June | 2019 | Getting There

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In this episode, you’ll learn:

The challenges that can come with navigating a parent’s financial situation
Why it’s important for your parents to keep some of their assets for themselves
The stages of transition that can come with cognitive decline
And more!

Having just celebrated her mom’s 95th birthday, Esther Szabo can appreciate what it’s like to have an aging parent and experience the inevitable challenges and transitions that come with it.

Resources:

Gates Pass Advisors | How to Care for Aging Parents: A One-Stop Resource for All Your Medical, Financial, Housing, and Emotional Issues

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A Certified Financial Transitionist also goes through transitions! Esther experienced a very deep loss when she became a widow in 2014. Now she looks forward to remarrying later in 2019.

She uses her own experience to describe which of the four stages of transition she is currently in, and illustrates signs of flow or struggle and how she is making decisions to support her own long term future- much as she advises her own clients.

Whether your life transition brings you joy, like a new marriage, or grief, like the loss of a partner, there are several stages you must travel through before finding your new normal.

In this episode, you’ll learn:

What the four stages of transition are
Esther’s experience with her current transition into a new marriage
The experience of creating a pre-nuptial agreement
How moving in with someone sparks a new set of transitions
And more!

Tune in now to learn about the stages of transition and strategies you can use to flow through each stage!

Resources: Gates Pass Advisors

Getting There

The Financial Good Place Podcast

Monthly Archives: June 2019

06/26/19 Episode 21 — Transitions with Your Aging Parent

06/12/19 Episode 20 — Esther’s in Transition – she’s getting married!