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

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Annalee Kruger. 

Annalee 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’s) 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.

Welcome to the podcast!

 

Show Highlights:

• 0:00 Meet Analee Kruger
• 1:58 How Has the Pandemic Affected Seniors
• 4:54 What is a Caregiver?
• 6:57 How Can Financial Advisors Support Caregivers?
• 9:30 Psychology of Financial Planning
• 15:22 What Does “In Crisis” Mean?
• 21:16 Isn’t This What Long Term Care is For?
• 25:49 Financial Plan vs. Aging Plan
• 35:07 Annalee’s Book
• 47:00 Words of Wisdom

Resources:

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