Tag: Caregiving

Supporting Families Through Aging Transitions with Jennifer Beach (Ep. 76)

Supporting Families Through Aging Transitions with Jennifer Beach (Ep. 76)

When aging parents or loved ones need more care, families often face overwhelming choices.

How do you balance emotions with practical decisions? What resources exist to guide families through health, financial, and housing challenges?

In this episode of Dollar$ And $ense, Nicole Romito speaks with Jennifer Beach, Advanced Aging Life Care Professional™ at Advocate For Elders, LLC. She shares her experiences helping families manage transitions, from coordinating medical care to evaluating senior living communities, while highlighting the importance of advocacy and planning.

Key takeaways:

  • The role of an aging life care professional in supporting families through medical, financial, and emotional transitions
  • Why long-distance caregiving creates added challenges and how local advocates help bridge the gap
  • The importance of having a second set of eyes and ears at medical appointments
  • How to effectively evaluate senior living communities beyond the marketing pitch
  • The value of accreditation, ethics, and professional background when choosing an elder care resource
  • And more!

Previous Episodes of Interest:

  • Aging Parents: How to Start the Conversation – Part 1 (Ep. 74)
  • Aging Parents: What We Learned Caring for Our Parents – Part 2 (Ep. 75)

Connect with Nicole Romito: 

Connect with Jennifer Beach:

About Jennifer Beach:

Jennifer Beach has 25 years of experience working with and advocating for older adults and their families. She has a Bachelor of Arts degree in Social Work from The Ohio State University and a Master of Arts degree in Sociology from Cleveland State University. Jennifer started her career working over 15 years with older adults with developmental disabilities. After additional training she soon began Advocate For Elders.

Jennifer is a licensed, insured Social Worker and an Advanced Aging Life Care® Professional. Jennifer served as the Midwest Chapter President of the Aging Life Care Association and served 7 years on the Board of Directors. In 2018, Jennifer was honored as the recipient of the ALCA Midwest Chapter Outstanding Member of the Year Award.

Jennifer is also a monthly contributor and author for Northeast Ohio Boomer and Beyond. IN 2022, she received first place in the Senior Issues Category at the North American Mature Publishers Association for her contribution to NE Ohio Boomer and Beyond.

Becoming a Financial Advisor with Mahogany Person (Ep. 26)

Becoming a Financial Advisor with Mahogany Person (Ep. 26)

Sometimes, the path to a fulfilling career is far from straightforward.

In today’s episode, Nicole Romito from Private Vista dives into the career journey of Mahogany Person, an emerging talent in the field of financial advising. Mahogany began her professional life as a math teacher but transitioned into financial planning after personal experiences opened her eyes to the generational gaps in financial education.

Throughout the episode, Nicole and Mahogany discuss:

  • How the ‘aha moments’ keep Mahogany passionate about education
  • Key strategies Mahogany employs to help both students and clients achieve their own ‘aha moments’
  • The art of productive struggle in career and life transitions
  • Navigating career changes and the power of asking the right questions
  • The rewards and challenges of career transitions, and why persistence and continual learning are vital
  • And more!

 

Resources:

Connect with Nicole Romito: 

Connect with Mahogany Person:

About our Guest: 

Mahogany Person bridges the worlds of education and finance. Originally a math teacher in her hometown of Dayton, Ohio, she transitioned to financial advising after pursuing an MBA in Finance. Now close to becoming a Certified Financial Planner (CFP), Mahogany has combined her love for teaching with her passion for personal finance. Her unique background allows her to simplify complex financial matters for her clients, proving that career detours can lead to unexpected, but fulfilling, destinations.