Episode 21 : 01/23/2017

Helping clients determine who will be their caregiver

podcast-ep-21-caregiver-header

Dr. Amy D’Aprix & Dr. Alexis Abramson

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Helping clients determine who will be their caregiver

In previous episodes, we’ve discussed how advisors can help with the financial aspect of retirement, their clients’ quality of life in retirement and even “living to 100.” In this episode, we discuss a topic that is sometimes overlooked, unplanned-for or downright avoided until the last minute – caregiving. We explore how to approach caregiving from the perspectives of those that receive the care, those that become caregivers and advisors who help their clients plan and navigate this path.

We welcome back two expert authors who have been on our podcast in previous episodes. Dr. Amy D’Aprix is the author of From Surviving to Thriving, and Dr. Alexis Abramson is the author of The Ultimate Caregiver. They discuss trends in the area of caregiving, how to plan for caregiving and why advisors are uniquely positioned to have these conversations with their clients.

In this episode:

  • How we define caregiving
  • Why clients fear losing independence over everything else
  • Issues that clients should discuss with family members
  • The questions advisors should use to coach a client concerning caregiving

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