Home » Podcast » Planning for the Financial Side of Care

Planning for the Financial Side of Care

Play episode
Planning for the Financial Side of Care

One of the biggest fears people have is outliving their money. It can be scary not only for an aging senior but also for the caregiver of that senior. Today on JeriTalk, we continue our conversation on planning for care by diving into the financial side of care planning with Lee Williams of Nowlin and Associates Wealth Management. Lee talks with us about

  • Practical tips for money management
  • Setting yourself up for good financial health regardless of income level
  • Products with additional benefits that may include care for aging seniors
  • The first steps to take when you realize mom and/or dad need assistance managing their finances

This is a great episode to help you prepare to care, not only for the aging senior in your life, but also when planning for your own care as you age. You can contact Lee for questions or to make an appointment by emailing him at lee@nowlinwm.com.

Lee Williams is a Registered Representative and Investment Advisor Representative offering securities and investment advisory services solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC, a registered broker/dealer and registered investment advisor. AIC and Nowlin and Associates Wealth Management Lee Williams are not affiliated. Additional products and services may be available through Lee Williams or Nowlin and Associates Lee Williams that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances.

Hosted by
Join the discussion

Instagram feed @beyondhomecareal

Instagram has returned empty data. Please authorize your Instagram account in the plugin settings .