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Daily Money Management at Every Stage of Life with Kay Bransford

Daily Money Management at Every Stage of Life with Kay Bransford

May 03, 2024

In this episode of the Live Greater View, we uncover the complexities and challenges faced by individuals and families when it comes to handling finances in later stages of life. From the importance of having a clear financial roadmap to the delicate dynamics of family involvement, we leave no stone unturned in exploring this vital topic.

Key Points:

💡 Understanding the significance of daily money management in later stages of life.

💡 Exploring the common pitfalls and challenges faced by seniors and their families regarding finances.

💡 Highlighting the crucial role of clear communication and transparency within families regarding financial matters.

💡 Unveiling practical strategies and tools for safeguarding against fraud and financial abuse.

💡 Discussing the various approaches to compensating daily money management services and the factors influencing them.

💡 Shedding light on the initial onboarding process and the importance of organization in financial management.

💡 Delving into the intricate dynamics of family involvement and communication in financial decision-making for seniors.

Join us as we unravel the mysteries of daily money management and empower you with valuable insights and strategies to navigate the financial maze of aging with confidence and clarity. Don't miss out on this enlightening episode—tune in now!

VLP Financial Advisors is an independent, full-service wealth services firm, with $1.2B in AUA through Cetera Advisor Networks as of 6/30/23, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.

This is a no-obligation event, no products will be presented in any of the above presentations. All content is for informational purposes. Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 8391 Old Courthouse Road, Suite 203, Vienna, VA 22182.

Kay Bransford is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Kay is in no way related to Cetera Advisor Networks LLC or its registered representatives.

VLP Financial Advisors, 8391 Old Courthouse Road, Suite 203; Vienna, VA 22182. 703-356-4360.