The Long View Beth Pinsker: Lessons From ‘My Mother’s Money’
43 snips
Nov 4, 2025 
Beth Pinsker, a certified financial planner and author of My Mother's Money, delves into the complexities of financial caregiving. She shares personal lessons learned while managing her mother's finances, the importance of preparing a financial roadmap before crises, and how to identify warning signs of scams against the elderly. Beth discusses the challenges of using power of attorney and the need for transparent record-keeping. She also emphasizes balancing independence and protection for vulnerable family members while offering practical strategies for those facing similar caregiving responsibilities.
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Organized Mother, Sudden Crisis
- Beth describes her mom as an organized teacher who kept meticulous financial records until illness struck.
- A back surgery left her incapacitated and forced Beth to reconstruct her mother's finances from mail, computer, and desk clutter.
Build A Single 'Death' Folder
- Do create a clear roadmap (digital or physical) of important documents, passwords, and account locations.
- Keep a single, easy-to-find 'death' or estate folder so helpers can quickly access vital information.
Small Paperwork Lapses Signal Decline
- Small slips in routine tasks can signal bigger problems before an acute crisis.
- Past-due notices for long-term care premiums revealed her mother's earlier decline and triggered urgent recovery work.
