Podcast terbaik Ron Greenwald (2024)

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Ep. 49: Icons, Insights, and Intentions: Marguerite Lorenz on Estate Planning for Life 36:15

10d ago36:15

36:15

In this heartfelt episode, Ron Greenwald welcomes Marguerite Lorenz—trailblazer, entrepreneur, author, public speaker, and co-founder of Lorenz Private Trustees, serving individuals and families as an independent third party with the utmost care and respect for privacy. Together, they explore Marguerite’s inspiring journey, rooted in family, love, …

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Ep. 48: The Rob Dieringer Story: From 'Law and Order' to Championing Justice for Older Adults 39:39

24d ago39:39

39:39

In this episode, I sit down with Rob Dieringer, a partner at Green Bryant & French specializing in elder abuse civil cases. We delve into Rob’s journey to becoming a partner and why he was drawn to this meaningful area of law. Rob shares insights into the complexities of elder abuse cases, focusing on the critical factors he considers when evaluati…

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Ep. 47 (Part 2): Real People, Real Stories – The Trustee’s Role in Protecting Family Harmony 31:12

1M ago31:12

31:12

In this compelling episode of The Ron Greenwald Show, we take a deep dive into the real-world challenges of estate planning with two of the top minds in the field. Retired Judge David Belz, who made a notable transition from the bench to mediation, brings a wealth of experience and a fresh perspective on fairness, honesty, and justice in family dis…

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Ep. 46 The Evolution of Trusts: Insights from Leading Experts in Estate Law 34:35

2M ago34:35

34:35

Discover the fascinating history and evolution of trusts with insights from two of the most respected voices in estate law. Join retired Judge David Belz, a distinguished mediator with Judicate West, and Matthew Owens, a top estate and trust litigator with Sheppard Mullin, as they unravel why trusts were created, how they’ve grown in importance, an…

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Ep. 45 Dr. Bob Uslander on Crafting a Peaceful Closure to Life's Journey 44:19

7M ago44:19

44:19

Death often remains a taboo subject, but imagine if we could confront it with dignity, peace, and even a sense of empowerment. That's the revelation Dr. Bob Uslander brings to our heartfelt conversation on end-of-life choices. As an emergency physician turned end-of-life care advocate, Dr. Uslander shares his profound insights on transforming the f…

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Ep .44 Judge Glen Reiser's Courtroom Chronicles in Trust and Estate Law 42:03

7M ago42:03

42:03

Uncover the intricacies of family estate planning with the expertise of the Honorable Judge Glen Reiser, who joins us to navigate the complex waters of trusts, probate estates, and guardianships. Judge Reiser, with his two decades of bench experience, dissects the role of successor trustees, the challenges they encounter, and the nuanced matters of…

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Ep. 43 Pearl Fletcher: Embracing the Joys of Aging and the Secrets to a Positive, Fulfilling Life 32:37

8M ago32:37

32:37

As I sat down with the delightful Pearl, an 85-year-young dynamo, her eyes sparkled with the same zest for life that would put any youngster to shame. Our conversation, a kaleidoscope of her life's vibrant hues, sweeps us from the innocence of childhood dress-up to her 64-year symphony of love with her husband, Bob, offering a treasure trove of wis…

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Ep. 42 Marci & Kathy: A Blueprint for Proactive Living Beyond Retirement 25:36

8M ago25:36

25:36

When the golden years come knocking, some wait for the inevitable, while others, like sisters Marci and Kathy, seize them with both hands and a plan. Their journey to Scripps Glen, a senior retirement community in San Diego, is a testament to the power of proactive aging – a move that's not about winding down, but rather about gearing up for an act…

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Ep. 41 Andy Ragone: Shaping Legacies Through Strategic Nonprofit Gift Planning 33:16

9M ago33:16

33:16

Discover the power of legacy and philanthropy as Andy Ragone, co-founder and CEO of Pleiades Nonprofit Advisors LLC, joins me for a transformative discussion that spans from his time in pastoral ministry to the intricacies of nonprofit gift planning. Weaving a narrative that connects the guidance of the ancient Pleiades star cluster to the strategi…

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Ep. 40 Richard Peck: Unleashing the Power of Strategic Philanthropy and Charitable Giving 32:40

