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Wes (caller)
Caller to the show seeking financial guidance about caring for a family member with Alzheimer's and discussing household finances and retirement planning.
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6 snips
Dec 3, 2025
• 14min
Planning Around a Diagnosis
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Wes shares his pressing concerns about financially planning for his mother-in-law's Alzheimer's diagnosis. They delve into the costs of long-term care, timing for potential moves to assisted living, and navigating Medicaid options. Wes discusses family contributions to cover expenses while managing their household finances. Jill offers strategies for cash-flowing care without jeopardizing retirement savings and emphasizes the importance of finalizing estate documents and insurance. It’s a heartfelt and practical conversation about family and financial responsibilities.
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