Your loved ones want your later years to be healthy and comfortable, but they need you to tell them how they can best support you. That’s not necessarily an easy conversation to have, but you shouldn’t put it off.

On this episode of the I’ve Been Meaning To Do That podcast from Truist Wealth, host and Co-Chief Investment Officer Oscarlyn Elder talks with Jacqueline Parks, Truist’s regional director of advice and planning, and Tony Bryan, senior vice president and wealth strategist, about how to get that important discussion started, and also make it effective for everyone.

They discuss:

• What makes longevity planning important, and for whom

• Why delaying challenging conversations only makes them harder

• Deciding on caregiving roles, and communicating them

• The added burdens of dementia

• Costs and challenges of “aging in place” at home

If you’d like to take notes on today’s episode, you can download a template to work with.

Podcast Worksheet

Have a question for Oscarlyn or her guests? Email [email protected]