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6-5-26 Aging Alone - The Financial, Legal, and Caregiving Plan
Published 2 weeks, 1 day ago
Description
More Americans are entering retirement without a spouse, children nearby, or a built-in support system. Aging alone presents unique financial, legal, healthcare, housing, and caregiving challenges that require proactive planning long before a crisis occurs.
Richard Rosso & Devoda Owens discuss the essential steps solo agers should take to maintain independence, protect their finances, prepare for healthcare needs, and create a reliable support network.
Whether you are approaching retirement, already retired, or helping a loved one navigate the aging process alone, this discussion provides a practical roadmap for maintaining financial security, personal dignity, and quality of life throughout retirement.
Here's a topical rundown of today's show:
0:00 - INTRO
0:19 - Hate Ball, Nat'l. Donut Day,, & Mummy Beer(!)
5:18 - The Dilemma of Aging in Place
13:55 - Building a Reliable Support Network
16:23 - Creating a Housing Plan for Old Age
19:40 - Proximity to Healthcare
22:25 - Finding Proper Personal Care
26:43 - Legal Prep & Elder Law Attorney
29:05 - Identifying Risks in the Home
32:09 - Preparing for Long Term Care
33:22 - Life 360 & Monitoring technology
35:47 - Having a Purposeful Retirement
36:57 - The Village People
39:28 - Home Care Agencies
40:07 - National Resources
44:34 - Candid Coffee Coming
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Devoda Owens, CFP
Produced by Brent Clanton, Executive Producer
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