Caregiving is more than managing meals and medication… it’s also helping to protect your loved one financially. Vivatude host Kate Phillips sat down with Suzanne Newman of Answers for Elders to get great advice on how caregivers can help their loved ones with financial and legal matters.

In the episode packed with valuable tips, we discussed:

* Caregiving is more than managing meals and medication… it’s also helping to protect your loved one financially.

* Money and family dynamics

* Handling cash, keeping track

* Communication and transparency

* Power of Attorney: the different types

* Keeping organized—from everyday bills to important documents

* Protecting loved ones from financial abuse and mistakes

* Preparation protects families!

Drawing from her own experience caring for her mother, Suzanne shares hard-earned lessons about tracking caregiving expenses, avoiding costly Medicaid mistakes, preventing financial abuse of seniors, and managing family dynamics around money. She explains why caregivers should keep finances separate, document every transaction, and ensure critical legal protections like power of attorney are properly in place. These practical strategies can help families avoid legal complications while safeguarding both the caregiver and their loved one.

Vivatude is more than a podcast — it’s a movement for women over 40 who want to live with emotional strength, financial freedom, spiritual clarity, and vibrant health. Whether you’re currently caring for a parent or preparing for the future, this conversation offers empowering insights and actionable tools to help you navigate caregiving with confidence, compassion, and wisdom.

✨ Connect with Suzanne Newman:

💠 Answers for Elders 👉 https://answersforelders.com/

💠 Podcast: https://podcasts.apple.com/us/podcast/answers-for-elders-radio-network/id1559608980 💠 YouTube https://www.youtube.com/@answersforelders5570 💠 LinkedIn https://www.linkedin.com/in/suzanne-newman-59187bb

💠 Facebook https://www.facebook.com/SuzannePerkinsNewman/

✨ Connect with Kate Phillips:

💠 Free Gifts & More: https://linktr.ee/katephillips

💠 YouTubehttps://www.youtube.com/@totalwealth

💠 Website 👉 https://www.totalwealthcoaching.com/

💠 Facebook 👉 https://www.facebook.com/thekatephillips

💠 Instagram 👉 https://www.instagram.com/totalwealth.kate/

✨ Connect with Vivatude

💠 Facebook 👉 https://www.facebook.com/VivatudeOfficial

💠 Vivatude Podcast Playlist 👉 https://www.youtube.com/playlist?list=PLAaH5P8bm1O2DNFGvKx2uh0rqhA8fWo7F

💠 Meet Our Hosts 👉 https://www.youtube.com/playlist?list=PLAaH5P8bm1O0sTSMv6IkG3WThSRouw-2x

Vivatude's theme song is Moving Up by Origo, available to download at Epidemic Sound.

Mentioned in this episode:

Perpetual Wealth