EPISODE DESCRIPTION

It seems every caregiver struggles with questions about finances, yet it can be one of the hardest aspects of caregiving to discuss openly. In this episode we hear from three caregivers—Judith Kozlowski, Terri Corcoran, and Kristin—about their experiences managing finances for themselves and their parents. Later, we discuss how to be financially secure as a caregiver with Cindy Hounsell (President of WISER), Roger Whitney (Host of the Retirement Answer Man podcast) and Ron Long (Head of Aging Client Services at Wells Fargo).

CAREGIVERS: JUDITH KOZLOWSKI, TERRI CORCORAN, KRISTIN

EXPERTS: ROGER WHITNEY, RONALD C. LONG, CINDY HOUNSELL

ROGER WHITNEY, CFP®, CIMA®, CPWA®, AIF® has been walking life with clients as a financial advisor for more than 25 years and is the host of the award-winning Retirement Answer Man® podcast. He is on a mission to change the way the world thinks about retirement, one little conversation at a time. Roger established the Rock Retirement Club in 2018 to help foster a safe online space for soon-to-be retirees to learn, plan, and interact with other like-minded folks on the path to retirement. As if that’s not enough to keep him busy, he is the author of Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future, a Forbes online contributor, creator of the Agile Financial Planning process and the Retirement Standard of Care, and past instructor of the Retirement Planning & Employee Benefits CFP® certificate program at the University of Texas Arlington and of Wealth Management at Texas Christian University. Investopedia has named him to the Top 100 Most Influential Advisors 2017-2010, and he has brought home Plutus Awards for Best Financial Planner Blog (2019) and Best Retirement Blog (2015 and 2017).

RONALD C. LONG is the Head of Aging Client Services for Wells Fargo. In this role, he leads a team that works to help the firm stay abreast of the changing environment concerning issues related to the aging client. He frequently meets with regulators, adult protective services, and others focused on elder justice and safeguarding the financial well-being of older adults. Since 2006, Ron has taken a leading role in the financial industry in influencing and revising how it engages with older clients. In prior roles, Ron was the District Administrator of the Securities and Exchange Commission’s Philadelphia District Office and worked as a Counselor to Chairman Arthur Levitt. Ron started his legal career as an associate with the San Jose, California law firm of Hoge, Fenton, Jones and Appel, Inc. He is a graduate of Williams College and received his law degree from Georgetown University Law Center.

CINDY HOUNSELL is the President of the Washington D.C. based Women’s Institute for a Secure Retirement (WISER), a nonprofit organization founded in 1996 to improve opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement. An attorney and retirement expert, Ms. Hounsell has been widely quoted in various media and publications including The New York Times, The Wall Street Journal, Forbes/PBS Next Avenue, Barrons, U.S. News and World Report, CNN, CNBC and NPR’s 1A, All Things Considered, Morning Edition and Marketplace. Ms. Hounsell also serves as Director of the National Resource Center on Women and Retirement; the Center WISER operates in partnership with the U.S. Administration on Aging. Through the Center, Ms. Hounsell provides technical assistance to national organizations and trains leaders and grassroots advocates across the country. Ms. Hounsell has testified before Congress and has served as a delegate for a number of White House summits and conferences. She has authored many chapters, columns, articles, op-eds, papers and booklets focused on women’s retirement issues.In 2018, Ms. Hounsell was awarded a lifetime achievement award by the Plan Sponsor Council of America. Ms. Hounsell was also named a 2015 Influencer in Aging by PBSNext Avenue. The Influencers in Aging list highlights 50 thought leaders, researchers, experts, executives and everyday people who are redefining what it means to grow older in America. Ms. Hounsell was named by Women’s eNews as one of 21 Leaders for the 21st Century, and Money magazine named her one of its 40 Money Heroes for helping women secure their financial futures.