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You're listening to Advice from Your Advocates, a show where we provide elder law advice to professionals who work with the elderly and their families.
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Welcome back to Advice from Your Advocates.
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I'm Bob Manner.
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I'm a board certified elder law attorney in Michigan, and I'm really excited about our guests today.
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I've been looking forward to this for a long time.
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We've got Stuart Kaplan, who's the Chief Executive Officer of Self-Help Community Services, and Marcus Riley, founder of Booming Aging Agency.
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Welcome, gentlemen.
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And can you tell our listeners just a little bit about yourself and the work that you do?
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Sure.
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So I could start off.
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Great to be with you today.
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I have been in the field of elder care for decades at this point, presently serving as the chief executive officer of an organization in New York called the Self-Help Community Services.
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We provide care services and housing for over 25,000 older adults.
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And our primary focus is to help people to live independently with dignity and remain at home.
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We do that through housing, home care services, social care services.
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And my philosophy has been that people should remain in their own homes.
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Every study has indicated that that is where people with their preference for aging and be supported as need be.
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Do you ever find that there creates a certain level of loneliness from being at home, you know, sometimes with caregivers, you know, not necessarily 24 hours a day, but is there how do you address the issue of uh you know, sort of socialization and activities and things like that with keeping folks in their homes?
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Sure.
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Well, when we refer to keeping having folks fay in their own homes, that does not mean that that is the single location where they would be.
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So most people are able to be out and about.
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We support that in a variety of ways.
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But for those who may not be able to get out because of a a temporary infirmity or a chronic one, there are programs that we can bring into the homes for with individuals in in person, as well as virtual programs.
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And so we created something called a virtual center where we are able to bring 10 or 15, 20 people online along with a facilitator.
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People can be any place in the in their city, state, or country or world
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for that matter, because it's based on a you know internet platform.
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And we do that and we run about a hundred classes a month with this program.
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So every Tuesday morning, the same group of fifteen people would get together.
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That then creates a virtual community because people are looking forward to their Tuesday morning, Wednesday afternoon, uh Thursday, to see the same faces.
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And so it really creates a community and really helps to combat loneliness as well as the greater social isolation.
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And and that's really amazing.
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I think that that is something that's fairly unique.
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And the idea that people have something to look forward to, they have the same people to talk to.
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I'm imagining that some of the folks that need the home care maybe aren't the most technologically savvy at certain times.
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And that's where the helpers can, you know, assist with that process to make sure they can get online and do all of that, right?
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They can, but one would be amazed at how technologically savvy people become once they begin to use the same tool and equipment.
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Sometimes we do assistance up front and we have a team of people who can help with that.
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But we have found that once people are working with our our virtual center, they want to know more.
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So one of the c a couple of the classes that we run actually are how do you go beyond the virtual center?
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How do you use the internet?
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How do you use email?
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How could you uh you know speak with your grandchildren or children?
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And so we expand once somebody gets comfortable with the technology.
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We have more than three over three thousand people on the program, and we've had some wonderful, heartwarming stories of you know people who are feeling more connected.
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We have one older gentleman who actually based on using the internet after he used the virtual center, met up with a an old girlfriend and she and he, her boyfriend, but they lived about 200 miles away.
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But they began talking and we facilitated the in-person meeting, as you you would hope we would, and we did, and it was just marvelous.
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Just marvelous.
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How did you come up with this idea?
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Because I think this is fantastic, and I'm I'm curious about how this all came about, and it's it seems kind of like the perfect size that if you have uh too many people on the virtual meetup, that it would
get where people just get lost in it.
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And it seems like the perfect size that people can uh really form relationships and things like that.
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So talk to me a little bit about how you came up with this idea, how it came about, and you know, whether other are there other organizations that you've seen that have successfully you know set this type of thing up.
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Yeah, so we have about five or six in-person centers, senior centers, if you will, where people can come in.
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And we were recognizing this goes back to uh about a dozen years ago at this point, recognizing that on occasion, from time to time, the people who we expected to come in didn't come in.
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And when we inquired as to why they didn't, it might have been a hospitalization or some sort of temporary health condition, or they had moved, but they weren't showing up.
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And so we were wondering, you know, how could we still get them to be connected because they had friends at the center.
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Right.
