The Intangible Balance Sheet Podcast

Episode 74: Planning for Caregiving: A Helpful Guide with Kitty Eisele


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For many financial planners, preperation for elder care can become a merely a numeric exercise. I believe this misses the mark completely on what can be one of the most rewarding and meaningful chapters of a client's intangible balance sheet. 

In this episode Kitty Eisele joins the podcast and shares her personal journey as a caregiver for her elderly father. This conversation shines a light on an often overlooked topic - caregiving. Kitty’s candid experiences give us an inside look into what can be an emotional roller coaster that can come with caring for a loved one. 

Kitty’s journey guides us through practical solutions she found along her path. From finding geriatric care managers to negotiating the maze of healthcare for aging parents, she gives us a roadmap based on her own trials. Alongside these bigger tasks, she reminds us of the small gestures that can make a world of difference in the lives of the elderly, whether it's setting up social activities or arranging transportation to suit their needs. If you're a caregiver now, or see yourself stepping into those shoes in the future, Kitty’s nuggets of wisdom, backed by her lived experiences, are an invaluable guide.


Music by bensound.com




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The Intangible Balance Sheet PodcastBy Joshua Klooz

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