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When Your Parents Are Aging
Manage episode 380613748 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss various strategies to assist your aging parents with their finances - everything from bill paying to structuring investments to nursing home decisions. Listen in to help take the complexity and uncertainty out of parent care and move forward with clarity and confidence. Topics include: Cash Flow Income Expenses Social Security Property Insurance Tax Return Annuities Dividends Prescription Drugs Birth Certificate Financial Planner Caregiver Hospice Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
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340 episodes
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Manage episode 380613748 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss various strategies to assist your aging parents with their finances - everything from bill paying to structuring investments to nursing home decisions. Listen in to help take the complexity and uncertainty out of parent care and move forward with clarity and confidence. Topics include: Cash Flow Income Expenses Social Security Property Insurance Tax Return Annuities Dividends Prescription Drugs Birth Certificate Financial Planner Caregiver Hospice Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
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Similar to Money Guide with Mary Sterk
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