Navigating Longevity with Rebecca Roskey-Brunner

Regina McCann Hess |

Main Episode Description:

Welcome back to another edition of Women and Wealth!

This week’s episode brings guest Rebecca Roskey-Brunner and her unique career that brings an invaluable service to her clients: Help with healthcare.

Rebecca is the president of Complete Care Strategies, which has been providing its unique blend of in-home care, geriatric care management, special needs care management, and patient advocacy to families.

Rebecca discusses how she discovered this niche and her passion for it – as well as more about who she helps and what she actually does. Spoiler: It’s not what you think.

Additionally, Rebecca discusses her vision for retirement and the challenges she’s faced as a professional woman – both as a nurse and now, as an executive.

 

Listen To The Episode Here: 

 

Episode Highlights:

0:00 - Introduction

0:34 - Meeting Rebecca

2:58 - How Rebecca got into her career

5:25 - “Who usually reaches out?”

8:03 - Helping families with transition

11:20 - Where you can go to learn more about Complete Care Strategies

12:22 - Challenges Rebecca faced as a professional woman

13:42 - “What’s your retirement vision look like?”

20:14 - Today’s action item

 

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.  

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

 

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: reginahess@forgewealth.com

 

CONNECT WITH ERIKA RASURE

Website: https://www.beyondfinance.com/

LinkedIn: https://www.linkedin.com/in/erikarasure/