Aug. 11, 2026

Why choose a senior placement company

Why choose a senior placement company

Senior placement a free advisory service that helps older adults and their families find and transition into appropriate senior housing or care facilities, such as assisted living or memory care. Specialists evaluate care needs, budgets, and locations to match seniors with licensed communities, coordinate facility tours, and guide families through the move-in process.

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Disclaimer: The information contained in this podcast is intended for informational purposes only and is not a substitute for individual professional / legal advice. The podcast information was carefully compiled from vetted sources and references; however, R.O.S.E. Resources / Outreach to Safeguard the Elderly cannot guarantee that you will not fall victim to a scam.

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WEBVTT

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This program is designed to provide general information with regards

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to the subject matters covered. This information is given with

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the understanding that neither the hosts, guests, sponsors, or station

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are engaged in rendering any specific and personal medical, financial, legal, counseling,

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professional service, or any advice. You should seek the services

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of competent professionals before applying or trying any suggested ideas.

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The information contained in this podcast is intended for informational

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purposes only and is not a substitute for individual professional

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legal advice. The podcast information was carefully compiled from vetted

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sources and references. However, Rose Resources outreach to safeguard the

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elderly cannot guarantee that you will not fall victim.

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To a scam.

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Let's talk about scams. It's the must listen show for

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anyone who wants to protect themselves and their loved ones

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from scams. Every Tuesday am Pacific time on K four

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HD Radio, Joyce Petrowski, founder of Rose, and her guests

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will provide valuable insights and practical tips on how to

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recognize and protect yourself from scams. And now here is

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your host, Joyce Petrowski.

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Good morning, everybody, my name is Brian Watson, community outreach

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specialist for Rose Resources Outreach to safeguard the elderly. And

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today I'm filling in again for Joyce Petrowski, our founder.

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Joyce will be back next week. And today on let's

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talk about scams, We're taking a little different twist. We're

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gonna do a little more education today. And today's topic

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is why choose a senior placement company? And I have

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someone that I've got to know over the last few years,

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Kevin Mullis. I consider him a friend. We've helped each

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other out on a variety of different things. Kevin Mollis

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has been working with senior in the Tucson area since

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twenty ten. He owns and operates Mollis Senior Placement. Today

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he is going to educate us what it means when

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we talk about senior placement. So let's bring Kevin on. Hi,

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Brian Maritan, Kevin, thanks for.

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Joining us, Thank you, thanks for having me.

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All right, let's start out. Why did you start Mollis's

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Senior Placement?

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Well, I started it, like you had just mentioned. I've

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been in the senior industry since twenty ten, so I

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was working with seniors already and then also my father

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developed Alzheimer's and that just really put a lot on

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my plate to deal with. And when he when he

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finally passed away, he had no Alzheimer's for nine years.

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When he passed away a few years ago, it was

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I had a choice to make.

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I can I can.

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I've been reading this add a hard book about Alzheimer's

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and senior care, and now he's passed away. So I

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can just close the book and move on with my

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wife and kids and my life and jobs and everything.

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Or I can keep the book open and use everything

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I just went through and learned.

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About to help other people.

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And so that's really what started the idea of doing

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placement to help other people.

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You know, I first heard you three years ago at

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this networking event in Tucson that is called Senior Spotlight,

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and a lot of people watching today might be familiar

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with it. It's a great way where we can share

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information and ideas and business tips and just everyone's in

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the business and in this group to help each other

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out because we have a passion for helping out older adults.

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And I remember you sharing about your father and I

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thought it was incredibly moving. It was veryotional. You know

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when you cared for what did you learn about the

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whole you know, caretaking and industry or business wherever you

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want to call it, when you were interacting with your

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father's health decline.

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Sure, yeah, I'm I'm glad you remember that presentation. I

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remember it too. I was there at the center. Yeah,

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it was that was close to near the end of

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my father's life and so he was on hospice and

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things were wrapping up and his condition was pretty bad

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at the time. But yeah, so like so from twenty

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ten until about two thousand, I don't know, it doesn't matter,

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four three something like that. No, no, no, I'm sorry,

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twenty fourteen or thirteen whatever. Just for a few years,

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I had I got married, I had kids, and I

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was working in the healthcare field. And then around thirteen

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or fourteen, my dad was diagnosed with also and so

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suddenly it made sense among me and my siblings that

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I would be the person that kind of it's the

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point man for it, because I've got connections in the

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health industry. So it fell on me, and I mean

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it didn't just fall on me. I took it up too.

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But one of the things that really struck me was

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so I've got a family, a relatively young new family.

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I've got my job in.

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The healthcare field, and now I've got my dad who

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required a lot of care.

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Now I was the point person. I wasn't the caregiver.

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I didn't do hands on care for him, but I

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did manage his affairs. I did have to do work

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with VA benefits, get his social security, manage all of

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his bank accounts, sell his house, which is.

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Back in Georgia where we grew up. And it was

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just a whole lot of work.

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And it just struck me how overwhelming it is. It's

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a lot to manage someone else's affairs. And I was,

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you know, I became power of attorney and so I

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had and eventually became legal guardian with the you know, PEMA,

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county courts and everything. But it was just really, really overwhelming.

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It was a lot to do all text applications, guardianship,

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all these things just take a lot of time. And

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I was working in the healthcare industry. I had access

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to nurses, I could talk to daily, social workers, I

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could talk to daily. I had lots of support, and

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I was still overwhelmed and overburdened. It was a lot,

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and so when I try to think about the average

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twosonan who is not in the healthcare field and they

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don't know the first thing.

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About their healthcare field.

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They're a school teacher, or they work at raytheon or

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whatever car mechanic, whatever it is, and now they've got

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to navigate the healthcare field with no support. It's just

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I can't imagine what they're going through. So I just

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know it was hard for me, and I want to

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help people who are going through it as well because

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I learned a lot in my career and in my

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experience with my dad.

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Well, thanks for sharing that. Now let's get into the

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meat of why you're here. How does senior placement work.

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I'm not familiar with it. I have a vague idea,

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but I'd love to hear from someone who's in the business.

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Yeah, so placement is in the big picture. Placement is

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essentially someone being kind of a mediator and a matchmaker.

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So I meet with people. My goal is to find

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well for people come to me.

