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In this eye-opening episode of Bartelle’s Money Talk, hosts Johnny and Teresa sit down with guest expert Will Holditch, author of Strategic Planning for the Golden Years. With a compelling life story that includes entrepreneurship, firefighting, and serving as an EMT, Will shares invaluable lessons from real-life experiences that led him to write a comprehensive guide on how to prepare for one of life’s most challenging transitions—caring for aging parents.
From navigating VA benefits and uncovering family medical history, to organizing financial documents, living wills, and long-term care plans, Will explains why planning ahead isn’t optional—it’s essential. Whether you’re a Gen Xer juggling kids and aging parents, a millennial with questions, or a spouse who handles none of the finances—this episode is packed with wisdom you need before crisis hits.
🔹 Learn the critical documents every family needs
🔹 Hear real-life scenarios that will challenge your assumptions
🔹 Get practical tips for starting tough conversations with loved ones
🔹 Understand what can happen if you don’t prepare
This is one of the most important episodes we’ve ever recorded. Share it with your family, and start the conversation today.
📘 Strategic Planning for the Golden Years releases May 1st on Amazon.
📩 Contact Will at [email protected] for more information.
💬 Like, share, and subscribe for more financial insights with purpose!
5
77 ratings
In this eye-opening episode of Bartelle’s Money Talk, hosts Johnny and Teresa sit down with guest expert Will Holditch, author of Strategic Planning for the Golden Years. With a compelling life story that includes entrepreneurship, firefighting, and serving as an EMT, Will shares invaluable lessons from real-life experiences that led him to write a comprehensive guide on how to prepare for one of life’s most challenging transitions—caring for aging parents.
From navigating VA benefits and uncovering family medical history, to organizing financial documents, living wills, and long-term care plans, Will explains why planning ahead isn’t optional—it’s essential. Whether you’re a Gen Xer juggling kids and aging parents, a millennial with questions, or a spouse who handles none of the finances—this episode is packed with wisdom you need before crisis hits.
🔹 Learn the critical documents every family needs
🔹 Hear real-life scenarios that will challenge your assumptions
🔹 Get practical tips for starting tough conversations with loved ones
🔹 Understand what can happen if you don’t prepare
This is one of the most important episodes we’ve ever recorded. Share it with your family, and start the conversation today.
📘 Strategic Planning for the Golden Years releases May 1st on Amazon.
📩 Contact Will at [email protected] for more information.
💬 Like, share, and subscribe for more financial insights with purpose!
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