Financial Autonomy for Women: The Personal Finance Podcast25 Jun

Solo Aging and Finances: What to Consider, How to Prepare, and Living Your Best Solo Life with Lisa Clements, SE-AWMA, CRC, BCC

Are you aging solo?--or think you might be moving toward that path? Some women actively choose to age solo while others might find themselves solo aging without having chosen it. Either way, in this episode, financial strategist and investment manager Lisa Clements tells us what we need to keep in mind if we're "solo aging" and what it means as more people—especially women—remain unmarried, divorce, or live alone. Lisa helps us think about the big things we need to consider if we're solo aging (and even if we're not!) covering the need for larger emergency reserves, considering disability and long-term care coverage, earning better investment returns and preparing for later-life housing decisions, technology supports, and essential legal documents like powers of attorney, wills, and trusts. We also discuss the emotional and cultural conditioning around marriage, how values and life "seasons" change over time, and the freedoms and risks of making career moves solo. For women in their 40s, Lisa emphasizes boosting income through employer changes, understanding spending patterns, and using Roth IRA accounts to manage future taxes. To learn about Lisa and all the great work she's doing, visit her website at Clear Springs Wealth. You can also find her on Instagram, Tiktok, LinkedIn and https://www.facebook.com/clearspringswealth. Here are Lisa's recommendations and resources for Solo Agers:

Navigating Solo™ Network

National Academy of Elder Law Attorneys Home NAELA

National Association of Estate Planners & Councils - NAEPC

Home - Village to Village Network, Inc.

Aging Alone Together | DOROT

Aging Life Care Association Home

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Note: Information in this podcast 1) is informational/educational in nature; 2) does not constitute financial or personal advice of any kind; 3) is never a substitute for clinical care from a health professional. Listeners should consult with a qualified professional regarding their individual circumstances before making any financial decisions.

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