9M ago32:40

32:40

Embark on a vibrant journey with Richard Peck, the 'Philanthropy Guy,' as he navigates the heartwarming intersection of finance and generosity. This episode peels back the layers of philanthropy, revealing how a staggering $500 billion is channeled into charitable causes annually. Discover Richard's inspiring transformation from biotechnology to be…

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Ep. 39 Ivette Kuyateh: Legal Wisdom for Prosperous Family Futures 42:24

10M ago42:24

42:24

Imagine navigating the complexities of estate planning, sandwiched between caring for both your parents and children, while also addressing the nuanced needs of Latino families. That's the reality many face, and it's the heart of our discussion with Ivette Kuyateh from Kuyateh Law Group. Ivette, who has gracefully transitioned from prosecutor to es…

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Ep. 38 Shaun McGuirk: Unveiling the Hidden Gems of Westmont Senior Living 37:50

1+ y ago37:50

37:50

What if you could experience the world of senior living through the eyes of someone who's devoted his life to it? Join us in this engrossing discussion with Shaun McGuirk, the Community Relations Director for Westmont Senior Living. As he takes us on a virtual tour of this new community, his dedication is palpable as he reveals the complexities and…

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Ep. 37 Daniel Weiner: Unraveling the Complexities of Estate and Guardianship Planning 42:17

1+ y ago42:17

42:17

Imagine the power of knowing your family's future is secure, no matter what life throws at you. That's exactly what our guest, Dan Weiner, an expert in estate planning and corporate law, can help you achieve. Join us as Dan shares his wealth of knowledge from his time practicing law in England and Hong Kong to his current work in sunny San Diego - …

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Ep. 36 Brad Logsdon: The Glen at Scripps Ranch - A Holistic Approach to Senior Living 43:32

1+ y ago43:32

43:32

Discover the heartwarming stories, diverse activities, supportive atmosphere, and continuity of care that shape life for residents at The Glen at Scripps Ranch. The Glen at Scripps Ranch, a distinguished continuing care retirement community (CCRC), is spotlighted in our podcast today with Brad Logsdon, its Marketing Director. Logsdon illuminates th…

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Ep. 35 UPDATE: What’s Best for Grandma & Navigating Family Dynamics - How to Keep the Family Together and Talking. 43:18

1+ y ago43:18

43:18

Today’s podcast is a followup to our NOV. 15, 2022 episode 5…to check in and see what has happened in the intervening months to Angel, her Grandmother, Uncle and Father, and how a stroke, a brief stint in rehab and physical therapy have paved the way for Grandmother’s successful entrance into a home care community. And the best part? She’s now thri…

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Ep. 34 Liv Tours and Lively Tales - Sommelier John Penate Returns to Italy! 27:07

1+ y ago27:07

27:07

In this captivating episode, John Penate shares the recent and remarkable twist in his life as he transitions from his retail job in California to once again becoming a tour guide in Rome, Italy. The unexpected offer from Liv Tours, a company he previously helped launch, enticed him to return to Rome for the summer. With the promise of a guaranteed…

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Ep. 33 Top-Tier Representation in Estate Planning, Divorce, and Probate Cases with Zachary Whitman and Anthony Catena 45:46

1+ y ago45:46

45:46

The Antonyan Miranda Law Firm - a growing force in family law and probate litigation, combining innovative strategies with compassionate representation. You may have seen one of their famous billboard ads - “When the Ring Comes Off, The Gloves Come Off”, or “Diamonds Aren’t Forever” – and wondered, “Who is that?” Get to know Antonyan Miranda, a pro…

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Ep. 32 Insider Secrets & Strategies for Success in Rental Real Estate 36:07

1+ y ago36:07

36:07

Lucinda Lilley shares her wealth of knowledge and experience in the rental housing industry, discussing the many challenges faced by landlords and the expert solutions she offers through her consulting company, Bridging Influence. Listen in and uncover the secrets to effective property management and successful real estate investments as Ron and Lu…

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Ep. 31 Wisdom Across the Ages: Exploring Religion, Philosophy & Mythology with Peter Bolland 37:34

1+ y ago37:34

37:34

Engage in a deep exploration of multi-generational perspectives, personal journeys, and the quest for life’s meaning with Peter Bolland of Southwestern College. Meet Peter Bolland, the Philosophy and Humanities Department Chair at Southwestern College, and embark on a profound conversation. Today’s song “ You're Never Alone” can be found on Peter’s…

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Ep. 30 Oakland McCulloch on Servant Leadership - The Secret to Unlocking Your Leadership Potential 54:04

