Tag Archives: #SteveGresham

Episode 177 – Moments That Matter: The Default Caregiver with Steve and Phyllis Gresham

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

In this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on the role as the default caregiver. Steve and Phyllis delve into the intricacies of caregiving, sharing personal anecdotes, financial challenges, and reflections on aging while highlighting the importance of planning for the future.

They also discussed:

  • The advocacy and caregiver role in long-term care and the challenges that follow, especially for women.
  • Dealing with care for elderly relatives with cognitive issues.
  • The importance of planning and communication in caregiving and finances.
  • The need for advisors to discuss potential constraints and scenarios with clients.
  • The self-centered focus older individuals tend to have, not interested in others’ experiences.
  • Addressing devastating diagnoses and the challenges of treatment decisions
  • Phyllis’s reflections on her own aging process and how she chooses meaningful activities.

 

Resources: 

NextChapter

Alliance for Lifetime Income

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Episode 176 – Moments That Matter: Unexpected Health Events with Steve and Phyllis Gresham

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

In this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on unexpected medical events. The duo explores the challenges, lessons, and need for preparedness surrounding caregiving, long-term care, and the inevitable health changes that come with age.

They also discussed:

  • Challenges advisors face when clients experience unexpected medical events.
  • The effects of chronic health issues gradually impacting daily life.
  • The transition to a sudden and drastic change in health, leading to a need for external help and medical intervention.
  • Acknowledgment of complex medical considerations for treatment and care, considering age and cognitive issues.
  • The need for preparation and decision-making when facing retirement and potential health issues, including the consideration of long-term care facilities.
  • Advocacy and involvement of family members in ensuring quality care in long-term care facilities.
  • The lack of awareness and understanding among people regarding their roles in long-term care situations.
  • Addressing the gender disparity in longevity and how it impacts retirement planning.

 

Resources: 

NextChapter

Alliance for Lifetime Income

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Episode 175 – Moments That Matter: Aging in Place with Steve and Phyllis Gresham

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

In this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on aging in place. The two discuss the importance of planning ahead for the vulnerable later years of one’s life; highlighting necessary arrangements for home maintenance and health maintenance to secure a stable future.

They also discussed:

  • Impact of unexpected events, such as natural disasters like hurricanes, on the feasibility of aging in place.
  • The consideration of other living options, such as a continuous care retirement facility, and the significance of making such decisions early.
  • Exploration of the concept of retirement stages, including the “gogo” phase characterized by active pursuits and the challenges that come with shifting physical and mental abilities.
  • Importance of having a support system and family discussions when planning for aging and considering the transitions.
  • Advisor’s role in initiating conversations about safety, preparedness, and realistic expectations for retirement.
  • Highlighting the need for individuals to address potential risks in their homes, such as falls, and the implementation of safety measures.
  • Encouragement for advisors to ask probing questions about clients’ plans and preparations for aging in place, facilitating a gradual and easier transition.

 

Resources: 

NextChapter

Alliance for Lifetime Income

 

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Episode 151 – Hybrid Work and the Failing of its Management – With Steve Gresham

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Steve Gresham is the Chief Executive Officer of the Execution Project while also acting as a Senior Education Advisor to the Alliance for Lifetime Income.

In this podcast, Doug and Steve discuss the installation of hybrid and virtual work and what happens when connecting remotely becomes the default for companies.

They also discussed:

  • The Oxford Dictionary word of the year, “goblin mode”, and why it should matter to the CEOs of the financial industry
  • The ideas of employee engagement, quiet quitting, and hybrid work circling the landscape 
  • The possible success or deterioration of a company when hybrid or virtual work is implemented
  • The reductions in workforce always being the fault of the company
  • Making 2023 the year CEOs need to connect the dots

 

Resources: 

The Execution Project

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Episode 129 – NYC Pop-Up Podcast: Retirement is Only the Starting Line  – With Steve Gresham

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

Steve Gresham is the Founder and CEO of The Execution Project, a consulting firm providing tools, training, and adoption strategies in support of better “retirement.” 

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Steve explore The Execution Project’s initiatives of wealth management and retirement while also examining industry trends from different perspectives. 

They also discussed:

  • Financial Wellness and monetizing peace of mind
  • The keys to successful execution for companies
  • The Execution Project’s industry initiative being all over retirement
  • The baby boomers and how the wave has yet to hit the beach
  • The new bull market being about protection
  • The “Holistic wealth management” push in the big firms
  • A view on the industry’s lost focus on the end investor from a retail perspective
  • How people can take advantage of The Execution Project

Resources: 

The Execution Project



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