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Episode #9: Patricia Meidell - Widows and Wealth
Manage episode 431489111 series 3583844
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Welcome to Sensationally Silver, A State of Mind, where we engage in conversations with extraordinary persons of age who bring us information, inspiration, and validation. In this episode, our guest is Pat Meidell, a registered investment advisor, who shares invaluable advice on managing money, avoiding common financial mistakes, and understanding the importance of financial independence.
Pat, who is 83 years old, discusses her personal journey, the challenges she faces, and the importance of staying mentally and physically active. She delves into the financial decisions that come with aging, especially for widows and widowers, and stresses the significance of being involved in financial matters early on. Pat also provides insights on dealing with inheritances, budgeting, and the emotional aspects of money management during the grieving process.
Throughout the episode, Pat emphasizes the importance of practical financial planning, staying informed, and the role of financial advisors. She also shares her personal experiences and future aspirations, highlighting the value of creating lasting memories and continuously seeking new challenges.
Join us for this enlightening conversation that not only covers financial wisdom but also offers a heartfelt perspective on living a fulfilling life at any age.
Find more info on Pat here: //financialhealth.com
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