The Red Wagon Estate Planning & Elder Law Show
Jeffrey Bellomo
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Recent Episodes
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 is the alternative? Jeffrey…
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 explains why relying on a…
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 of a spouse. Busy…
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 burial led by a religious…
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 before he attended law school. …
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 look back at Matt's journey…
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 is highly complex, and the…
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. Because this mindset also…
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 a coach, Mark creates a safe,…
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 mission-driven work at Bellomo…
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 support for your family member or…
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, her illness, and her sudden…
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 again, their discussions with…
Your Brain on Hearing Loss: Don't Wait to Get Tested
Everyone knows that with hearing loss, you can miss parts of conversations. But did you know that untreated hearing loss can cause faster cognitive decline, increased dementia risk, and brain…
Compassion in Action: Inside Our Life Care Planning Team
When we think of social workers, we typically picture them in a hospital, nursing home, or emergency setting. But the Life Care Planning Team at the Elder Law Firm of Bellomo & Associates is…
Trust, Truth, and Teamwork: Fighting for Families in the Age of Misinformation
Marketing for a mission-driven Estate Planning and Elder Law Firm isn't just messing around on Facebook. It means relying on front-line authenticity, building trust, fighting against misinformation,…
Marriage Equality in Uncertain Times: What Same-Sex Couples Need to Know
During the current session of the U.S. Supreme Court (SCOTUS), the justices may hear a case that could overturn Obergefell v. Hodges (2015), the landmark ruling that legalized same-sex marriage. If…
Behind the Professional Boot Camp: Designing a Day that Delivers
Jeffrey Bellomo has made education the cornerstone of his firm, building programs that enable families and professionals to make smart decisions in estate planning and elder law. At the heart of this…
Realizing a Vision: The Evolution of Free Education at Bellomo & Associates and Beyond
What happens when a family faced with an extreme medical crisis approaches a traditional law firm with concerns about paying for their health care expenses or worried about keeping the family home?…
From Guidance to Gratitude
Join Jeffrey Bellomo as he addresses several questions that have surfaced during his weekly calls with members of the Red Wagon Club. Jeff reviews an increase in estate and gift tax exemptions as…
Frequently Asked Questions
The Red Wagon Estate Planning & Elder Law Show has published 148 episodes since July 2022, covering topics in Education, How To.
The Red Wagon Estate Planning & Elder Law Show is currently highly active with new episodes every 2 weeks. Average episode length is 26m.
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