As retirement inches closer, it is important to consider your living situation and what your most desired outcome will look like once you are in your golden years.
In this episode, Eric Blake is joined by Jules Hicks, co-founder of Aunt Ida’s House. They discuss how Aunt Ida’s House helps seniors sell their homes quickly when transitioning into assisted living or nursing communities.
Jules explains their process of buying houses for cash, conducting thorough inspections, and working with contractors to prepare the homes for the market. She also shares a heartwarming story of a family they were able to help and how it inspired her passion in this field.
Eric and Jules discuss:
How Aunt Ida’s House helps seniors sell their homes quickly
The origin story of Aunt Ida’s House
The sped up closing process in times of need
How Aunt Ida’s House ensures the cleanliness and functionality of every house they offer their clients
Calling all women looking to up their financial literacy!
In this episode, Eric Blake is joined by Jeannie Dougherty, a money and mental fitness guide, who shares her insights on the impact of money-related problems on mental health. Jeannie emphasizes the need for emotional and behavioral coaching in addition to traditional financial planning. The episode also highlights the challenges financial advisors face in addressing the emotional needs of clients and the importance of effective communication. Jeannie introduces her 90-day bootcamp concept and a virtual caregiver conference that focuses on the interconnected aspects of caregiving.
Eric and Jeannie discuss:
The impact of money-related problems on one’s life and mental health
Importance of addressing the emotional and psychological aspects of financial planning, especially for women in unequal financial relationships
Challenges financial advisors face in addressing the emotional aspects of retirement planning
Importance of women taking an active role in their financial decisions and “winning money power”
Role of financial advisors as the “quarterback” in helping clients make important financial decisions
As a determined woman ready to positively impact the world, Jeannie Dougherty continues to help people from all walks of life. She is a coveted counselor, certified money coach, mental fitness coach, speaker, and the founder of a virtual Caregiver Conference that addresses both sides of the equation the caregiver and their families.
She graduated with a master’s degree in counseling from Ottawa University. She graduated from the prestigious Money Coaching Institute as a Certified Money Coach for Individuals, Couples, and Businesses. She’s passionate about her area of expertise, and Jeannie set forth on her quest to do great things.
Moreover, she works with businesses, individuals, and couples to help them find better ways to reach their goals. Over the years, her efforts have earned her a reputation among clients who are ever eager to vouch for her holistic services.
She graduated with a master’s degree in counseling from Ottawa University. She graduated from the prestigious Money Coaching Institute as a Certified Money Coach for Individuals, Couples, and Businesses. She is also a former Federal Retirement Readiness professional. She’s passionate about her area of specialty, and Jeannie set forth on her quest to do great things. Evidently, her perspective on life is simple, and she’s wholly gentle in her approach to the clients. That’s precisely why her customer base continues to grow today.
You see, both of her parents passed away from Alzheimer’s. She spent 11 years of her adult life being a caregiver, dealing with financial and healthcare decisions with her family and their providers.
Her parents’ financial journeys were different, as well as how their diseases manifested. Jeannie understands why lots of folks who become caregivers overnight have their money-handling skills and financial psychology shifts.
The subconscious mind doesn’t see you as a balanced caregiver with a plan or as a balanced individual with multiple plates: family, work, health, and self. The subconscious sees you as someone in the middle of a crisis and not as a balanced person managing your life and the unexpected events that come and go. That’s why your identity shifts into a place of the uncomfortable unknown. This is why the money trauma can manifest what may feel like overnight and is tough to shake off later.
Jeannie is here to help you do more than just get back on track. She will show you how to navigate the road to your dream life.
