Episodes

🏠💼 Discover the secrets to protecting your assets and streamlining your estate with Brad Hobson on the Boomers Bucks and Bling Podcast! In Episode 6, we dive deep into the world of living trusts and title insurance. Learn why most people should consider a living trust, how to avoid probate, and the importance of title insurance in safeguarding your property. Brad shares valuable insights on: • The benefits of putting your assets and real estate into a living trust • How to verify your property'...

Boomers, Bucks, and Bling Podcast Episode 5: Challenges Boomers Face with Social Security and Taxes with Steve Alpinieri In this episode, we dive into the challenges baby boomers encounter with Social Security and taxes, featuring expert insights from Steven Alpinieri. Steven is the founder of a full-service CPA firm established in 2010. With a career in public accounting since 1997, he brings extensive experience as a former assurance services partner at a reputable CPA firm. Steven specializ...

In this episode of the Boomers, Bucks, and Bling Podcast, we are excited to have Lars Remodeling & Design joining us to discuss the essentials of aging in place. As we age, our homes may require adjustments to accommodate our evolving needs, ensuring comfort and safety. Our discussion will cover crucial aspects from design to permit and build, emphasizing the importance of planning for future needs in the homes we live in today. Whether you're living in San Diego or anywhere in California, adapting your residence might involve addressing issues like narrow hallways, small bathrooms, or multi-story living. Learn how to optimize your living space with larger bedrooms, walk-in closets, curb-less showers, and wider hallways. Discover practical solutions like lowering vanities, raising toilets, and adding secure grab bars. Tune in to understand how you can make your home a haven for your later years with expert advice from Lars Construction and Remodel. Let’s Connect! Call: (858) 526-3…

Boomers Bucks and Bling Podcast - Episode 3 with Dr Stephenson "Boomer Health Insights with Dr. Robert Stephenson" Welcome to the "Boomers, Bucks, and Bling" podcast, where we turn retirement planning into an exhilarating adventure. I'm your host, Carl Spiteri, and today we're joined by Dr. Robert Stevenson, a seasoned doctor and fellow boomer, to share insights on maintaining health and vitality during retirement. Whether you're a health enthusiast, retiree, or simply looking to stay active i...

Boomers Bucks and Bling Podcast- Episode 2 with Joanie Selby Introducing Joanie Selby, your trusted real estate agent operating in the vibrant city of San Diego. She has a passion for helping clients achieve their real estate goals and brings a unique perspective and unwavering professionalism to the industry. Joanie's real estate journey began as a buyer's agent for one of San Diego's top producers, where she gained invaluable experience and a buyer's perspective that set her apart. This back...

Podcast Description for Boomers, Bucks, and Bling Podcast Unlock the secrets to financial success with the Boomers, Bucks, and Bling Podcast! Hosted by Carl Spiteri, a veteran Mortgage Loan Originator with over 30 years of experience, this podcast is your ultimate guide to mastering the financial intricacies of buying, selling, and lending in today's dynamic market. Whether you're a home buyer, lender, or seller, Carl's expert insights and practical advice will empower you to make informed deci...