The Get Ready Money Podcast: Change The Way You Think About Solo Aging
Description
On this episode of The Get Ready Money Podcast, I was joined by Cathy Sikorski, Author and Speaker; Joy Loverde, author and speaker; Paul Nagle, Executive Director of Stonewall Community Development Corporation and Peggy Haslach, Certified Financial Planner at Planning for Good to talk about changing the way we think about money and solo aging.
Here’s what we discussed:
- Why money is the number one conversation that you need to have.
- The importance of having trusted people and resources.
- Why community is vital.
- What’s unique about solo aging for the LGBTQIA+ community
- Keep everything up to date.
- Look for straight answers from advisors. Are you really being addressed?
Joy Loverde is the best-selling author of The Complete Eldercare Planner and Who Will Take Care of Me When I’m Old? A seasoned keynote speaker and brand ambassador for the senior-living industry, Joy’s appearances include the Today show, CBS Early Show, ABC News, and NPR. She is quoted in the Wall Street Journal, Washington Post, Time Magazine, and others. Joy works with the senior-housing industry and other professionals as a mature-market consultant.
Cathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the caregiving crisis. Cathy uses her own caregiver experience and expertise to educate, entertain and elevate the conversation around work, money, aging and caregiving. In October 2021, her latest book 12 Conversations: How to Talk to Almost Anyone about Long-Term Care Planning was released.
Paul Nagle is the Executive Director of Stonewall Community Development Corporation, a young organization dedicated to working with commercial and non-profit developers, policy leaders, government agencies and local communities to establish LGBTQ-friendly senior housing in NYC. Paul is also the Program Director at Musicians United to Protect Bristol Bay.
Peggy Haslach, CFP, CLU is a Certified Financial Planner at Planning for Good. Ten years ago, Peggy decided to get the licenses needed to open her own financial planning practice after she saw firsthand how many women and LGBT seniors needed help navigating life events and how few women and LGBT worked in the areas where they needed help. Recently Peggy opened a west coast office of Planning For Good making it a bicoastal, LGBTQIA+ women owned financial planning firm dedicated to working with LGBTQ, women and other historically underrepresented communities. Peggy is a certified MBE through the NGLCC. In addition to advising her clients, Peggy has been working to change the face of financial services. She sits on the Cambridge Investment Research DEI Advisory Council and is the executive advisor to Unity™ the LGBTQ+ affinity program at Females and Finance.
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