Hi Jan,

Episode 206 of our Retire With Style podcast is out now!
This week on Retire With Style, Alex and I continued our conversation with Beth Pinsker to look at what really happens when families are unprepared for the financial side of caregiving. Only about thirty percent of people have basic documents in place, and that gap can lead to probate delays, confusion, and family conflict.

Beth walks through the practical steps that make a big difference, like setting clear beneficiary designations, knowing when a trust offers better protection, and remembering to account for digital assets. She also shares the emotional side of settling a loved one’s estate, which is often more difficult than expected.

If you have aging parents or hope to make things easier for your own family, this episode offers a clear look at the conversations worth having now. Listen now to learn more!