This episode explores modern, person-centered approaches to dementia care with Corey Bliss, Senior Care Director at Renewal Memory Partners. Corey explains how Renewal tailors in-home support for each unique client, the matching process between care partners and families, and the importance of caregiver education and community resources. She illustrates how music and movement can unlock emotional memory, shares her transition from professional dancer to dementia care leader, and gives concrete cost ranges for urban home care plus practical advice on long-term care insurance and flexible scheduling. The conversation closes with a candid personal story about securing her mother’s finances, and contact details for listeners needing support.

Episode 2 - In this conversation, Gordon Haas interviews Donna Olah-Reiken, the founder and CEO of Preferred Small Business Solutions. Donna shares her journey in providing back-office solutions for small businesses and high-net-worth individuals. The discussion covers the importance of understanding client needs, the onboarding process, leveraging technology and AI, daily money management services, and the challenges of financial conversations. Donna also addresses the complexities of the sandwich generation and the concept of multifamily offices in wealth management.

In this inaugural episode of the GenRelational Wealth podcast, host Gordon Haas discusses the importance of financial planning and the journey to becoming a CERTIFIED FINANCIAL PLANNER®. He shares personal experiences that shaped his perspective on finance, including life-threatening health challenges. The conversation emphasizes the significance of teaching financial literacy to the next generation and the role of family in financial education.