs to Roth IRAs, is essential; consult with tax and financial professionals.
• Individuals over 65 now qualify for an additional senior deduction, enhancing tax planning strategies.
• The standard deduction for married couples filing jointly has substantially increased, providing further tax relief to many households.
• Business owners should be aware of new provisions affecting pass-through entities that offer additional tax benefits.

This episode explores the "One Big Beautiful Bill," focusing on its implications for individual taxpayers and families. Host Paul Ellis and special guest Jim Bergeron dissect the complexities of this legislative package, which includes numerous tax provisions aimed at transforming the financial laandscape for American citizens. A primary theme is the permanence of lower federal income tax rates, previously scheduled to revert, granting individuals a unique opportunity to capitalize on these extended tax benefits.

The speakers emphasize the importance of adapting financial planning strategies in response to these changes, advocating for tax optimization strategies, such as converting traditional IRA assets into Roth IRAs. The discussion explores the rationale behind such conversions in the context of favorable tax rates and underscores the necessity of consulting financial advisors to tailor strategies to individual circumstances.

Moreover, the episode addresses the broader implications of the new tax law, including enhancements to standard and itemized deductions. The speakers encourage proactive financial planning, leveraging these changes to enhance financial well-being. Overall, this episode serves as a guide, equipping listeners with insights to navigate the new tax landscape and empowering them to make informed financial decisions that can assist in creating "One Big Beautiful... Legacy."

Additional notes and resources are 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!®

-----------------------------------

Additional notes and resources are attached below.

Speakers:

Paul Bertrand Ellis, CIMA®

President and Managing Director

Ellis Wealth Management, LLC

phone:...

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!®

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D.

In this latest episode of Insights, host Paul Ellis sits down with Jim Bergeron from Nuveen to discuss the complexities of elder and parental care, a pressing issue for many families today.

This "Managing Up" conversation highlights the critical role of proactive, empowering planning that encompasses not only logistical and financial considerations but also the emotional and interpersonal dynamics influencing elder care.

With summer gatherings approaching, it’s the perfect opportunity to discuss the needs and wishes of aging parents and relatives.

The episode emphasizes the importance of open communication. Paul and Jim highlight that while discussing elder care wishes can be challenging, it is crucial for ensuring family members receive the care they desire. They suggest fostering a relaxed atmosphere for these conversations, even recommending games like The Ungame to help navigate sensitive topics, thereby transforming a potentially daunting subject into an opportunity for connection and understanding.

The hosts also stress the importance of legal and financial planning, including updating wills and establishing powers of attorney, to honor the wishes of aging family members and prepare for unexpected situations.

As they explore various housing options, they emphasize the need to understand individual preferences and research alternatives, such as in-home care. Ultimately, the episode encourages families to view these conversations as opportunities to strengthen their relationships and create a legacy of love and dignity.

Takeaways:

• The sandwich generation faces unique challenges as they care for both their children and aging parents, necessitating thoughtful planning and communication.
• Open and honest communication with family members regarding their wishes and needs is crucial to effective elder care.
• Proactive planning involves understanding and documenting the healthcare preferences and safety concerns of elderly family members.
• Utilizing everyday family gatherings as opportunities to discuss sensitive topics can foster a supportive environment for necessary conversations.
• Incorporating technology and safety measures into the living environment can significantly enhance the well-being of elderly family members.
• Creating a comprehensive plan that includes legal documents, financial considerations, and personal wishes is essential for effective management of aging relatives.

Additional Notes and resources have been attached below.

Feel welcome 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!®

Resources:

The Ungame: https://www.creativetherapystore.com/products/ungame-board-game

Additional Resources: 

• The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations A Value Based Resource Journal...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special classic replay edition podcast, we explore one of life’s greatest investments: fatherhood.

Paul emphasizes that while financial investments often dominate discussions, the impact of being an active father is profound and lasting.

As we celebrate Father’s Day, Paul shares heartfelt reflections on the importance of nurturing relationships with children. He argues that the true measure of wealth lies in the time spent with family, as involved fathers significantly enhance their children's emotional and psychological well-being.

