Ep. 201 - Why Financial Planning Isn't Enough, Enter: Vitality Planning

Most financial plans cover the numbers, but what about everything else? In this episode, Patti Brennan welcomes Frank McAleer, Key Financial's new Vitality Planning specialist, to introduce a concept that goes far beyond the balance sheet. Drawing on his personal caregiving experience and years of longevity planning at Raymond James, Frank explains why being financially prepared is only half the equation. Together, Patti and Frank explore the resources, tools, and conversations that help clients age with confidence. From aging-in-place assessments to Medicare navigation, family organization, fraud protection, and the MIT AgeLab's research on thriving in retirement, this episode is packed with resources you don't want to miss.