1+ y ago54:04

54:04

In this episode, Ron sits down with Lieutenant Colonel Oakland McCulloch, a decorated veteran who shares his fascinating personal journey, from serving in the United States Army to the current multiple roles he juggles in his life – that of author, speaker, and advocate of servant leadership. Drawing inspiration from his own past experiences and pe…

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Ep. 29 Pickleball: A Game for All Ages and Abilities feat. Mike Branon 38:07

1+ y ago38:07

38:07

An engaging discussion on the joys of pickleball, including its social impact, accessibility, and the importance of finding the right community to play with. Join Ron and pickleball superstar Mike Branon for a conversation about…you guessed it…pickleball! There’s a lot more to it than just the fun name. Their conversation touches on several hot-pic…

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Ep. 28 Preserving Your Wealth: Exploring Trusts, Probate, and Legacy Planning with Jennifer McGibbons and Patty Garcia 56:13

1+ y ago56:13

56:13

Gain valuable insights from experts Jennifer McGibbons & Patricia Garcia on how to plan for the future, navigate estate administration & manage family dynamics. In this episode, Ron is joined by estate planning experts Jennifer McGibbons and Patty Garcia. Jennifer specializes in estate planning, trust administration, and charitable planning, while …

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Ep. 27 Take a trip back in time to the beginning of wine with John Penate 33:57

1+ y ago33:57

33:57

A journey through the history & evolution of wine, from ancient civilizations to modern times…sommelier John Penate returns for another delicious episode. Take a trip back in time to the beginning of wine, as John Penate makes a return trip to the podcast. In America, we know Georgia as the “Peach State” but for the rest of the world, Georgia is an…

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Ep. 26 Expert Travel Tips from AAA…for Your Next Great Adventure! 43:26

1+ y ago43:26

43:26

Shaye Huggins, a senior travel advisor for AAA, shares her favorite exotic destinations, tips for better travel and the benefits of working with a travel agent. The world is opening up again, and travel is finally back on everyone’s radar! Shaye Huggins, a senior travel advisor for AAA, gives us her insights on all the safest and most exciting trav…

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Ep. 25 Expert Advice on Estate Planning, Wills, Trusts, and Probate 46:50

1+ y ago46:50

46:50

Meet the Experts with Insights on Real Estate, Inheritance & Estate Planning. Learn How to Navigate Legal & Financial Complexities for a Smooth Transition. Mark Feinberg and Todd Stevens are esteemed estate planning experts. In this episode, you’ll learn everything there is to know about the potential consequences of not having a plan in place, and…

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Ep. 24 Housing Options for Older Adults, from a Realty Team Unlike Any Other 55:32

1+ y ago55:32

55:32

Meet the team at The Greenwald Realty Team! Katy Kingery, Real Estate Agent and Matt Axelson, Real Estate Advisor sit down with your host Ron Greenwald for a conversation about life, basketball, real estate, and the challenges of senior living. Supporting older adults as they navigate through life is the cornerstone of the work The Greenwald Realty…

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Ep. 23 Cheers! An Expert Sommelier Takes Us on An Audio Wine Tour of Italy 40:09

1+ y ago40:09

40:09

Italy means history, culture…and wine. Join expert sommelier John Penate for an audio tour of what Italian wine has to offer by region, type and taste. When in Rome, do as the Romans do. Their history informs their culture, which informs their wine. And it does so deliciously. In this episode, Master Taster Sommelier John Penate takes us on an audi…

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Ep. 22 The World Bid Auction Platform – a Cutting-Edge Tool for Realtors 19:48

1+ y ago19:48

19:48

If you’re selling a luxury property, the World Bid Auction Platform creates urgency and market value by connecting you with buyers from around the world. People often ask, why would someone auction a property? Isn’t that only related to foreclosures Turns out, no. Not even close. Braun International and Premiere Estates focus on luxury residential …

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Ep. 21 Meet an Interfaith Spiritual Counselor and End-of-Life Specialist 55:39

1+ y ago55:39

55:39

Spiritual care chaplain, bereavement counselor, end-of-life specialist, Suzanne Barone of Heartford Hospice gives the very best care at the most crucial time. There are many popular misconceptions out there when it comes to hospice care. What is it, really? What does it mean? How does it work? Suzanne Barone of Heartford Hospice gives us a thorough…

