Investment Answers Episode 2: The Talk

"Recently, I had to have The Talk with one of my long-time clients and her kids."  None of our mentors warned Travis when he first entered the financial services industry about the most challenging part of being an independent financial advisor- a fiduciary- is representing people that you care about.   Join us as Travis and Kelly discuss those difficult conversations families must has as their loved ones age, some challenges of being a caregiver of an aging adult, learn what paperwork is essential that you have, and learn some warning signs where caregivers may need to step in to help their loved ones- even potentially at the cost of their loved one's independence. Hear it from a fiduciary's perspective so that you are better prepared when you have to have The Talk.  Disclaimer: The information provided is intended for educational and entertainment purposes only. All information is believed to be from reliable sources; however, no representation or warranties are made as to the completeness, accuracy or suitability of the information. Opinions, rules, regulations and applicable laws expressed are subject to change. Nothing in this document, nor any contents contained within should be considered as a personalized offer of any kind, nor constituting financial, investment, insurance, tax, or legal advice. Investment advisory services offered through Investment Answers Capital, LLC, a Registered Investment Adviser domiciled in the state of Kentucky, and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated but separate entity. All investments involve some measure of risk and there can be no assurance that any particular investment objectives will be achieved. Past performance is not indicative of future results. Neither Investment Answers Capital, LLC nor Brookstone Financial, LLC d/b/a Investment Answers offer tax or legal advice, therefore parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding options for your particular circumstances. Any profiles and content here within are for U.S. residents only. The information, products and services described here are intended only for individuals residing in states where this Financial Adviser is appropriately licensed. Investment Answers® and Leave Uncertainty Behind® are registered trademarks that are used under license by Investment Answers Capital, LLC and Brookstone Financial, LLC d/b/a Investment Answers. For more information, please visit: www.investmentanswers.net. (06.10.2024) Resources: https://www.alz.org/mglc/in_my_community_60862.asp https://www.aarp.org/content/dam/aarp/ppi/2015/valuing-the-invaluable-2015-update-undeniable-progress.pdf https://www.wsj.com/articles/survival-tips-for-caregivers-1377899624?tesla=y