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You know that they reach out to me on my

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website or through a friend or whatever they reach out.

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They reach out to me for help.

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My goal is to listen to them, find out what

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their needs are, and then ultimately find a good match

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for them as far as senior living goes.

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So that's the overview.

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If I were to break it down a little bit more,

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I do a lot of listening because that's uh. I've

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got some sales background, and that's the main thing I

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learned in my sales experience is.

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You can you can talk, talk, talk all day.

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Long, but if you're not listening to what they need,

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then you're missing the whole point. You've got to know

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what they're what they're looking for, Why did they come,

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Why did they come to me for help? They're trying

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to find the best fit for their loved one or themselves,

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and so I need to listen and understand their story.

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Everyone's got a different story, even if it's there's similarities.

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Everyone's is like fingerprints. Everyone's got their own little special stories,

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their dynamics, their preferences. Everything is so different for each

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person in each situation, and it changes with time too,

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So so listen and mostly well, I prefer to meet

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with them in person, preferably at their house is ideal

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because you can learn a lot about someone from their

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living situation. Like I'm looking at your background right there, Brian,

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and I've learned a lot about you right now, just

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during this time. I'm just kidding, But so I gather

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information primarily about their care needs. You know, do they

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have cognitive deficits, do they need memory care? Do they

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just need people that are going to help them with

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their activities of daily living? And really activities of daily

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living is the primary thing that I'm listening for. Which

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activities of activities of daily living or ADLs are what

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they need help with or are they just looking for

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an independent living place where they can kind of downsize

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and you know, so there's there's just a whole range

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of things that I can be helping them with, but

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primarily their care needs. What their preferences are, Like I

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want to make sure I live on the northwest side

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of town, or I really want to live by my

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granddaughter who lives in the foothills, or whatever it is.

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What are their preferences.

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Do they want a small adult care home that feels

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like someone's you know, a home feel, or do they

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want a big community that has lots of resources and

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options for them, a lot of people that So with

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all their preferences, and then of course, what can they

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afford what are their resources? Do we need to get

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elder law attorney involved to help them manage their money.

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There's just so many different things that I'm listening for.

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And then once I've gathered all this information, so here's

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here are that they are with all their preferences, and

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then here's all the senior living and so I just

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match them up with help here's the perfect fit, and then.

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I've got them, you know, I got them. I mean

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I've got a good fit for them.

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And so then once I match up and give them options,

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I usually limit it to three options, the best three

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that I think would work for them, usually with like,

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this is my first choice for you, but these are

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my recommendations. This is their story, this is their their

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game of golf. I'm just the caddy advising them, you know.

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So they're the one making the choices. And so if

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we can go tour together, I'll go tour with them.

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I can help ask questions with the community that they

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may have not thought to ask. I can even remind

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the salesperson of the community to say some things about

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their community that they may have forgotten to say too.

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But just kind of be an intermediary because I know

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their story now more than the community does, and so

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I can help make sure that they understand the community

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better and so they can tour it, learn about it.

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And then ultimately it's their decision. If they have other

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suggestions or other things that I missed, they can, we

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can go to another place, you know, But the ultimate

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choice is theirs. They make the choice, they move in,

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and then that's pretty much the end of my story,

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although I do follow up with them occasionally just to

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see how things are going to make sure that I

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did find the best fit for them, not just in

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the immediate term, but in the long term as well.

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So yeah, that's it, essentially, to boil it back down.

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A matchmaker, a match seniors with senior living.

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I like the Caddy analogy. That's a good thing. Yeah,

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how much does how much does senior placement cost?

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Senior placement costs zero dollars to the senior and their family.

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It's free to them. They don't call it. It doesn't

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cost them anything. So if you reach out to me,

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I'm going to not charge you a thing. I'm going

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to first give you a disclosure form to sign saying

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that you understand that it's free to me. But then

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I'm anticipating your next question, how is it free? How

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do I get paid? How do I have a business

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if I don't take money? Well, so I get paid

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by the community. So I have contracts all over town

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with multiple there's like four hundred and fifty different senior

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living options in town, and I've got contracts all over

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town with a wide variety of senior living communities. And

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so if you move into a community that I recommend,

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then they pay me a finder's fee, like a referral fee,

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and that keeps free to the client, which is from

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my experience that I mentioned earlier where.

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I was overwhelmed.

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Just having another bill that I have to pay just

234
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adds to the overwhelming feeling.

235
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You know.

236
00:13:12.080 --> 00:13:15.320
So I had a placement agent helped me with my

237
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dad and it was a huge help and I was

238
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very grateful for it, and especially the fact that I

239
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didn't have to pay or anything.

240
00:13:21.639 --> 00:13:27.039
So is there a downside to using a senior placement company?

241
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Well, I like to think that there are way more

242
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positives than downsides.

243
00:13:32.720 --> 00:13:34.639
But I would say that.

244
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The danger or the warning signs that you should look

245
00:13:41.039 --> 00:13:43.399
out for when using a placement agent would be someone

246
00:13:43.440 --> 00:13:47.519
who is primarily motivated by money, making their next paycheck,

247
00:13:49.240 --> 00:13:52.159
even up selling you that kind of thing. Like I mentioned,

248
00:13:52.200 --> 00:13:54.679
I had a background in sales. I used to sell

249
00:13:55.240 --> 00:13:59.519
appliances at sears. Anyone remember that story. It was a

250
00:13:59.519 --> 00:14:02.879
big deal long time ago. But yeah, but yeah, I

251
00:14:02.919 --> 00:14:05.759
used to rattle off all this information about washers and dryers,

252
00:14:05.840 --> 00:14:08.879
and then one time someone got upset with me and

253
00:14:08.960 --> 00:14:11.360
just said, just tell me what I need to buy.

254
00:14:11.559 --> 00:14:14.080
Don't give me all this encyclopedic information about all these

255
00:14:14.240 --> 00:14:17.399
washers and dryers. And so I try to, like I

256
00:14:17.399 --> 00:14:23.000
said before, just emphasize listening and hearing their specific needs

257
00:14:22.840 --> 00:14:26.639
and desires and focusing in on that and matching it up.

