Podcast appearances and mentions of carolyn rosenblatt

Jun 17, 2024 - In today's Lifetime Planning segment, Jim Puplava engages in an insightful conversation with Carolyn Rosenblatt from AgingParents.com. They explore a variety of critical topics related to caring for aging parents, including...

Sep 11, 2023 – In today's Lifetime Planning segment, Jim Puplava sits down with Carolyn Rosenblatt from AgingParents.com to discuss a wide range of issues—including some crucial do's and don'ts—when it comes to caring for an aging parent...

Dr. Debi Lynes speaks with Carolyn L. Rosenblatt about elder law for any stage in life. For more episodes, information, links, and transcripts, visit http://aginginplacepodcast.com (http://aginginplacepodcast.com/) Questions? debi@aginginplacepodcast.com (mailto:debi@aginginplacepodcast.com)   If I were you, I would research and read the writings of Carolyn Rosenblatt. Have a wonderful week. Thanks for joining us on Aging in Place Podcast for any stage in life.

                  Carolyn Rosenblatt, Co-Founder of AgingParents.com and Author of "The Baby Boomers Guide to Aging Parents" (available on our website through Amazon.com), discusses the Three Pillars of  Healthy Retirement, expanding your Health Span, and their unique combination of skill sets to help their clients deal with family aging issues.   Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com   Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.   Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com

Client conversations about aging are difficult but essential -- especially when advisors are entrusted to protect their clients and families. Dr. Mikol Davis and Carolyn Rosenblatt, co-founders of aginginvestor.com, join host Bill Coppel – Managing Director and Chief Growth Officer at First Clearing -- to discuss how advisors can start this dialogue in an age where the role of the advisor goes beyond simply managing money. Engaging in dialogue with someone about aging and diminished capacity can be filled with landmines. From personal feelings of independence to family conflict, these conversations can bring up strong emotions. Dr. Mikol Davis and Carolyn Rosenblatt believe the advisor can play a significant role here, however, they have found that financial advisors typically do not possess the knowledge needed to lead these conversations well. But because statistics show the average advisor works with at least seven clients with some form of diminished capacity, possessing this knowledge is critical. In this episode, Mikol and Carolyn provide things advisors should know when navigating the conversation, such as how to identify signs of diminished capacity in clients, what kind of data to track over time, how to involve family members and third-party mediators in discussions, and where to find resources. In this episode, you'll hear: How society's stigma on aging effects conversations When and how to initiate dialogue with clients about aging The signs that identify diminished capacity symptoms How to involve family members in these discussions Why third-party mediators are important The unique needs of senior clients The signs of elder abuse Dr. Mikol Davis is a clinical psychologist, gerontologist, author, and mediator with years of experience in mental health and telemedicine. Carolyn Rosenblatt is a medical professional, registered nurse, and attorney. Both have worked extensively with issues of aging, and the two combined their areas of expertise and interest to co-create aginginvestor.com. The site is a resource for the financial services industry to learn about aging, offering books, ebooks, online courses, and checklists related to the topic. They have written two books for financial advisors — Succeed with Senior Clients and Hidden Truths About Retirement and Long Term Care — and a family resource book, titled The Family Guide to Aging Parents. Ways to contact Carolyn and Mikol: Website: aginginvestor.com Book: Succeed with Senior Clients, Hidden Truths About Retirement and Long Term Care, and The Family Guide to Aging Parents Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All right reserved. First Clearing provides correspondence services to broker-dealers and does not provide services to the general public. CAR 1018-05438

Most adult children eventually face the problem of having to help aging parents with financial decisions. What is the easiest way to have that discussion when the time comes? Carolyn Rosenblatt and Dr. Mikol Davis of Aging Parents offer non-threatening ways to begin the conversation and how to respond if a parent doesn’t want to talk about the subject. Approaching an aging parent about their intellectual (and fiscal) demise is a delicate matter. Related, is the subject of elder financial abuse. Sadly, there are people who will take advantage of a deteriorating mental and physical state. Listen to learn some common preventive measures you can take to protect the elderly. They cover conversations a family should have and conversations that should be revisited later on down the road. If you need a little advice on how to speak to your aging parents about their finances, tune in now. 8 mistakes that high earners need to avoid Doug received a listener letter from Matthew who asks for advice on how to control his expenses. Doug answers his question with a list called, The Worst Mistakes of High Earners and How to Avoid Them. Download the list here. Free Download: The Worst Mistakes of High Earners and How to Avoid Them To follow Carolyn Rosenblatt and Dr. Mikol Davis, go to Aging Parents, or look on Facebook and Twitter. To learn more about Roger Whitney and his 5-minute retirement plan, go to rogerwhitney.com/5minuteretirementmakeover/. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews! Transcript:  Bill: Tell us about your book, you have a book out, it's called, "The Boomers Guide to Aging Parents" correct?  Carolyn: Right. And, you know, after I retired from my litigation practice, I didn't have very much to do. You can't just start a business just by snapping your fingers, as you know. So, I decided that I would write a book to answer some of the questions that people were asking me. And, it was sort of a random effort at first, but it took shape, there are 9 chapters. It deals with things like: What do you do if your parent is a dangerous driver? How do you get them to accept help? What if they need help at home, what are the pitfalls for hiring a person to come in and assist your loved one? What do you do if you're trying to figure out whether they should have assisted living or a nursing home, how do you know the difference, how do you pick one? All that sort of thing. And, I think one of the important chapters, too, is how to deal with family conflict, because that's a common area that we work with. There are a lot of dysfunctional families out there, and it's hard to get people to work in unison when there is dysfunction in the relationship.  We add new content daily, so come back often!  Please mention Exit Coach Radio to your friends!  

