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31. EP31: Baby Boomers Reimagining Retirement Living
15:20||Ep. 31Pam Fultz, Community Relations Manager at Vi, speaks with communications strategist and professional futurist Stephen Dupont about how Baby Boomers are reshaping expectations around retirement and senior living. With more than 30 years of experience in public relations and a master’s degree in foresight from the University of Houston, Stephen offers a unique perspective on generational shifts, technology adoption, and what it means for communities like Vi to stay ahead of the curve.Stephen and Pam explore how Baby Boomers differ from previous generations, both in mindset and lifestyle preferences, especially when it comes to aging, community living, and leveraging technology. They dive into why this generation is so influential—both economically and culturally—and how senior living providers can better cater to their dynamic, active lifestyles.In this episode, they discuss:Who the Baby Boomers are, including distinctions between early Boomers and Generation JonesWhy Baby Boomers are a crucial demographic for senior living communitiesThe economic power of Boomers, who hold over $85 trillion in household wealthHow Baby Boomers are entering retirement earlier and with a desire for more active, engaged lifestylesThe importance of community, volunteerism, and outdoor activity for this generationBoomers’ surprising comfort and fluency with technology and even AIHow Boomers are not only reshaping senior living but will help transform it for future generationsMemorable Quotes:“Boomers are probably the most active generation in history—they’re bikers, skiers, golfers, and more.”“This generation is not going to sit still. They’re choosing communities younger and expecting to stay active.”“Boomers don’t see this as the final chapter—they’re living big, bold lives with influence.”“They were the first to adopt personal computers, and now they’re using AI to create content.”Resources:Learn more about Stephen Dupont: https://stephendupont.coFind out more about Vi Living at our Website: https://www.viliving.com/
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30. EP30: Longevity and Habits of Centenarians
23:00||Ep. 30Vi Senior Community Relations Manager Pam Fultz welcomes back Dr. Joseph Casciani, psychologist and founder of the Living to 100 Club. With more than 35 years of experience in the aging field, Dr. Joe shares insights into what contributes to healthy longevity based on his extensive research and conversations with centenarians. From maintaining a positive mindset to incorporating daily movement and staying socially engaged, he offers practical strategies anyone can implement to enhance their chances of living a longer, more vibrant life.Dr. Joe emphasizes that while genetics play a role, lifestyle choices make the biggest difference. He discusses how habits like strength training, mental stimulation, and humor can contribute significantly to well-being and brain resilience as we age.In this episode, they discuss:Why 70% of longevity is influenced by lifestyle, not geneticsKey habits shared by centenarians, including humor and consistencyHow to foster a positive mindset and shift from decline to opportunityThe role of movement, sleep, and diet in healthy agingThe importance of taking initiative to build and maintain social connectionsBrain resilience tips, including aerobic activity and lifelong learningThe motivation behind the creation of the Living to 100 ClubMemorable Quotes:"Every morning I decide: Do I want to have a good day or a great day?""We have to shift the mindset from 'I'm getting old' to 'I'm still growing.'""Connection doesn't happen by accident—it happens by design.""The future should be bigger than the past."Resources:Living to 100 Club: https://www.livingto100.clubFind out more about Vi Living at our Website: https://www.viliving.com29. EP29: What is a Legacy Resident in Senior Living?
21:05||Ep. 29On this episode, Vi Sr. Community Relations Manager, Pam Fultz talks with three residents of Vi senior living communities who made their decisions, at least somewhat based on a relative who has also resided in the community. We explore what it means to be a “legacy resident.”In this episode, they discuss:What it means to be a "legacy resident" at a continuing care retirement community (CCRC)How family members influenced residents’ decisions to choose Vi communitiesThe emotional and practical benefits of living near or following a relative into senior livingSocial activities and wellness programs that enhance community lifeUnique stories of friendships that transcend generationsThe inclusive and welcoming environment for both couples and single residentsResidents’ experiences during the COVID-19 pandemic and how the community supported themMemorable Quotes:“It was an easy decision when there were so many beautiful amenities and activities.”“There was never any doubt in our minds that this was the place we would come.”“Friends can become almost like family.”“You have to work hard at not feeling good because it's so pretty and there are so many things you can do.”Resources:Vi at La Jolla: https://www.viliving.com/communities/ca/la-jolla-vi-at-la-jollaVi at Bentley Village: https://www.viliving.com/communities/fl/naples-vi-at-bentley-villageFind out more about Vi Living at our Website: https://www.viliving.com/28. EP28: Estate Planning and Wealth Transfer Changes for 2026
22:17||Ep. 28In this episode of Senior Living Straight Talk, host Pam Fultz, Senior Community Relations Manager at Vi, welcomes back Ed Wollman, Estate Planning Attorney and Founding Partner of Wollman, Gehrke & Associates, P.A. Ed shares critical updates on estate planning and wealth transfer laws that will take effect in 2026, providing practical strategies for individuals and families looking to protect and preserve their wealth. He emphasizes the importance of proactive planning in light of new legislation, including the significant "OB3" bill.Listeners will gain insights into tax exemptions, charitable giving techniques, trust revisions, and the shifting landscape of income tax planning. Ed offers expert advice on how to adapt strategies now before the end-of-year deadlines, ensuring clients can maximize benefits before potential changes in the law.In this episode, they discuss:Key provisions of the OB3 (One Big Beautiful Bill) legislation impacting estate