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As parents get older, financial planning can become about much more than investments and numbers.
It can become about independence, family dynamics, changing needs, and making sure the person you love can continue living with dignity.
In this episode, Sharon Starkey, CFP and CDFA, shares more than 30 years of experience helping retirees, widows, and older adults navigate their finances. She talks about subtle changes that may signal someone needs help, including repeated questions, overdrawn accounts, changes in grooming, and difficulty understanding things they once knew well.
Tasha and Nicole also explore the importance of planning ahead — from Power of Attorney and beneficiary designations to wills, gifting, and building a retirement plan well before the transition actually happens.
The truth is, these conversations aren't always easy. But having them while everyone is healthy and capable can give families more choices later.
In partnership with Agewise Colorado:https://agewisecolorado.org/blog/empowered-elder-podcasts/▶️ Youtube: https://youtu.be/ydjT6RCts2g🍎 Apple: https://podcasts.apple.com/ph/podcast/empowered-elder-podcast/id1862896231🔗 Visit our website & episode resources:http://bit.ly/EmpoweredElderPodcastGuests: Sharon Starkey, Financial Advisor🌐https://www.highlandswmg.com/Hosts: 🎙️ Tasha Beckman & Nicole Robilotto The Empowered Elder Podcast — where we talk about home, heart, and the next chapter of life.
