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MONEY WITHOUT MATH
We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm
MONEY WITHOUT MATH
The Hidden Side of Caregiving: Managing a Parent’s Finances with Beth Pinsker, CFP®
When a loved one suddenly needs care, most people expect to handle the emotional and medical side, but few are ready for the financial maze that comes with it. In this episode, Karen sits down with journalist Beth Pinsker, CFP®, author of My Mother’s Money: A Guide to Financial Caregiving, to talk about what really happens when you step into someone else’s financial life. They cover power of attorney hurdles to bank bureaucracy and the importance of talking about “who gets the candlesticks,” and Beth shares her firsthand lessons from caring for her mother and settling her estate.
This conversation is a must-listen for anyone helping aging parents, supporting a spouse, or simply wanting to get their own affairs in order before life gets complicated.
In this episode:
- What “financial caregiving” really means
- Why the hardest part isn’t legal but logistical
- The importance of creating a clear paper trail for loved ones
- How to prepare before an emergency call changes everything
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