258
00:14:26.919 --> 00:14:30.519
So a bad to answer your question, a bad placement

259
00:14:30.559 --> 00:14:32.919
agent would be someone who just talks more than listens,

260
00:14:33.480 --> 00:14:38.840
someone who seems to be motivated more by money. And

261
00:14:38.879 --> 00:14:44.000
there are also unethical practices out there. There are people

262
00:14:44.080 --> 00:14:50.919
who pay referral sources for referrals. There's just different ethical

263
00:14:51.639 --> 00:14:55.159
gray areas. Placement is an industry in Arizona.

264
00:14:55.200 --> 00:14:55.600
That's not.

265
00:14:57.360 --> 00:15:00.879
What's the word I'm looking for regular to thank you word?

266
00:15:01.159 --> 00:15:06.279
Not regulated? So it's well, it's it's actually getting more

267
00:15:06.279 --> 00:15:08.360
and more regulated. There's a law coming on the books

268
00:15:08.399 --> 00:15:12.879
in September twelfth. I think that is adding more regulations

269
00:15:12.919 --> 00:15:16.600
to placement agents, including that they need to be insured,

270
00:15:16.639 --> 00:15:20.080
they need to follow certain processes and procedures.

271
00:15:20.080 --> 00:15:23.639
And that kind of thing. But the good placement agents have.

272
00:15:23.600 --> 00:15:27.399
Already been following those rules all along, so it's no

273
00:15:27.480 --> 00:15:31.879
big deal for the For the good ones like me, yeah,

274
00:15:31.919 --> 00:15:35.000
So I would just say to answer your question, the

275
00:15:35.039 --> 00:15:38.080
main thing is if you can find someone who seems

276
00:15:38.120 --> 00:15:41.080
genuinely interested in helping you or your loved one get

277
00:15:41.080 --> 00:15:44.320
into senior living, then you've got the right person. If

278
00:15:44.320 --> 00:15:48.399
they're if they seem like their focuses on matching you up, well,

279
00:15:48.879 --> 00:15:51.360
then you've got the right person if you feel and

280
00:15:51.559 --> 00:15:56.519
it's a very very human interaction, a very human feel

281
00:15:56.639 --> 00:16:01.840
that you know, Google algorithms and things just aren't as

282
00:16:02.960 --> 00:16:05.720
as helpful in this space as they are with just.

283
00:16:05.720 --> 00:16:06.600
The human interaction.

284
00:16:06.720 --> 00:16:08.879
And so if you meet someone and you have good

285
00:16:08.879 --> 00:16:13.159
feeling about them, you're probably you're probably with a good person.

286
00:16:13.480 --> 00:16:15.519
If you have any kind of check in your heart

287
00:16:15.639 --> 00:16:18.879
or in your mind that something's not right, I would

288
00:16:18.919 --> 00:16:20.639
go check out other options and see if you have

289
00:16:20.639 --> 00:16:21.519
better feelings.

290
00:16:22.000 --> 00:16:27.399
So if you were gonna use the senior placement service,

291
00:16:27.440 --> 00:16:29.519
one of the questions would probably be good to ask

292
00:16:29.679 --> 00:16:33.639
is how many communities do you have a relationship with,

293
00:16:33.799 --> 00:16:36.919
because if someone only had a small handful, that would

294
00:16:36.960 --> 00:16:41.679
limit the choices sure to you and your loved one.

295
00:16:42.080 --> 00:16:44.320
Right, Well, that's a good point.

296
00:16:44.440 --> 00:16:46.759
Yeah, So yeah, I said, there's four hundred and fifty

297
00:16:46.879 --> 00:16:49.919
or so different options out there, more or less depending

298
00:16:49.960 --> 00:16:51.759
on how you define it. I guess because there are

299
00:16:51.759 --> 00:16:56.399
boarding homes and all kinds of other options too. But yeah,

300
00:16:56.519 --> 00:17:00.519
I mean I have placed people where I don't have tracks,

301
00:17:01.039 --> 00:17:03.879
and I establish a relationship with them in the process

302
00:17:03.879 --> 00:17:07.279
of finding the good fit for them. But yeah, I

303
00:17:07.400 --> 00:17:09.599
cast my net wide when it comes to different senior

304
00:17:09.640 --> 00:17:12.160
living communities, and I try to have a good relationship

305
00:17:12.200 --> 00:17:13.160
with all of them.

306
00:17:13.480 --> 00:17:15.599
I try to charge them on.

307
00:17:15.599 --> 00:17:18.839
The low end of referral fees so that they don't

308
00:17:19.279 --> 00:17:21.480
feel like they're being gouged by me and that they

309
00:17:21.480 --> 00:17:26.359
want to work with me. So yeah, it's you want

310
00:17:26.359 --> 00:17:29.519
someone who's been around a while. Usually the longer the

311
00:17:29.599 --> 00:17:33.319
longer I do this, the more and more relationships I establish.

312
00:17:33.480 --> 00:17:37.640
So longevity is it can be a good indication of

313
00:17:37.680 --> 00:17:39.680
a good placement agent as well.

314
00:17:39.880 --> 00:17:42.119
Not always. Some people can be doing bad things for

315
00:17:42.160 --> 00:17:43.200
long periods of time too.

316
00:17:43.279 --> 00:17:48.559
So yeah, I feel like I forgot your last question,

317
00:17:48.640 --> 00:17:49.400
though now.

318
00:17:50.319 --> 00:17:51.480
You answered, I did answer.

319
00:17:53.599 --> 00:17:57.000
Can you share any placement horror stories that you've heard

320
00:17:57.039 --> 00:18:01.119
of where people have been taking advantage of just real life,

321
00:18:01.599 --> 00:18:04.480
real world warning signs that took place.

322
00:18:04.920 --> 00:18:07.079
Taken advantage of buy a placement agent.

323
00:18:07.799 --> 00:18:14.720
Yes, yeah, well, I mean I kind of alluded to

324
00:18:14.759 --> 00:18:17.319
some of them before, just people who are focused more

325
00:18:17.319 --> 00:18:19.640
on money. I mean, there are people who do high

326
00:18:19.759 --> 00:18:25.480
volumes of placement and they don't always have time to

327
00:18:25.480 --> 00:18:29.279
give full attention to every client. And I mean, I

328
00:18:29.319 --> 00:18:31.359
don't know that that's a horror story, but I would

329
00:18:31.440 --> 00:18:34.960
want someone who's dealing with my mom or dad or myself.

