Being financially literate is important to understanding not only your own personal finances, but what happens to your estate after you’re gone, too. In this week’s episode of Love. Transform. Evolve., host Cynthia Iorio is joined by financial advisors Alex Fyon and Steph Woo from Dreams Financial to unpack the unspoken financial realities of caregiving.
From quitting jobs to taking over a loved one’s investments mid-crisis, the financial demands of caregiving are overlooked and misunderstood. The emotionality of juggling healthcare decisions and finances collide in ways few are prepared for. But financial planning doesn’t have to be cold or complicated, and it’s not just for the rich.
Learn how to build financial strategies that work with your life, not against it, and why the right financial advisor makes all the difference. Whether you're trying to plan for your own financial future or want to leave something for your family, this conversation will change the way you think about money, caregiving, and planning ahead.
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