318. Joan "Planning for Aging Parents and Their Financial Needs"

Happy Friday! This week on the podcast, we have a great episode with our lovely guest, Joan!

Joan is 33 years old, lives in Southern California with her partner, and works in supply chain management for clothing companies. She recently got a raise and now makes $95K per year. Joan has a travel fund and a brokerage account for investments. She and her partner are savers and have similar mindsets when it comes to finances. Joan is worried about her parents and what their financial needs will be as they age.

Barb and Joan discuss...

The complexities of estate planningThe difference between a Roth IRA and a Roth 401kHow estate planning can protect assets from long-term care costsNavigating Long-Term Care Conversations...and more!

If you'd like to be a guest on the podcast, we are looking specifically for women who want to discuss their personal finances and have questions about retirement planning, social security, and more.

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