Hear our conversation on the pod! S2E08 – Personal Finance & LTC: How & When to Open the Conversation

Aaliyah is an American beauty queen, entrepreneur, and financial literacy advocate. She holds a Bachelor of Science in Agricultural and Consumer Economics from the University of Illinois Urbana-Champaign, where she completed her CFP education requirement, & a Master of Science in Management from the Gies College of Business.

At 17 years old, Aaliyah started her small business with just $50 and a lot of imagination. Utilizing online resources and personal finance books, she transformed her life and developed a passion for personal finance. After studying the subject in college, she decided to give back by making conversations about money more accessible.

As Miss Illinois United States 2023, Aaliyah championed financial literacy, dedicating over 250 hours to community service in advocacy, information dissemination, and financial education for K-12 students. Moving beyond her year as Miss Illinois United States, she founded The Financial Literacy Diaries, a media company dedicated to closing the adult financial education gap. Additionally, Aaliyah serves as Director of Public Relations at the Financial Literacy Foundation.

In-Person: Home Safety Assessments, Renovations & Construction

Hear our conversation on the pod! S1E34 – Building Your ForeverHOME: Q&A with Aging-in-Place Architect, Aaron D. Murphy

Hear our conversation on the pod! S4E01 – Intergenerational Living: Creating a Montessori Ecosystem for Dementia Care in Your Home

Annie holds a Bachelor’s degree in Psychology, a Master’s degree in Public Health, and is a Certified Dementia Practitioner with specialized certification in the Montessori Approach to Dementia. For more than a decade, she has worked across the continuum of care, serving as a Certified Nursing Assistant, Applied Behavior Analysis (ABA), Activities Professional, Director, and Clinical Quality Manager.

Her experience spans dementia care, developmental disabilities, acute care, memory care, community coalitions, in-home care, and one of her greatest passions—intergenerational programming, where children and older adults come together to learn, contribute, and connect.

Hear our conversation on the pod! S4E04 – When Care Meets Cost: A Daughter’s Guide to Balancing Aging & Affordability

Arvette M. Reid, AIF, is a Healthcare Planning Strategist in the Virginia office of Signature Estate & Investment Advisors (SEIA), and she works in the practice’s Lifecare Affordability Plan® service. She joined SEIA in 2017 after working for 15 years as a marketing professional in the senior housing and healthcare industry, where her tenure spanned a range of independent living, assisted living, memory care, nursing care, and hospice care. Her ability to bring the financial and healthcare worlds together truly makes a powerful impact on how families, who are going through trying times, are holistically served. Arvette’s deep commitment to civic engagement and local issues was established as a youth while visiting residents at Goodwin Living in her hometown of Alexandria, Virginia. Arvette most recently served on the boards of the Insight Memory Care Center and Senior Services of Alexandria, and is an active member of Jack and Jill of America, Inc. Arvette earned a Bachelor of Applied Science degree in Electrical and Electronics Engineering from the University of Virginia in 1992. In addition, she holds a Series 65 securities license, a Life & Health Insurance license, and she is an Accredited Investment Fiduciary (AIF) professional.

App-based Telehealth Services + Product Recommendations

Hear our conversation on the pod! S5E02 – Too Poor to Afford Care, Too Rich for Medicaid: The Forgotten Middle of Aging

Dr. Brandy Archie is an occupational therapist who is certified in Living in Place and is the founder of AskSAMIE—a digital platform designed to make daily living safer, easier, and more affordable for older adults and people with disabilities. With over 17 years of experience in home health and elder-focused care, Dr. Archie built AskSAMIE to bridge the gap between clinical guidance and real-world solutions by combining AI-powered recommendations, adaptive equipment, and virtual OT support. Her work is grounded in the belief that accessibility should be a right—instead of a privilege.

Hear our conversation on the pod! S1E44 – Elder Law & LTC Planning

Bryan Adler is a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation, the only Pennsylvania and New Jersey Supreme Courts authorized and American Bar Association accredited certification in Elder Law. With Rothkoff Law Group, he dedicates his New Jersey and Pennsylvania Elder Law practice to advising and counseling clients in the areas of elder law, life care planning, asset protection, veterans’ benefits, estate planning, guardianships, and long-term care advocacy for both Pennsylvania and New Jersey residents.

