Becoming Your Loved One's CFO: Essential Finance Tips for Dementia Caregivers
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Becoming Your Loved One's CFO: Essential Finance Tips for Dementia Caregivers
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About this listen
You've never balanced a checkbook, and now you're suddenly responsible for someone's entire financial life. Join Host Dawn Platt as she tackles one of caregiving's most overwhelming challenges: stepping into the CFO role for a loved one facing cognitive decline. Whether you're a spouse who's never handled the bills or an adult child suddenly drowning in retirement accounts and medical paperwork, this episode delivers a practical roadmap to navigate the emotional and logistical maze of taking over finances. Dawn shares her personal CFO starter checklist, reveals red flags that could signal fraud or financial abuse, and shows you how to build a support network that won't break the bank. If you're feeling lost in a sea of bank statements and legal documents, this episode will help you find your footing and protect the person you love.