Life Beyond 60

Helping retirees navigate Medicare, Long-Term Care, and Legacy Planning.

About Steven

Few seasons in life come with more uncertainty—or more opportunity—than the years beyond 60. Steven Shaw brings over 20 years of experience helping individuals and families navigate this stage with clarity and confidence. As a Certified Financial Planner® and licensed insurance advisor, he specializes in Medicare, long-term care, and legacy planning—focusing not just on the numbers, but on the real lives those decisions affect.

Through workshops, personal consultations, and honest conversations, Steven equips clients to make wise choices about healthcare, family, and the future. His approach is rooted in stewardship, guided by faith, and shaped by the belief that aging requires courage—not just preparation. Whether meeting one-on-one or speaking to a room full of retirees, Steven’s goal is always the same: to simplify the complex and help people live well in the season they’re in.

Featured Speaking Topics

These talks are built for real people—retirees, adult children, and caregivers—who want clarity, not confusion. Each session is practical, down-to-earth, and designed to spark the kinds of conversations that really matter.

Medicare Essentials

A simple, clear overview of Medicare Parts A, B, C, and D—what they cover, what they cost, and how to make wise first-time choices.

Taxation in Retirement

An eye-opening session on how different income sources are taxed in retirement—and how smarter withdrawal and planning choices can help reduce unnecessary tax burdens.

4 Steps to Master Long-Term Care

Learn the 4 simple steps that can take the fear and guesswork out of long-term care planning—so you stay in control and protect your family from chaos.

What Good Am I Now?

Retirement can stir questions of worth and usefulness. This honest, hopeful talk helps older adults rediscover purpose, calling, and quiet influence in a world that often overlooks them.

7 Mindsets That Can Make You Old

A candid and challenging talk on the mindsets and habits that quietly make older adults hard to be around—and how to grow wiser, not just older.

Not Finished Yet

This inspiring talk reminds older adults that God’s calling doesn’t end with retirement. Through scripture, story, and encouragement, it reawakens purpose, mission, and meaningful discipleship in life’s later years

SEE ALL TOPICS

The instructor was enthusiastic and made complex concepts easy to understand.

Social Security Benefits Class Attendee