Financially Intentional How To Build a Family Care Plan That Preserves Your Peace And Your Savings - Episode 141
In today's episode, I sit down with Abbe F. Large to talk about caring for aging parents while raising our own kids. We keep it real and simple. We cover the three phases of money and the three buckets to save and spend from. We talk about long term care, life and disability insurance, and how to build steady income in retirement. You will learn when a reverse mortgage or HELOC might help, and when it won’t. We share easy scripts to start money talks with your parents, plus steps for a care plan, powers of attorney, wills, and trusts. My goal is to help you protect your paycheck, your peace, and the people you love.
About our guest:
Abbe F. Large, CLU®, CLTC, is a Managing Director at Lenox Advisors with three decades of experience dedicating herself to her clients' best interests. Abbe's personal experience with her father's pancreatic cancer journey ingrained how important the products and services she provides to her clients truly work. Specializing in financial, estate, and retirement services, she also assists corporate clients with strategic employee benefits. She was named on Forbes Top Financial Security Professionals in both 2023 and 2022. A devoted family woman and active community member, she enjoys paddleboarding, skiing, and maintaining a healthy lifestyle.
Email Abbe Here: alarge@lenoxadvisors.com
More About Abbe F. Large
Abbe F. Large in Linkedin
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