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Financial Awareness and Aging Money Goals
You're never too old to learn-especially when it comes to money.
In this powerful episode, we sit down with Urban Adams of Resilient Wealth to break down how financial planning has evolved far beyond just investments. Today's financial advisors are no longer just money managers-they're the hub of your entire financial life, helping guide everything from tax planning and estate strategies to retirement, risk management, and even emotional decision-making around money.
But here's the truth-most people aren't getting the level of support they think they are.
Urban shares eye-opening insights on the major gap between what clients expect from their financial advisors and what they actually receive.
From missing tax guidance to lack of coordination between professionals, this conversation uncovers why having a true "quarterback" for your finances is more important than ever.
We also dive into one of the most avoided (but critical) topics-family communication around money. Why are older generations hesitant to involve their children? What should adult children actually know? And how can you start these conversations without conflict?
This episode is a must-listen for anyone thinking about long-term planning, caring for aging parents, or simply wanting more clarity and control over their financial future.
If this conversation got you thinking, it's time to start the conversation with your family. Don't wait until it's too late-clarity today creates confidence tomorrow.
https://resilientwm.com/
Come with us as we explore what it means to navigate these years with our aging loved ones.
So grab a cup of coffee—or maybe a glass of wine—subscribe, invite your friends or family, and join us for Walks with Mom.
Special thanks to our Sponsor Amada Senior Care Mesa serving families and seniors in Phoenix, Scottsdale, Chandler, Mesa, and the surrounding East Valley area. Accredited VA Provider (NPI # 1558048199) and Trusted resource for Long-Term Care Insurance Claims
Compassionate, personalized in-home senior care starts here – contact Amada Senior Care Phoenix today by phone at (480) 418-5422 or visit us online to get started and give your loved one the support, dignity, and independence they deserve.
www.amadaseniorcare.com/mesa-senior-care
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By KimberlyYou're never too old to learn-especially when it comes to money.
In this powerful episode, we sit down with Urban Adams of Resilient Wealth to break down how financial planning has evolved far beyond just investments. Today's financial advisors are no longer just money managers-they're the hub of your entire financial life, helping guide everything from tax planning and estate strategies to retirement, risk management, and even emotional decision-making around money.
But here's the truth-most people aren't getting the level of support they think they are.
Urban shares eye-opening insights on the major gap between what clients expect from their financial advisors and what they actually receive.
From missing tax guidance to lack of coordination between professionals, this conversation uncovers why having a true "quarterback" for your finances is more important than ever.
We also dive into one of the most avoided (but critical) topics-family communication around money. Why are older generations hesitant to involve their children? What should adult children actually know? And how can you start these conversations without conflict?
This episode is a must-listen for anyone thinking about long-term planning, caring for aging parents, or simply wanting more clarity and control over their financial future.
If this conversation got you thinking, it's time to start the conversation with your family. Don't wait until it's too late-clarity today creates confidence tomorrow.
https://resilientwm.com/
Come with us as we explore what it means to navigate these years with our aging loved ones.
So grab a cup of coffee—or maybe a glass of wine—subscribe, invite your friends or family, and join us for Walks with Mom.
Special thanks to our Sponsor Amada Senior Care Mesa serving families and seniors in Phoenix, Scottsdale, Chandler, Mesa, and the surrounding East Valley area. Accredited VA Provider (NPI # 1558048199) and Trusted resource for Long-Term Care Insurance Claims
Compassionate, personalized in-home senior care starts here – contact Amada Senior Care Phoenix today by phone at (480) 418-5422 or visit us online to get started and give your loved one the support, dignity, and independence they deserve.
www.amadaseniorcare.com/mesa-senior-care