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Well, along came Microsoft and the uh Department for Aging in in New York City, and they said we'd we would like to try to figure out a technology solution that might work for older adults and you know what are the pain points.
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And this was one of them that we brought to them.
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And as a result, the three of us, uh self-help community services, Microsoft and Department for Aging, came together and developed what was then called the virtual senior center.
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And we began to enlist people.
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And initially we had six or seven people in it as a as the pilot program, and found that it was very rewarding for them and for us, and for the voluntary facilitator who picks a topic.
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It could be any topic, it could be current events, it could be tai chi, it could be, you know, how do you bake any of those.
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And so we began to expand the classes and it went from there.
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But that was the origins of it back in 2012.
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And there are other because we have now created a very safe and secure environment technologically speaking for people to join in so people can't just jump in if they are not previously vetted.
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We now have several other organizations and the New York State Department of Aging, who are part of this program.
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And through the State Department of Aging, they have connected many other organizations that are now part of our platform.
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And so this has gone this is goes all the way back to 2012.
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I would have guessed that some of our listeners would have thought that this would have been something that occurred after 2020 because everybody was going online at that point.
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There was you know a necessity there.
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How did things change from before uh the sort of COVID shutdown to after?
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Was there was it pretty much consistent, or were there any changes in how this worked?
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We saw a huge spike in in attendance and interest.
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Everybody, yes, was at home and trying to figure out how they stayed connected.
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And we were then eight years into the program, so many people knew about us, and we were getting calls.
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We were flooded with calls on how could we get on that program that you talked about four years ago or eight years, five years ago.
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And so we we accommodated, and that's when our numbers went from hundreds of people to thousands of people.
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That's really fantastic.
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Do you know the sort of rate of people consistently attending?
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Is this something that some people just attend occasionally?
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Or is it pretty consistent?
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I imagine with small groups like that, that's going to be pretty important because if you have a good number of people that are kind of spotty about whether they they participate or not, that could get you know a little bit more difficult.
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So uh do you know what the rate of participation is on an ongoing basis?
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Yeah, it's actually quite high.
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We have about 80% of the population using the virtual center is uses it at least once a week, 60%, two times a week, and then you know it begins to fall off.
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But you know, twice a week means two classes and high participation rate at the 60 and 80 percent level.
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So you have a facilitator and they often will come to the meeting with a topic in mind, right?
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And then it's a relatively small group, you said 12 to 14, somewhere in that range?
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Yes.
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And the topic is uh predetermined.
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So if you went on our site today, you would see you know five different classes being held today, and tomorrow, you know, six different classes.
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So people can join based on the title and a small description of what the class is about.
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So it is, though, a small group.
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In other words, you don't uh it's not open to just anybody that is interested in that topic.
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Am I correct about that?
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That it is the same group of people that are going to be interacting, and that there's not just random people coming in at any given time if they're interested in a topic.
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Am I accurate on that?
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Yes, you are, Robert.
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It is.
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People know what they're coming for.
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It's the same group of people for the class.
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It's uh as if going to a class in in school or college, and the same people come on.
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If there is somebody new would like to join, there is a vetting process and that that individual's introduced at the time they come into the class.
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So somebody doesn't just all of a sudden show up on the screen.
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And how I'm really curious now about how you determine who goes in what group.
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Is it relatively random?
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Is it something that is done very intentionally, about who we group together?
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How does that work?
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Aaron Powell It's based on individual choice.
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It's the choice of the older adult who who wants to be joining that class.
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We don't vet people from the standpoint of are you appropriate for this class?
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There's regular rules in terms of the way you conduct yourself during the class.
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Of course.
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But other than that, it's uh by self-selection.
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We want people to enjoy what they are doing and make their own independent choices, which is kind of the basis of our book as well, in terms of how you live life through stages and you know what choices you make for yourself.
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Aaron Powell What is the age range of people that usually participate in this?
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Any place from 60 years old to 100 plus.
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Right.
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And so then what about folks that might be experiencing some memory loss or dementia?
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Is there a way for them to participate or is that more difficult?
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Aaron Ross Powell Well, depending on the level of dementia, we sometimes there is somebody else in the room with them.
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It could be a a home care, caretaker, professional, or family member that would help with the prompts.