330
00:18:35.039 --> 00:18:39.519
To give me full attention, you know, and not just be.

331
00:18:41.759 --> 00:18:47.480
Sliding them through like a you know, cattle in a whatever,

332
00:18:47.960 --> 00:18:56.480
cattle feeder whatever, I don't know cattle terms. So the

333
00:18:56.559 --> 00:18:59.519
horror story. So, I think probably the worst types of

334
00:18:59.559 --> 00:19:03.000
things that I've heard are when so I mentioned that

335
00:19:03.039 --> 00:19:08.319
it's a very personal interaction. I'm dealing with someone's very

336
00:19:08.559 --> 00:19:11.200
intimate I mean, I'm going into their home usually I'm

337
00:19:11.240 --> 00:19:13.920
meeting with people, you know, shaking hands, looking them in

338
00:19:14.000 --> 00:19:19.000
the eyes, even possibly helping them get to the bathroom

339
00:19:19.039 --> 00:19:19.640
if they need to.

340
00:19:19.720 --> 00:19:23.240
I mean, it's just very human.

341
00:19:23.799 --> 00:19:29.279
And in that situation when when there are people like me,

342
00:19:29.440 --> 00:19:33.759
placement agents helping seniors with needs, sometimes the lines get

343
00:19:33.799 --> 00:19:37.359
blurred between the professional I'm here to help you find

344
00:19:37.359 --> 00:19:41.759
a place, and I'm here to help and interject myself.

345
00:19:41.400 --> 00:19:43.359
Into your life. You know.

346
00:19:43.880 --> 00:19:47.680
So I see placement agents who have worked their way

347
00:19:47.720 --> 00:19:51.920
into being power of attorney or fiduciary and managing their

348
00:19:51.920 --> 00:19:54.480
money and working themselves into their wills and that kind

349
00:19:54.519 --> 00:19:54.839
of thing.

350
00:19:55.400 --> 00:19:58.559
Those would be red lines that I would never cross.

351
00:19:59.440 --> 00:20:03.319
I've got to be sources that do fiduciary and you know,

352
00:20:03.400 --> 00:20:06.000
I mean worst case scenarios public fiduciaries. But I'm not

353
00:20:06.039 --> 00:20:11.599
going to get into any placement agent who's crossing those lines.

354
00:20:12.440 --> 00:20:16.640
That's a that's just a red flag that I would

355
00:20:16.880 --> 00:20:19.440
If you know of a loved one whose placement agent

356
00:20:20.039 --> 00:20:23.359
is managing their money, they've gone too far.

357
00:20:24.240 --> 00:20:26.880
No, I appreciate you. I appreciate you sharing that. So

358
00:20:26.960 --> 00:20:29.240
that question was definitely on the negative side. I want

359
00:20:29.240 --> 00:20:32.799
to focus on positive. Yeah, what is the most rewarding

360
00:20:32.920 --> 00:20:34.559
part of your job.

361
00:20:35.880 --> 00:20:39.839
Yeah, well, I mean I meet all these wonderful people

362
00:20:39.920 --> 00:20:44.119
with wonderful stories. I mean sad stories of course too,

363
00:20:44.279 --> 00:20:46.559
but there are wonderful people out there.

364
00:20:47.200 --> 00:20:49.160
I love it when the families come together.

365
00:20:50.160 --> 00:20:53.480
I have been part of family interventions where the family

366
00:20:53.559 --> 00:20:56.519
is all gathered together and sat down with grandma and grandpa,

367
00:20:56.640 --> 00:20:58.640
mom and dad and said, we've got to have a

368
00:20:58.680 --> 00:21:01.680
talk about this. We think you need to move out

369
00:21:01.720 --> 00:21:05.000
of your home and into a senior living community, and

370
00:21:05.039 --> 00:21:05.799
here's Kevin.

371
00:21:05.559 --> 00:21:08.480
To give you the details about it, or or.

372
00:21:08.440 --> 00:21:11.240
Sometimes they just kind of say, Kevin, we're all here,

373
00:21:11.599 --> 00:21:13.200
take it away, and then I'm the one that does

374
00:21:13.240 --> 00:21:17.599
the intervention. But you know, anyway, but the idea of

375
00:21:17.599 --> 00:21:19.880
the family coming together does support their loved one.

376
00:21:19.960 --> 00:21:23.599
It's a beautiful thing. I love that. But generally speaking,

377
00:21:24.240 --> 00:21:25.119
I think the thing.

378
00:21:25.000 --> 00:21:29.680
That is a more regular occurrence for me is when

379
00:21:31.039 --> 00:21:36.319
someone comes to me and need and I don't know,

380
00:21:36.759 --> 00:21:39.680
four out of five times they've waited and waited and

381
00:21:39.680 --> 00:21:42.559
pushed things off, and now it's an emergency and so

382
00:21:42.759 --> 00:21:45.799
usually there's a crisis environment that I'm walking into.

383
00:21:46.279 --> 00:21:49.759
And I give them direction.

384
00:21:49.920 --> 00:21:52.680
Okay, first we need to work on the altechs application,

385
00:21:52.799 --> 00:21:54.880
or first we need to see what your view benefits are,

386
00:21:55.000 --> 00:21:56.680
or first we need to clarify what's going on with

387
00:21:56.720 --> 00:21:58.160
your bank accounts so we know what you have.

388
00:21:58.119 --> 00:21:58.759
To work with.

389
00:22:00.519 --> 00:22:02.680
They clarify it. I'm not getting into their bank accounts

390
00:22:02.720 --> 00:22:09.240
like I mentioned earlier, but taking a chaotic mess and

391
00:22:09.279 --> 00:22:14.319
giving them direction and something something to go on. I mean,

392
00:22:14.400 --> 00:22:15.039
many times.

393
00:22:14.880 --> 00:22:16.680
People come to me and they're just frazzled and don't

394
00:22:16.680 --> 00:22:19.119
even know what to do. Like I've got clearly there's

395
00:22:19.160 --> 00:22:20.680
work to do. I just don't even know where to start.

