Episode Details

Back to Episodes

How to Create an Aging Plan Before Life Happens

Published 1 week, 5 days ago
Description

Send us Fan Mail

Aging planning starts with conversations. 

Lauren Clough, Co-Founder and CEO of bQuest joined me on the Get Ready Before Life Happens podcast to explore why aging plans matter, how early family conversations create clarity, and the important role financial planners and care professionals play in helping families navigate caregiving decisions. Lauren shares practical insights on aging in place, building support systems, and creating a plan that aligns with a family’s wishes and values.

Key Takeaways

  • Aging planning begins with understanding a person’s wishes and long-term goals
  • Early family conversations help reduce stress and improve decision-making later
  • Caregiving often evolves over time and requires different types of support along the way
  • Aging in place requires planning around home safety, caregiving, and financial resources
  • Financial advisors can play an important role in facilitating family conversations and long-term planning
  • Trusted professionals and vetted service providers help families navigate complex caregiving decisions with greater confidence


Tony’s Take: When families talk openly about wishes, care, and support before a crisis happens, they create a stronger foundation for the future. That clarity becomes a gift for everyone involved.


Connect with Lauren Clough:



Resources mentioned:


  • Aging Wishes Guide
  • How to Create an Aging Plan That Works with Aging-in-Place Expert Carol Chiang on the Get Ready Before Life Happens Podcast (here)


Bio: 


Lauren Clough is the Co-Founder and CEO of bQuest, the first Care Intelligence Platform purpose-built for the financial services industry. bQuest partners with wealth management firms, RIAs, and family offices to ensure families receive timely, coordinated support during aging, end-of-life, and after-loss transitions.

 

Drawing on more than a decade as a senior manager in her family’s global logistics business, Lauren brings deep operational expertise in scaling complex, fragmented systems. Her leadership is also shaped by her family’s multi-generational Alzheimer’s journey, which exposed firsthand the gaps between financial planning and aging care support.

 

At bQuest, Lauren is building the infrastructure that bridges wealth and health equipping financial advisors to show up for clients not only in markets, but in life’s most personal and vulnerable moments.

 

Her mission is to transform financial services by making longevity planning and care coordination a standard offering so that every family under the guidance of a trusted advisor has clarity, advocacy, and real support as they navigate caregiving and aging.


👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com


👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready L

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us