Holistic Financial Planning for All Life Stages with Barbara Micheletti

Barbara Micheletti is the founder and CEO of Interrupting Aging, using her gerontology (the study of aging) expertise and financial services background to transform how financial professionals engage with their aging clients. Starting as an insurance agent in 2006, she built a successful business but faced significant challenges two years later when Brooke Corporation went bankrupt while she was also experiencing personal financial hardship. Emerging stronger, Barbara learned resilience, crisis management, and the importance of transparency. Today, she emphasizes the importance of holistic financial planning for all life stages. Through Interrupting Aging, Barbara inspires a positive approach to aging, guiding financial professionals to better support their aging clients both financially and emotionally.Featured Resources: Barbara Micheletti on LinkedIn Interrupting Aging on LinkedInEnjoyed This? You’ll love:   Your Media Marketing Strategy: Start By Letting Your Why Shine Through Providing a Human-First Value Add for Clients and Advisors Using a Coach Mindset to Unlock Your Full Leadership PotentialTune in now as we chat with Barbara about the journey that led her to gerontology, how she serves financial professionals, the growing aging population and the issues they face that financial professionals can help with, and some of the ways financial professionals can identify problems with aging clients before they arise.