and gift tax lawsIncreased estate and gift tax exemption limits and what they mean for individuals and couplesThe strategic role of Qualified Charitable Distributions (QCDs), bunching strategies, and Roth conversionsUpdates to trust planning, including step-up in basis and general powers of appointmentBenefits of charitable lead trusts and charitable remainder trusts in estate planningWhy income tax planning is now as crucial as estate tax planningAsset protection strategies using irrevocable trustsMemorable Quotes:"Permanent doesn't always mean forever when it comes to tax law. Now is the time to plan.""If your accountant doesn't know what a QCD is, run to another accountant.""Charitable planning isn't just about giving—it's about giving smart.""The best defense to getting punched in the face is not being there in the first place."Resources:Estate Planning Audit, OB3 Special Report, and upcoming newsletter: https://www.probate-florida.com/Find out more about Vi Living at our Website: https://www.viliving.com/27. EP27: Preserving Memories Through Photo Organization and Restoration
18:02||Ep. 27In this episode of Senior Living Straight Talk, host Pam Fultz welcomes back Jamie Shapiro, founder of Silver Linings Transitions, Certified Senior Advisor, and Certified Senior Move Manager. Jamie shares expert advice on how seniors and their families can preserve cherished memories through photo organization and restoration. From digitization tips to emotional considerations, this episode provides a step-by-step guide to tackling what can often feel like an overwhelming task.Listeners will learn practical tips to preserve fading photos, digitize memories for future generations, and organize family archives with confidence and ease. Whether preparing for a move or simply hoping to safeguard family history, Jamie offers guidance that is both actionable and compassionate.In this episode, they discuss:Why older photos deteriorate and how to prevent lossThe emotional and practical value of organizing family photosDigitizing options: smartphone apps, scanners, and professional camera scanningHow to sort and prioritize photos using the A-B-C methodStrategies to avoid feeling overwhelmed during the processTips on backing up digital files and the importance of redundancyHow to use meta-tagging and digital photo frames to bring photos to lifeMemorable Quotes:“Perfect is the enemy of done.”“If you ask most people what they’d grab in a fire, it’s the photos.”“Preserve them, preserve them. We want to stop the disintegration.”“There are so many creative things we can do now with photos.”Resources:Silver Linings Transitions: https://www.silverliningstransitions.com/The Photo Managers: https://thephotomanagers.com/Google PhotoScan App: https://play.google.com/store/apps/details?id=com.google.android.apps.photos.scannerSmugMug Photo Sharing: https://www.smugmug.com/Find out more about Vi Living at our Website: https://www.viliving.com/26. EP26: Navigating the Real Estate Market
16:06||Ep. 26In this episode of Senior Living Straight Talk, host Pam Fultz speaks with Bryan Devore, Director of the Senior Division at Berkshire Hathaway HomeServices California Properties. With over two decades of experience, Bryan shares his expert insights on how seniors can successfully prepare their homes for sale when transitioning to smaller residences or senior living communities. From decluttering strategies to curb appeal tips and pricing strategies, Bryan offers a comprehensive guide to navigating the current real estate landscape.Whether you're a senior planning a move, or a family member helping with the transition, this episode provides valuable steps to ensure your home stands out in a competitive market.In this episode, they discuss:Why pre-sale home inspections are a critical first stepHow to determine which repairs or upgrades to makeThe value of staging a home versus leaving it emptyTips for decluttering and depersonalizing effectivelyImportance of curb appeal and exterior presentationThe role of professional photography and video in online listingsHow to set the right price based on market conditionsMemorable Quotes:"Less is best absolutely comes to play in real estate.""You don't have a second chance to make a first impression.""Staged homes can sell for three to five percent more than non-staged homes.""You're hiring someone for a job, so you want to be sure you're hiring the right person."Resources:Learn more about Bryan Devore: https://www.bryandevore.com/Berkshire Hathaway HomeServices California Properties: https://www.bhhscalifornia.com/Find out more about Vi Living at our Website: https://www.viliving.com/25. EP25: Benefits of Community Living for Seniors
13:12||Ep. 25In this episode, Pamela Fultz welcomes Matt Wilson, founder and advisor of Next Level Senior Advisors and best-selling author of Simplifying the Senior Care Maze. Together, they delve into the profound emotional and physical benefits that senior living communities offer, from combating loneliness to increasing independence and quality of life.Matt shares his extensive experience helping families navigate the transition to community living, debunking common myths and highlighting the transformative impact of a supportive, engaging environment. Whether you're exploring senior living options for yourself or a loved one, this episode offers invaluable guidance and encouragement.In this episode, they discuss:The emotional toll of isolation and how community living alleviates itTop benefits of senior living, including social interaction, safety, and amenitiesThe importance of family involvement during and after the transitionCommon myths about senior communities and how to reframe themHow moving into a community can actually increase independenceThe significance of starting the senior living conversation earlyWhy finding the right "fit" in a community is key to a smooth transitionMemorable Quotes:“93% of families say, ‘I wish I would have done this sooner.’”“Senior living is not about losing independence — it’s about gaining freedom.”“Loneliness and isolation are more than emotional challenges; they impact cognitive health too.”“When you walk into the right community, it just feels like home.”Resources:Learn more about Next Level Senior Advisors: https://nextlevelsenioradvisors.comFind Matt Wilson's book Simplifying the Senior Care Maze on AmazonFind out more about Vi Living at our Website: https://www.viliving.com/