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Creating an Aging Plan

Creating an Aging Plan

The Petika Wealth Management Group Podcast · UBS

November 6, 202533m 33s

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Show Notes

On this episode, we are joined by Annalee Kruger, founder of Care Right Inc. Annalee brings over 30 years of experience guiding families through medical crises, senior care decisions, and the emotional and financial challenges of caregiving. During our discussion, we covered how to proactively plan for aging and avoid being blindsided by medical crises, the importance of an Aging Plan alongside your financial plan, and strategies for safeguarding caregivers, understanding dementia, and making informed care decisions.