The Red Wagon Estate Planning & Elder Law Show

The Beware of Series Pt. 2: I'll Fix It Later

Jeffrey Bellomo continues his "Beware of Series" by challenging more common assumptions that can derail your best intentions for estate planning. Too many of us assume th

The Beware of Series Pt. 1: Assumptions Can Be Costly

In Part 1 of "The Beware of Series," Jeffrey Bellomo challenges many of the assumptions that can sabotage your family's estate plan. Even with the best intentions, family

Coordinated Estate Planning: Preparing Your Family Hero

What does it mean to be a fiduciary, power of attorney, proxy, executor, or trustee? Attorney Jeffrey Bellomo explains why estate planning documents and powers are only a

Best Practices in Estate Planning: New Ideas Result in Win-Win for Attorneys and Clients

Host Jeffrey Bellomo and guest Tim Sechler of the Sechler Law Firm explain why traditional estate planning consultations often leave families confused and facing overwhel

Running the Extra Miles: Rethinking Physical Therapy for Runners

This one falls into the "anything else we want to talk about category," as Jeff tells the story of how chronic pain nearly derailed his running goals. After dropping 100

Rewriting the Rules: Using Systems to Optimize Estate Planning and Wealth Management

History is full of famous innovators who have influenced how we understand and interact with our world. Robert Armstrong isn't as famous as Leonardo DaVinci or Steve Jobs

Divorced? Remarried? Blended? Know the Legal Landmines Inside Modern Marriages

Today's marriages and the relationships that comprise them can be quite complex. Traditional marriage, remarriage, blended families, parenting marriage, living apart marr

House Calls and Hard Truths: Providing In-Home Medical Care for Seniors

An older adult should not have to waste precious time finding someone to drive them to a medical appointment and then spend more time sitting in a waiting room. But what

Costly Mistakes: How a Simple Will Can Fail Your Family

The idea of a "simple Will" sounds great. It seems inexpensive and easy, until real life exposes the limits of a Will. So, drawing on his vast experience, Jeffrey Bellomo

Beyond Bills and Budgets: Reduce Stress with a Trusted Daily Money Manager

Many of us know firsthand that the responsibility and effort needed to manage our money can be overwhelming. Oftentimes, the struggle arises with aging or after the loss

New Ways to Say Goodbye: What Families Want in a Funeral Service

One thing we know for sure is that we will all need end-of-life planning and services eventually. And while some of us will choose familiar rituals like a traditional bur

Handshakes are Not Enough: Why Entrepreneurs Need Business Law Attorneys

Jeff welcomes Santo Spataro of The Spataro Law Firm, a trusted referral partner whose roots in a family-owned restaurant shaped his instincts for entrepreneurship long be

For Retired U.S. Army Major Matt Donald, Serving Never Stopped

To introduce Matt Donald simply by saying that he's an Estate Planning Attorney would be to miss a big and informative part of Matt's story. Jeff and his good friend Matt

Don't Be Afraid to Sell: How to Retire from Real Estate without a Huge Tax Hit

You've worked hard to build wealth through real estate, but how do you protect your investment when it's time to sell? For most people, the tax law around capital gains i

Tomorrow Simplified: It's Better to Plan Than Panic

Longtime listeners of this show know that we encourage education and early decision-making before a crisis forces your hand in matters of elder care and estate planning.

Tackling Tough Transitions: How Professional Coaching Can Help

Jeff Bellomo welcomes Mark O'Reilly of Shamrock Strategies Professional Coaching for an interesting conversation about what professional coaching is and how it works. As

Working it Off: Initiative Meets Opportunity at Bellomo and Associates

Jeff Bellomo sits down with Lily Bertolet—a grad student and marketing assistant—to discuss how an unexpected opportunity as a 12-year-old grew into a front-row seat to m

Moving, Meds, and Milkshakes: The Value of Life Care Planning

It seems like a simple question, but aging can be complicated, especially when a loved one shows signs of dementia and/or physical decline. Can you provide the right supp

Family Stories, Big Decisions, and the Heart Behind Bellomo & Associates - Part 2

Jeffrey Bellomo and his dad, Alan, continue their discussion of events and relationships that have shaped their lives. They also share heartfelt memories of Jeff's mom, h

Family Stories, Big Decisions, and the Heart Behind Bellomo & Associates

Throughout the course of this podcast—the Red Wagon Elder Law and Estate Planning Show—we have featured various members of the team at Bellomo & Associates. Time and agai