Preview Mode Links will not work in preview mode

AARP Washington State Podcast

This podcast focuses on health, wealth and self, living our best lives after the age of 50. We'll talk about the transitions that come with getting older and how to be happier and more fulfilled.

  1. All Episodes
  2. Caring For Caregivers - Financial Strategies for Care

Caring For Caregivers - Financial Strategies for Care

Jan 13, 2024

Join our state director Marguerite Ro for a deep dive on managing finances for caregiving with Rachelle Czaplinski, CTFA, Senior Trust Officer at BECU. From savings options to choosing the right financial advisor and exploring diverse investment accounts, Rachel covers what you need to know.
1️⃣ Saving Strategies for Caregivers: Discover smart ways to build a financial cushion to handle the various aspects of caregiving.
2️⃣ Selecting the Right Financial Advisor: Understand the key factors to consider when choosing a financial advisor tailored to your caregiving needs.
3️⃣ Exploring Different Investment Accounts: Delve into the world of investment accounts suited for caregiving scenarios. Rachel breaks down the pros and cons, helping you make informed decisions.
Learn more about caregiving in Washington at aarp.org/caregiverswa