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But otherwise, there we do have a program that and a couple of sessions that are targeted just for that population.
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So there we know that there will be somebody in the room to assist them.
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That's great.
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And so then
uh what about, and I'm sure you get this question because this sounds like a really great program that's been very successful.
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What about other states and organizations that would like to learn how learn from your success?
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Is there do you have suggestions for other states and organizations to try to implement something like this?
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Sure.
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Uh we speak with other states and in fact have people on from other states and have worked with associations from other states.
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So we'd be happy to talk.
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I mean, you know, on our website, selfhelp.net is the website, and you will see it listed under Virtual Senior Center, and we'll have contact information to speak with people who can help with either advice on what we have done, or you can bring your uh community onto our platform.
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Well, that's great, and I'm glad that you gave us how to reach out to you.
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Tell us a little bit more about your book and you know how it came about that you guys decided to write the book and uh, you know, the purpose of that.
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Sure.
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So I'll start and then Marcus should join in.
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Marcus and I know each other from uh uh a variety of professional works, but in particular, uh we served on the board of the Global Aging Network, which is an uh a group of professionals who range from 60 different countries representing all of those countries on aging services.
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And Marx and I realize, Marcus being in Australia and I in the US, that regardless of country, the needs of older adults are very similar.
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That shouldn't be a surprise to anybody.
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Yes, different countries have different resources, so we can go down that road if if we'd like.
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But in general, the needs of the individuals are the same.
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And we recognize too that aging is similar regardless of country.
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And so we began talking about that and wondered, you know, yeah, how are we addressing aging and we should really be rethinking aging?
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And so we turned to that concept and wrote a book which creates seven new stages of aging and talks about the life journey.
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Marcus?
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Yeah, and I think as Stuart touched on there, Bob, really to change the way we think or or view aging, both at a personal level as well as at a collective or or societal level, and fundamentally moving away from the fixation we so often have on chronological age.
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And that limited thinking really leads to things like stereotypes to ageism, and very much narrows the way we look at ourselves and our own aging journeys.
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So, what we wanted to do was really provide new thinking and a new frame for people to look at themselves and others in terms of our increased longevity that most of us are going to enjoy, and introduce some really uh new concepts in terms of the seven new stages that Stuart touched on, but also concepts like the fluidity of aging and the feels like age, and again, moving away from this fixation on the chronological age.
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And importantly, introducing a concept that we call flicker, which essentially is your ability to uh overcome setbacks, to plan and to, with the right sort of positive interventions, move to your preferred stage of aging and and or remain in that stage for a longer period.
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So we've been really excited to share those uh new concepts and the feedback has been really affirming in terms of it resonating with with people.
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And one of the key drivers for us was to to make the book uh as accessible and as practical as possible.
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Uh it's based on a lot of research and a lot of experience, but it's not an academic book or a medical book.
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It's something for everyone to be able to pick up and use, come back to.
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There's a lot of really practical tools in it in terms of assessing where you're at in your aging journey, tools for planning and decision making.
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So we're really pleased with the feedback from uh people in the community so far.
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I appreciate that about the book that it is accessible like that.
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And I'd like to get into the seven steps and all of that.
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But before we do that, I'm curious, and I appreciate what you said, which is uh aging happens everywhere, right?
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And just because we're you guys are in different parts of the world, that it's there's a lot of similarities.
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But I also wonder whether or not the fact that your collaboration and that you are in different parts of the world, that that actually was you were able to sort of open up each other's eyes to things that are you know newer ideas, that that that actually helped with the process of coming up with some of the discussion and really making this accessible for people all over the world.
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And so was that collaboration, the fact that you are so far apart and there is different communities and things like that, did that help with that thought process in the book?
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Absolutely.
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I think both the respective knowledge bases that Stuart and I brought to our collaboration from the US and Australia, but also the knowledge we've acquired through that international
engagement.
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So looking at the both developed countries, but also uh the what we might call less developed countries as well, who have things that we can learn from in terms of their cultural approach or different initiatives that might be happening in in different parts of the world.
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So I think the bottom line there, Bob, is that we've all got something to share in terms of our knowledge and experiences and also things to learn from from other people.
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And uh as you alluded to, certainly the uh opportunity for us was to to share our experiences.
