62WhoKnew – The Podcast

Michael Banner sits down with Chris Orestis, president of Retirement Genius, to discuss a financial option many policyholders overlook: selling a life insurance policy through a life settlement. They cover who may qualify, how policy reviews work, and why this strategy can help families pay for care, support aging in place, and make more informed retirement decisions.

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

Tampa Video Production

In Part 1, Mike Banner and John Russo break down a major misconception in real estate and mortgage lending: down payment assistance is not only for low-income buyers. They explain how buyers with solid incomes can still struggle to save for down payments and closing costs, and why that reality is creating missed opportunities across the housing market.

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

Tampa Video Production

In Part 2, Mike Banner and John Russo turn the conversation toward affordability strategy for today’s market. They explain why repeated price cuts are often less effective than seller concessions, temporary buydowns, and other tools that directly improve the buyer’s monthly payment.

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

Tampa Video Production

In this episode, Lindsay Friedman returns to talk about why so many families avoid long-term care planning until they are already in crisis. The conversation covers caregiver stress, the financial impact of delayed planning, and the importance of having difficult conversations early. Lindsay also shares insights on free planning tools, caregiver support resources, and the emotional realities families face when caring for aging parents.

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

Tampa Video Production

In this episode of 62 Who Knew, Michael Banner talks with Cathy Derksen about what happens when women reach midlife after years of putting everyone else first. Cathy shares her journey from medical genetics to financial planning to publishing, and explains why this stage of life can be a powerful time to reconnect with purpose, courage, and new possibilities. From authorship to community to redefining what retirement can look like, this conversation is a strong reminder that it is never too late to start something meaningful.

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

Tampa Video Production

What happens when love is not enough to do it all alone? In this episode of 62 Who Knew, Michael Banner is joined by Lindsay Friedman, Lance A. Slatton, and Ryan Buck for an honest conversation about the emotional weight of caregiving. They talk about the promise families make to care for loved ones, the guilt that comes with needing help, and why bringing in home care can be one of the most compassionate decisions a family makes.

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

Tampa Video Production

In the second half of this panel conversation, 62 Who Knew tackles the practical side of senior care decisions. Michael Banner, Lindsay Friedman, Lance A. Slatton, and Ryan Buck discuss when home care is no longer enough, how families approach assisted living and memory care, and why long-term care insurance can change everything when planning for the future.

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

Tampa Video Production

In this episode of 62 Who Knew?, Michael Banner sits down with Lady Jen Du Plessis, a former top mortgage professional turned international speaker, podcast host, and business mentor. They discuss the evolution of the mortgage and real estate industries, why true wealth requires strategy beyond interest rates, how AI is changing business, and what it means to move from success to significance.

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father

https://bit.ly/AGiftFromMyFather

Follow us on Social Media:

https://www.facebook.com/62whoknew

https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa

Tampa Video Production

Estate planning expert and stage four cancer survivor Julie Fry shares why every adult needs a will, healthcare proxy, and a real plan long before a crisis hits. Learn how life milestones like turning 18, having a baby, or a diagnosis should trigger action, why probate court becomes your default will if you do nothing, and how affordable protection can be for anyone. A raw, funny, and deeply personal look at protecting the people you love. #estateplanning #caregiving #willsandtrusts #familyplanning #agingparents #peaceofmind

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father
https://bit.ly/AGiftFromMyFather

Follow us on Social Media:
https://www.facebook.com/62whoknew
https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

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Episode Shot and Edited at BlueBox Studios Tampa
https://blueboxdigital.com/

Long-term care expert Bill Comfort reveals why most families skip long-term care planning and unpacks a game-changing new product you can actually buy after a loved one already needs care. Bill, Bryan, and Lindsay break down how the sicker you are the better the deal gets, how to fund care from your home or savings, and why emotion, not fear, drives the smartest planning decisions. If you are caring for aging parents or thinking about your own future, this conversation could save your family six figures and a lot of heartache. #longtermcare #caregiving #retirementplanning #annuities #estateplanning #agingparents

🔹 Learn more at 62WhoKnew.com

Get Mike’s Book: A Gift From My Father
https://bit.ly/AGiftFromMyFather

Follow us on Social Media:
https://www.facebook.com/62whoknew
https://www.linkedin.com/in/michaelbanner1/

DISCLAIMER: The 62WhoKnew Podcast discusses retirement planning, healthcare issues, long-term care, Social Security, Medicare, Medicaid, and other government-administered programs solely for the purpose of education and consumer awareness. We do not endorse political parties, candidates, legislation, or policy agendas. Any reference to government programs is strictly informational and is not political commentary. Our sole mission is to help Americans plan for a longer, healthier, more secure retirement.

————————————————————————————
Episode Shot and Edited at BlueBox Studios Tampa
https://blueboxdigital.com/