She discusses how caregiving is directly related to financial planning, why it is essential to consider having these conversations, and what this process might look like. She also provides practical tips for approaching this topic with parents who may not be open to it and two resources she regularly shares with clients.

Rivilis talks about the upcoming Opening Doors: Conversations with Aging Parents about Care Webinar happening Wednesday, March 26th, 2025, at 1 pm ET, which will focus on how to go about discussing these sensitive topics. The conversation will be recorded for those who are not in attendance, and all attendees will receive a complimentary one-on-one 30-minute session with an experienced independent care manager from CareAlly, a turnkey solution for financial advisors as they help clients and their families navigate the financial and health-related questions brought on by aging. The webinar offers a unique free opportunity to learn and discuss your individual situation with a professional.

Register for the ​Opening Doors: Conversations with Aging Parents about Care Webinar on ​Wednesday, March 26th, 2025, at 1:00 pm ET below.

Learn more about Inna Rivilis and Sunflower Financial Planning at www.PlanWithSunflower.com.

In this video, you will discover:

• How to regularly monitor your credit report and spot suspicious activity
• The benefits of placing a free credit freeze with all three major credit bureaus
• How fraud alerts work and why they add an extra layer of protection against identity theft

​Once your personal information is exposed, it can’t be taken back, making proactive protection essential.

He shares some of the biggest and most common risks clients may face when planning their retirement, including inflation and how personal growth can combat that.
​
He talks about best practices for helping clients achieve a successful and satisfying lifestyle in retirement. Pia also talks about the loss of health in retirement and how to make decisions about healthcare and asset distribution.

Learn more about Gary Pia and Mission Street Wealth Planning at MissionStreetWealth.com.

With almost 35 years of experience in the profession, she talks about the client relationship side of financial planning, shares advice for advisors, and some impactful client stories. Braun-Bostich shares some of her expert insights into retirement planning, including recognizing those who struggle with retirement, emotional well-being, risks, and more. She also discusses creating a successful and satisfying retirement for clients and how advisors can help clients feel comfortable spending and giving their money.

Learn more about Amy Braun-Bostich and Braun-Bostich & Associates at Braun-Bostich.com.

Nearing her own retirement, she discusses the emotional side of having deep client relationships and impactful client stories. Sheckels also talks about the biggest anticipated and unexpected risks people face when transitioning into retirement, including accounting for inflation, health issues, and more. She shares some best practices advisors can implement to help clients achieve their ideal retirement.

Learn more about Lydia Sheckels and Wescott Financial Advisory Group at Wescott.com

He talks about his team’s approach to developing a strategy and advises on getting involved with a trusted advisor. Keller also shares some resources and recommendations for beginners as well as more advanced individuals who are seeking to perfect their financial literacy skills.

​Learn more about Jared Keller and Financial Independence Planning at MyFIPAdvisor.com. 

Robinson describes his journey into financial planning and reflects on his involvement with organizations like ACP and NAPFA, imparts wisdom for young advisors, and shares transformative client stories that highlight the value of tailored guidance. From consolidating accounts to alleviate a widow's fears, to addressing the emotional hurdles of transitioning into retirement, Robinson emphasizes how sound planning extends beyond finances to support serenity and contentment.​
​
Learn how Robinson simplifies complex finances, creates reliable income plans, and empowers clients to embrace retirement with confidence and peace of mind. Perfect for financial professionals and anyone planning their next chapter.

Learn more about Ken Robinson and SAX Wealth Advisors at SAXWA.com.

They also touch on the annual Fiduciary September event, where experts and advisors gather to discuss the fiduciary standard, its importance, and the current regulatory landscape. Rostad explains how and why consumers should get involved with a fiduciary advisor, sharing helpful advice and resources to make finding a trustworthy advisor easier.

Learn more about Knut Rostad and the Institute for the Fiduciary Standard at TheFiduciaryInstitute.org.

With the IRS reporting over 5 million flagged tax returns in 2023 alone, Knull explains why traditional credit monitoring exclusively is insufficient in this high-risk environment. He outlines essential protective measures—such as enabling multifactor authentication, creating unique passwords, and filing tax returns early—to minimize the likelihood of fraud. Taxpayers will gain insight into actionable steps like requesting an IRS identity protection PIN and maintaining vigilant account monitoring to stay ahead of threats.

The conversation focuses on the imperative role of financial advisors in supporting clients’ financial security. Knull discusses the TaxStatus platform, which provides real-time IRS account monitoring, enabling advisors to detect and address potential fraud and unusual activity proactively. The episode wraps up with Knull’s emphasis on ongoing education and a proactive, layered approach to personal finance protection, encouraging individuals to seek fiduciary guidance to bolster their defenses against cyber threats.

Learn more about Kevin Knull and TaxStatus at TaxStatus.com.

​Corbani touches upon her journey from graduating during a financial crisis to building a successful career in finance. She gives listeners practical advice on creating safety nets through emergency funds and insurance, the significance of supportive relationships, and strategies for positive self-talk.

Corbiani highlights Astraea Wealth Management’s small group setting for women to discuss any financial questions they may have. She also shares valuable resources, including a self-reflection worksheet to help viewers take actionable steps toward improving their financial literacy and resiliency.

Learn more about Laura Corbiani and Astraea Wealth at AstraeaWealth.com.