financial planning

Season 5, Episode 50 – Show Notes and Resource Links

Season 5, Episode 50 – Show Notes and Resource Links

Our December episode is focused on holidays and dreams. We talk to Kisa Heyer of the Dream Foundation, share gift ideas from our 4th Annual Holiday Gift Guide, provides ways to keep older drivers safe in their cars and how busy, tired caregivers can get better sleep and a respite break for the holidays. And 7 Lessons from George Bailey and “It’s a Wonderful Life.”

“Next Frontier” Podcasts for Financial Advisors

“Next Frontier” Podcasts for Financial Advisors

Sherri Snelling's work with First Clearing, a part of Wells Fargo, included a series of podcasts, webinars, white papers and articles focused on helping financial advisors better support their clients. The "Financial Gerontology Master Class" educational program...

Suze Orman Shares Her Cost of Caregiving Story

Suze Orman Shares Her Cost of Caregiving Story

Sherri Snelling talked to America's financial goddess, Suze Orman, and found when it comes to caregiving, we all face challenges with money. Read Suze's story as caregiver to her mom and what she learned about the costs of long-term care. You can also read this...

Suze Orman’s Lessons Learned on Long Term Care

Suze Orman’s Lessons Learned on Long Term Care

Sherri Snelling talked to America's financial goddess, Suze Orman, and found when it comes to caregiving, we all face challenges with money. Read Suze's story as caregiver to her mom and what she learned about the costs of long-term care. You can also read this...

January – Financial Wellness Month

January – Financial Wellness Month

When it comes to caregiving, the costs can sometimes be emotional, physical and financial. This month our blog articles focus on how to avoid the caregiver cost drain with tips on planning ahead and finding resources to help you save without sacrificing the quality of...

Founder and CEO

Sherri Snelling is a corporate gerontologist, author and founder/CEO of Caregiving Club, a strategic consulting and content creation firm. Her work focuses on helping employers and other organizations educate and support the 5 generations and millions of family...