Staggering statistics reveal that children with engaged fathers are more likely to excel academically, avoid trouble, and pursue higher education.

This involvement can dramatically influence a child's success, highlighting the critical role of emotional support and guidance.

Paul also discusses fatherhood as a generational investment, likening it to managing financial assets. Just as investors nurture their portfolios, fathers must actively engage with their children to create a legacy that extends beyond material wealth.

Takeaways:

• Fatherhood represents a profound investment that significantly impacts children's emotional and psychological well-being.
• Active fathers enhance their children's academic performance and reduce behavioral issues, fostering long-term success.
• Just as financial portfolios require nurturing, so too do the relationships we build with our children.
• The essence of true wealth lies in the time and presence we dedicate to our families.
• Children of engaged fathers are statistically more likely to pursue higher education and achieve stable employment.
• The legacy of fatherhood transcends material wealth; it is an investment in character and resilience.

This Father’s Day, let’s celebrate the fathers committed to this noble and lasting investment.

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!®

-----------------------------------

Original post: The Lynnwood Times - https://lynnwoodtimes.com/2021/06/20/the-investment-of-fatherhood/

References:

Ellis Wealth Management

https://www.elliswealthmanagement.com

Michael Irvin

https://www.michaelirvin88.com

Wall Street Journal

https://www.wsj.com

National Center for Educational Statistics

https://nces.ed.gov

Lynwood Times

https://www.lynnwoodtimes.com

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special edition podcast in honor of Memorial Day, we learn of the life, and impact of Hal Moore.

A graduate of the West Point Military Academy, Lt. General “Hal” G. Moore Jr, had significant impact on those he served, those who served with him - and beyond.

His book, “We Were Soldiers Once…and Young”, a New York Times Best Seller became a Hollywood movie entitled “We Were Soldiers”, starring Mel Gibson and Sam Elliott, for which it was nominated for 5 awards.

Hal Moore’s awards include:

• The Distinguished Service Cross
• Army Distinguished Service Medal
• Legion of Merit
• Bronze Star Medal with “V” Device
• Purple Heart
• Air Medal , and
• The West Point Graduate Organization’s 2003 Distinguished Graduate Award

Leader, Instructor, Mentor, Author; Hal Moore exemplified a life of purpose and passion.

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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The Mansions of The Lord

United States Military Academy Glee Club

To fallen soldiers let us sing

Where no rockets fly nor bullets wing

Our broken brothers let us bring

To the mansions of The Lord

No more bleeding, no more fight

No prayers pleading through the night

Just divine embrace, eternal light

In the mansions of The Lord

Where no mothers cry

And no children weep

We shall stand and guard through the angels sleep

While through the ages safely keep

The mansions of The Lord

Songwriters: Nick Glennie Smith / Randall Wallace

The Mansions of the Lord lyrics © Songs Of Wheelhouse

Book: "We Were Soldiers Once ... and Young" available at Amazon and Other fine bookstores

Movie: "We Were Soldiers" - IMDB Information: https://www.imdb.com/title/tt0277434/?ref_=nv_sr_srsg_0

Memorial Day Letter to America’s Youth

By Lt. Gen. Hal Moore on May 26, 2011

https://americanprofile.com/articles/memorial-day-letter-to-americas-youth/

Greatest stated accomplishment: Someone once asked him, "General, what do you consider your most important accomplishment?" Now, of course, you are asking this question of someone nearly 95 years old, with somewhat of a resume.

"What is your most important accomplishment?" He replied, "It hasn’t happened yet. My most important accomplishment will be when I cross that line at St. Peter’s gate and meet my God and my [wife] Julie."

-Army Times, https://www.armytimes.com/news/your-army/2017/02/19/remembering-lt-gen-hal-moore-read-the-moving-eulogy-delivered-by-his-eldest-son/

Companies mentioned in this episode:

• Ellis Wealth Management: https://elliswealthmanagement.net/
• Harvard University: https://www.harvard.edu/
• West Point Military Academy:...