Catching Up to FI What To Do When It's Time To Manage Your Mom's Money | Beth Pinsker | 177
Our guest today is Beth Pinsker, CFP®-- seasoned financial journalist, MarketWatch columnist and author of the new book, My Mother's Money: A Guide to Financial Caregiving. She represents the sandwich generation and gives us tips, advice, and cautionary tales about her firsthand experience after finding herself caring for her mother and her finances. She explains that caregiving isn't just forms and bank calls—it's love, logistics, and a dash of stubborn grit. Beth also shares:
- The "death file" story that changed everything
- How to survive bank pushbacks on powers of attorney
- Why a tiny funeral policy became an act of love
- The must-do digital steps that make caregiving possible in a two-factor world
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📗 My Mother's Money: A Guide to Financial Caregiving
🗒️AARP Article: 5 Things I Learned From Managing My Mother's Money
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