Episode 68

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Published on:

10th May 2023

Is Mom and Dad's Money Safe?

Concerned about recent bank financial failures?  Your aging parent may be too, but they might not tell you. When you’re on a fixed or reduced income, every penny counts.

In this episode, my guest, Philip Van Doorn from Market Watch explains, simply, how to calm your parents’ fears and help them protect their assets.  We also talk about finding additional ways to earn money on their deposits and how to find extra dollars for them.  We also cover how to make sure that their investment brokerage is safe and what to look for. Yes, every dollar counts!   

This episode focuses on your, your parents, and your family’s best interest. Financial interest, that is. 

Special note: Philip is also a caregiver and helps to care for his dad.

Helpful links:

#marketwatch @philipvandoorn #money #costofcare @marketwatch

GUEST: Philip Van Doorn is an investment analyst and columnist for MarketWatch. He's known as a "rare find" with the exceptional skill of being able to take complex issues and translate them into everyday language. It's a privilege to have Philip as one of our guests on the show.

Host:  Nancy May, Author of How to Survive 911 Medical Emergencies, Step-by-Step Before, During, After!  is an expert in managing the path of step-by-step caring for aging parents, even from over 1200 miles away. For a free, fillable File-of-Life go to www.howtosurvive911.com. Nancy is also the Co-Founder of CareManity LLC, and the private FaceBook group, Eldercare Success.

Disclaimer: The views, perspectives, and opinions expressed in this show are those of the show guests and not directly those of the companies they serve or that of the host or the producer CareManity, LLC. The information discussed should not be considered or used as medical, legal, or financial advice. Please seek the advice of your own medical, legal, or financial advisors as each person’s situation differs. (c) Copyright 2023 CareManity, LLC all rights reserved.

CareManity and Eldercare Success are trademarks of CareManity, LLC. "There is a Better Way" is a Service Mark of CareManity, LLC  



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About the Podcast

Eldercare Success
Doing It Best with Eldercare Success
Join us in Doing it Best with Eldercare Success where we explore ways to relieve the stress, exhaustion and overwhelm that we all face in caring for an aging parent, frail spouse, or partner. Fear, frustration, emotional and financial strain do not have to be your MO! In this show, we dive into unraveling the tricks, traps, and gotchas that create more questions than answers while caring for those we love.
Join Nancy May, and her guests as she helps relieve the pressures and delivers solid ways to find more joy and freedom as we care for those with those we love. Here you’ll learn how to find the ground under your feet again. Hang tight there’s a better road ahead.
keeping our feet on solid ground. Hang tight there’s a better road ahead.

About your host

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Nancy May

Nancy May is a corporate leader, business advisor, author, speaker, and nationally recognized podcast host. She has spent her career working with CEOs, Boards of Directors, and senior leaders in the public and private corporate sectors. These experiences gave her the strength and foundation to step in and provide her parents with guidance and support, both as their POA and Trustee, and diehard advocate as they aged. Nancy credits her father an entrepreneur, innovator of innovative eyewear design, and her mom for encouraging and preparing her to acquire the many skills needed to start, build, and lead several successful businesses. She has transitioned these competencies and life lessons to into her new business, CareManity, LLC, which focuses on providing family caregivers structured ways to obtain practical knowledge, resources, and access much-needed support.