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Childfree Wealth®
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless.
DISCLOSURE: This podcast is for educational and entertainment purposes. Please consult your advisors before implementing any ideas heard on this podcast. For more information and disclosures, visit https://childfreewealth.com
Childfree Wealth®
My Mother's Money with Beth Pinsker, CFP®, Ep 168
Caring for aging parents is a universal experience, but for the Childfree, the dynamics are completely unique. In this episode, Dr. Jay sits down with Beth Pinsker, a CERTIFIED FINANCIAL PLANNER® and retired MarketWatch columnist, to discuss her new book,
My Mother's Money: A Guide to Financial Caregiving. They share personal stories and professional insights on navigating the emotional and financial challenges of becoming a financial caregiver.
Tune in to learn how to prepare for the unexpected and ensure you can care for the people you love without derailing your own financial future.
Timestamps:
🔹01:00 - Why being Childfree doesn't mean you're parent-free
🔹02:00 - The surprising impact a parent's financial plan can have on yours
🔹03:00 - The challenging question of how much help is too much
🔹04:00 - Setting healthy boundaries with parents
🔹06:00 - The emotional difficulty of the parent-child role reversal
🔹08:00 - The stress of managing caregivers and staff
🔹09:00 - Why you might want to hire a professional care team
🔹11:00 - Why single women are often the best at planning ahead
🔹13:00 - The hard decision of living with a parent
🔹18:00 - The nightmare of dealing with banks and power of attorney
🔹26:00 - Don't put your important papers in a safe deposit box
🔹27:00 - The "death file" and where to put your important papers
🔹29:00 - Beth's biggest takeaway from her book
Connect with Beth:
🔹Beth’s website: https://bethpinsker.com/
🔹Purchase her book:
🔹Instagram: https://www.instagram.com/bethpinsker_ny/
🔹LinkedIn: https://www.linkedin.com/in/bpinsker/
Mentioned in this episode:
🔹How to add a legacy contact in Apple: https://support.apple.com/en-us/102631
🔹Google inactive account manager (Android): https://support.google.com/accounts/answer/3036546?hl=en
🔹Childfree Trust®: https://childfreetrust.com/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
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Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
