43 min listen
Estates, Inheritances, & Aging Parents: Your Checklist
Estates, Inheritances, & Aging Parents: Your Checklist
ratings:
Length:
45 minutes
Released:
Aug 2, 2023
Format:
Podcast episode
Description
We recently did a Rich Girl Roundup on how to talk money with aging parents, and the response for a deep-dive was overwhelming. So, we rounded up the most common questions and brought back Kim Davis from the Bahnsen Group to walk us through everything we need to know for our parents' golden years.
We're pulling together a comprehensive checklist to walk through with your loved ones, and we'll share it in next week's newsletter. Subscribe now so you don't miss it: https://www.morningbrew.com/money-with-katie/subscribe.
Transcripts can be found at podcast.moneywithkatie.com
—
Mentioned in the Episode
Rich Girl Roundup: How to Talk Money with Aging Parents: https://podcast.moneywithkatie.com/rich-girl-roundup-how-to-talk-money-with-aging-parents/
Hybrid Long-Term Care Insurance Policies: https://www.brighthousefinancial.com/education/healthcare-planning-for-retirement/what-is-hybrid-long-term-care-insurance/
Inflation Riders on Long-Term Care Insurance: https://www.insure.com/long-termcare/inflation-riders.html
Buying Long-Term Care Insurance in Someone Else's Name: https://www.annuityexpertadvice.com/long-term-care-insurance-for-parents/
What's Not Covered by Medicare: https://www.medicare.gov/what-medicare-covers/whats-not-covered-by-part-a-part-b
How to Qualify for Medicaid: https://www.nolo.com/legal-encyclopedia/when-will-medicaid-pay-nursing-home-assisted-living.html
Will vs. Trust: https://www.investopedia.com/articles/personal-finance/051315/will-vs-trust-difference-between-two.asp
Guardianship of Younger Children: https://sapientlawgroup.com/estate-planning-attorney-pasadena/designation-of-guardian/
CCRCs & Senior Living: https://www.continuingcarecommunities.org/assisted-living/california/
—
Follow Along at Money with Katie: https://moneywithkatie.com/
Watch on YouTube: https://www.youtube.com/@MoneywithKatie
Follow Money with Katie!
- Instagram: https://www.instagram.com/moneywithkatie/
- Twitter: https://twitter.com/moneywithkatie
Subscribe to The Money with Katie Newsletter
- Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2
Follow the Brew!
- Instagram: https://www.instagram.com/morningbrew/
- Twitter: https://twitter.com/MorningBrew
- TikTok: https://www.tiktok.com/@morningbrew
Learn more about your ad choices. Visit megaphone.fm/adchoices
We're pulling together a comprehensive checklist to walk through with your loved ones, and we'll share it in next week's newsletter. Subscribe now so you don't miss it: https://www.morningbrew.com/money-with-katie/subscribe.
Transcripts can be found at podcast.moneywithkatie.com
—
Mentioned in the Episode
Rich Girl Roundup: How to Talk Money with Aging Parents: https://podcast.moneywithkatie.com/rich-girl-roundup-how-to-talk-money-with-aging-parents/
Hybrid Long-Term Care Insurance Policies: https://www.brighthousefinancial.com/education/healthcare-planning-for-retirement/what-is-hybrid-long-term-care-insurance/
Inflation Riders on Long-Term Care Insurance: https://www.insure.com/long-termcare/inflation-riders.html
Buying Long-Term Care Insurance in Someone Else's Name: https://www.annuityexpertadvice.com/long-term-care-insurance-for-parents/
What's Not Covered by Medicare: https://www.medicare.gov/what-medicare-covers/whats-not-covered-by-part-a-part-b
How to Qualify for Medicaid: https://www.nolo.com/legal-encyclopedia/when-will-medicaid-pay-nursing-home-assisted-living.html
Will vs. Trust: https://www.investopedia.com/articles/personal-finance/051315/will-vs-trust-difference-between-two.asp
Guardianship of Younger Children: https://sapientlawgroup.com/estate-planning-attorney-pasadena/designation-of-guardian/
CCRCs & Senior Living: https://www.continuingcarecommunities.org/assisted-living/california/
—
Follow Along at Money with Katie: https://moneywithkatie.com/
Watch on YouTube: https://www.youtube.com/@MoneywithKatie
Follow Money with Katie!
- Instagram: https://www.instagram.com/moneywithkatie/
- Twitter: https://twitter.com/moneywithkatie
Subscribe to The Money with Katie Newsletter
- Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2
Follow the Brew!
- Instagram: https://www.instagram.com/morningbrew/
- Twitter: https://twitter.com/MorningBrew
- TikTok: https://www.tiktok.com/@morningbrew
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Aug 2, 2023
Format:
Podcast episode
Titles in the series (100)
#2: HOW TO TRAVEL FOR FREE: Credit Card Travel Rewards 101: An episode by popular demand: Let's talk about how you can travel for free using credit card rewards. Today, we're going to talk about:The prerequisites for using credit card travel rewards (who should and shouldn't be doing this)FAQs about timing, risks, credit score implications, and moreThe 5-6 cards I recommend getting, in order, and why the annual fees are worth itRESOURCES MENTIONEDThe Wealth PlannerThe Chase Freedom Flex Card application linkThe Chase Sapphire Preferred application linkThe Chase Southwest Airlines Rapid Rewards Priority Card application linkThe Chase Marriott Bonvoy Boundless Card application linkThe Platinum Card from American Express application linkThe Platinum Card from American Express full updated reviewTravel rewards as a couple ("two-player mode") by The Money with Katie Show