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Money Management & Older Adults
Manage episode 355958382 series 2799122
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In This Episode
Daily money management can be a sore topic for some families of older adults. 90% of adults will tell you that they would prefer to age in place. That makes a lot of sense, doesn't it? Who wouldn't want to stay in their own home for as long as possible? But as we age, some of the everyday tasks we have always managed, like money management and paying bills, may become too much. We'd all like to think we will always be able to manage without assistance, but what happens when we can't? In this episode, we explore how a Daily Money manager can help.
My Guest
I was joined for this conversation by Heather Riner. Heather is the founder of Atlas Financial Consulting, which she established in 2021 after gaining ten years of experience in various financial sectors. These include wealth management, investments, trusts, and banking. She became a Daily Money Manager, helping clients by taking care of their day-to-day financial tasks and providing hands-on support to improve their financial lives. Heather is a member of the American Association of Daily Money Managers.
Related Content/Links
- Episode 35: Using a Daily Money Manager
- Episode 28: What is Cybercrime and How Do I Protect Myself?
- American Association of Daily Money Managers
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