Tough but Timely: Knowing When to Step In on a Parent’s Finances episode artwork

EPISODE · Nov 12, 2025 · 12 MIN

Tough but Timely: Knowing When to Step In on a Parent’s Finances

from Moolala: Money Made Simple with Bruce Sellery · host Bruce Sellery

Investment coach Aman Raina shares his personal story supporting a parent with dementia and outlines signs it may be time to help: compulsive calls, unpaid bills, or social withdrawal. He offers a compassionate playbook: start with check-ins, get power of attorney in place, organize key documents and accounts, and understand bank rules so you’re acting on-side. For adult children juggling careers and families, Aman’s framework reduces overwhelm and helps you move from awkward conversations to concrete steps that safeguard your parents’ money and their dignity. Find out more on agingparentsfinance.com and connect on Threads, BluSky and LinkedIn.

Episode metadata supplied by the publisher feed · Published Nov 12, 2025

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Tough but Timely: Knowing When to Step In on a Parent’s Finances

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