396
00:22:21.279 --> 00:22:24.000
And I'm like, well, let's eat this elephant one bite

397
00:22:24.000 --> 00:22:25.400
at a time, and let's start here at the.

398
00:22:25.400 --> 00:22:29.039
Trunk, you know, or whatever it is, and.

399
00:22:28.200 --> 00:22:30.640
And we just go a little by little and find

400
00:22:30.640 --> 00:22:33.799
a path forward. And then when I give them options

401
00:22:33.799 --> 00:22:36.920
for senior living and we go on a tour, and

402
00:22:37.640 --> 00:22:40.880
many times they're resistant to even consider it because they're

403
00:22:40.920 --> 00:22:43.640
just picturing, you know, one flew over the cuckoo's nest

404
00:22:43.759 --> 00:22:45.599
or some you know, a crazy house kind of like that,

405
00:22:45.759 --> 00:22:51.039
and they don't even they're not even interested in the

406
00:22:51.119 --> 00:22:52.759
idea of moving out of their home that they've been

407
00:22:52.759 --> 00:22:56.720
in for years, but then they go and tour these

408
00:22:56.759 --> 00:22:59.400
communities and they start to realize, hey, there are a

409
00:22:59.440 --> 00:23:02.240
lot of posit it was in these places. And then

410
00:23:03.160 --> 00:23:06.960
I always look for this one when we tour a

411
00:23:07.039 --> 00:23:10.720
place and I could just see all the tumblers in

412
00:23:10.799 --> 00:23:13.920
the lock fall into place, and I can just see it.

413
00:23:13.960 --> 00:23:16.680
I call it the magic. When I see the magic happen,

414
00:23:17.200 --> 00:23:19.000
that's such a good feeling. It's almost like I can

415
00:23:19.000 --> 00:23:21.720
hear a little thing when it happens, you know, it's

416
00:23:21.799 --> 00:23:25.119
just you can tell I found a place, this is

417
00:23:25.160 --> 00:23:27.799
a path forward. If I go this way, everything will

418
00:23:27.799 --> 00:23:30.559
be better than it has been. And I just looked

419
00:23:30.559 --> 00:23:32.319
for that magic, and it's so rewarding, like I was

420
00:23:32.359 --> 00:23:34.359
a part of helping them find.

421
00:23:34.160 --> 00:23:37.440
A better path forward. I really I really enjoy that.

422
00:23:38.400 --> 00:23:40.400
Oh that's great. Yeah.

423
00:23:40.480 --> 00:23:42.920
A few years ago, Yeah, a couple of years ago,

424
00:23:42.920 --> 00:23:47.519
I was at an expo, that Loving Life expo in Tucson,

425
00:23:47.680 --> 00:23:50.000
and this couple came up and started chatting with me

426
00:23:50.079 --> 00:23:53.440
at my booth that we had for Rose and they

427
00:23:53.480 --> 00:23:56.759
told me that they lived in a senior living community.

428
00:23:56.880 --> 00:23:58.720
And the first thing that jumped out to me is

429
00:23:59.160 --> 00:24:02.079
they seemed very young, almost too young. To move into

430
00:24:02.119 --> 00:24:05.680
a senior community and you know, they're married and still

431
00:24:05.759 --> 00:24:08.720
really active, drive travel, And I said, aren't you guys

432
00:24:08.759 --> 00:24:13.000
a little aren't you guys a little aren't you guys

433
00:24:13.000 --> 00:24:16.880
a little you know, young? And they're like, no, we

434
00:24:16.920 --> 00:24:19.119
wanted to move in on our terms and we wanted

435
00:24:19.160 --> 00:24:23.960
to you know, enjoy this community. So that got me

436
00:24:23.960 --> 00:24:26.240
thinking here with the question for you, when should people

437
00:24:26.319 --> 00:24:29.839
start the process a few years before they're ready to

438
00:24:29.880 --> 00:24:34.680
move into a community, or you know, or or you know,

439
00:24:34.759 --> 00:24:37.119
at that crisis mode or somewhere in between.

440
00:24:38.559 --> 00:24:42.519
Yeah, well that all three of those categories that you

441
00:24:42.640 --> 00:24:45.000
just mentioned. I deal with them regularly.

442
00:24:45.319 --> 00:24:47.440
My favorite ones are the ones that you just mentioned

443
00:24:47.440 --> 00:24:52.079
that plan ahead and are forward thinking and trying to

444
00:24:52.079 --> 00:24:53.240
do things on their terms.

445
00:24:53.720 --> 00:24:58.640
I would highly recommend that. In fact, are you still there?

446
00:24:58.680 --> 00:25:00.759
Oh okay, sorry, I'm just going to plug in my

447
00:25:00.880 --> 00:25:02.440
I need to plug in my battery, So I'm gonna

448
00:25:02.440 --> 00:25:03.880
just okay for a second, I'm listening.

449
00:25:03.960 --> 00:25:05.759
Okay, I'll keep going. Yeah.

450
00:25:05.799 --> 00:25:10.759
So, the uh, the forward thinking people, the planners ahead

451
00:25:11.319 --> 00:25:14.960
they are, they are going to do things on their terms.

452
00:25:15.000 --> 00:25:16.640
They're going to be able to sell their house or

453
00:25:16.680 --> 00:25:19.279
whatever and get the best dollar for it. They're going

454
00:25:19.319 --> 00:25:21.400
to move in their timing, they're going to enjoy the

455
00:25:21.519 --> 00:25:24.680
move while they're younger and able to handle the move better.

456
00:25:25.720 --> 00:25:28.559
The people who are in the middle are usually under

457
00:25:28.599 --> 00:25:32.440
pressure from their family or friends to to make adjustments

458
00:25:32.480 --> 00:25:34.279
because things are not looking good. They're not on a

459
00:25:34.279 --> 00:25:37.000
good trajectory, they're falling more frequently that kind of thing

460
00:25:37.039 --> 00:25:41.160
in their home, and and they are usually resistant, but

461
00:25:41.200 --> 00:25:44.200
the family is kind of insisting. And then there's the

462
00:25:44.759 --> 00:25:47.880
crisis mode, which is way more common where people are

463
00:25:47.920 --> 00:25:49.400
just like, no, I'm going to live here forever.

