Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
http://radicalpersonalfinance.com
203-Ideas to Help in Caring for Your Older Parents' Financial Well-Being
Many of find ourselves in a situation where we are concerned about the financial well-being of our parents. Obviously, we'd like to help, if possible.
But, this is rarely easy. There are many, many challenges that can emerge. In essence, to truly answer these questions you'd not only have to have all of the skills of a financial planner, but also the background of a relationship counselor, a life coach, and more!
It ain't easy!
I created this show as an overview of ideas that may be able to help you get involved and to help your parents. Some of the ideas are technical financial suggestions, others are more practical and relationship-oriented.
The show is structured around:
- Ideas to help create a great life of good health.
- Ideas to help in case of the need for long-term care.
- Ideas to help plan your parents' estate to make the estate settlement process smoother.
I hope it's useful to you!
Joshua
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