Lindsay Friedman, Founder of CareBloom and LT Care Nav, joins 62 Who Knew to discuss why longer lifespans demand better long-term care planning. She explains how families can prepare, protect independence, and avoid crisis-driven decisions—with free tools designed to make the process easier and more human.

🔹 Learn more at 62WhoKnew.com

Get Mike's Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

https://blueboxdigital.com/

In this episode of 62 Who Knew, host Michael Banner welcomes back Shadd Boucher, Managing Partner of RE/MAX Alliance, for a candid conversation about today’s housing market and the long-term impact of the “COVID burn.” Together, they unpack why affordability—not interest rates—is the real barrier for buyers, how pent-up demand is building beneath the surface, and why education is now the most valuable tool for agents and consumers alike.

🔹 Learn more at 62WhoKnew.com

🔹 Connect with our panelists:

📌 Shadd Boucher

00:00 Introduction and Background of Shadd Boucher

03:24 Current Real Estate Market Dynamics

09:26 The Impact of Interest Rates on Home Buying

11:19 Innovative Down Payment Assistance Programs

17:10 The Role of Realtors in Today's Market

22:50 The Importance of Home Ownership

28:20 Future Trends in Real Estate and Home Buying

Get Mike's Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

https://blueboxdigital.com/

This episode explores how advisors and homeowners are rethinking Roth conversions in today’s tax environment—and why liquidity, not intent, is often the biggest barrier.

We’ll discuss how home equity can be used strategically to fund Roth conversions without selling investments, disrupting portfolios, or creating new debt. The conversation will focus on real planning scenarios, tax optimization, and how advisors can model these decisions holistically rather than in isolation.

Listeners will walk away with a clearer understanding of:

Why Roth conversions remain underutilized despite their long-term value

The role home equity can play as a planning asset

How integrated planning tools are changing advisor-client conversations

What “tax optimization” really looks like in practice for mass affluent households

This is a planning-first discussion designed for advisors, planners, and financially engaged homeowners navigating retirement decisions.

🔹 Learn more at 62WhoKnew.com

Chapters:

00:00 Introduction to 62 Who Knew Professional Edition

02:53 Understanding Roth IRA Conversions

05:46 Challenges in Executing Roth Conversions

08:37 Introducing Chiefs: A New Funding Solution

11:52 Real-Life Application of Chiefs for Roth Conversions

14:43 Comparative Analysis of Funding Roth Conversions

17:41 The Importance of Aging in Place

20:44 Why Financial Advisors Should Care

24:09 Strategic Solutions for Wealth Advisors

25:33 Enhancing Financial Planning with Home Equity

27:50 Creating Better Outcomes for Clients

29:59 Understanding Home Equity vs. Home Ownership

31:20 The Importance of Thoughtful Financial Planning

34:01 Addressing the Fear of Running Out of Money

35:46 Accessibility of Financial Solutions for All

37:20 Comparing Financial Tools and Strategies

39:37 Changing the Paradigm of Financial Planning

41:54 The Value of Innsmark Tools for Advisors

Get Mike's Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

https://blueboxdigital.com/

David Huerta, CEO of Whole Person Virtual Care, shares how the platform delivers fast, effective virtual medical care—with 96% of users receiving diagnosis and treatment on their first contact. This episode breaks down usage patterns, the role of women in care coordination, and how the service reduces unnecessary ER visits—especially during late-night emergencies.

🔹 Learn more at 62WhoKnew.com

🔹 Connect with our panelists:

📌 David Huerta – Whole Person Virtual Care

Get Mike's Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

https://blueboxdigital.com/

As 2025 comes to a close, host Michael Banner revisits the moments that made this year unforgettable on 62WhoKnew. From powerful stories on gray divorce and groundbreaking approaches in senior care to financial insights that could redefine retirement, this special highlights episode features a range of voices that informed, inspired, and sometimes challenged us.

🔹 Learn more at 62WhoKnew.com

Get Mike's Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

https://blueboxdigital.com/

As 2025 comes to a close, host Michael Banner revisits the moments that made this year unforgettable on 62WhoKnew. From powerful stories on gray divorce and groundbreaking approaches in senior care to financial insights that could redefine retirement, this special highlights episode features a range of voices that informed, inspired, and sometimes challenged us.

🔹 Learn more at 62WhoKnew.com

Get Mike's Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

https://blueboxdigital.com/

In this special year-end episode of 62 Who Knew, host Michael Banner welcomes retirement income expert Tom Hegna and Marc Zimmerman, President of Zimco Financial, to unpack the science and strategy behind secure retirement planning. With over 13 annuities of his own, Tom shares why math and science, not opinions, should guide retirement decisions.

🔹 Learn more at 62WhoKnew.com

🔹 Connect with our panelists:

📌 Tom Hegna –https://tomhegna.com/

📌 Mark Zimmerman –https://zimcofinancial.com

Chapters

00:00 Introduction and Growth of the Podcast

02:46 Introducing Tom Hegna: Retirement Income Expert

05:46 The Science Behind Retirement Income

09:08 The Value of Guaranteed Income

11:56 The Importance of Income Annuities

14:54 Debunking Myths About Annuities

18:01 Life Insurance and Annuities: A Winning Combination

20:59 Engaging Younger Audiences in Retirement Planning

23:59 Long-Term Care Insurance and Aging in Place

25:00 Navigating Long-Term Care and Annuities

30:05 Understanding Hybrid Products and Flexible Premiums

32:29 Converting 401(k) to Annuities and Roth IRAs

39:28 The Impact of Income on Medicare Costs

40:59 Wealth vs. Appearance: Financial Health Insights

Get Mike's Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

https://blueboxdigital.com/

Travel advisor Meagan Norton joins 62 Who Knew to share how she's redefining luxury travel planning through her brand, Moments by Meagan. From $20 DIY travel guides to five-star curated adventures, Meagan walks us through her planning process, fee structure, and how she helps clients at every budget level—while staying true to her premium brand.

🔹 Learn more at 62WhoKnew.com

🔹 Connect with our panelists:

📌 Meagan Norton – https://momentsbymeagan.com

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

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

Facebook: https://www.facebook.com/meagan.norton.10/

Get Mike's Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

https://blueboxdigital.com/