The Money and Meaning Show

Are you ready for the ”Big Four” transitions of aging?


Listen Later

In today's episode, host Jeff Bernier, CFP®, ChFC, CFS is joined by Carolyn McClanahan, M.D., CFP® to discuss a sometimes difficult topic: preparing financially, emotionally, and physically for aging.

 

Carolyn's unique background offers her a different perspective. Carolyn began her career as a physician but later made a career change when she and her husband were unable to find a financial planner to provide them the advice and guidance needed to create a great life. Carolyn and Jeff dive into the big four decisions that need to be made in preparation for aging. The cost of long-term care and insurance, healthcare, and housing can be quite expensive but Carolyn shares some examples of how avoiding these decisions could be even costlier. 

...more
View all episodesView all episodes
Download on the App Store

The Money and Meaning ShowBy moneyandmeaning

  • 5
  • 5
  • 5
  • 5
  • 5

5

7 ratings


More shows like The Money and Meaning Show

View all
The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

940 Listeners

ChooseFI by ChooseFI

ChooseFI

5,138 Listeners

The Daily by The New York Times

The Daily

112,236 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,023 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

474 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,110 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

212 Listeners

The Long View by Morningstar

The Long View

919 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Excess Returns by Excess Returns

Excess Returns

88 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

147 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

947 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

992 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

149 Listeners