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Saving With Steve

Jan 29, 2022

In this episode of Saving With Steve, host Steve Sexton is joined by the owner of Assisted Living Locators Bel Air, Ryan Majchrzak, who is a Certified Senior Advisor®, and Dementia Care Certified®, which enables him to better serve his clients and navigate the many issues that our seniors face, along with Peter J. Klein, who is the Chief Investment Officer and Founder of ALINE Wealth, a wealth management firm that specializes in providing clients with financial planning advice for every stage of their lives. They discuss:


- A no-cost referral and placement service to help seniors and families find the best assisted living, dementia care, or independent living communities

- Navigating the senior care market and 9 ways to help seniors and families pay for senior living

- What investors need to know about investing in the Water Sector

- How Water Sector Investing fits into a clients portfolio

- Tools and inspiration for creating a charitable foundation


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