
Sign up to save your podcasts
Or


We discuss planning for cognitive decline in retirement and how early financial preparation can protect you and your loved ones. We cover the importance of trusted contacts, power of attorney, estate planning, and financial consolidation to minimize risk and simplify asset management. We also touch on common scams targeting seniors, how to prevent financial fraud, and why working with a trusted financial advisor can ensure long-term security.
Read the full show notes and find more information here: EP 22 Show Notes
By Joseph Curry, CFP Professional3.9
77 ratings
We discuss planning for cognitive decline in retirement and how early financial preparation can protect you and your loved ones. We cover the importance of trusted contacts, power of attorney, estate planning, and financial consolidation to minimize risk and simplify asset management. We also touch on common scams targeting seniors, how to prevent financial fraud, and why working with a trusted financial advisor can ensure long-term security.
Read the full show notes and find more information here: EP 22 Show Notes

449 Listeners

807 Listeners

1,313 Listeners

526 Listeners

542 Listeners

670 Listeners

199 Listeners

585 Listeners

910 Listeners

809 Listeners

40 Listeners

896 Listeners

179 Listeners

144 Listeners

102 Listeners