Navigating Parents' Aging and Financial Care: Lessons from A Personal Journey with Kathryn Peyton

Today's episode features a special guest who brings a wealth of experience both professionally and personally. Kathryn Peyton, a CERTIFIED FINANCIAL PLANNER™ with Abacus Wealth Partners since 2016, joins us to share her invaluable insights on managing the role of an executor. We'll dive into Kathryn's personal journey, where she combines her professional expertise with real-life experiences, such as caring for her aging mother. Kathryn will discuss the significance of car rides and open conversations with elder family members, the financial and emotional investment of being an executor, and insights on how to prepare for and manage this crucial role. Join us to explore how to navigate the complex yet rewarding responsibilities of being an executor with our esteemed guest, Kathryn Peyton. For additional resources, information, and a full transcript of the episode, visit our website. To access our podcast disclosure information, visit this page. What You'll Learn in this Episode The role of a geriatric care manager and the benefit it can have to your elder and you A few ideas on how to balance personal and caregiving roles How to foster open and meaningful conversations with your elders How to create space and opportunities for elders so you can learn more about them and their wishes The importance of having open communication when it comes to end-of-life desires and planning A few tips on how to alleviate stress on the elder and on you as the executor A few things you should keep in mind if you are named someone's executor The importance of having accounts designated as "pay on death" The time commitment as an executor What you can do to make your work as an executor streamlined before the person's passing Resources Mentioned on the Show Blogs written by Kathryn Peyton Stay Connected Find Kathryn on LinkedIn and learn more about her by reading her bio. Connect with Mary Beth on Twitter, Instagram, and on LinkedIn Connect with Neela on Twitter, Instagram, and on LinkedIn Join the Abacus community by connecting with us on Facebook, Twitter, Instagram and on LinkedIn

NOW PLAYING

0:00 33:29

1×

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.

Share this episode

Similar Episodes

トランプ関税でNISAで大損⁉投資初心者が騙されがちなNISAの仕組み

Apr 29, 2025 ·12m

ふるさと納税大転換！ポイント還元がなくなる？

Apr 27, 2025 ·11m

【番外編】大阪万博に行ったインターン生にインタビュー！

Apr 24, 2025 ·11m

建築学生が教える！不動産投資トレンド

Apr 22, 2025 ·14m

Similar Podcasts

いろはにマネーの「ながら学習」 IrohaniMoney この番組では、インターン生2人が、金融、経済、投資関連の気になる情報を分かりやすくお伝えしていきます。インターン生の会話を「ながら聴き」する感覚で一緒に勉強していきましょう！ご意見箱フォーム：https://forms.gle/TTGaVP2TJksNMKJo7ぜひお便りや感想をお待ちしています！公式X：https://x.com/irohanimoney番組のハッシュタグは「#いろはにながら」です。番組への感想をお待ちしています！いろはにマネー：https://www.bridge-salon.jp/money/姉妹サイト：https://kabu.bridge-salon.jp/姉妹サイト：https://bridge-salon.jp/(株)インベストメントブリッジ運営 Invictus by Greyana, A Tomione Podfic M+G Readings Sporadic uploads thanks to gallstones.Voldemort intended the object to be used by his most loyal follower in the event that his horcruxes were destroyed, but it ended up in Hermione’s possession instead.It sent her back to a time when he was much less the monster that she’d always known him to be. Nothing could have prepared her for the intelligence and charm of Tom Riddle.He isn’t who she thought he was.Hermione discovers that it’s a dark descent into the madness of the man she should hate, but can’t… a descent she will never emerge fr Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. Tweens and Dreams Anna B 💕 Hi! I’m Anna, a 12 year old in seventh grade! I’m a theater kid! (HAMILTON IS GOD!!) I post about a variety of things; some of these things include journaling, TV shows/movies, music, shopping, theater, books, etc. If you have any episode requests please comment and I will do my best to do them! If you have any movie, TV show, book, or music recommendations I would love to hear them so please comment!! I’m always looking for more TV shows, movies, books, and music artists to watch/read/listen to! But anyways, I hope you enjoy listening 💕💕

Frequently Asked Questions

How long is this episode of If Money Were Easy?

This episode is 33 minutes long.

When was this If Money Were Easy episode published?

This episode was published on November 6, 2024.

What is this episode about?

Can I download this If Money Were Easy episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!