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Caring for Caregivers
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- 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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