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“Next Frontier” podcast with host Bill Coppel – First Clearing, Wells Fargo wealth advisors

Sherri serves as the gerontology expert for First Clearing, the wealth advisor affiliate of Wells Fargo. The “Next Frontier” podcast with host Bill Coppel has a a mission to help financial advisors understand the longevity economy so they can better guide clients through caregiving, encore careers and achieving wealthspan and healthspan that equals lifespan. Sherri and Bill talk on a variety of topics in aging – see below:

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1. This conversation focuses on the Sandwich Generation caregivers, the conversations advisors should be having with clients to help them prepare to care in this age of longevity, caregiving in the workplace and the emotional and financial challenges of juggling career, children and caregiving.

Next Frontier Podcast – Preparing to Care Part 1 with Sherri Snelling

Next Frontier Podcast – Preparing to Care Part 2 with Sherri Snelling

2.  This conversation focuses on the bonus years in life – age 65 – 95 or beyond. Sherri helps define financial gerontology and the BPS (biopsychosocial) framework of optimal aging and wellness. How do we reach Maslow’s 6th level of self-transcendence? What is affective forecasting for happiness goals? How do you find your flow? What is the role of advisor helping clients not in “retirement” but in reframing aging and longevity?

Next Frontier Podcast – Helping Clients Navigate Longevity with Sherri Snelling

3. This conversation focuses on the options on where to live as we age. Most Americans desire to live in our homes as long as possible. However, 1 in 3 U.S. homes are “Peter Pan Housing” built for people who will never grow old. And the choices for active senior living and assisted living are growing by the day. Sherri discusses how to navigate these choices and costs, how to embrace universal design at home, how to incorporate well home design to make you healthier and happier and how to create a Lifetime Home Maintenance Plan to make changes every few years to achieve that true “forever home.”

Next Frontier Podcast – Home Sweet Home – Navigating Where and How to Live Out Our Bonus Years with Sherri Snelling

4. This conversation discusses the caregiver wellness needs of more than 65 million family caregivers. What are the risks of stress and the telomere effect? How to help clients avoid burnout and depression. How to balance self-care while caregiving.  Clients need to plug into the lives of clients and provide an empathetic forum in order to help navigate both the financial and the emotional journey of caregiving clients.

Next Frontier Podcast – Caring for the Caregiver with Sherri Snelling

5. This conversation is based on the post-pandemic mental health issues of “cave fatigue” and understanding that grief is not just with loss of a loved one but can accompany loss of a job, loss of a marriage, loss of freedoms that make us happier. Sherri talks about the 5 stages of grief and how to find the lesser known 6th stage proposed by psychologist David Kessler – Meaning. 

Next Frontier Podcast – What Advisors Should Know About the Cycle of Grief with Sherri Snelling