The Practical Senior

In this episode of The Practical Senior, we take a practical look at managing money in retirement and making sure the systems around you are working in your favor. We discuss a safe version of the envelope method as a simple way to set money aside for regular expenses, unexpected costs, and future needs without making budgeting feel overly complicated.

We also talk about taking a fresh look at your bank or credit union. Are the fees reasonable? Are the accounts easy to use? Are there safeguards in place to help protect older customers from scams, fraud, or unusually large withdrawals and transfers?

Finally, we look at the role family members, friends, and financial institutions can play in helping protect seniors from financial exploitation while still respecting their independence.

The goal is simple: make your money easier to manage, reduce unnecessary risk, and put a few practical safeguards in place before you need them.

The Practical Senior

 Useful information. Honest conversations. Practical living after 60.

The website is www.thepracticalsenior.com.

 ✉️ [email protected]
 Facebook: https://www.facebook.com/profile.php?id=61591844495112

The Practical Senior is for general informational purposes only and is not a substitute for professional medical, legal, financial, or other professional advice.

 Welcome to the first episode of The Practical Senior.

Getting older affects nearly every part of life. It affects our health, finances, technology, relationships, homes, and how we spend our time. Some changes are welcome. but others arrive without an instruction manual.

In this introductory episode, Rich explains why he created The Practical Senior, who the podcast is for, and what you can expect in future episodes: useful information, honest conversations, and practical ideas for making life after 60 a little easier.

The Practical Senior

 Useful information. Honest conversations. Practical living after 60.

The website is www.thepracticalsenior.com.

 ✉️ [email protected]
 Facebook: https://www.facebook.com/profile.php?id=61591844495112

The Practical Senior is for general informational purposes only and is not a substitute for professional medical, legal, financial, or other professional advice.