That Annuity Show

175 - Thinking Ahead Of Older Age with Marti DeLiema, Naomi Karp, and Steve Vernon


Listen Later

Dementia presents a growing risk for all of us as we age. Research shows that even mild cognitive impairment makes it hard for people to manage their money on their own. Today we speak with Marti DeLiema, Naomi Karp, and Steve Vernon about a project designed to help. It's called the Thinking Ahead Roadmap. It's free on the web and intended to start important planning conversations today.  Links mentioned in the show: https://thinkingaheadroadmap.org/ https://www.linkedin.com/in/marti-deliema-95323535/ https://www.linkedin.com/in/naomi-karp-728355b/ https://www.linkedin.com/in/svernon/
...more
View all episodesView all episodes
Download on the App Store

That Annuity ShowBy Nassau Financial Group

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

22 ratings


More shows like That Annuity Show

View all
Investing Insights by Morningstar

Investing Insights

516 Listeners

Masters in Business by Bloomberg

Masters in Business

2,167 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

799 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

743 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

535 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

103 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

793 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,111 Listeners

The Long View by Morningstar

The Long View

900 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,288 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,467 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,833 Listeners

“Fun With Annuities” The Annuity Man Podcast by The Annuity Man

“Fun With Annuities” The Annuity Man Podcast

56 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

13 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

172 Listeners