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Uh both Stuart and I having worked in the field of aging for quite a long time.
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We obviously had have had the benefit of learning from older people themselves, learning from colleagues and other research which we've been able to pull together and certainly a lot of commonality in both in terms of the challenges but also the opportunities.
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But those nuances are really interesting as well, and and certainly I think help ensure the book is relatable for for all people, as you said, irrespective of where they may be based.
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And I like the theme of really the idea that uh you can be intentional about your stage of aging.
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And I think that uh we don't just get to a certain age and then follow a standard pattern, or like you said, and even me saying, you know, that by questioning people's use of technology, and you're like, no, it's that's not the our experience.
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People of all ages can embrace technology.
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And that's kind of the idea a little bit behind all of this, that you can you don't have to go down a set path of aging in a way that somehow maybe we imagined when we were younger, or maybe our parents imagined, and that you're able to kind of uh be very intentional about this.
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So can we talk about the seven stages that you guys have outlined?
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Sure.
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So to pick up on what you were saying about uh you know we hit a certain point.
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In the U.S., you know, we created the Social Security Act about 90 years ago, and we set, based on actuarial analysis and financial realities, the age of 65 as the target.
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Well, back then in the 1930s, life expectancy was about sixty-seven or sixty-eight, so sixty-five was very convenient for the actuaries, because they said, Oh, we'll only have to pay for two years on average into social security.
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That has changed dramatically as we we know over this last hundred years.
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And uh now now when you're sixty-five, you can be looking forward to another twenty, thirty, or forty years even of life.
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And so we recognized that the there are stages to that aging.
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It's not just a dead by the decade, it's not chronologically driven, it's based on how you feel.
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And so we created seven stages, but didn't start at sixty-five because aging, as you referenced, Rob, was something that we can have influence over how we feel.
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So we started at twenty-five and we ran up to a hundred plus with our stages.
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And we believe that in each of those stages, you should be envisioning where you will be five years from now.
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Not ten, because that's a little bit too much, maybe, friend.
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A lot happens in ten, but five is something that's manageable.
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And you should consider you know what your passions are, what choices you want to make, and where you want to be in that term ahead.
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So we started with a stage called young adult, which starts at twenty-five, but has an age range that goes up to about forty.
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And the reason for that is because some people are young adult at twenty-five, and some people at thirty-five, and some people at forty.
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We did that with each of our stages so that there is overlap with the chronological age.
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So that people uh we like the tangible of holding on to numbers.
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And so we put these large age ranges that overlap because somebody could be 35 and be young adult, but somebody could be 35 and be mid-adult, the next.
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And then we went into transitional stages, a pre-transition, and then an in-transition stage, followed by something called settled in, and that now I'm moving up in the scale.
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So that could be between 65 and 84.
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You could be settled in when you're 75, you could be settled in when you're 65.
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Settled in meaning you know where you are in life.
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You've had a professional life, you perhaps have had a family, you know where your family are.
00:22:00.400 --> 00:22:00.880
Is in life.
00:22:01.039 --> 00:22:04.000
You know what your financial status is at that time.
00:22:04.160 --> 00:22:09.440
But again, when you're between sixty-five and eighty-four, that's a large range for you to be in.
00:22:09.759 --> 00:22:14.240
But you can be in this sweet spot of sixty-five to eighty-four.
00:22:14.480 --> 00:22:18.079
From settled in, we moved into a stage called supported living.
00:22:18.319 --> 00:22:24.319
And we recognize that you know there is a point where you may need assistance as you get older.
00:22:24.559 --> 00:22:30.400
And I say may because there are those who go through the life journey without any
assistance.
00:22:30.720 --> 00:22:32.880
And then finally we have an elder stage.
00:22:33.039 --> 00:22:39.359
And those are the seven stages, and that runs over to a hundred plus, but starts at about age eighty-five.
00:22:39.759 --> 00:22:44.160
So we have the full continuum and you can move back and forth.
00:22:44.240 --> 00:22:47.920
Uh Marcus earlier talked about the flicker phase.
00:22:48.799 --> 00:23:01.279
And based on life events, you may all of a sudden move from in transition to supported living because you have some sort of a medical setback that may put you into supported living.
00:23:01.359 --> 00:23:03.359
But when you're there, you need not stay there.
