Episode 79

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Published on:

26th Jul 2023

Finding Money at The Social Security Office!

In this compelling episode of Eldercare Success, I speak with two esteemed experts on social security benefits.  My guests are Marc Kiner and Jim Blair who know this subject from the inside out. This is an invaluable discussion for anyone caring for an aging parent.  

These two demystify the convoluted process of adjusting benefits, something that can help those caring for an aging parent avoid common financial mistakes. They also reveal how to uncover additional financial resources that may be due: a treasure trove of information that many caregivers are sadly oblivious about. They also describe how to navigate the complex dynamics of the Social Security office and define the roles and limitations of a POA.

My discussion with Marc and Jim could make a difference to you, as a caregiver, and your parents. Listen to this informative episode. It’s more than just a conversation -- it's a lifeline for managing your parents’ care.

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Guests: Marc Kiner is the CEO, and Founder of Premier Social Security Consulting, and has 35 years of experience in public accounting. Marc recently sold his CPA practice to concentrate on Social Security. His primary areas of service were to privately held businesses and individuals. Marc also consulted with clients on a variety of complex tax and business issues. He is licensed to practice as a CPA in the state of Ohio.

Jim Blair: A former Social Security Administrator, Jim is the lead consultant in our Social Security Benefits department. He has over 35 years of experience in helping individuals manage their Social Security benefits and taking claims for retirement, survivors, disability, and health insurance. Most notably, he has also served as an Operations Supervisor and a District Manager for the Piqua, Ohio Social Security Office.

Host:  Nancy May, Author of How to Survive 911 Medical Emergencies, Step-by-Step Before, During, After!  is an expert in managing the path of step-by-step caring for aging parents, even from over 1200 miles away. For a free, fillable File-of-Life go to www.howtosurvive911.com. Nancy is also the Co-Founder of CareManity LLC, and the private FaceBook group, Eldercare Success.

Disclaimer: The views, perspectives, and opinions expressed in this show are those of the show guests and not directly those of the companies they serve or that of the host or the producer CareManity, LLC. The information discussed should not be considered or used as medical, legal, or financial advice. Please seek the advice of your own medical, legal, or financial advisors as each person’s situation differs. (c) Copyright 2023 CareManity, LLC all rights reserved.



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About the Podcast

Eldercare Success
Doing It Best with Eldercare Success
Join us in Doing it Best with Eldercare Success where we explore ways to relieve the stress, exhaustion and overwhelm that we all face in caring for an aging parent, frail spouse, or partner. Fear, frustration, emotional and financial strain do not have to be your MO! In this show, we dive into unraveling the tricks, traps, and gotchas that create more questions than answers while caring for those we love.
Join Nancy May, and her guests as she helps relieve the pressures and delivers solid ways to find more joy and freedom as we care for those with those we love. Here you’ll learn how to find the ground under your feet again. Hang tight there’s a better road ahead.
keeping our feet on solid ground. Hang tight there’s a better road ahead.

About your host

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Nancy May

Nancy May is a corporate leader, business advisor, author, speaker, and nationally recognized podcast host. She has spent her career working with CEOs, Boards of Directors, and senior leaders in the public and private corporate sectors. These experiences gave her the strength and foundation to step in and provide her parents with guidance and support, both as their POA and Trustee, and diehard advocate as they aged. Nancy credits her father an entrepreneur, innovator of innovative eyewear design, and her mom for encouraging and preparing her to acquire the many skills needed to start, build, and lead several successful businesses. She has transitioned these competencies and life lessons to into her new business, CareManity, LLC, which focuses on providing family caregivers structured ways to obtain practical knowledge, resources, and access much-needed support.