464
00:25:49.440 --> 00:25:50.799
I'm just going to live here till I die.

465
00:25:50.880 --> 00:25:54.200
There's you know, that's their attitude and their mindset and

466
00:25:54.240 --> 00:25:58.559
their hope, and honestly it's it's a little bit driven

467
00:25:59.480 --> 00:26:04.440
from my perspective and experience on denial. Just like, I

468
00:26:04.480 --> 00:26:06.240
don't want to deal with that stuff. It's too hard.

469
00:26:06.599 --> 00:26:08.680
I want to stay in my house. I want to

470
00:26:08.720 --> 00:26:13.279
be independent, even though you're not independent, and you know

471
00:26:13.359 --> 00:26:16.960
that kind of thing. So I would highly recommend that

472
00:26:17.039 --> 00:26:20.079
you start if you're I mean, there are communities out

473
00:26:20.119 --> 00:26:22.039
there that are fifty five plus and not just.

474
00:26:23.480 --> 00:26:25.839
You know, like Saddlebrook or places like that.

475
00:26:25.920 --> 00:26:30.880
But there are places that that have you know, are

476
00:26:30.960 --> 00:26:33.799
more like apartments for seniors, you know, those kind of things,

477
00:26:34.160 --> 00:26:36.920
which is a wonderful place just to be with like

478
00:26:36.960 --> 00:26:38.839
minded people who are in the same phase of their

479
00:26:38.839 --> 00:26:42.480
life where they're they're downsizing and they're starting to think

480
00:26:42.480 --> 00:26:47.359
about what happens when I need more resources available. Now

481
00:26:47.359 --> 00:26:50.359
I've got people around, you know, a senior living community,

482
00:26:50.599 --> 00:26:54.119
even if it's independent living fifty five plus, is going

483
00:26:54.200 --> 00:26:57.920
to tend to have resources available for people who are

484
00:26:57.960 --> 00:27:01.119
starting to have increased care needs. So I think it's

485
00:27:01.160 --> 00:27:03.839
a wonderful thing to start planning ahead. That's a highly

486
00:27:03.880 --> 00:27:07.279
recommended thing that I would say is plan ahead, look

487
00:27:07.319 --> 00:27:12.359
at look ahead, don't be afraid of the future. It's

488
00:27:12.480 --> 00:27:15.000
less scary if you face it rather than let it

489
00:27:15.039 --> 00:27:15.759
sneak up on you.

490
00:27:17.359 --> 00:27:20.240
All right, So people listening today, include myself, are like,

491
00:27:20.319 --> 00:27:24.519
all right, senior placement is a great idea. But then

492
00:27:24.559 --> 00:27:28.200
the question is, you know where do I start. We

493
00:27:28.240 --> 00:27:29.960
have a lot of people up in the Phoenix area,

494
00:27:31.319 --> 00:27:33.599
so there'd be a lot of choices up there. So

495
00:27:33.759 --> 00:27:35.839
let's say you were someone in the Phoenix area, because

496
00:27:35.880 --> 00:27:39.240
if I was in Tucson, i'd hire you Kevin. If

497
00:27:39.240 --> 00:27:42.759
I was up in Phoenix, I don't know anybody if

498
00:27:42.799 --> 00:27:45.799
you had to look for a senior placement up in

499
00:27:45.839 --> 00:27:49.200
Markopa County, how would you how would you select your company?

500
00:27:50.200 --> 00:27:54.759
Well, I was talking about the good placement agents. I

501
00:27:54.839 --> 00:27:58.839
was talking about the people who follow good ethical practices.

502
00:27:59.559 --> 00:28:04.880
There is a trade organization called NPR National Placement and

503
00:28:04.960 --> 00:28:11.440
Referral Alliance that has a chapter in Phoenix called Passers

504
00:28:12.079 --> 00:28:16.799
and a chapter in Tucson called SOPRA. And I'm on

505
00:28:16.839 --> 00:28:20.000
the board of the Tucson chapter. But anyone who is

506
00:28:20.039 --> 00:28:24.240
a member of this NPR organization agrees to a set

507
00:28:24.279 --> 00:28:29.559
of ethical standards and best practices. So they have already

508
00:28:29.599 --> 00:28:34.839
agreed to these practices. They have agreed among those practices

509
00:28:34.839 --> 00:28:40.720
and ethics is to place the client's needs above all else.

510
00:28:40.759 --> 00:28:42.920
That's the highest priority, is the client taking care of

511
00:28:42.920 --> 00:28:46.000
the client. So anyone who's part of the NPR and

512
00:28:46.039 --> 00:28:50.440
you can go to I'm pretty sure it's NPR Alliance

513
00:28:50.599 --> 00:28:56.839
dot org is the website, but or SOPRA soa PR

514
00:28:57.559 --> 00:29:01.200
dot org. Pretty sure you can go to those websites

515
00:29:01.240 --> 00:29:03.920
for the Tucson area or Pastors p A s R

516
00:29:04.480 --> 00:29:09.519
S dot org. I think I don't know, but just

517
00:29:09.559 --> 00:29:12.119
go to an npr A dot org or NPR Alliance

518
00:29:12.160 --> 00:29:15.680
dot org and and they will and you can find

519
00:29:15.920 --> 00:29:19.279
different placement agents, and you know that anyone in that

520
00:29:19.440 --> 00:29:21.480
organization has agreed to these standards.

521
00:29:22.000 --> 00:29:25.839
The ones who are not in those in that organization.

522
00:29:27.039 --> 00:29:29.359
Maybe they agree to those standards, and maybe they don't,

523
00:29:31.160 --> 00:29:33.440
you know, maybe they just don't like the NPR or

524
00:29:33.559 --> 00:29:35.720
they just don't want to work on their own, but

525
00:29:35.759 --> 00:29:38.000
they have high ethical standards and they're a great person.

526
00:29:38.039 --> 00:29:41.400
There there are those out there. So but I just

527
00:29:41.680 --> 00:29:43.519
to me, that is an easy way. If I was

528
00:29:43.599 --> 00:29:45.839
gonna if I had a friend from I grew up

529
00:29:45.880 --> 00:29:48.160
in Georgia, I mentioned if I had a friend in Savannah,

530
00:29:48.319 --> 00:29:53.119
where I grew up who wanted direction about placement, I

531
00:29:53.119 --> 00:29:54.640
would first thing I would do would be to go

532
00:29:54.720 --> 00:29:58.519
to npr a's website and find a local agent through

533
00:29:58.559 --> 00:30:02.200
their website. That would a certain level of confidence in them.

