Are you ready for the “Big Four” transitions of aging?
In today’s episode, host Jeff Bernier, CFP®, ChFC, CFS is joined by Carolyn McClanahan, M.D., CFP® to discuss a sometimes difficult topic: preparing financially, emotionally, and physically for aging.
Her unique background offers a different perspective. Carolyn began her career as a physician but later made a career change when she and her husband were unable to find a financial planner to provide them the advice and guidance needed to create a great life.
Carolyn and Jeff dive into the big four decisions that need to be made in preparation for aging. The cost of long-term care and insurance, healthcare, and housing can be quite expensive but Carolyn shares some examples of how avoiding these decisions could be even costlier.
Click here to view full video!
We’d love to hear your ideas on topics you’d like covered in future episodes! Please feel free to email moneyandmeaning@tandemgrowth.com.
