Planning for Peace of Mind: Financial Strategies for Seniors and Families
Description
In this insightful episode of The Senior Spotlight, host Mary Cordova is joined by financial planner Aaron Steele, founder of Steele Capital Management, and Senior Concierge Advisor Jenny Austin-Krzemien to discuss the critical role of financial planning in navigating the complexities of senior care.
From private pay strategies to leveraging government benefits like VA Aid and Attendance, Aaron shares his wealth of experience in helping seniors and their families secure a financially stable future. The discussion dives into the challenges of unpreparedness, the importance of pre-planning, and practical tips for protecting assets while ensuring quality care.
Jenny provides firsthand insights into how financial planning impacts placement outcomes, highlighting stories of success when families collaborate with professionals like Aaron to map out their loved ones’ care journeys.
Whether you’re a senior, a caregiver, or an adult child planning for your parents, this episode offers invaluable advice on creating a roadmap for financial peace of mind during life’s most pivotal transitions.
United States
