Explore All Podcast Episodes
Inheriting a Family Business: Succession Planning for Families
Inheriting a family business can raise urgent questions about value, ownership, taxes, and its future. Learn why succession planning should start early.
Where Do You Start When Cleaning Out a Loved One’s Home?
Learn how to begin clearing a loved one’s home with compassion, from sorting decisions and realistic resale expectations to donation, pacing, and getting help.
Long-Term Care Planning: Why Waiting Can Limit Your Choices
Michael Eicher explains long-term care options, insurance, Medicaid planning, and why families benefit from reviewing care costs and choices early together.
Inherited Retirement Accounts: Beneficiary Mistakes Families Should Review
Inherited retirement accounts can raise tax and distribution questions. Garrett Rohrbaugh of Kampstra Wealth Management shares planning points for families.
When Women Become the Financial Decision-Maker: Steps to Feel More Prepared
When women become the household's financial decision-maker, preparation and support can ease the transition. Meghan Kahler shares practical first steps.
When Family Inherits a Business: Planning for Sibling Conflict
Attorney Frank Sullivan explains how succession agreements, business valuations, estate planning, and clear roles can help families reduce conflict after an inheritance.
When Is It Time for Senior Living? Signs, Options & Advice for Families
Learn the signs an aging parent may need senior living, understand independent living and care options, and get expert advice from Country Meadows on starting the conversation before a crisis.
Legal Issues That Can Derail a Home Sale: Inherited Homes, HOAs and More
Reilly Noetzel of Barley Snyder discusses legal issues that can delay a home sale, from estate paperwork and disclosures to septic systems, HOA resale certificates, insurance and zoning.
After a Dementia Diagnosis: First Steps for Families
Erin Nelson of Cross Keys Village shares how education, care-partner support, and early conversations can help families navigate a dementia diagnosis.
The Financial Conversation Families Skip Until It's Too Late
Jacob Frey of Stonebridge Financial Group discusses estate account organization, family communication, assisted living planning, beneficiary designations, and fraud prevention in Episode 120.
Aging in Place vs. Downsizing: Financial Questions to Ask Before You Decide
Financial advisor Thomas Marino explains how to compare aging in place with downsizing, plan for care, and weigh home costs, access, taxes, and family needs.
Foreclosure After a Death: What Pennsylvania Families and Executors Need to Know
Learn what executors and families should know about mortgage foreclosure after a death, including notices, timelines, property sales, occupants, and possible options.
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Guided Home Prep is a service of Bodacious Properties. Kasey King is a licensed real estate salesperson in Pennsylvania and Maryland affiliated with Iron Valley Real Estate.
Real estate brokerage services are provided through Iron Valley Real Estate.
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