Welcome to The Ron Greenwald Show. A podcast where bring you stories, insights, and expertise from leading professionals on the life-changing journey of estate planning. This podcast is for everyone-your future is today! Let us guide you through a team approach to navigating our aging journey and crafting the legacy you want to leave for your children and grandchildren. This is your game changer. We’ll empower you with choices that will enhance your life now and ensure your family’s ability to come together for generations to come. Together, we can help you create a legacy that truly matters.
Let’s make a difference-starting now.
This episode of The Ron Greenwald Show explores the intricacies of estate planning with guest Marguerite Lorenz, partner at Lorenz Private Trustees.
A podcast and professional forum for all of those who dedicate themselves to- and work on behalf of - older adults, to hear and share stories of value. We welcome you to dive in and discover
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.
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.
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.
Discover the fascinating history and evolution of trusts with insights from two of the most respected voices in estate law.
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.
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.
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.
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.
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.
Embark on a vibrant journey with Richard Peck, the ‘Philanthropy Guy,’ as he navigates the heartwarming intersection of finance and generosity.
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.
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.
Imagine the power of knowing your family’s future is secure, no matter what life throws at you.
Discover the heartwarming stories, diverse activities, supportive atmosphere, and continuity of care that shape life for residents at The Glen at Scripps Ranch.
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.
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 Antonyan Miranda Law Firm – a growing force in family law and probate litigation, combining innovative strategies with compassionate representation.
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.
Engage in a deep exploration of multi-generational perspectives, personal journeys, and the quest for life’s meaning with Peter Bolland of Southwestern College.
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.
An engaging discussion on the joys of pickleball, including its social impact, accessibility, and the importance of finding the right community to play with.
Gain valuable insights from experts Jennifer McGibbons & Patricia Garcia on how to plan for the future, navigate estate administration & manage family dynamics.
A journey through the history & evolution of wine, from ancient civilizations to modern times…sommelier John Penate returns for another delicious episode.
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.
Meet the Experts with Insights on Real Estate, Inheritance & Estate Planning. Learn How to Navigate Legal & Financial Complexities for a Smooth Transition.
Meet the team at The Greenwald Realty Team!
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.
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.
Spiritual care chaplain, bereavement counselor, end-of-life specialist, Suzanne Barone of Heartford Hospice gives the very best care at the most crucial time.
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.
MIMX stands for Minority Interest Market Exchange and brings commercial real estate buyers and sellers together from around the world…seamlessly.
Specialist Rebecca Montano works with individuals and families to assess their situation, ascertain where they need help, and coordinate and monitor their care.
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.
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.
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.
A former Deputy District Attorney shares the lessons he’s learned over 25 years in the trenches prosecuting cases of elder abuse and scams.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Stimulating the body, brain and spirit can successfully delay the symptom progression of Alzheimer’s. Join specialist Beverly Sanborn for a compelling dialogue.
Join Lawrence Krause for a fascinating conversation about choosing the right retirement community and finding the right people who will make it worthwhile.
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.
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