What happens when there's no one to manage your finances as you age? This question haunts millions of Americans aging without traditional family support networks.

Jennifer Szakaly, co-founder of Silverstone Financial Fiduciary, reveals how her decades of gerontology experience led to creating a solution for this growing demographic crisis. With the fastest-growing segment of older adults being those without children or family support, Jennifer identified a critical gap in elder care services – professional fiduciaries who can serve as financial power of attorney agents.

The conversation delves into the practical challenges solo agers face: unopened mail piling up, utilities being disconnected due to unpaid bills, and vulnerability to financial scams. Jennifer explains how Silverstone bridges this gap through a fiduciary relationship built on trust, care, and loyalty, working alongside existing financial advisors and CPAs rather than replacing them. Her partnership with Philip Markson combines her care management expertise with his financial acumen to create a service that helps prevent court-appointed guardianship – a situation that strips individuals of their rights and should be "avoided at all costs."

Most compelling is Jennifer's insight into the psychology of aging: "We just don't want to believe that, as we age, we're ever going to get to a point where we can't do something ourselves." This denial leads many to delay critical planning until it's too late. For adult children living far from aging parents, Silverstone provides peace of mind through local oversight and coordination of services.

Whether you're planning your own solo aging journey or supporting an aging loved one, this episode offers crucial insights into protecting financial independence and dignity through professional fiduciary services. Visit SilverstoneFF.com to learn how professional financial fiduciaries can provide the support network many Americans increasingly need.

Silverstone Financial Fiduciary

Jennifer Szakaly

704-749-3118
6135 Park South Drive, Suite 510, Charlotte, NC 28210
inquiry@silverstoneff.com
silverstoneff.com

What happens when corporate limitations push you to reimagine your career path? Felipe Aranha's journey from supply chain management to financial advising reveals a refreshing alternative to traditional employment. With candor and enthusiasm, Felipe shares how finding Primerica transformed his professional trajectory from one dependent on supervisors' approval to one where results alone determine success.

The conversation delves into what makes Primerica distinctly different from both corporate environments and other financial services companies. Felipe explains, "You don't need people to like you necessarily... that's not decisive of if you're going to keep progressing." This results-oriented approach creates a meritocracy where advisors can advance based on their own efforts rather than waiting for recognition from above. For those tired of workplace politics or feeling stuck on the corporate ladder, Felipe's experience offers an intriguing alternative.

Most compelling is the flexibility Primerica offers to newcomers. Whether you're seeking part-time income ($500-$1000 monthly with just 5-7 hours weekly) or a complete career change, the company invests in your success by covering licensing costs, providing comprehensive training, and establishing a mentor relationship. Unlike competitors who expect candidates to obtain licenses before joining, Primerica takes a "learn while you earn" approach. Felipe emphasizes that you don't need prior financial experience—just a willingness to help others achieve financial independence and the commitment to learn. For those wondering if they could thrive in this environment, Felipe's enthusiasm and clear explanation of the path forward makes a compelling case to explore this opportunity.

Primerica - Felipe Aranha

Instagram @PrimericaFelipeA

(803) 795-2156

What happens when your financial knowledge doesn't cross borders with you? For foreign professionals working in America, navigating the complex US financial system can feel like trying to read a map in an unfamiliar language. Enter Felipe Aranha, a Brazilian-born financial advisor with Primerica who transformed his own experience as an international worker into a mission to guide others.

Felipe shares how his journey from supply chain planning to financial advising gave him unique insight into the challenges foreign professionals face. "I've been there," he explains, highlighting common misconceptions about employer-provided benefits. Think your company 401(k) will fully fund your retirement? Or that your group life insurance offers comprehensive protection? These assumptions could leave significant gaps in your financial safety net, especially for those splitting their lives between countries.

The conversation reveals how Primerica's approach differs from traditional financial services—offering advisor services without charging clients directly and making investment accessible with plans starting at just $50 monthly. Felipe's "financial GPS" methodology helps families plot their course toward concrete goals like debt reduction, college savings, and retirement security. His personal touch extends beyond transactions; when economic turbulence hits, he's on the phone checking in with clients, providing the steady guidance that comes from both professional knowledge and personal understanding.

Whether you're new to America or simply new to financial planning, Felipe's expertise serves families across the country, not just in the Charlotte metro area. Ready to align your financial strategy with your family's goals? Connect with Felipe on Instagram @PrimericaFelipeA and discover how your international perspective can become an asset in building your American dream.

Primerica - Felipe Aranha

Instagram @PrimericaFelipeA

(803) 795-2156