Podcast

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

In this podcast, host Dawn Platt and Certified Financial Planner Matt Marcoux discuss the gentle art of helping your aging loved one manage their finances, especially when dementia is a factor. It can be a difficult topic to approach, but it’s an essential part of life for most families. Having open communication is the most important aspect when facing these issues. Taking the time to plan now by getting proper documents and designations in place, a financial inventory, and the ability to monitor your loved one’s accounts will provide everyone with peace of mind when it’s needed most.

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.