Send us a text Money becomes a monster in the closet when aging, memory loss, and online fraud collide. We pull the light switch. With Anne Taylor, founder of Grace Point Family CFO and former chief compliance officer stewarding over $300M in assets, we unpack how families can replace panic with predictability and give parents what they want most: independence with dignity. We talk about the daughter’s dilemma—helping without overreach—and the moment when waiting turns into crisis. Anne brea...
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Send us a text Money becomes a monster in the closet when aging, memory loss, and online fraud collide. We pull the light switch. With Anne Taylor, founder of Grace Point Family CFO and former chief compliance officer stewarding over $300M in assets, we unpack how families can replace panic with predictability and give parents what they want most: independence with dignity. We talk about the daughter’s dilemma—helping without overreach—and the moment when waiting turns into crisis. Anne brea...
How to Travel Well After 60—Safety, Joy, and Realistic Plans
Senior Care Academy - A Helperly Podcast
12 minutes
1 month ago
How to Travel Well After 60—Safety, Joy, and Realistic Plans
Send us a text Most bucket lists go quiet after 61—not because the desire fades, but because barriers get louder. We unpack the real reasons older adults stop traveling (no companion, health worries, cost) and replace them with practical steps that make meaningful trips feel possible again. From choosing the right pace and accessible destinations to planning for medical needs without panic, we lay out a clear, repeatable approach families can use to turn “someday” into booked. We dig into sm...
Senior Care Academy - A Helperly Podcast
Send us a text Money becomes a monster in the closet when aging, memory loss, and online fraud collide. We pull the light switch. With Anne Taylor, founder of Grace Point Family CFO and former chief compliance officer stewarding over $300M in assets, we unpack how families can replace panic with predictability and give parents what they want most: independence with dignity. We talk about the daughter’s dilemma—helping without overreach—and the moment when waiting turns into crisis. Anne brea...
