Solutions for the Caregiver Crisis

Emphasizing Generational Planning

Carroll S. Golden, CLU, ChFC, LTCP, CASL, FLMI, CLTC, LACP has devoted over two decades to the field of extended and long-term care planning. She is the Executive Director of NAIFA Limited and Extended Care Planning Center.

 

Carroll’s passion to protect individuals and multigenerational families from psychological, health, and financial havoc caused by a lack of planning resulted in her book, How Not To Tear Your Family Apart. The story format how-to-guide offers various options for multigenerational care planning and is a resource for expanding consumers’ and professionals’ knowledge. Available at www.thecaringconversation.com

 

Carroll can be reached via email at cgolden@naifa.org or csgoldentx@gmail.com or www.thecaringconversation.com or 817-709-6859

Keeping Your Loved Ones Clean...Summer Edition

We're teaming up with Pharma-C Wipes to share tips on helping both you and your loved ones stay clean and fresh in these hot and sticky summer months! Annalee and Cheyenne dive into on staying clean (especially when bathing isn't convenient)!

Understanding Your Parents’ Finances...Before a Crisis

Billie Porter is a trust officer and Certified Financial Planner for FineMark National Bank & Trust. She has been in the industry for more than 18 years. Billie understands as caregivers, you want to do everything possible to protect your loved one.

One of the first important steps is to understand your parents/loved ones finances and why it's important to designate someone as a Power of Attorney (POA). This person will be responsible for making decisions on behalf of your loved one if he or she can no longer make them themselves. But keep in mind, POAs are just one part of proactive financial planning.  

A Different Perspective on Reverse Mortgages

Harlan Accola has been in the mortgage industry for more than 20 years and has worked with all types of loans. His specialty and favorite, has always been working amongst the 62 plus age group with over 1,000 Reverse Mortgage loans, which has been the most rewarding part of his career. He is now the National Reverse Mortgage Director for Fairway Independent Mortgage Corporation.

His presentations will give you a very different perspective. He often asked his clients an professional partners, "If what you thought you knew about mortgages and financial planning was wrong, when would you want us to tell you?"

The goal for Harlan and Fairway Independent Mortgage Corporation is to change the way retirement is done for baby boomers in this country. There is a perfect storm and a retirement crisis that can be avoided if we properly manage the trillions of dollars currently in home equity.

The Difficult Conversation: When to Discuss Elder Care with Your Aging Parents

As your parents get older, one of the most important conversations you'll have with them is about elder care.

In this episode, Annalee Kruger and Steven Huskey talk about when the right time is to have that conversation and how to make it as smooth as possible.

Marcia Mantell: What to Look for in Social Security and Medicare

Marcia Mantell, an expert on medicare and social security, speaker on how these two programs are connected, how important it is to understand what you’re not being told when it comes to Medicare Advantage plans (they aren’t nearly as low cost as you may think!) and how to shop for Part D plans – lots of hidden information you won’t know to look for!

Cultural Capital

Terry Bradford-Crane is a Certified Financial Planner practitioner and investment advisor with over 20 years of experience associated with the financial services industry as a financial advisor (CFM) and registered representative, financial literacy advocate, pro bono planner, guest speaker, or educator.

 

Terry is the owner of BradfordCrane Company LLC, a comprehensive financial planning firm initially established in 2004 to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development, and provide pro bono financial planning advice to organizations and individuals as a service to her community. 

 

In this episode, Terry speaks about her transition from Career to SAHM (Stay at Home Mom) to Career, the phases of "financial caretaking" and the importance of what she calls "cultural capital" to the financial planning process.

Spiritual Eldercare

Elisa Bosley is the founder of SpiritualEldercare.com, a free resource of original worship service agendas, Bible discussion guides, sing-along classic hymns, and more, all designed to meet the spiritual needs of older adults, especially those living with Alzheimer’s and other dementias.

She is a licensed nondenominational Christian chaplain with more than 35 years of ministry experience in both church and parachurch settings.

Prior to COVID-19 lockdowns, she provided spiritual care for three senior residences in Boulder County, Colorado. When COVID hit, she pivoted to video; today, the Spiritual Eldercare YouTube channel has more than 1,300 subscribers worldwide and logged nearly 41,000 views last month.

Her deep desire is to make it easy for anyone to provide this much-needed care to elders with dementia. Tune in to learn more about what spiritual care means!

Aging Doesn’t Have to be Messy

Aging can be messy…but it doesn’t have to be!

Care Right is partnering with Pharma-C-Wipes to provide even more ways for caregivers to take care of themselves and those they care for. Pharma-C-Wipes has an entire line of personal care products that can help keep yourself and your loved ones clean and fresh.

Join host, Annalee as she interviews guests, Ann Halstead and Paula Walker about Pharma-C-Wipes, descriptions of the products, and what to look forward to in future podcasts!

A Fresh Way To Look at the Meaning ”Legacy”

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent and the designer of the Life Legacy Cards and the Life Legacy Conversations tool, all designed for those who agree that personal wealth has tangible and intangible dimensions.

 

In her fresh take on the meaning and dimensions of legacy, Susan’s dynamic presentations and engaging materials appeal to audiences of financial, estate planning, and philanthropic advisors, as well as their clients and donors. Her work has been featured in many national publications, including The New York Times and USA Today.