Today’s episode we are doing something a bit differently. Instead of the normal format, we have our first case study to share with you. Rick Kagawa from Capital Resources joins us to share with you a real client situation he dealt with and his insights from working the emotional case with his elderly clients.

Elder abuse is an important topic for professional financial planners to be aware of and not afraid of.

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“There’s more than the money involved. There’s a lot of emotions… Life is what it is and you shouldn’t judge it.”

The Number: What Do You Need … by Lee Eisenberg

Susan Bradley, CFP®