Securing Tomorrow: Financial Planning Strategies for Dementia with Matt Marcoux, CFP®

Securing Tomorrow: Financial Planning Strategies for Dementia with Matt Marcoux, CFP®

When dementia enters the picture, financial planning becomes a minefield of missed deadlines, family conflicts, and costly mistakes that can devastate a lifetime of savings. In this eye-opening episode, Dawn Platt sits down with Certified Financial Planner Matt Marcoux to reveal the critical financial warning signs families often miss, share shocking stories of six-figure IRS penalties that could have been avoided, and provide a step-by-step roadmap for protecting your loved one's assets before it's too late. Whether you're navigating the monthly cost of memory care or trying to coordinate between stubborn parents and concerned siblings, this conversation will equip you with the knowledge to make informed decisions that could save your family thousands—and preserve your loved one's dignity in the process.

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Episoder(148)

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The Purpose Behind the Passion: Meet Dawn Platt

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17 Sep 26min

Overcoming Dementia Stigma: A Guide for Families

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11 Sep 12min

Living Well With Dementia: A Journey to Thriving - Part 3

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4 Sep 36min

Living Well With Dementia: A Journey to Thriving - Part 2

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