Episode 30: Caring for Retired Parents

Episode 30: Caring for Retired Parents

As the Baby Boomers age, financial professionals are increasingly faced with instances where clients either require care during retirement or have to provide care for a family member. In Episode 30, we share our personal experiences with this topic and discuss the role financial advisors play in assisting clients and their families with this incredibly challenging process.

Our article review covers an infographic from the website AdvisorStream titled “A Tale of Two Advisors” which provides insight into how financial advisors are communicating with clients during the pandemic.

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.


00:00 Introduction

09:32 Podcast Contact Info

10:39 Caring for Retired Parents

38:56 Article Review

49:44 Wrap Up

52:12 Disclaimer

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