More Than Money: Supporting Clients Through Life’s Hardest Moments

When a loved one begins to experience cognitive or physical decline, families are often left facing difficult emotional and practical decisions. In this heartfelt episode, PCM’s Irvin Schorsch and Steve Palmer join Lesley Buck to discuss the critical role financial advisors can play during one of life’s most challenging transitions.

Drawing from decades of experience, Irvin and Steve share how they help clients navigate the financial, logistical, and emotional complexities that come with long-term illness—whether it’s dementia, Parkinson’s, or age-related physical decline. From initiating sensitive conversations to coordinating care, managing assets, and supporting multiple generations of family members, this episode highlights the human side of wealth management.

Key themes include:

·       How to recognize and approach early signs of decline

·       Supporting the healthy spouse and family members

·       The importance of early planning and open communication

·       Tools and services that can ease the burden during transitions

·       Real stories of clients and families navigating change together

This episode is a must-listen for anyone caring for an aging loved one—or planning for the possibility.

🎧 Listen now to hear how empathy and planning go hand in hand.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.