Where will you live, how will you stay connected, and who will help if your health or mobility changes? Addressing these questions early can give you and your family more time to consider your choices.
In this episode, Tom Fleishel speaks with Kim Shea, author of Dare to Plan Your Aging Experience and retirement coach, about preparing intentionally for the later years of life. Kim explains why aging plans should cover housing, transportation, social connection, meaningful activities and caregiving.
They also explore family meetings, resistance to planning, retirement communities, romance scams and the need for backup plans when relatives can’t provide the expected care.
Kim discusses:
- Why aging plans should include housing, transportation, relationships, activities and future care needs
- How family meetings can clarify responsibilities without requiring full financial disclosure
- Why fear of “jinxing” the future often prevents families from preparing for possible changes
- How work, volunteering and senior communities can reduce boredom, isolation and loneliness
- Why caregivers need compassion, backup arrangements and a clearer view of an older adult’s concerns
- And more!
Resources:
Connect with Kim Shea:
Connect with Tom Fleishel:
- (386) 738-1800
- fleishelfinancial@raymondjames.com
- LinkedIn: Thomas Fleishel
- Fleishel Financial Associates
About Kim Shea:
Kim Shea is a retirement coach, author, and senior living expert with more than two decades of experience helping older adults and their families navigate the challenges and opportunities that come with aging. Drawing from her experience as a caregiver, retirement coach, and advocate for older adults and their families, she encourages proactive conversations about housing, health, family dynamics and maintaining independence. Kim is the author of Dare to Plan Your Aging Experience, a practical guide that helps individuals thoughtfully prepare for the later years of life while giving caregivers the tools to approach those conversations with greater understanding and compassion.