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Financial planning

Nitty Gritty Senior Finance Questions

Will people hit their goal for retirement? Like getting out the good china, we rarely think about our post-retirement finances. Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about how a financial manager considers your circumstances holistically.
Financial planning

Life Book: A Non-Invasive Family Finance Tool

A professional finance manager can craft a life book to document your assets, income, and expenses – or for your senior loved ones – and how it insulates mom and dad from feeling like they're sharing too much with their family. Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about life books. Financial wellness is one of the 8 foundational principles of wellness featured in the Vitality Revolution podcast series sponsored by Humana.
Financial planning

Family Finance Trip Wires

Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about trip wires when it comes to the financial plan for your aging years, or the finances of your senior loved ones. Financial wellness is one of the 8 foundational principles of wellness featured in the Vitality Revolution podcast series sponsored by Humana.
Financial planning

Family Finances: Talking With Your Parents

Do you have a financial plan to move forward in your aging years? Do your senior loved ones have a plan? Sometimes it's hard to bring up those topics with them, but if you get asked to serve as power of attorney for a family member, it's your business to find out. Sitting down with a senior finance manager might be a great way to bridge you to this information in a non-invasive way. Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about how to talk to your parents about their family finances. Financial wellness, knowing you have resources to maintain your life, is one of the 8 foundational principles of wellness featured in the Vitality Revolution podcast series sponsored by Humana.