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Ep. 20 Good Estate Planning Doesn’t Predict the Future, It Ensures It 48:37

1+ y ago48:37

48:37

Each of us has a duty not to leave a mess when we pass on. Proper estate planning by the expert team at Lorenz Private Trustees will do just that. Many people avoid drawing up an estate plan because they think talking about death will make it happen. But nothing could be further from the truth. Estate planning is not about predicting the future, or…

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Ep. 19 Commercial Interests meet Global Interest with Braun International 16:43

1+ y ago16:43

16:43

MIMX stands for Minority Interest Market Exchange and brings commercial real estate buyers and sellers together from around the world…seamlessly. Braun’s Minority Interest Market Exchange (MIMX) is a one-stop marketplace for those wishing to invest in partnership & minority interests in commercial real estate. Prior to the creation of MIMX, minorit…

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Ep. 18 No One Gets A Rulebook on Aging…But It Helps to Know a Specialist 40:25

1+ y ago40:25

40:25

Specialist Rebecca Montano works with individuals and families to assess their situation, ascertain where they need help, and coordinate and monitor their care. No one gets a rulebook on aging. Not the parents. Not the children. None of us do. But on the journey of aging, it helps to know an aging life specialist. Meet Rebecca Montano, owner of Agi…

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Ep. 17 If There’s a Trust, Why Is There a Fight? 1:01:35

2y ago1:01:35

1:01:35

Matthew Owens gives the inside scoop on everything you ever wanted to know about trusts but were afraid to ask – and some of what you’ll hear might just surprise you. Trusts, estates, inheritance disputes – all part of a day’s work for attorney Matthew Owens. In this informative interview, Matthew gives listeners the inside track on how to avoid ch…

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Ep. 16 Find Your Next Beloved Companion at The Rancho Coastal Humane Society 42:45

2y ago42:45

42:45

The Rancho Coastal Humane Society is expanding…with new and exciting opportunities for pets and people to meet, greet and find a forever home together. Judi Sanzo, the President and CEO of The Rancho Coastal Humane Society, is on a mission: providing a haven for animals coming from over-crowded shelters, and making the best possible match between p…

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Ep. 15 Hear How the Mafia and U.S. Government Teamed Up to Win World War 2 30:58

2y ago30:58

30:58

Operation Underworld is a story about eavesdroppers and spies, saboteurs and informants and the unlikely alliance between the Navy and the Mafia in World War 2. Just when you thought you’ve heard every World War 2 story out there, author Matthew Black comes up with a new and very surprising one. Operation Underworld How the Mafia and U.S. Governmen…

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Ep. 14 Meet a Trailblazer in the Fight Against Senior Scams and Elder Abuse 46:25

2y ago46:25

46:25

A former Deputy District Attorney shares the lessons he’s learned over 25 years in the trenches prosecuting cases of elder abuse and scams. Paul Greenwood is a man on a mission. For over 25 years, he’s been a passionate and determined advocate for seniors, and has prosecuted over 750 cases on their behalf – cases involving elder abuse, financial sc…

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Ep. 13 A Heart of Compassion: Westmont Senior Living 42:19

2y ago42:19

42:19

Family-owned Westmont Senior Living has five top-notch communities throughout San Diego. Find out why they’re the “Best in the West” at what they do. By 2030, 20% of California residents will be 75 years +, and California is going to look a lot more like Florida as time moves forward. As a result, senior living is not only a compassionate space, bu…

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Ep. 12 The San Diego Foundation Inspires Enduring Philanthropy and Solutions 36:58

2y ago36:58

36:58

The San Diego Foundation is there for all who are interested in giving back by way of charitable gifts. Find out more in this fascinating podcast. Leslie Klein is a passionate advocate for those wanting to leave a legacy. By combining donors’ visions with The Foundation’s expertise in philanthropy and financial management, she oversees the formulat…

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Ep. 11 Estate Planning, Trusts, Probate…and how to keep the family together 45:26

2y ago45:26

45:26

What to do as our parents age and pass? Leanne Maestre offers a guide to helping families (especially siblings) communicate and plan it together, for the best. As parents age, often a child will move in with them to be a caregiver - it happens all the time. But once the parents are gone, painful legal issues can arise between siblings. Issues that …

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Ep. 10 The Intergenerational Transfer of Wealth with Amy Walling, a Specialist in Planned Giving 30:18

