 |
The Red Wagon Estate Planning & Elder Law ShowAuthor: Jeffrey Bellomo
Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We'll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn't happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones. Language: en Genres: Education, How To, Kids & Family, Parenting Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
Listen Now...
Working it Off: Initiative Meets Opportunity at Bellomo and Associates
Episode 138
Wednesday, 28 January, 2026
Jeff Bellomo sits down with Lily Bertolet—a grad student and marketing assistant—to discuss how an unexpected opportunity as a 12-year-old grew into a front-row seat to mission-driven work at Bellomo & Associates. Along the way, Lily has learned about earning what you're given, the value of inspiration, and how initiative and opportunity can be used to create new opportunities. The conversation leads to a behind-the-scenes look at the firm's marketing efforts, including all the work involved and how the team blends creativity with data, strategy, and problem-solving. Jeff and Lily provide several valuable takeaways for young people just starting as well as business owners and leaders, from knowing what you don't know to smart, intuitive hiring and relying on the good people around you. WHAT YOU NEED TO KNOW (00:00) Episode introduction: Lily Bertolet (02:29) A community dance connection becomes opportunity (04:56) The American Academy of Ballet and character building (09:14) Balancing school, work, and big goals (10:22) Growing into leadership and finding inspiration (15:07) Using opportunity and initiative to create opportunity (16:54) Mission-driven marketing takes a team effort and strong leadership (21:44) Blending creativity with the mission of helping families (24:47) Communication and organizational management plus lifelong learning ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more. LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/
