On today's show, we discuss a topic that many of us will deal with from multiple angles: caring for elderly family members. Many baby boomers who are transitioning into retirement have also become caregivers for their parents or older relatives. At the same time, these retirees may be beginning to talk to their children or grandchildren about some estate planning basics and how they want to be cared for if they start to experience a decline later in life.
These are some of the most challenging decisions to make and some of the hardest conversations to have. But making a plan while you and the people you're caring for are still healthy and opening up about your wishes with loved ones can make the tough times we all experience in life a little bit easier down the road.
Here's a quick overview of the checklist-driven process we use at Keen Wealth to help folks at every stage of these transitions care for elderly family members.
A Comprehensive Financial Plan for Achieving an Early Retirement Goal
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How to Feel Confident Living Off Your Assets Rather Than a Monthly Paycheck in Retirement
Stephany Bening Shares Her Remarkable Story of Faith and Forgiveness
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Love and Community Helped My Mother Thrive in Her Golden Years
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Retirement Planning Strategies for Managing Interest Rates, Investment Yields, and 529 Accounts
Keen on Retirement at 200: Reflecting on Our Favorite Episodes
Setting New Year’s Goals and Ignoring Old Noise in 2024
Lessons on Smart Investing and Rich Living from Charlie Munger
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Add Daily Thanksgiving to Your Holiday Routine
Coordinating Bonds, Market Returns, and Taxes into a Personalized Retirement Strategy
How Social Security, Medicare, and Geopolitics Could Affect Your 2024 Planning
Your Guide to 2023 Medicare Open Enrollment
4 Case Studies Using Keen Wealth’s Comprehensive Planning
Following Up on Our Latest Webinar on Maximizing Social Security Benefits
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