))
Caring for Caregivers
Manage episode 329256291 series 3352848
Kandungan disediakan oleh InvestmentNews. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh InvestmentNews atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
- 02:00 - Background on Liz O’Donnell’s elder care experience – what happened, what it meant for her earnings potential
- 05:30 - A first experience with a financial advisor and how it went wrong vs. why a second experience was better
- 12:00 - Guidelines for FAs when working with caregiver clients and the role the FA can play in coordinating
- 19:30 - How modern technology can help FAs in these situations, e.g. Zoom
- 24:30 - Connecting with the other professionals who support caregiver clients
- 28:30 - What goes into selecting a care facility
- 35:30 - Affording a care facility
- 41:45 - COVID-19 effect
- 44:30 - Approaching the discussions around this topic
This episode is sponsored by Transamerica
For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing
39 episod
Kongsi
