Tune in weekly to deep-dive into the ways money affects caregiving, life, and relationships with renowned special guests in the caregiving space. This week, we talk to Danielle Miura about how expectant caregivers can prepare for caregiving. Danielle is a a fee-only CERTIFIED FINANCIAL PLANNER™ professional, who weaves together her knowledge, your financial information, and reasonable assumptions so you can make the best decisions for your family. In order to provide the best quality of care to her clients, Danielle is continuous learner. She is currently obtaining her Masters in Advanced Financial Planning Program, Taxation Option at Golden Gate University. In this episode— ‣ Can you share your caregiving journey and how it influenced your work as a certified financial planner? ‣ How have you personally navigated the financial challenges that come up when caring for multiple generations (in your case: your grandma, mom, and daughter)? ‣ Some people are more likely to become caregivers in the future, like daughters, LGBTQ+ individuals, only children, and minorities. What should these expectant caregivers consider now about their possible future responsibilities? ‣ Expectant caregivers often face additional challenges and potential disparities in accessing financial resources. What steps can these people take to start planning ahead and building a solid financial foundation? ‣ What role does financial document review play in helping family caregivers (or expectant caregivers) ensure their financial affairs are in order, and what key documents should they prioritize? ‣ Retirement and long-term care planning can be challenging for family caregivers who often prioritize their loved ones' needs over their own. What advice do you have for caregivers in planning for their retirement? ‣ ... and what strategies or options should they consider when planning for long-term care? ‣ What do you now know that you wish you had known at the beginning of your caregiving journey? Find Danielle online— ‣ Website: https://spark-fin.com/ ‣ Facebook: https://www.facebook.com/sparkfinanci... ‣ Twitter: https://twitter.com/Daniellemiula
資訊
- 節目
- 頻率每週更新
- 發佈時間2023年6月22日 下午7:59 [UTC]
- 長度32 分鐘
- 年齡分級兒少適宜