Tag: Financial Planning for Seniors
The Joyful Journey of Aging (Ep. 6)

The Joyful Journey of Aging (Ep. 6)

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Aging isn’t about slowing down—it’s about thriving. With the right strategies, aging becomes a celebration of purpose, growth, and financial stability.

This week on JubilAge, host Carol Chiarito reveals how creativity and connection can make financial planning approachable, engaging, and impactful. From hosting nostalgic events like “Party Like It’s 1959” to using tools like “Betty,” a 1959 camper, Carol’s innovative approach bridges the gap between financial advising and life’s transitions.

Seniors will find fresh perspectives on aging with confidence, while advisors will gain actionable strategies to build trust and connect deeply with their clients. With relatable insights and inspiring analogies, this episode empowers everyone to embrace aging as a vibrant and financially sound journey.

Key Highlights:

  • The Coxswain Analogy: Advisors guide clients like a coxswain steers a rowing team—steady, strategic, and adaptive
  • Interactive Events: Learn how creative themes like “Party Like It’s 1959” transform complex topics into unforgettable experiences
  • Financial Wins, Simplified: Discover how small, intentional moves could create meaningful long-term outcomes
  • Optimism in Aging: Turn aging into an opportunity for growth with the right financial team
  • Closing Gaps: Practical tips for engaging underserved or rural communities and fostering trust
  • And much more!

Resources:

Connect with Carol Chiarito:

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Family Conversations on Aging Financially with Mike Stith (Ep. 4)

Family Conversations on Aging Financially with Mike Stith (Ep. 4)

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Aging gracefully involves more than health—it requires financial clarity and confidence.

This week on JubilAge, host Carol Chiarito is joined by Mike Stith, a retiree and hands-on caregiver for his 85-year-old mother-in-law. Together, they tackle the barriers seniors face in achieving financial peace, such as fear of market fluctuations and reluctance to involve family in financial decisions.

Mike shares his personal experience and introduces the “three buckets of money” framework—a simple but powerful tool for balancing long-term stability, emergency preparedness, and personal enjoyment.

Whether you’re a financial advisor, a family member, or a senior yourself, this episode provides actionable strategies to break the silence, address financial anxieties, and foster trust through inclusive conversations.

Key Highlights:

  • Master the “Three Buckets” Approach: Simplify resource allocation into retirement, emergency, and enjoyment funds
  • Build Financial Transparency: Strategies for breaking generational silence around money conversations
  • Empower Advisors: How financial professionals can create family-friendly environments to tackle long-term care and financial goals
  • Overcome Barriers: Addressing challenges like hearing impairments, market fears, and isolation in financial decision-making
  • Start Small, Think Big: Practical steps for families to introduce essential topics like wills, trusts, and care plans
  • And much more!

Resources:

Connect with Carol Chiarito:

Connect with Mike Stith:

About Our Guest:

Mike Stith is a retired professional turned caregiver who offers firsthand insights into seniors’ financial challenges. His personal journey highlights the importance of compassionate, family-inclusive financial planning.

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