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The Ultimate Guide to Planning for Your Longevity by Preparing for Your Elder Years with Holly Carroccio, CFP

Planning ahead for elder care is a crucial aspect of financial planning that often gets overlooked. Kick off your journey towards securing your financial future with this latest episode – a conversation with seasoned Financial Advisor, Holly Carroccio, CFP. 

In this riveting discussion, we explored the intricacies of elder care and long-term financial planning. Holly, with over 34 years of experience, divulged invaluable insights into the significance of long-term care insurance, estate planning, and being prepared for life’s unexpected twists. Discover how to navigate the challenges of balancing financial responsibilities, caregiving, and planning for your own future.

Learn from Holly’s wealth of knowledge as we unravel the complexities of insurance, retirement planning, and caring for aging parents. If you find yourself in the midst of deciphering these financial intricacies, this episode is a must-listen. Holly’s expertise and practical advice will empower you to make informed decisions and take proactive steps towards securing your financial future. Tune in to gain the insights needed to make wise choices and navigate the path toward a financially stable and fulfilling second season of life.

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Key Takeaways:

[00:01:55] Transition to financial planning.

[00:03:09] The universal concern of elder care.

[00:06:48] Financial planning insights.

[00:08:06] The importance of risk management.

[00:11:04] Caring for elderly with Medicaid.

[00:16:02] Planning for long-term care.

[00:20:25] Advocacy in medical care.

[00:21:38] Financial challenges in caregiving.

[00:28:24] Managing aging parents’ finances.

[00:31:17] Long-term care insurance options.

[00:35:41] Planning for later in life.

[00:38:52] Multi-generational living dynamics.

[00:42:38] Balancing work and relationships.


Memorable Quotes:

“We often don’t insure some of the bigger risks in life, whether it’s life insurance or disability, which is a potential loss of income when you have an accident or illness. Disability insurance is very important.” – Holly Carroccio, CFP

“We are every day getting closer to a retirement age. And I think sometimes people build up guilt and shame over maybe not having done some things earlier in life, but just start where you are, you know, wherever yards, start there, and something is better than zero planning.” – Holly Carroccio, CFP


Links Mentioned:

FREE Quiz: https://quiz.hormoneshelp.com/

FREE E-Book: https://ed.hormoneshelp.com/


Connect with Holly Carroccio, CFP:

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


Connect with Betty Murray:

Living Well Dallas Website: /

Hormone Reset Website: https://hormonereset.net/

Betty Murray Website: https://www.bettymurray.com/ 

Facebook: https://www.facebook.com/BettyAMurrayCN/

Instagram: https://www.instagram.com/bettymurray_phd/



Working Sandwich Generation Women Utilize Strategies within and between Roles to Achieve Role Balance – PMC – NCBI: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4909236/

The Sandwich Generation | Pew Research Center: https://www.pewresearch.org/social-trends/2013/01/30/the-sandwich-generation/

The Sandwich Generation: A Review of the Literature – UNF Digital Commons:

Sandwich Generation Caregivers: Ethical Legacies Throughout Generations – USF Scholarship Repository – University of San Francisco: https://repository.usfca.edu/cgi/viewcontent.cgi?article=1047&context=diss

The ‘sandwich generation’: Women caring for parents and children – ResearchGate: https://www.researchgate.net/publication/292368756_The_’sandwich_generation’_Women_caring_for_parents_and_children

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