Strategic Planning for the Golden...
Strategic Planning for the Golden Years: How to Prepare for Aging Parents

Bartelle's Money Talk by Bartelles Financial Coaching

Episode notes

In this eye-opening episode of Bartelle’s Money Talk, hosts Johnny and Teresa sit down with guest expert Will Holditch, author of Strategic Planning for the Golden Years. With a compelling life story that includes entrepreneurship, firefighting, and serving as an EMT, Will shares invaluable lessons from real-life experiences that led him to write a comprehensive guide on how to prepare for one of life’s most challenging transitions—caring for aging parents.

From navigating VA benefits and uncovering family medical history, to organizing financial documents, living wills, and long-term care plans, Will explains why planning ahead isn’t optional—it’s essential. Whether you’re a Gen Xer juggling kids and aging parents, a millennial with questions, or a spouse who handles none of the finances— ... 

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