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews! Carolyn Rosenblatt of www.AgingParents.com discusses 2 of the 3 Pillars of a Healthy Retirement. Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here  

Carolyn Rosenblatt shares one of the reasons that AgingParents.com is so successful -- a unique mix of talents and skill sets.  Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition. New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Dr. K talks with Carolyn Rosenblatt, RN JD, the author of "The Family Guide to Aging Parents" and an expert on helping families solve problems related to older parents. They discuss common conflicts related to money management and safety, the importance of power of attorney documents, incapacity concerns, how to address problems despite a parent's resistance, and much more. The post 013 Interview: Solving Hard Problems in Helping Aging Parents appeared first on Better Health While Aging.

TOPICS COVERED: Guest Introductions: Carolyn Rosenblatt and Mikol Davis; Starting the Conversations; Naming a Power of Attorney and Telling Them; Establishing Competency; Giving up Independence

Most families are unprepared for aging.  Sure, we all know our parents are getting older, but do we really understand how their aging process may impact us as a family or as an individual?  This week’s guest, Carolyn Rosenblatt who is the author of the book The Family Guide to Aging Parents: Answers to Your Legal, Financial, and Healthcare Questions… Read more about this episode...

Carolyn Rosenblatt, RN, Attorney, Mediator has over 40 years of combined experience in her professions of nursing and legal practice. She has worked extensively with geriatrics and legal issues of aging. Carolyn has also authored her new book, "The Family Guide to Aging Parents :Answers to Your Legal, Healthcare and Financial Questions." A must listen to!

Carolyn Rosenblatt, RN, Attorney, Mediator has over 40 years of combined experience in her professions of nursing and legal practice. She has worked extensively with geriatrics and legal issues of aging. Carolyn has also authored her new book, "The Family Guide to Aging Parents :Answers to Your Legal, Healthcare and Financial Questions." A must listen to!

Alzheimer's Speaks Radio loves raising everyone's voice regarding Dementia and Caregiving, so feel free to join us live by calling in to talk with us or using the chat box to communicate with us. What questions do you have for our guest? Today we are so lucky to have Carolyn Rosenblatt, author of "The Family Guide to Aging Parents: Answers to Your Legal, Financial and Healthcare Questions."  She has over 45 years of experience in her combined professions of nursing and legal practice. Mikol Davis will also join us.  He is a clinical psychologist with over 40 years of experience.  Mikol evaluates elders for capacity for decision-making and is skilled in assessing and diagnosing financial capacity in those with cognitive impairment. Websites: www.AgingParents.com or www.AgingInvestor.com    Phone: 415 459-0413    Email    Join an Alzheimer's disease clinical trial today. No insurance is needed to participate. Click Here for more information on Dementia and CaregivingSupport this Show: https://alzheimersspeaks.com/donate-now/See omnystudio.com/listener for privacy information.

Elder financial abuse is being called the fastest growing area of crime in America. And it may be happening in your family, if you aren't paying attention to a caregiver -- or a relative -- who, under the guise of being helpful, is siphoning off an elderly person's life savings.This issue no doubt affects seniors across all socio-economic groups, cultures, and races. It is a major problem that is expected to grow dramatically with the aging of our population. We are delighted and honored to be joined by Carolyn Rosenblatt, an expert on the topic, to help us protect our parents or loved ones as well as equip us with tools to spot the red flags that exploitation is happening. ---Stay tuned for fresh and insightful ideas on what it means to age with dignity and live your best life as an elder or caregiver today. 'Life is a Sacred Journey' airs Thursdays at 5pm PDT.

Elder financial abuse is being called the fastest growing area of crime in America. And it may be happening in your family, if you aren't paying attention to a caregiver -- or a relative -- who, under the guise of being helpful, is siphoning off an elderly person's life savings. This issue no doubt affects seniors across all socio-economic groups, cultures, and races. It is a major problem that is expected to grow dramatically with the aging of our population. We are delighted and honored to be joined by Carolyn Rosenblatt, an expert on the topic, to help us protect our parents or loved ones as well as equip us with tools to spot the red flags that exploitation is happening.  --- Stay tuned for fresh and insightful ideas on what it means to age with dignity and live your best life as an elder or caregiver today. 'Life is a Sacred Journey' airs Thursdays at 5pm PDT.

Carolyn Rosenblatt, attorney & registered nurse and Dr. Mikol Davis, clinical psychologist, are co-founders of AgingParents.com and have helped resolve family conflicts since 2006. They discuss causes of these conflicts and ways to prevent them.

Carolyn Rosenblatt, attorney & registered nurse and Dr. Mikol Davis, clinical psychologist, are co-founders of AgingParents.com and have helped resolve family conflicts since 2006. They discuss causes of these conflicts and ways to prevent them.