CFFP# 20 - The ABCs of Elder Care for Financial Professionals ft. Annalee Kruger

Published: June 23, 2021, 8:30 a.m.

b"Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\n\\xa0\\nToday we have Annalee Kruger.\\xa0\\nAnnalee you have devoted your entire career to seniors and their families. It all started by helping care for your grandparents when you were young. Then you were an Activities Assistant in an assisted living community while she earned her degree in Social Work. Then as a Social Worker and Executive Director in (CCRC\\u2019s) Continuing Care Retirement Communities. During your 25+ year career, you've grown to understand the impact medical crisis has on family relationships which led you to start your own company, Care Right Inc., in 2011 which provides concierge services to families with aging loved ones and where you help families across the globe develop their Aging Plan. You're also putting the finishing touches on your first book, The Invisible Patient: the Family Caregiver.\\n\\nWelcome to the podcast!\\n\\xa0\\nShow Highlights:\\n0:00 Meet Analee Kruger\\n1:58 How Has the Pandemic Affected Seniors\\n4:54 What is a Caregiver?\\n6:57 How Can Financial Advisors Support Caregivers?\\n9:30 Psychology of Financial Planning\\n15:22 What Does \\u201cIn Crisis\\u201d Mean?\\n21:16 Isn\\u2019t This What Long Term Care is For?\\n25:49 Financial Plan vs. Aging Plan\\n35:07 Annalee\\u2019s Book\\n47:00 Words of Wisdom\\n\\nResources:\\nInterested in connecting with Annalee to check out her programs?\\xa0 Click here.\\nAre you a current or aspiring financial professional? \\xa0Click here to receive my 10 Tips for jumpstarting your career.\\n\\nListen to previous podcast episodes, clicking here.\\n\\nTo receive a newsletter digest of Jumpstart community happenings, click here.\\n\\nSubscribe to the podcast by clicking here.\\n\\xa0\\nWant to connect with me? Join my exclusive \\u201ctribe\\u201d by clicking here.\\n\\xa0\\nWant to collaborate? Click here.\\n\\xa0\\nThanks again for listening, reading, and watching!"