Send us a text

Money becomes a monster in the closet when aging, memory loss, and online fraud collide. We pull the light switch. With Anne Taylor, founder of Grace Point Family CFO and former chief compliance officer stewarding over $300M in assets, we unpack how families can replace panic with predictability and give parents what they want most: independence with dignity.

We talk about the daughter’s dilemma—helping without overreach—and the moment when waiting turns into crisis. Anne breaks down what a Family CFO actually does: aligning with your financial advisor, attorney, and accountant while handling the daily mechanics that make life work. Think automated bill pay with oversight, cash flow mapping, reconciliations, alerts, and fraud triage. This isn’t about chasing performance. It’s about stability over strategy so premiums stay current, utilities don’t get shut off, and no one is hiding late notices in a drawer.

Fraud is evolving fast, and AI voice cloning raises the stakes. Anne shares practical guardrails: narrowing payment rails, enabling card controls, using real-time alerts, and adopting a “pause protocol” before any transfer. We also offer simple scripts to start sensitive money talks without undermining autonomy, plus the legal groundwork that prevents confusion later—updated powers of attorney, beneficiary checks, and clear roles. The payoff shows up in the room: anxiety drops, siblings align, and visits turn back into connection instead of investigations.

If you’re supporting an aging parent—or you work with seniors who lack family advocates—this conversation gives you a step-by-step playbook to act before a crisis. 

Support the show