Bryan received his bachelor’s degree in Health Policy and Administration from Penn State University and his Juris Doctor from Drexel University. He is licensed to practice law in both Pennsylvania and New Jersey and is also a Veterans Administration accredited attorney. Initially designated by Super Lawyers ® in 2017, and each year since, Bryan has been showcased as a “Rising Star” in the practice of Elder Law for which only 2.5% of attorneys are selected. He is the co-chair of the Practice Development committee for the National Academy of Elder Law Attorneys and serves on various programming and publication committees for the National Academy of Elder Law Attorneys. Bryan is also a member of the Crossroads Hospice Ethics Board and a member of the Penn’s Village Advisory Council, an Elder Village serving seniors in Philadelphia.

As a representative of Rothkoff Law Group, Bryan regularly speaks in the Philadelphia community and with elder care professionals on topics such as life care planning, care coordination, Medicaid, veterans’ benefits, and estate and asset protection planning. He works to bring attention to hunger issues and often assists with raising funds to donate to Philadelphia area food banks and hunger programs. He also regularly participates in “Tough Mudder” endurance races to raise money for the Wounded Warrior Project. Bryan lives in Montgomery County with his wife and two young daughters.

*Certified Elder Law Attorney by the ABA Accredited National Elder Law Foundation, as Authorized by the Pennsylvania and New Jersey Supreme Courts.

Hear our conversations on the pod!

• S2E07 – Planner or Procrastinator? A Guide for When to Start Preparing Your Home for Aging in Place
• S5E04 – Home Modifications are NOT a Weekend Project: The Reality of Aging in Place

As a seasoned Occupational Therapist, Dawn is dedicated to helping people live safely in their current life roles and homes. She has transformed this passion into a successful consulting business by founding Aurora Independence. Dawn’s approach is client-centered and evidence-based, ensuring each project is tailored to the unique needs of her clients. She provides home safety and modification recommendations while advocating for proper accessibility at every stage of life to create a safe and comfortable living environment.

Her drive to support the Aging in Place market is deeply rooted in her personal experience caring for her parents, her professional background as a rehab specialist, and her own journey navigating healthcare spaces with her own chronic condition. Dawn shares her expertise and passion as a guest speaker on entrepreneurship at universities, as a national continuing education provider for both healthcare and remodeling professionals, and through various writing roles.
Dawn’s commitment to empowering independence is more than just a business—it’s a way of life.

In-Person Home Safety Assessments + Product Showrooms

Hear our conversation on the pod! S5E08 – Why Isn’t This Covered? The Truth About Home Medical Equipment & Insurance

Erica Sell is the Founder and CEO of Harmony Home Medical, San Diego’s leading provider of premium home medical equipment and accessibility solutions, which she launched in 2008 to transform how mobility and aging-in-place products are experienced and delivered. A Certified Assistive Technology Professional (ATP) and Certified Aging-in-Place Specialist (CAPS), she has grown Harmony into a multi-location, award-winning company—named Medical Supplier of the Year in the Best of Awards and a #1 Yelp pick—while helping families preserve independence, dignity, and control at home for 17 years. 

Hear our conversation on the pod! S4E07 – “Boomers Booming”: 10 Commandments for Seniors

“Boomers Booming: How to Thrive After Sixty-Five and Have Good Sex” is Frances’ first book. It was inspired by her journey with her parents during their last three years of life. She watched in amazement as to how the “senior indusrial complex” did their best to ignore her parents and do as little for them as possible. Amazingly, through all of this, her parents, Hal and Charlotte’s zest for life never diminished. In fact, her Mother’s eightieth birthday present from her kids was a parachute experience… guess who jumped with her! Her father’s career as a “doodlebugger” allowed her the unique childhood of growing up throughout the world. She was born in Belem, Brazil and spent her youth traveling with her family to Libya, The Philippines, Colombia, Argentina, Peru and Singapore, where she graduated from High School. After receiving her degree from Texas Christian University, she moved to New Orleans, Louisiana and worked as Director of International Marketing for the Louisiana World Exposition. That once-in-a-lifetime experience encouraged her to move to Miami and pursue a law degree from University of Miami. She is fluent in Spanish and has a working knowledge of Portuguese.

