Aging Parents: What We Learned Caring for Our Parents – Part 2 (Ep. 75)
When aging parents can no longer live on their own, emotions and logistics collide.
In this powerful 75th episode of Dollar$ and $ense, Nicole Romito is joined again by her Private Vista partners, Jeff Toner and Steve Merdinger, to share deeply personal and professional experiences navigating late-in-life transitions for aging parents.
From legal blind spots to Medicare rules that no one explains, this conversation peels back the complexity and reveals how essential sibling coordination and proactive conversations really are.
What to expect in this episode:
- Real-life stories of navigating elder care for parents in different states
- How to avoid missed insurance benefits and unexpected out-of-pocket costs
- The hidden toll on the “default” caregiver sibling and how to support them
- What Jeff wishes someone had told him before he dealt with hospice
- And more!
Resources:
- Aging Parents: How to Start the Conversation – Part 1 (Ep. 75)
Connect with Nicole Romito:
Connect with Steve Merdinger:
Connect with Jeff Toner:
About Jeff Toner:
Over the 30 years of doing this work, Jeff has lived many lives through my clients. He has been with them in moments of great joy and cried with them during their times of sadness. He has taught and educated them, but more importantly, he has been taught and learned from them as well.
As a father of three and business owner, Jeff enjoys an enriched life. He channels his time, talents, and energy between family and friends, clients and colleagues, as well as causes that provide a path for those without the opportunities he’s had. Now that Jeff’s children are becoming young adults, he is most excited to explore new directions for the next stages of his life.
About Steve Merdinger:
Steve has been a financial planner since the mid-80s, helping people consider priorities for themselves and their families, and then working closely with them to turn their hopes and dreams into reality. Before that, he worked in his family’s business, which gave him a unique understanding of the financial dynamics of family-owned businesses, including the issues of succession planning.
As I look to my future, Steve hopes to become more involved with mentoring students — perhaps becoming a trainer with the Positive Coaching Alliance organization. He would like to carve out more time for meditating and maintaining his fitness and flexibility through Bikram yoga. And, of course, spending more quality time with his wife and two children.
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