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Mom and Dad, What’s Your Plan?
Manage episode 468451469 series 3511982
On this episode of The Get Ready Money Podcast, I was joined by Cameron Huddleston, author and Director of Education at Carefull; Pam Ostrowski, Dementia Caregiving Speaker, Consultant and Author; and Ruschelle Khanna, author and fractional learning officer to talk about Mom and Dad, What’s the Plan?
Here are some key insights:
- Conversations need to happen sooner, rather than later - not in an emergency
- Come from a place of collaboration
- Emotions have to be dealt with first, the conversation has to be normalized
- How to start the conversation, even with someone who doesn’t want to have it.
- We need to communicate to protect our needs and dignity.
Cameron Huddleston is the author of "Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances." She is an award-winning journalist who has been writing about personal finance for more than 20 years. She also was a caregiver for more than 12 years for her mom, who had Alzheimer's disease. Cameron is currently the director of education and content at Carefull, the first service built to organize and protect the daily finances of older adults.
Pam Ostrowski, CSA, CDP, CDC is a Dementia Caregiving Speaker, Consultant and Author of "It's Not That Simple: Helping Families Navigate the Alzheimer's Journey,". Dementia caregiving coach and guide, Pam Ostrowski, provides a path to relieve the fear, anxiety, and confusion that family members experience when a loved one is diagnosed with dementia. Pam is the founder of Alzheimer’s Family Consulting. She is also the author of the highly rated Alzheimer’s guidebook, "It's Not That Simple: Helping Families Navigate the Alzheimer's Journey," which is based on Pam’s 14-year dementia and Alzheimer’s journey with her parents. She works with organizations such as financial advisors and long-term care professionals to educate them on the need for more client conversations on aging well and planning for possible later-in-life cognitive impairment.
Ruschelle Khanna, LCSW is an Advisor and Therapist for High Net Worth Females & Families. Ruschelle specializes in helping leaders and teams develop high EQ skills to effectively blend strategic thinking, creative problem solving and effective communication. She serves as a Fractional Learning Officer for families in enterprise. Ruschelle is a Gottmann Method Facilitator. She was formerly the Clinical Director at Samaritan Daytop Village.
Connect with Cameron Huddleston:
Connect with Pam Ostrowski:
Connect with Ruschelle Khanna:
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
Chapters
1. Mom and Dad, What’s Your Plan? (00:00:00)
2. Later Life Planning and Communication (00:00:04)
3. Having Difficult Conversations on Planning (00:16:06)
4. Navigating Conversations on Later Life Planning (00:30:14)
183 episodes
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