00:23:03.759 --> 00:23:12.799
So the flicker stage phase allows you to move back and forth between stages based on your passions, your choices, and your desires.
00:23:13.200 --> 00:23:13.920
It's interesting.
00:23:14.000 --> 00:23:17.200
Uh, this is the conversation that I frequently have.
00:23:17.440 --> 00:23:38.960
I do a lot of classes and presentations, and that's often how you describe the stages, is something that we talk about because, and maybe there's cultural differences in different parts of the world, but at least in my part of the world, it does seem like that there is a certain level of understanding across society about different stages.
00:23:39.119 --> 00:23:57.440
You know, we plan and from a planning perspective, from my perspective, and what I'm encouraging people to do is that we, of course, we, you know, plan for some when someone's leaving high school, and we plan for, you know, whether they're going to go into a job or to university.
00:23:57.759 --> 00:24:08.079
We plan for, you know, many people will plan for years for a marriage, for children, for one of the big ones, and I think you've addressed this, is planning for retirement.
00:24:08.240 --> 00:24:12.319
I I had I'm often asked to speak about you know, people planning for retirement.
00:24:12.400 --> 00:24:18.799
And often it's a it's a 10-year journey of, well, I'm still I'm thinking about maybe in 10 years I'll retire.
00:24:19.039 --> 00:24:38.480
And the thing that I noticed, and the thing, the reason I bring this up so often, is that uh that is the end of a lot of people's planning, that they plan for the retirement, and then they know that they got to do something to plan for death, but there's this whole stage now in the middle that needs to be planned for.
00:24:38.720 --> 00:24:55.680
And a lot of people aren't, you know, and and and we're starting to get around, and I think we're really starting to make some progress on getting folks to understand that it's more in my view, and in what we teach, is it's more important to plan for those living years than your death.
00:24:55.839 --> 00:25:02.319
Of course, we have to do something to plan for what happens after you die, but it's just as important to plan for those years.
00:25:02.559 --> 00:25:14.799
And somehow in American society,
it seems like we get to this point of retirement, and then we think, okay, well, that's just gonna, you know, kind of say stay stable and consistent until we die.
00:25:14.960 --> 00:25:21.279
There are different stages, and we need to plan for all those stages and the possibilities that we might not go through them, or we might.
00:25:21.440 --> 00:25:29.839
And, you know, and at some level, we kind of have to look at the statistics of how many of us might need assistance, might need the other people to help us out with those things.
00:25:30.160 --> 00:25:33.599
I think, Bob, it ties into your early point about being intentional.
00:25:33.920 --> 00:25:39.440
And you know, previously stages, if any, were mentioned was midlife, retire, death.
00:25:39.680 --> 00:25:44.000
And and as you rightly highlighted, there's multiple stages across that that journey.
00:25:44.079 --> 00:25:51.519
And it's not just a single aging, it's not just a single trajectory and and one of decline and and you reach a point where you should be participating less.
00:25:51.599 --> 00:25:57.759
And that's uh the stereotypical view that we've seen permeate through society for for so many generations.
00:25:57.839 --> 00:26:03.359
And we do now and and should be and have the opportunity to be much more intentional around that.
00:26:03.519 --> 00:26:08.640
And uh it it ties in with another concept from the book, which we call aging on pace.
00:26:08.799 --> 00:26:19.039
And uh that's really about living uh your life the way you want to, the sort of lifestyle you want to be, uh pursuing the things that are important to you in terms of your priorities and and passions.
00:26:19.200 --> 00:26:27.920
And for a number of decades, uh there's been a term called aging in place, which has been used a lot, particularly across the senior living and and care sectors.
00:26:28.000 --> 00:26:33.599
And that's talked about obviously where you live, whereas aging in pace is talking about how you live.
00:26:33.759 --> 00:26:42.960
So we feel that's the next evolution of that sort of thinking, and uh, as I said, really ties into your earlier point about being intentional in terms of how we want to live our longer lives.
00:26:43.279 --> 00:26:45.119
Well, uh that's that's great.
00:26:45.200 --> 00:26:48.559
I really appreciate everything that you guys have been working on here.
00:26:48.880 --> 00:26:50.079
Can you give us some tips?
