Kelly Corrigan Wonders cover image

Kelly Corrigan Wonders

Go To on Aging Parents: Smart Planning for Finances and Final Wishes

Jan 31, 2025
Steve Marshall, co-founder of Silver Path Consulting, shares invaluable insights on managing the financial and end-of-life planning for aging parents. He emphasizes that a solid financial plan is vital for peace of mind and highlights essential discussions families should have early on. Steve provides practical strategies to protect against financial exploitation and breaks down the three crucial decisions regarding final arrangements. His advice offers families a clear road map for approaching these often tough conversations with clarity and compassion.
19:03

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Podcast summary created with Snipd AI

Quick takeaways

  • Creating a solid financial plan for aging parents is vital for their stability, offering peace of mind and protecting against potential exploitation.
  • Open discussions about final arrangements with aging parents ensure their wishes are honored and provide clarity during emotional times for the family.

Deep dives

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