#16 - Caring for Mom and Dad episode artwork

EPISODE · Dec 12, 2024 · 28 MIN

#16 - Caring for Mom and Dad

from Empty Nest Full Pockets Podcast · host Matt Meline, CFP

Are you prepared to support your aging parents through life’s most challenging transitions? In today’s episode, Matt Meline shares practical, compassionate strategies for discussing finances, health, and long-term care. You’ll discover how to organize their affairs, prevent costly mistakes, and safeguard them from scams. Matt also provides a step-by-step checklist to guide you through every challenge. Whether you’re a caregiver or planning for the future, this episode equips you with the tools and confidence to help your loved ones feel safe, secure, and supported.Digital Asset:2024: What Issues Should I Consider for My Aging Parents? - https://bit.ly/3ZBCJbI Episode highlights:(2:28) The importance of patience as roles reverse(5:17) Organizing finances: Bank accounts, investments, and immediate needs(9:31) Addressing living arrangements and safety considerations(14:07) Reviewing insurance policies and potential benefits(16:02) Estate planning and legal documents(18:47) Tax reviews: Spotting savings opportunities(20:41) Future money issues: Assets and inheritance(23:57) Cybersecurity: Protecting seniors from scams(26:23) Outro and disclaimer—I sincerely appreciate your support. Thank you for being a part of our podcast journey. If you haven't already, please subscribe to stay updated with the latest episodes. Your subscription means the world to me!I’d love to hear from you; here are some ways to connect:Web: https://www.prairiefirewealth.com/Email: [email protected] a copy of my book: Empty Nest, Full Pockets: How to Emotionally and Financially Prepare for Your Family’s Future at https://amzn.to/3PovUWM

Episode metadata supplied by the publisher feed · Published Dec 12, 2024

Embed this episode

Are you prepared to support your aging parents through life’s most challenging transitions? In today’s episode, Matt Meline shares practical, compassionate strategies for discussing finances, health, and long-term care. You’ll discover how to organize their affairs, prevent costly mistakes, and safeguard them from scams. Matt also provides a step-by-step checklist to guide you through every challenge. Whether you’re a caregiver or planning for the future, this episode equips you with the tool...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

#16 - Caring for Mom and Dad

0:00 28:14

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Empty Nest Full Pockets Podcast?

This episode is 28 minutes long.

When was this Empty Nest Full Pockets Podcast episode published?

This episode was published on December 12, 2024.

Can I download this Empty Nest Full Pockets Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!