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AARP AARP States Washington Caregiving

AARP Video Podcast: Navigating Finances for Caregiving

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Washington's "Caring for Caregivers" video podcast series features discussions with local experts, community leaders, and caregivers just like you on a range of topics to help you along your caregiving journey.

This month, AARP State Director Marguerite Ro talks with Rachelle Czaplinski, CTFA, Senior Trust Officer at BECU about navigating finances for caregiving. From savings options to choosing the right financial advisor and exploring investment accounts, Rachelle and Marguerite cover what you need to know.

  • Saving Strategies for Caregivers: Discover smart ways to build a financial cushion to handle the various aspects of caregiving. Learn about emergency funds, specialized savings accounts, and budgeting tips.
  • Selecting the Right Financial Advisor: Understand the key factors to consider when choosing a financial advisor tailored to your caregiving needs.
  • Exploring Different Investment Accounts: Delve into the world of investment accounts suited for caregiving scenarios. Rachelle breaks down the pros and cons, helping you make informed decisions.

Click on the image below to view the discussion, and be sure to check our page each month for a new episode. Please also take a moment to view past podcast episodes here.

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