2y ago30:18

30:18

Amy Walling is an energetic and compassionate advocate for her clients, helping them find the best ways to achieve their charitable goals in planned giving. The challenges of leaving a legacy are many. In this insightful interview, Amy Walling and host Ron Greenwald discuss the complexities and importance of planned giving, as well as how to unders…

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Ep. 9 The Quest for What’s Best: One Family’s Journey from Home, to Senior Community, to Home Again 48:46

2y ago48:46

48:46

Suzanne Forman bravely shares her family’s story in detail and covers many of the subjects we most often don’t want to discuss. It’s a heartfelt must-listen. Every member of the family is affected when faced with what to do with aging parents. For Suzanne, as her mother’s memory loss accelerated, so did the urgency to step in and try to help. In do…

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Ep. 8 The Voice of San Diego Sports Talk Radio - An Interview with John Kentera 47:46

2y ago47:46

47:46

From player, to coach to sportscaster, hear the incredible (and entertaining) story of “The Coach”, the one and only John Kentera. No one can tell a story like John Kentera. In this fun and entertaining interview, John recounts his chronicles on and off the field as a player, his experience coaching multiple teams in multiple sports over multiple y…

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Ep. 7 Alzheimer’s San Diego – The #1 Educational Resource for Caregivers and Families Coping with the Disease 39:50

2y ago39:50

39:50

Many families are touched by Alzheimer’s, but most don’t know there’s a free resource available to help them navigate their way - Alzheimer’s San Diego. It’s hard to believe, but one hundred thousand people in San Diego are diagnosed with Alzheimer’s. While many more may exhibit symptoms, there are no official diagnoses on file, and families need a…

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Ep. 6 Advice on Moving Into a Senior Community. Evaluating Options, Being Realistic – An Interview with Sonny and Robert Googins 34:23

2y ago34:23

34:23

Self-evaluation is hard and being realistic about health and finances can be harder. Making proactive decisions about both are the key to good senior living. Sonny and Robert Googins were comfortably retired in Georgia, but storms, snow and proximity to family prompted a move not only closer to family, but a move across the country to a senior comm…

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Ep. 5 What’s Best for Grandma & Navigating Family Dynamics - How to Keep the Family Together and Talking 28:24

2y ago28:24

28:24

Caring for an elderly parent and navigating the tension that comes with it – hear from a family that has survived the blow ups to do what’s best for Grandma. A must-listen this Thanksgiving season. Tensions run high and family dynamics are hyper-sensitive when deciding what to do with an elderly parent’s living situation. Unfortunately, many famili…

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Ep. 4 Helping Seniors Maintain Their Identity and Function at Their Highest Level - A Conversation with Senior Housing Consultant Sandy Lieberman 39:02

2y ago39:02

39:02

Home, apartment, or community? The housing choices for seniors are many, and Sandy Lieberman is their expert guide. Listen in and learn, it'll be eye-opening. It’s not cheap to age. Odds are most of us will need help when we get older, and we need to have a plan. Sandy Lieberman’s passion is helping seniors understand all aspects of their potential…

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Ep. 3 A Reason to Get Up In The Morning + And Other Keys to Fighting Alzheimer’s: A Conversation with Specialist Beverly Sanborn 30:11

2y ago30:11

30:11

Stimulating the body, brain and spirit can successfully delay the symptom progression of Alzheimer’s. Join specialist Beverly Sanborn for a compelling dialogue. Mental fitness is composed of many attributes, many of which most people don’t know. Diet, exercise, social connections, and purpose all play a part in the mental health of the Alzheimer’s …

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Ep. 2 A Former LBJ Advisor Advises Us on Senior Community Living – An Interview with Lawrence Krause 33:20

2y ago33:20

33:20

Join Lawrence Krause for a fascinating conversation about choosing the right retirement community and finding the right people who will make it worthwhile. Keeping young at heart means looking forward, having interests, and having companions. When you have these things, life is good, especially in senior living. At 92 years old, Lawrence Krause kno…

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Ep. 1 Where There’s a Will, There’s a Relative – Trust Administration Tips from Top Probate Attorney Kevin Kravets 33:52

2y ago33:52

33:52

The process of transferring assets from the deceased to the living doesn’t have to be deadly. Attorney Kevin Kravets offers humorous advice on the subject. In this entertaining and insightful interview, Attorney Kevin Kravets offers unique advice on all things probate. With over 1,000 court cases under his belt, he gives listeners his top tips and …

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