• #110 Maximizing Retirement Funds After a Diagnosis with Glenda Molina

  • 2024/09/12
  • 再生時間: 44 分
  • ポッドキャスト

#110 Maximizing Retirement Funds After a Diagnosis with Glenda Molina

  • サマリー

  • In this episode of the Listen for Life Aphasia podcast, host Genevieve Richardson talks with Glenda Molina, a wealth advisor from Austin, Texas, about the importance of financial planning for individuals affected by strokes and aphasia. Glenda shares her expertise in helping clients achieve financial stability and freedom after health crises.

    Glenda discusses her approach to financial planning, which includes consolidating accounts, ensuring access to resources, and creating a clear financial roadmap. She emphasizes the importance of early financial planning, especially for those with progressive neurological conditions, and highlights the role of long-term care insurance and cash flow analysis in maintaining living arrangements and care costs.

    The conversation also covers community resources for those who may not afford a wealth advisor, such as Foundation Communities in Austin, which provides financial coaching for low-income individuals. Glenda advocates for proactive financial planning throughout different life stages and encourages clients to enjoy life while planning for potential health risks.

    The episode concludes with Glenda offering a 15-minute introductory call for those interested in exploring their financial options and expressing her dedication to community service.

    Top Takeaways:

    • Financial planning is crucial for managing healthcare expenses after health crises.

    • Initial consultations involve reviewing bills, gathering financial statements, and ensuring account access through legal documents.

    • Early financial planning is essential for those with progressive neurological conditions.

    • Long-term care insurance and cash flow analysis are vital for maintaining living arrangements and care costs.

    • Community resources are available for those who may not afford a wealth advisor.

    • Financial strategies should adapt as individuals age, with a focus on comprehensive savings and enjoying life.

    Take action today by simplifying your financial planning process. Visit the Listen for Life podcast website for more resources and consider reaching out to LIFE Speech Pathology for support in managing aphasia. Let's uncomplicate aphasia and take control of our financial futures together!

    The Listen for LIFE Aphasia Podcast is a platform dedicated to supporting individuals through stories and experiences. Visit ListenForLIFEAphasiaPodcast.com to view video episodes. If you have a topic or guest recommendation, or if YOU want to be a guest, visit the Guest Hub. If you have any unanswered questions, you can ask Genevieve and Aphasia Wisdom through “Search for Answers.”

    If you or a loved one is seeking telepractice support, LIFE Speech Pathology® can help! Explore our services and approach at DoLIFESpeechPathology.com.

    Do you or someone you love have aphasia and are seeking support? Book a free consultation by heading over to DoLIFESpeechPathology.com or by following this specific link: [Book a Free Consultation](DoLIFESpeech.intakeq.com).

    Stay connected with us on YouTube, Facebook, and Instagram for updates and encouragement. Together, let's uncomplicate aphasia.

    Contact Glenda:

    • Phone number: 512-774-5344

    • Email: glenda.molina@waverly-advisors.com

    • Social Media: [LinkedIn](www.linkedin.com)

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あらすじ・解説

In this episode of the Listen for Life Aphasia podcast, host Genevieve Richardson talks with Glenda Molina, a wealth advisor from Austin, Texas, about the importance of financial planning for individuals affected by strokes and aphasia. Glenda shares her expertise in helping clients achieve financial stability and freedom after health crises.

Glenda discusses her approach to financial planning, which includes consolidating accounts, ensuring access to resources, and creating a clear financial roadmap. She emphasizes the importance of early financial planning, especially for those with progressive neurological conditions, and highlights the role of long-term care insurance and cash flow analysis in maintaining living arrangements and care costs.

The conversation also covers community resources for those who may not afford a wealth advisor, such as Foundation Communities in Austin, which provides financial coaching for low-income individuals. Glenda advocates for proactive financial planning throughout different life stages and encourages clients to enjoy life while planning for potential health risks.

The episode concludes with Glenda offering a 15-minute introductory call for those interested in exploring their financial options and expressing her dedication to community service.

Top Takeaways:

  • Financial planning is crucial for managing healthcare expenses after health crises.

  • Initial consultations involve reviewing bills, gathering financial statements, and ensuring account access through legal documents.

  • Early financial planning is essential for those with progressive neurological conditions.

  • Long-term care insurance and cash flow analysis are vital for maintaining living arrangements and care costs.

  • Community resources are available for those who may not afford a wealth advisor.

  • Financial strategies should adapt as individuals age, with a focus on comprehensive savings and enjoying life.

Take action today by simplifying your financial planning process. Visit the Listen for Life podcast website for more resources and consider reaching out to LIFE Speech Pathology for support in managing aphasia. Let's uncomplicate aphasia and take control of our financial futures together!

The Listen for LIFE Aphasia Podcast is a platform dedicated to supporting individuals through stories and experiences. Visit ListenForLIFEAphasiaPodcast.com to view video episodes. If you have a topic or guest recommendation, or if YOU want to be a guest, visit the Guest Hub. If you have any unanswered questions, you can ask Genevieve and Aphasia Wisdom through “Search for Answers.”

If you or a loved one is seeking telepractice support, LIFE Speech Pathology® can help! Explore our services and approach at DoLIFESpeechPathology.com.

Do you or someone you love have aphasia and are seeking support? Book a free consultation by heading over to DoLIFESpeechPathology.com or by following this specific link: [Book a Free Consultation](DoLIFESpeech.intakeq.com).

Stay connected with us on YouTube, Facebook, and Instagram for updates and encouragement. Together, let's uncomplicate aphasia.

Contact Glenda:

  • Phone number: 512-774-5344

  • Email: glenda.molina@waverly-advisors.com

  • Social Media: [LinkedIn](www.linkedin.com)

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