534
00:30:02.519 --> 00:30:07.359
So but generally speaking, though, you can ask for other

535
00:30:07.400 --> 00:30:09.319
people that you might know in the medical field. If

536
00:30:09.319 --> 00:30:12.160
you've got a doctor anyone else that is in the

537
00:30:12.200 --> 00:30:14.400
medical field, ask them, have you heard of this guy?

538
00:30:14.599 --> 00:30:17.799
What do you know about this person? And hopefully they can.

539
00:30:18.039 --> 00:30:19.480
They can give you a good recommendation.

540
00:30:20.960 --> 00:30:21.559
Yeah. Who else?

541
00:30:21.640 --> 00:30:24.640
Who else works at Mulla Senior Placement?

542
00:30:25.319 --> 00:30:28.640
Mmmm? Well, my lovely wife, Rachel.

543
00:30:29.440 --> 00:30:32.720
She is She was actually interviewed by you related to

544
00:30:32.759 --> 00:30:36.920
a scam situation a while ago. But she helps me

545
00:30:37.000 --> 00:30:40.680
a lot big picture stuff, keeps me on track. And

546
00:30:41.640 --> 00:30:44.559
then I also have her name is Rachel. I also

547
00:30:44.640 --> 00:30:50.000
have a contracted employee that's not the right term, a

548
00:30:50.039 --> 00:30:52.680
ten ninety nine contractor, I think that's better.

549
00:30:53.240 --> 00:30:55.319
Who is a social worker. His name is Chad. He

550
00:30:55.359 --> 00:30:56.400
works with me as well.

551
00:30:56.799 --> 00:30:58.920
So he's been working longer than I have in the

552
00:30:58.960 --> 00:31:02.000
senior industry and he as a social worker, he can

553
00:31:02.599 --> 00:31:05.240
do a lot of things that are not as easy

554
00:31:05.279 --> 00:31:08.079
for me, help with all text applications and things like that.

555
00:31:08.240 --> 00:31:12.759
So yeah, yeah, that's the team right there, Kevin, Rachel

556
00:31:12.799 --> 00:31:13.240
and Chad.

557
00:31:14.119 --> 00:31:14.880
That's awesome.

558
00:31:15.720 --> 00:31:19.640
How how do people get more information about your company?

559
00:31:20.319 --> 00:31:20.680
Yeah?

560
00:31:21.079 --> 00:31:24.759
Well so Mullis is my last name, Rachel's last name.

561
00:31:24.920 --> 00:31:28.200
It's a family business. Our kids. Our kids help too.

562
00:31:28.200 --> 00:31:30.240
I should have mentioned them. Zach and Hannah. They they've

563
00:31:30.319 --> 00:31:32.519
helped me once in a while as well. We did

564
00:31:32.559 --> 00:31:34.680
a little skit once and they were the old people,

565
00:31:34.720 --> 00:31:41.240
you know. But so Mulis Senior Placement dot Com is

566
00:31:41.240 --> 00:31:47.000
the website. Info at Mullissenior Placement dot Com is the email,

567
00:31:47.440 --> 00:31:49.559
or you can call our text and my phone number

568
00:31:49.640 --> 00:31:53.240
five two zero three, one zero four nine four seven

569
00:31:53.480 --> 00:31:56.079
and all that time on my website too, So that's

570
00:31:56.079 --> 00:31:57.559
how you can reach out to me. Or you can

571
00:31:57.599 --> 00:31:59.480
also find me on mpra's website.

572
00:32:00.720 --> 00:32:04.759
That's beautiful. All right, here's your alibi. You get to

573
00:32:05.359 --> 00:32:07.880
share anything that I didn't ask you about. I'll give

574
00:32:07.920 --> 00:32:09.279
you the last word today, Kevin.

575
00:32:10.799 --> 00:32:12.599
Yeah, you told me you're going to give me the

576
00:32:12.640 --> 00:32:14.680
last word, and I didn't put much thought into that.

577
00:32:14.839 --> 00:32:16.680
So I don't know what else to say that I

578
00:32:16.720 --> 00:32:19.279
haven't said. I think I would just kind of summarize everything.

579
00:32:19.519 --> 00:32:23.799
A placement agent is a wonderful resource. Here's something I

580
00:32:23.839 --> 00:32:26.920
didn't touch on. So not only maybe I touched on

581
00:32:26.960 --> 00:32:29.319
a little bit, but so not only do I have

582
00:32:30.079 --> 00:32:34.359
the connections in the senior living industry, I know adult

583
00:32:34.440 --> 00:32:39.200
care homes, big communities that have hundreds of people and

584
00:32:39.240 --> 00:32:43.119
everything in between. So I'm also connected in the healthcare

585
00:32:43.119 --> 00:32:51.319
industry with hospice, home health, home care, elder law, attorneys, movers, realtors,

586
00:32:52.160 --> 00:32:56.079
reverse mortgage, just a whole plethora of anything related to

587
00:32:56.680 --> 00:33:01.680
senior living, moving into senior living, and anything adjacent to it.

588
00:33:01.720 --> 00:33:06.079
So a huge resource that's available to you for free,

589
00:33:06.160 --> 00:33:10.799
So don't hesitate to reach out and ask me questions. So,

590
00:33:12.240 --> 00:33:15.279
but I would just again emphasize, look for someone who's

591
00:33:15.319 --> 00:33:18.640
prioritizing your needs or your loved one's needs, whoever it

592
00:33:18.680 --> 00:33:20.440
is that's considering moving and.

593
00:33:22.000 --> 00:33:22.559
Go with them.

594
00:33:23.279 --> 00:33:25.160
And there's a certain level of trust that you need

595
00:33:25.200 --> 00:33:28.160
to put in them. But also keep your eyes just

596
00:33:28.240 --> 00:33:32.319
like when you're dealing with scams, keep your eyes wide

597
00:33:32.359 --> 00:33:34.440
open and think while you're still talking to them. Don't

598
00:33:34.440 --> 00:33:38.200
get lulled into a comfort level and stop thinking for yourself.

