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The Petika Wealth Management Group Podcast
UBS advisor podcasts
39 episodes
1 week ago
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
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Business News
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All content for The Petika Wealth Management Group Podcast is the property of UBS advisor podcasts and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
Show more...
Business News
News
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Creating an Aging Plan
The Petika Wealth Management Group Podcast
33 minutes 33 seconds
1 week ago
Creating an Aging Plan
On this episode, we are joined by Annalee Kruger, founder of Care Right Inc. Annalee brings over 30 years of experience guiding families through medical crises, senior care decisions, and the emotional and financial challenges of caregiving. During our discussion, we covered how to proactively plan for aging and avoid being blindsided by medical crises, the importance of an Aging Plan alongside your financial plan, and strategies for safeguarding caregivers, understanding dementia, and making informed care decisions.
The Petika Wealth Management Group Podcast
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.