Hi Jan,

Episode 205 of our Retire With Style podcast is out now!
This week on Retire With Style, Alex and I spoke with Beth Pinsker about a topic many families eventually face: financial caregiving. Beth shared her experience managing her mother’s finances during a health crisis, and her story highlights how important it is to prepare before something unexpected happens.

We discussed why documents like a power of attorney and a healthcare proxy matter, how difficult it can be to access accounts without them, and the emotional strain that comes when the courts must step in. Beth also walked through the practical side of taking over someone’s bills and understanding their full financial picture.

I hope this episode encourages you to begin these conversations with your family. A bit of planning today can prevent significant stress later. Listen now to learn more!