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The Get Ready Money Podcast: Change The Way You Think About Solo Aging

Sep 03, 2024

๐Ÿ™Œ  On this episode of The Get Ready Money Podcast, I was joined by Cathy Sikorski, Author and Speaker; Joy Loverde, author and speaker; Paul Nagle, Executive Director of Stonewall Community Development Corporation and Peggy Haslach, Certified Financial Planner at Planning for Good to talk about changing the way we think about money and solo aging.

๐Ÿง Here’s what we discussed:

๐Ÿ”น Why money is the number one conversation that you need to have.

๐Ÿ”น The importance of having trusted people and resources.

๐Ÿ”น Why community is vital.

๐Ÿ”น What’s unique about solo aging for the LGBTQIA+ community

๐Ÿ”น Be sure to keep everything up to date.

๐Ÿ”น Look for straight answers from your advisors. Are you really being addressed?

 

๐ŸŽฅ Watch this episode below: 

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๐ŸŽง Listen to the podcast below or on your favorite podcast app.

 

 

 

 

Connect with Joy Loverde:

Website: https://elderindustry.com/

LinkedIn: https://www.linkedin.com/in/joyloverde/

 Connect with Cathy Sikorski:

 Website: https://cathysikorski.com

LinkedIn: https://www.linkedin.com/in/cathysikorski24/

TikTok: https://www.tiktok.com/@cathy_sikorski

Connect with Paul Nagle:

Stonewall Community Development Corporation: https://www.stonewallcdc.org/

Virtual Village Resources in New York City: Events, Housing resources, health & mental resources and more: https://stonewallvillagenyc.org

Stonewall CDC Facebook page  https://www.facebook.com/Stonewallcdc

LinkedIn:  https://www.linkedin.com/in/paulenagle/

Connect with Peggy Haslach:

Planning for Good:  www.planningforgood.co

LinkedIn: https://www.linkedin.com/in/peggyhaslach/ 

Books:

 Joy Loverde:

 The Complete Eldercare Planner, Revised and Updated 4th Edition: Where to Start, Which Questions to Ask, and How to Find Help (Amazon) https://amzn.to/3TpdzLy

Who Will Take Care of Me When I'm Old?: Plan Now to Safeguard Your Health and Happiness in Old Age (Amazon) https://amzn.to/3T0milN

Cathy Sikorski:

Who Moved My Teeth?: Preparing For Self, Loved Ones And Caregiving (Amazon) https://amzn.to/49ZaC9E

12 Conversations: How To Talk to Almost Anyone About Long-Term Care Planning (Amazon) https://amzn.to/3T5w3iq

Showering With Nana: Confessions Of A Serial Caregiver (Amazon) https://amzn.to/4bZFets

 Bios:

Joy Loverde:

Joy Loverde is the best-selling author of The Complete Eldercare Planner and Who Will Take Care of Me When I’m Old?  A seasoned keynote speaker and brand ambassador for the senior-living industry, Joy’s appearances include the Today show, CBS Early Show, ABC News, and NPR. She is quoted in the Wall Street Journal, Washington Post, Time Magazine, and others. Joy works with the senior-housing industry and other professionals as a mature-market consultant.

Cathy Sikorski:

Cathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the caregiving crisis. Cathy uses her own caregiver experience and expertise to educate, entertain and elevate the conversation around work, money, aging and caregiving. In October 2021, Corner Office Books released her latest book 12 Conversations: How to Talk to Almost Anyone about Long-Term Care Planning.

Paul Nagle:

Paul Nagle is the Executive Director of Stonewall Community Development Corporation, a young organization dedicated to working with commercial and non-profit developers, policy leaders, government agencies and local communities to establish LGBTQ-friendly senior housing in NYC. Paul is also the Program Director at Musicians United to Protect Bristol Bay.

Peggy Haslach:

 Peggy Haslach, CFP, CLU is a Certified Financial Planner at Planning for Good.  Ten years ago, Peggy decided to get the get the licenses needed to open her own financial planning practice after she saw firsthand how many women and LGBT seniors needed help navigating life events and how few women and LGBT worked in the areas where they needed help. Recently Peggy opened a west coast office of Planning For Good making it a bicoastal, LGBTQIA+ women owned financial planning firm dedicated to working with LGBTQ, women and other historically underrepresented communities. Peggy is a certified MBE through the NGLCC. In addition to advising her clients Peggy has been working to change the face of financial services. She sits on the Cambridge Investment Research DEI Advisory Council and is the executive advisor to Unity™ the LGBTQ+ affinity program at Females and Finance.

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