599
00:33:39.119 --> 00:33:41.000
You know, if you have something in your mind that's

600
00:33:41.039 --> 00:33:44.240
saying something doesn't feel right, pull back, give yourself a

601
00:33:44.279 --> 00:33:47.799
moment to think and go for a second opinion or something.

602
00:33:47.880 --> 00:33:48.079
You know.

603
00:33:48.119 --> 00:33:50.960
There are lots of placement agents out there to choose from,

604
00:33:51.759 --> 00:33:55.039
and I would just go with the ones that make

605
00:33:55.079 --> 00:33:57.720
you feel comfortable and at ease and feel like you're

606
00:33:57.759 --> 00:34:00.759
being heard as well. And I just realized I was

607
00:34:00.759 --> 00:34:05.039
talking about scams. I didn't tie in placement with scams,

608
00:34:05.079 --> 00:34:09.199
I come across people. I currently have three clients who

609
00:34:09.280 --> 00:34:14.199
are dealing with scams. I've got one who he's like

610
00:34:14.280 --> 00:34:17.239
a high up financial guy, so you'd think he'd be

611
00:34:17.239 --> 00:34:20.679
smart with money, but he invested in a timeshare in

612
00:34:20.719 --> 00:34:25.519
Mexico and it seems like it's been a scam. And Brian,

613
00:34:25.559 --> 00:34:27.800
you seem to know about a common time share in

614
00:34:27.840 --> 00:34:30.880
Mexico scam. And he's been chasing this money to get

615
00:34:30.880 --> 00:34:33.639
it back for a long time, and it sounds like

616
00:34:33.639 --> 00:34:36.280
it's probably time for him to let it go. But anyway,

617
00:34:36.480 --> 00:34:40.079
that seems to be a common scam. There's also a

618
00:34:40.159 --> 00:34:43.760
lady got called by the publisher's clearinghouse and said that

619
00:34:44.039 --> 00:34:46.519
she won, but in order to get her winnings, she

620
00:34:46.559 --> 00:34:49.719
has to pay the taxes up front, you know. And

621
00:34:49.760 --> 00:34:52.639
then I've got another lady who is in a romance scam.

622
00:34:52.880 --> 00:34:56.440
So I don't really understand what's in it for her.

623
00:34:56.800 --> 00:34:58.679
She must be I don't know what she's getting out

624
00:34:58.679 --> 00:35:01.360
of it, but other than I guess love and attention

625
00:35:01.920 --> 00:35:05.679
or perceived love and attention. But she just keeps dumping

626
00:35:05.719 --> 00:35:11.079
her and her husband's money into this scam continuously to

627
00:35:11.119 --> 00:35:13.159
the point where they got kicked out of their house

628
00:35:13.840 --> 00:35:17.440
for nonpayment or you know, foreclosed on, and it just

629
00:35:17.639 --> 00:35:20.719
things keep falling apart and she doesn't stop paying the

630
00:35:20.840 --> 00:35:25.079
romance scammer. So I am bumping up against you all

631
00:35:25.119 --> 00:35:27.159
the time, and I'm reaching out to you as one

632
00:35:27.239 --> 00:35:30.400
of my many resources, and you've been a huge help.

633
00:35:30.480 --> 00:35:32.480
So I really appreciate that. Brian, I always feel like

634
00:35:32.519 --> 00:35:33.800
I can talk to you.

635
00:35:34.000 --> 00:35:37.000
I appreciate it. So Kevin, thanks for coming on today.

636
00:35:37.039 --> 00:35:40.920
I've learned so much because honestly, it was an area

637
00:35:41.000 --> 00:35:44.239
I was really naive about. There were things I didn't know,

638
00:35:44.679 --> 00:35:48.000
but everything you said makes complete sense. And I knew

639
00:35:48.000 --> 00:35:50.920
you'd be the perfect person to bring on because I've

640
00:35:50.960 --> 00:35:53.559
known you for three years and I see you everywhere.

641
00:35:53.719 --> 00:35:56.280
You're involved in the community, and people know you and

642
00:35:56.360 --> 00:35:58.599
respect you, and you could tell you I can. You

643
00:35:58.719 --> 00:36:00.840
just know someone's in it for the right reason. So

644
00:36:02.079 --> 00:36:04.480
my mom just found her place. But when it comes

645
00:36:04.920 --> 00:36:07.639
comes time for my dad, I know I need to

646
00:36:07.679 --> 00:36:10.360
reach out to you because doing it on your own

647
00:36:10.880 --> 00:36:13.559
is a lot of work. So thanks Keviin for coming on.

648
00:36:13.880 --> 00:36:16.480
Everybody out there, I appreciate you. Everyone tuning in to

649
00:36:16.679 --> 00:36:19.960
let's talk about scams today. Please sign up for our

650
00:36:20.039 --> 00:36:27.039
monthly email newsletter. Go to Rosadvocacy dot org and sign up.

651
00:36:27.320 --> 00:36:30.000
Joyce will be back next week. I really appreciate you

652
00:36:30.039 --> 00:36:32.199
everyone tuning in. I hope you learned a lot just

653
00:36:32.239 --> 00:36:35.400
like I did. And just you know, be safe out there.

654
00:36:35.639 --> 00:36:40.360
Move slow, never respond quickly. The scammers are out there

655
00:36:40.440 --> 00:36:43.960
after us, and we need to be in control and

656
00:36:44.400 --> 00:36:47.440
protect ourselves and our love loved ones. So see you

657
00:36:47.480 --> 00:36:48.760
all next week, Thank you very much.

658
00:36:50.599 --> 00:36:53.679
Well that's all the knowledge for this episode. Tune in

659
00:36:53.800 --> 00:36:57.400
every Tuesday at eight am Pacific time on kfour HD

660
00:36:57.639 --> 00:37:02.719
Radio at KFOURHD dot com. Joyce explores a variety of knowledge,

661
00:37:02.800 --> 00:37:06.360
so you have the power to make scam protection your

662
00:37:06.519 --> 00:37:10.159
healthy habit. And until then, feel free to reach out

663
00:37:10.199 --> 00:37:12.760
to Joyce and let's talk about scams.