00:26:50.240 --> 00:27:06.640
So our listeners are typically going to be folks that work in in senior services, folks that work in that provide long-term care, work in healthcare, and then just gen a lot of folks that are just getting into that age where they want to be intentional about how they live.
00:27:06.799 --> 00:27:09.599
And so those are the those are our typical listeners.
00:27:09.759 --> 00:27:12.400
What tips do you have for them for us?
00:27:12.559 --> 00:27:14.400
Because I'm getting into that age too.
00:27:14.480 --> 00:27:17.200
So what tips that you would recommend?
00:27:17.279 --> 00:27:20.640
And you know, obviously, one of them would probably be buy the book.
00:27:20.720 --> 00:27:23.599
Uh what other thoughts do you have for our listeners?
00:27:24.079 --> 00:27:26.799
I'll share a quick one and and hand over to Stuart.
00:27:27.119 --> 00:27:39.279
I come back to how we think about aging, Bob, and and to see our increased longevity, to see our aging journey is one where we can be creating possibilities that it's not a period of decline.
00:27:39.359 --> 00:27:56.640
It's an opportunity for us to really embrace and and take hold of uh and to plan for and and to identify what's important to us, whether that's with particular relationships, particular pursuits, things that are going to fuel our sense of purpose and really lean into those in terms of prioritizing time and and resources.
00:27:57.119 --> 00:28:05.279
And once we do the planning, I think you know this because this is what you are advising people on, is make decisions.
00:28:05.920 --> 00:28:28.160
The planning and the thinking about what I am going to do over the next year to be intentionable, intentional about working toward not working or trying to find volunteer opportunities, or thinking about I'd like to make that trip that I've never made, or bringing my family together, or me going closer to where my family is.
00:28:28.400 --> 00:28:31.759
We think about those things, but they go around in our mind.
00:28:32.240 --> 00:28:35.920
We don't make decisions and act on them as often as we should.
00:28:36.160 --> 00:28:43.440
So my tip would be when you have something intentional, make a decision, make a commitment, and do it.
00:28:43.680 --> 00:28:52.000
That's what moves you to a next step or a different stage is actualizing what your planning and thinking has been.
00:28:52.319 --> 00:28:54.720
Yeah, I think that's very powerful what you said right there.
00:28:54.799 --> 00:29:05.359
And I think that is so important that especially with so many distractions, you know, and I think all ages, it's easy to fall for all the distractions of social media and everything else.
00:29:05.440 --> 00:29:17.279
Uh, but to decide to actually follow through on things, I think that's very powerful if you want to be, you know, move beer be very intentional about where you want to be and how you want to live.
00:29:17.519 --> 00:29:18.640
So excellent.
00:29:18.720 --> 00:29:21.279
I appreciate so much of this conversation.
00:29:21.440 --> 00:29:25.759
I think it's been really helpful for folks, and I found it fascinating.
00:29:26.000 --> 00:29:28.400
Where is the best place to get your book?
00:29:28.640 --> 00:29:28.880
Sure.
00:29:28.960 --> 00:29:34.000
Online, Bonds and Noble, your agingadvantage.com will get you there.
00:29:34.160 --> 00:29:38.960
It's also in bookstores, and so your local bookstore likely has it as well.
00:29:39.279 --> 00:29:45.279
So local bookstore, but one of the easiest places you can go, youragingadvantage.com.
00:29:45.519 --> 00:29:46.079
Is that right?
00:29:46.319 --> 00:29:46.720
That's correct.
00:29:47.039 --> 00:29:48.799
Youragingadvantage.com.
00:29:48.960 --> 00:29:54.640
Thank you so much for this conversation, and I appreciate all of the work that you guys do for our listeners.
00:29:54.720 --> 00:30:05.119
If you enjoyed this conversation and you want to make sure that you're up to date on all of the folks that we talk to, don't forget to subscribe to advice from your advocates on any place that you find podcasts.
00:30:05.279 --> 00:30:12.640
And you can also check us out on the law firm website, which is manorlawgroup.com, or on the Manner Law YouTube.
00:30:13.039 --> 00:30:14.880
Thanks, and we'll see you next time.
00:30:15.920 --> 00:30:17.039
Thanks for listening.
00:30:17.200 --> 00:30:20.240
To learn more, visit Manor Law Group.com.