In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss the growing reality many families face: supporting aging parents while protecting your own retirement plan.

Jim and Casey walk through the emotional, financial, and logistical challenges that arise when parents begin needing help. They cover how to start difficult conversations, understand care options, coordinate finances, and avoid common mistakes that can strain relationships and derail long-term plans. The conversation offers practical guidance for navigating caregiving responsibilities with clarity, compassion, and confidence.

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00:00 – Introduction: When caring for parents becomes part of your plan

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