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The Matt Feret Show
Redesigning Home Care: How Service, Trust, and Leadership Help Older Adults Thrive at Home
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What if home care were designed around service, trust, and human dignity—not just necessity?
On The Matt Feret Show, Matt Feret speaks with Amrit Dhaliwal, CEO of Walfinch, about rethinking home care through the lens of hospitality, leadership, and intentional service design. While healthcare systems differ between the UK and the US, this conversation focuses on universal lessons families can apply anywhere.
They explore how high-quality home care supports older adults in staying at home longer, why communication and continuity matter, how technology can strengthen trust with families, and what leadership systems are required to scale care without losing personalization.
Whether you’re caring for aging parents, planning ahead, or evaluating home care options, this episode offers practical insight into how care can help people not just age—but thrive.
My website with more Medicare resources, books, courses, and more: https://prepareformedicare.com
I recommend my wife’s Medicare insurance agency, but there’s never any obligation or pressure to work with her team. Here's more information if you're interested: https://brickhouseagency.com
The Matt Feret Show is about thriving in midlife, retirement, and beyond. Each week, Matt shares smart conversations on Medicare, Social Security, retirement planning, health, wealth, wellness, caregiving, and life after 50.
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The Psychology of Money: How Emotions, Biases, and Behavior Shape Investment Success
01:03:44|In this episode of The Matt Feret Show, wealth advisor and behavioral finance expert Jonathan Blau explains why financial success has less to do with intelligence and market knowledge—and far more to do with human behavior. Drawing on decades of experience through market crashes, economic crises, and investor psychology, Blau reveals how emotional biases like fear, overconfidence, and loss aversion quietly sabotage even the smartest investors. The conversation explores why certainty in markets is an illusion, how media headlines and short-term thinking drive costly mistakes, and why discipline, temperament, and long-term planning consistently outperform reactionary investing. Blau breaks down concepts like the compounding of rational decision-making and the difference between wealth, wisdom, and happiness, offering practical insights that apply to everyone—from everyday savers to high-net-worth investors. This episode delivers a powerful framework for making better financial decisions under uncertainty and building lasting wealth by mastering behavior instead of chasing predictions.My website with more Medicare resources, books, courses, and more: https://prepareformedicare.comI recommend my wife’s Medicare insurance agency, but there’s never any obligation or pressure to work with her team. Here's more information if you're interested: https://brickhouseagency.comDo You Really Need That Life Insurance Policy? The Truth About Life Settlements
01:04:59|In this episode of The Matt Feret Show, Matt sits down with life settlement expert Rob Haynie to explore a little-known financial option many families overlook: selling a life insurance policy. The conversation explains how life settlements work, why life insurance can be treated as a valuable asset in retirement planning, and how policy owners may receive more than the cash surrender value instead of letting coverage lapse. With a focus on education rather than sales, this episode breaks down consumer protections, common misconceptions, and how understanding all available options can help individuals and families make smarter decisions about insurance, retirement income, and long-term financial planning.My website with more Medicare resources, books, courses, and more: https://prepareformedicare.comI recommend my wife’s Medicare insurance agency, but there’s never any obligation or pressure to work with her team. Here's more information if you're interested: https://brickhouseagency.com
Why Financial Planning Is Really About the People You Love
56:39|At some point in midlife, financial planning stops being about numbers and starts being about people.In this episode, Matt Feret talks with Jennifer Lee, financial advisor at Modern Wealth and author of Squeeze the Juice, about why money is ultimately a form of communication and an expression of care. Jennifer shares the powerful story of the handwritten “love letter” her father created while facing a terminal illness and how it shaped her approach to legacy, planning, and family conversations.Together, they explore how unspoken expectations around money can create stress and conflict, why traditional estate planning often misses what matters most, and how getting your thoughts out of your head and onto paper or even into a voice memo can be an incredible gift to the people you love.This episode is for anyone thinking about legacy, family, midlife transitions, or how to make difficult conversations feel more human and meaningful.Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Modern-Wealth, LLC and Cambridge are not affiliated.
