How to Help Your Aging Parents, With Kim Curtis

Filed in Podcasts, Previous Episodes on March 23, 2022

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There are nearly ten million adults over the age of 50 caring for their aging parents.

If you’re one of those individuals, the burden can be extremely emotional.

Your parents spent their lives working hard, spending smartly and saving for retirement.

How can you help them be safe and set as they transition into the next phase of their lives?

Kim Curtis joins Adam and talks about her personal experiences and advice as a Financial Advisory to help people set themselves (and their families) up for success.

Discover:

  • What ‘Retirement’ really means
  • How to make that shift from saving for to living in retirement
  • How to make sure your parents are receiving the maximum Social Security Benefits
  • How to assess in home care needs
  • What documents you need to organize in the event of an emergency
  • And so much more.

Don’t wait until it’s too late. Make sure today that everything is in place for you and your parents.

About This Guest: ()

Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. Ms. Curtis’ groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. She has been profiled in several publications including the Wall Street Journal. Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. She lives with her family in Denver, Colorado.
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