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Caring for Caregivers
Manage episode 329256291 series 3352848
A tartalmat a InvestmentNews biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a InvestmentNews vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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
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