Infinite Banking Explained: An Alternative to 401(k)s and Retirement Accounts
01:07:27|Most people are taught to save, invest in a 401(k), and hope it all works out in retirement. But what if that system isn’t designed to give you control when you need it most? For many in midlife, rising debt, taxes, and long-term care costs expose the cracks in traditional financial planning. That’s why today’s guest matters.We’re joined by Brent Kesler, founder of The Money Multiplier, to break down an alternative approach to building and using wealth. Brent shares how he went from nearly $1 million in debt to debt-free in just over three years by rethinking cash flow, private family banking, and dividend-paying whole life insurance. He explains how this strategy can be used to pay off debt, invest in real estate, fund retirement, and maintain control of your money — without relying solely on Wall Street or traditional retirement accounts.My website with more Medicare resources, books, courses, and more: https://prepareformedicare.comI recommend my wife’s Medicare insurance agency, but there’s never any obligation or pressure to work with her team. Here's more information if you're interested: https://brickhouseagency.com
100. Disaster Preparedness for Families: Protecting Kids, Aging Parents, and Independence
01:04:54||Ep. 100Preparedness isn’t just personal anymore—it’s multi-generational.On this episode of The Matt Feret Show, Matt sits down with Disaster Patrick, a professional disaster planner who helps families prepare for real-world disruptions before they become emergencies. From adult children living far away to aging parents in care facilities, Disaster Patrick explains why traditional “have a plan” advice often fails—and what actually works instead.This conversation focuses on practical disaster preparedness for families, reducing stress during emergencies, protecting independence, and building resilience without fear or panic. You’ll learn how to think differently about emergency planning, why options matter more than plans, and how to prepare the people you care about—no matter where they live.If you’re navigating midlife, caring for aging parents, raising kids, or simply want a smarter approach to family preparedness, this episode delivers clear, actionable insights you can use right away.My website with more Medicare resources, books, courses, and more: https://prepareformedicare.comI recommend my wife’s Medicare insurance agency, but there’s never any obligation or pressure to work with her team. Here's more information if you're interested: https://brickhouseagency.com
99. How To Navigate Today's Job Market After Age 50
01:03:25||Ep. 99The job market isn’t what it used to be. A strong resume and decades of experience are no longer enough to carry even the most qualified applicants, especially in a market flooded with applications and filtered by AI before a human ever looks twice. Hiring works differently now, and that shift catches a lot of experienced workers off guard. That’s why today’s guest matters big time. We’re joined by Rick Denius, founder of HR Search Co., to break down how the hiring process really works today and what job seekers need to understand to navigate it.In this conversation, Rick walks through what he sees every day behind the scenes of hiring — why companies post jobs as a last resort, how roles actually get filled before they ever appear online, and where experienced candidates lose leverage without realizing it. He explains why applying online so often leads nowhere, how age bias quietly shows up in modern hiring (ageism is real!), and what older workers can do to stay visible and in demand.
98. Longevity Doctor’s Keys To Living Better (Not Just Longer) Into Retirement
01:13:50||Ep. 98Today is a really, really special episode. Joining the show is cardiologist and longevity expert Dr. Hosein Kiat, who has spent his professional life studying why some people age with strength and clarity while others slowly lose them. He challenges the conventional belief that longevity is simply about adding more years. The way Dr. Kat sees it, living longer matters little if those later years come with declining health and independence.Drawing on decades of clinical experience and global research, Dr. Kiat shares his framework for protecting healthspan (not just lifespan) — the ability to move, think, and live on your own terms as you age. He walks us through what retirees should prioritize if they want their energy, mobility, and mental sharpness to last, and why many people focus on the wrong things for far too long. This one-hour conversation is packed with insights, not just for retirees, but for anyone who wants their later years to feel capable, active, and fully lived. I hope you enjoy this convo as much as I did! My website with more Medicare resources, books, courses, and more: https://prepareformedicare.com/?utm_source=youtube&utm_medium=social&utm_campaign=organic_descriptionI recommend my wife’s Medicare insurance agency, but there’s never any obligation or pressure to work with her team. Here's more information if you're interested: https://brickhouseagency.com/?utm_source=youtube&utm_medium=social&utm_campaign=organic_description
97. How To Pay Your Kid's College Without Wrecking Your Retirement
01:10:57||Ep. 97Paying for college is one of the biggest financial shocks families face — not just because tuition keeps rising, but because the decisions parents make in the moment can have an outsized effect on their own financial future. Most people think college planning is about saving early, opening a 529, and hoping the FAFSA works out in their favor. But as college funding strategist Brian Eyster explains, the system is far more complex, and the consequences of getting it wrong often show up decades later… in retirement.Brian joins Matt to break down the hidden rules of college-saving — the ones most parents never hear until it’s too late. In this episode, Brian reveals why traditional advice often falls short, how to legally reduce what colleges expect you to pay, and using tools like home equity, cash flow, and even student loans strategically so you protect your long-term financial health.My website with more Medicare resources, books, courses, and more: https://prepareformedicare.comI recommend my wife’s Medicare insurance agency, but there’s never any obligation or pressure to work with her team. Here's more information if you're interested: https://brickhouseagency.com