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Description

Harry interviews Dr. Sara Zeff Geber, who coined the term 'solo agers' to describe individuals without reliable family support as they age. They discuss the growing population of solo agers, particularly among baby boomers, and explore the challenges and opportunities in planning for later life. Key topics include the importance of having a robust estate plan, the role of licensed professional fiduciaries, the emergence of the Child Free Trust, and alternative living arrangements such as senior living communities. Sarah emphasizes the need for solo agers to proactively plan for their future to ensure they are supported and comfortable in their later years.

 

More on Sara: https://sarazeffgeber.com/

More on Harry Margolis: https://margolisbloom.com/harry-s-margolis/ 

Harry on Substack:  https://okayboomer.substack.com/ 

 

Topics

00:37 Defining ‘Solo Agers’

02:18 Statistics and Trends of Solo Agers

05:06 Personal Journey into Solo Aging

06:42 Solutions for Solo Agers

14:21 Living Arrangements for Solo Agers

22:32 Policy Recommendations and Final Thoughts