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Showing episodes and shows of
Karl@assetsandincome.com (Annalee Kruger, Nathan Merrill, Karl Frank CFP)
Shows
Expert Network Team
E94: Aging plans with Annalee Kruger 2 of 2
Learn some of the specifics of Annalee’s advice. Take, for example, a driving plan. What if mom and dad cannot drive anymore? Are they even safe to drive? Learn about some of the things to do to make a home senior safe. Learn about technologies that can help our elderly loved ones. Learn about ways to keep our bodies and brains healthy. Also hear some real-life stories of things gone wrong.The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Kro...
2024-05-22
37 min
Expert Network Team
Aging plans with Annalee Kruger 1 of 2
Nathan Merrill, Karl Frank CFP®The majority of families who hire Annalee or one of her team members are in crisis. Their loved one, an elder, has had a decline in health and they are not ready. The communication between family members is struggling. And all of us, at some point in time, will not be able to speak up for ourselves when we need to. So it is good to find a guide, and this podcast provides some practical ways to choose one.The Expert Network Team consists of Karl Frank CFP®, financial planner at...
2024-05-08
30 min