In 2014 Frances began working with elders and their children who were facing life-changing decisions with no knowledge of what is available to them. She was doing that for her parents, why not make a career of it. She advocates for elders and through her law firm defends them against exploitation. She is the managing attorney of her Elder Law Firm which handles, estate planning, Medicaid planning and advocacy. She writes twice monthly columns for the Miami Community News and The Islander News. She has a monthly video blog devoted to Elders. She has interviewed Laurie Jennings, Lois Pope (80+ year old triathalon and biathalon champion) and Emerson Fittipaldi.

Prior to practicing Elder Law, Frances hosted and interviewed Women of Distinction: Margaret Thatcher, Madeline Albright, Cokie Roberts, Jeanne Kirkpatrick, and Gloria Steinem. She is in the Maryland Women’s Hall of Fame for her accomplishments as an attorney and Assistant Secretary of Economic Development for the state of Maryland.

Special Discount for Aging Together: 50% off 3-session bundle with mention of Aging Together

Hear our conversation on the pod! S4E16 – The 8 Dimensions of Wealth(ness)

Jaelyn (Jae) Vickery, LSW, is a clinical financial therapist and fitness coach specializing in helping others build their wealth with wellness. Through her company, Dimensional Wealth LLC, and her podcast Finance Fitness Finesse, she educates and empowers individuals to break free from compulsive spending, consumption cycles, and financial stress. With a background in eating disorder therapy, consumerism psychology, and lifestyle fitness, Jae leads others to reclaim their time and live intentionally.

Hear our conversation on the pod! S3E04 – Self-Management Strategies for A New Diagnosis

Hear our conversation on the pod! S4E10 – Integrative Dental Care for Older Adults

Dr. Joy Poskozim is the dental director for several nursing care facilities, educating staff as well as providing care to nursing home residents. She also makes house calls in and around the Chicagoland area. Dr. Poskozim has been in private practice for 26 years, practicing integrative health general dentistry at her office on the northwest side of Chicago, and has been performing dental procedures on the home-bound for over 16 years. In 2017 she earned her Dentistry in Long-Term Care Certificate from the University of the Pacific Dental School, her Fellowship with the Special Care Dental Association Geriatric Council in 2018, and is certified as a Dementia Practitioner as of 2021. In 2025 Dr. Joy became an adjunct professor at UIC dental school. Dr. Joy is a 1990 graduate of Marquette University, and New York University College of Dentistry in 1994. She completed a GPR from Woodhull Medical Center in 2000 where she was awarded Resident of the Year.

Hear our conversation on the pod! S4E20 – Women’s Health: Hormones, Fitness, & Recovery

Karlin D. Soelberg, Best-Selling Author, RYT 200, is the founder and CEO of Empowered Fitness & Recovery LLC, a premier wellness club in Arlington Heights, Illinois. Known for her bold, science-meets-soul approach, Karlin helps women break through burnout, balance their hormones, and rediscover their strength — inside and out. As the author of Get The Edge: Hormone Health for Women, Karlin guides readers to understand the real story behind their changing bodies and reclaim their energy through smarter movement, recovery, and mindset. Her work blends the intensity of fitness with the power of restoration, showing that sustainable results come from harmony, not hustle. A Yoga Alliance Registered Yoga Teacher (RYT 200) and passionate advocate for women’s health, Karlin’s mission is to help women thrive through every decade — not just survive them. Through Empowered Fitness & Recovery, she’s redefining what it means to age strong, live vibrant, and feel unstoppable.

Hear our conversation on the pod! S4E04 – End-of-Life Emotional Insurance Planning

Dr. Kimberly Harms has been around the block in life. She has served as a Commissioned Officer in the United States Public Health Service, a dental school professor, a grief counselor, a death doula, a civil mediator, a clinical dentist with her late husband Jim in Farmington MN, a school board Chair, President of an international women’s organization, the first woman President of the Minnesota Dental Association, a National Spokesperson for the American Dental Association (21 years), Coach for Widows, an award-winning, best selling author and international speaker on the topics of grief, conflict and legacy planning and the cohost of the RethinkingDeath.Life Podcast. She has also suffered many personal losses, including the deaths by suicide of her mother and son and the death by broken heart of her husband after their son’s death. These days, she enjoys her most important role yet: mom to two remarkable kids and grandma to six delightful grandkids, splitting her time between Kansas City and Minneapolis to soak up every precious moment.

