FINANCIAL WELLNESS MONTH with EMILY TREASURE and MARGARET STARNER of RAYMOND JAMES on how to help Caregivers & the Sandwich Generation with Long-Term Care Costs and guiding Older Adults 80+ on Longevity Planning

Sherri Snelling, gerontologist, author and host of the “Caregiving Club On Air” podcast is kicking off the first episode of Season 6 with two great interviews. For this January episode we will focus on Financial Wellness Month with two guests who are financial planning experts from Raymond James financial advisors:

(7:50)   Emily Treasure – Sr. Manager for Longevity Planning – Raymond James who will talk about the new role financial advisors are playing with clients for comprehensive family financial planning that includes caregiving and long-term care costs. Emily will also highlight a unique program Raymond James has that offers connections to a specially curated group of companies that help caregivers navigate care needs and services – part of the value advisors are adding to their client services

(36:20) Margaret Starner – Founder & Managing Director of The Starner Group, part of Raymond James who will speak as a “super ager” who is still going strong in her 80s running her company and advising clients on longevity planning. Margaret will explain what challenges people face after 50 in planning for the next 50 years and how each decade brings new opportunities and decisions. Her secret? Margaret shares how she advises clients to plan for passion, purpose and lifelong learning

We know financial wellness is a challenge, especially for the Sandwich Generation. The unforeseen and unknown costs of long-term care create sticker shock for caregivers and families. Planning ahead is key as we live longer so that families know what to be prepared for. As well, longevity is opening up new horizons for super agers and others who want to pursue their dreams and passions well into their 80s, 90s and 100s. All of this makes financial advisors one of the key resources caregivers and older adults have to navigate longevity in the future.

And since Financial Wellness is one of the 7 Wellness Elements in my Me Time Monday book, it makes this area of life equally important to your physical, emotional, social, intellectual, environmental and spiritual health as all these elements affect each other in either disrupting or supporting our balance in life.

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Self-Care in 7 Minutes Videos – Financial Wellness

Here is our 7 Financial Wellness hacks part of our series, “Self-Care Solutions in 7 Minutes” we have created on our YouTube channel to help you in your financial wellness planning:

RESOURCE LINKS

Raymond James – Longevity Planning

Cost of Care Survey (how to find long-term care costs state by state)

“Elder Care Locator – eldercare.gov or call 1-800-677-1116 (help finding local resources)

National Council on Aging – Benefits Check-up (insights on long-term care costs that may be covered)

“Self-Care in 7 Minutes” Wellness Hack Video Series

Click here to find out where to buy Sherri’s Me Time Monday book and learn more about the workshops

Sherri’s Me Time Monday book GoodReads page

Sherri’s articles related to this episode

Cost of Care

What Suze Orman Learned Caring for Her Mother (Forbes)

Shopping Made Easier for Caregivers (Forbes)

The Latest Shopping Resources and Trends for Caregivers (PBS Next Avenue)

Multigenerational Living is Back and It’s a Good Thing (Forbes)

New Trends in Retirement Living (PBS Next Avenue)

9 Ways Caregivers Can Get a Free Respite Break (PBS Next Avenue)

Caregiving in the U.S.

Sandwich Generation Juggling Act (Forbes)

Caregiving’s Lost Generation: The Nation’s Children (Huff Post)

Difference in Caring for Moms versus Dads (PBS Next Avenue)

When the Old Care for Their Children (PBS Next Avenue)

Caregiver Wellness

7 Joyful Workouts (Me Time Monday blog)

10 Global Wellness Hacks for Caregivers (Me Time Monday blog)

National Day of Joy advisor Sherri Snelling (from Caregiving Club website)

How family caregivers can use a Monday routine to reset self-care (Considerable)

How Mondays Can Help Caregivers to Overcome Loneliness and Improve Health (Epoch Times)

7 Tips to Avoid Sandwich Generation Burn-out (USA Today)

Finding Happiness As a Caregiver (Forbes)

Happiness article (Spanish translation for Univision)

9 Ways Caregivers Can Get a Free Respite Break (PBS Next Avenue)

Paying it Forward – Volunteerism Among Caregivers (USA Today)

How Comedy Can Help Caregivers Cope with Coronavirus (Thrive Global)

June Brings: Alzheimer’s & Brain Health Month, World Music Day and Summer Solstice (Sherri’s blog on music, Brian Wilson, Billy Joel and brain health)

Caregiving Tips: Caring for Yourself As You Care for Others (Wells Fargo Magazine)

When Menopause and Caregiving Collide (PBS Next Avenue)

Well Home Design

Biophilic Design on a Budget (Snug Home)

Biophilic Home Design Fuses Nature and Neuroscience (Snug Home)

Creating a Cozy Reading Nook for Unplugging (Snug Home)

Biophilic Home Design Fuses Nature and Neuroscience (Huffington Post)

Creating Dementia Friendly Home Design (USA Today)

Latest report shows rise in male caregivers (Forbes)

The Sibling Caregiver (PBS Next Avenue)