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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Monday Mar 16, 2020
Monday Mar 16, 2020
Baby boomers are the last generation of caregivers as we know it. Today’s children are raised to go out and pursue their interests, even if that means living far from home. If having kids doesn’t guarantee you a future caregiver, this begs the question: Who will take care of you when you’re old?
In this episode, Larry Heller is excited to be joined by Joy Loverde, a leading consultant in the mature-market industry and a trusted advisor in aging, caregiving, and elder care-related issues. Joy is also the author of the aptly titled book, “Who Will Take Care of Me When I’m Old?” Join Larry and Joy as they discuss five categories of her book that equip you to plan for a high quality of life later on, regardless of whether you’re aging with a close-by support system or on your own.
In this episode, you’ll learn:
- Reasons why today’s children might not be available to act as caregivers
- The difference between small thinking versus strategic thinking
- Who Joy interviewed as she wrote her book
- What to consider before you commit to aging in place
- About alternatives to living in a facility or completely alone
- And more!
Tune in now to discover what goes into planning for a financially secure and happy old age.
Resources:
Heller Wealth Management | Joy Loverde | Who Will Take Care of Me When I'm Old? by Joy Loverde
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