Services:

• End-of-Life Planning; Living Funerals + Festivals of Life
• Post-Death Care Planning
• Grief Support

Hear our conversation on the pod! S1E42: Long-term Care (LTC) Planning

Kit Lancaster is a Certified Financial Planner, a Wealth Management Advisor, and the Founder & President of Sterling Edge Financial. With over 20 years in the industry, Kit leads this firm with no investment minimums and no requirement to purchase a product from them to get advice on financial planning, financial coaching, and financial decisions. Kit served the US Army for four years prior to beginning his career in the financial sector. 

Relevant Services:

• Retirement planning
• Investment management
• Cash flow strategies
• Insurance planning
• Estate planning
• Accountability & goal tracking

Hear our conversation on the pod! S3E06 – Self-Care for Caregivers: Lessons Learned from a Lived Experience

Lani was born and raised on the Windward side of Oahu in Hawai’i. She has experience as a wife, mother, and grandmother, as well as a teacher, trainer, and facilitator in education, business, and non-profit environments. Throughout her professional career, Lani has been committed to creating healthier lives and communities. Lani holds a Master’s degree in Communication from the University of Hawaii, Manoa, and worked with the American Cancer Society for 15 years in various leadership roles related to health communication and community engagement. After retiring from ACS, she founded her own wellness business, Alaka’i Associates, which focuses on guiding others towards more activated lives in health and wellness. In addition to her work with Alaka’i Associates, Lani is a contributing editor for the online magazine, Givers Guides, which supports the nonprofit organization Gimme A Break, for which she also volunteers as COO. Lani has been sharing her expertise and insights on her Alaka’i blog since 2015. She also facilitates wellness retreats and provides wellness workshops to community groups. And most recently, published her first book, Under a Full Moon and a Guiding Star.

Hear our conversation on the pod! S2E10 – Dementia Coaching vs. Skilled Therapy: How to Involve the Right Professionals for Your Family

Lizette is on a mission to help Christian spouses and adult children of people with dementia navigate their journey by decreasing caregiver stress. Using Biblical principles, evidence-based solutions to dementia caregiving and addressing caregiver stress through weekly tracking, Think Different Dementia (TDD) shows caregivers how, and where, to decrease their stress and reduce their risk for burnout and redeem your time.

We believe that dementia coaching is the most effective way to help caregivers decrease their stress by anticipating and managing the inevitable dementia related changes. We know that time is the one resource that cannot be regained, and we help families redeem their time. As a pastor’s wife, Lizette is uniquely qualified to answer dementia caregiving challenges from a Biblical perspective.

Lizette has almost 30 years of experience as an Occupational Therapist in a variety of settings, the latest being in the home health environment. Among her many accomplishments, she served on the South Carolina Occupational Therapy Association’s Board of Directors from 2008-
2014. She enjoys teaching on the topic of dementia. You can tune into the podcast “Dementia Caregiving for Families” to learn more.

“Think Different” Dementia’s owner, Lizette Cloete, OTR/L graduated as an Occupational Therapist from the University of Pretoria in South Africa in 1992. She and her husband emigrated to the USA in 1993, and currently reside in South Carolina. They have 2 daughters and one son-in-love, 2 cats, one dog and many chickens.

Hear our conversation on the pod! S4E08 – Skin Health through the Ages

Dr. Mary Alice Mina is a Harvard-trained dermatologist, international speaker, author, and host of The Skin Real, a podcast ranked in the top 2.5% globally. As a co-owner of Baucom & Mina Derm Surgery in Atlanta, Georgia, she is a leading expert in procedural dermatology, skin health, and skincare. With nearly two decades of clinical experience, Dr. Mina is celebrated for her artistic eye, surgical precision, and ability to help patients feel radiant at every stage of life. A sought-after speaker, Dr. Mina’s insights have been featured in major media outlets, including People Magazine, The Wall Street Journal, Glamour, and Huffington Post. Passionate about empowering others, she combines her expertise with practical advice to inspire audiences to embrace their unique beauty and live confidently in their skin.

