đź’¬ Show Notes
In this episode, Roger Whitney welcomes elder law expert Kathy McNair to discuss the often-overlooked but crucial topic of elder care, especially for those retiring solo. They explore what elder law really means, how it differs from traditional estate planning, and why having the right legal documents—like healthcare proxies and powers of attorney—is vital for protecting your future and legacy. Alongside practical insights on guardianships and conservatorships, Roger shares a fresh perspective on gratitude and contentment as essential mindsets for a meaningful retirement. Plus, he answers listener questions and wraps up with a special personal announcement.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
- (00:00) Today on the show, we are going to start exploring elder care with an expert in the area, Kathy McNair.
- (01:06) Let’s talk about gratitude and contentment.
ROCKIN RETIREMENT IN THE WILD
- (04:40) Roger and Kimberly are embracing retirement as an opportunity to live fully and give back and reconnect with things that matter most.
INTERVIEW WITH KATHY MCNAIR
- (06:26) Roger introduces Kathy, an elder attorney and founder of seniorsolutionsinfo.com and SoloAllies.com
- (08:16) Kathy explains elder law and talks about her background.
- (10:20) What is the difference between a guardianship and a conservatorship?
- (12:00) Roger says one of his clients has a question about his aging mother and how to approach the situation.
- (17:26) Is a power of attorney enough when someone is not cognitively capable?
- (21:33) Kathy talks about starting SoloAllies.com.
- (25:35) For seniors who are aging without close family, the key is to start building your team while you’re still healthy and capable.
- (31:30) The hardest role to solve sometimes is the healthcare proxy role.
LISTENER QUESTIONS
- (33:07) Submit questions on AskRoger.me.
- (35:45) Joe asks a question about the interview with Charles Ellis.
- (42:30) Joe asks “Can you explain some comments in Charles Ellis book?”
- (45:00) Brian says he’s thinking of doing an NUA with company stock.
SMART SPRINT
- (49:13) In the next seven days, pick an activity and don’t listen to music or a podcast or anything. Be Present.
BONUS
- (49:00) Roger explains that Agile Retirement Management has merged with Align Financial.
REFERENCES
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