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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 tha…
You’re never too old — unless you decide you’re too old. In Part 1 of our conversation with Beth Hackett, Occupational Therapist and Certified Metabolic Health Coach, we explore the mindset behind healthy aging. Beth shares her own remarkable journey of losing 355 pounds and explains why lasting ch…
What happens when senior care decisions have to be made in the middle of a crisis? In this episode, Hani Pullen, a senior referral advisor and former social worker, shares why planning ahead can make all the difference. We talk about recognizing when a loved one may need additional support, evaluat…
Senior living has changed—and families have more options than they may realize. In Part 2 of our conversation with Hani Pullen, senior advisor and advocate, we explore how families can navigate today's senior living options and find a community that can support their loved one through different sta…
How do you know if your financial advisor is truly the right fit? What retirement mistakes should you avoid after 50? And what financial questions should you be asking before making major decisions? In Part 2 of our conversation with Sharon Starkey, we get practical about financial planning, reti…
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