Hear our conversation on the pod! Episode coming soon.

Monisha Jain is a dedicated senior care management professional, dementia care certified specialist, and physical therapist with extensive experience in healthcare navigation. Her journey began as a Director in a rehabilitation department at a large continuing care retirement community, where she discovered her passion for supporting older adults. Through her work, Monisha excels in guiding families through the complexities of transitioning loved ones to safe living environments and navigating the intricate healthcare system.

Monisha’s expertise extends to Alzheimer’s disease and other forms of dementia, areas where she not only provides compassionate care but also educates families about the realities and challenges associated with these conditions. By empowering families with knowledge, she enables them to make informed decisions that lead to better outcomes for their loved ones.

Monisha is recognized as a trusted expert and invaluable resource in senior care management. Her dedication ensures the well-being and safety of her clients at every stage of the aging process, reflecting her profound commitment to enhancing the quality of life for older adults and their families.

Services:

• Comprehensive Care Management
• Dementia Care Management

Hear our conversation on the pod! Episode coming soon.

With almost three decades of professional experience dedicated to the care of seniors, nothing could have prepared Rhonda better than the role of becoming a caregiver to her own mother, who had dementia. She understood that making decisions about her mother’s care with seven siblings brought additional challenges. This experience showed her firsthand how difficult it can be when there are multiple family members and how helpful education, communication, and coordination can be for everyone involved. She learned that it is impossible to do it alone and that it truly takes a village and a coordinated effort to tackle all the challenges that come with this disease.

She believes the best way to make a true impact in the lives of her families is to approach care in a personalized manner, understand each unique situation, and tailor support with respect and empathy. She has made the pledge to use her knowledge and skills to improve outcomes for every family and individual she touches. She has dedicated her entire professional career to the advocacy and care of our aging population. While she has filled many rewarding leadership and clinical roles in high-quality, reputable healthcare and senior living organizations, she believes the best way to make a true impact in the lives of our elders is to connect on a personal level, understand each unique situation, and tailor care and support with respect and empathy.

Services:

• Comprehensive Care Management
• Dementia Care Management

Hear our conversation on the pod! S4E09 – Caregiver Mastery: Finding Peace in the Chaos of Emotions

Rick Henkin is a husband, father, grandfather to 6 girls, and a caregiver for his wife. He became a caregiver when his wife, Sonia, was diagnosed with Alzheimer’s disease in January 2020 at the age of 65. Since then, Rick has created a dementia caregiver community for support and resources on Facebook, and he is the creator of the Caregiver Mastery System™.

Hear our conversation on the pod! S5E07 – Can I Sue for This? Accountability in Nursing Homes

Riz Ali is the founding attorney at Riz Injury Law, a law firm focused on educating the injured on their rights.

Relevant Services:

• Personal Injury
• Medical Malpractice

Hear our conversations on the pod!

• S1E24 – Home & Community Interventions for Dementia: A Fireside Chat
• S5E01 – When Care Is An Hour Away: The Reality of Aging in Rural America

Sydney Marshman is the founder and occupational therapist with Happy at Home Consulting based in Des Moines, Iowa. Happy at Home Consulting provides therapy at home to older adults with her team of physical, occupational, and speech therapists. In addition to traditional rehabilitative services, Sydney continues to increase access to home assessments throughout the state. Happy at Home Consulting presently provides the evidence-based programs HARP through collaborations with community partners. She works alongside builders and interior designers to craft beautiful, functional spaces. Sydney is the President of the Iowa Occupational Therapy Association and advocates for accessible housing through her involvement with multiple state coalitions. She received her Doctorate of Occupational Therapy from Drake University. In her free time, Sydney enjoys spending time with her husband and two boys.

Services:

• Occupational, Physical, & Speech Therapies in your home
• Home Safety Assessments + Home Modifications + AD/DME Store
• Caregiver Training, Education, + Care Partner Camp