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Welcome to the Cresco Wealth Management Podcast! Hosted by Dimitri Korolis, Investment Advisor. Join us as our award-winning team discusses real conversations we are having here with our clients. Everything from financial literacy and the economy to everyday helpful information for new and seasoned investors. Follow us on this podcast to learn more in a concise format, to the point, and authentic. New episodes regularly. For more information visit: https://www.crescowealthmanagement.ca
Episodes
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
Sooner or later, you may find yourself in a position where you need to manage the financial affairs of an aging family member. It is crucial to fully understand their situation. In this episode, our host Dimitri Korolis is joined by Cresco team members Jennifer Williams and Wayne DeBoer to guide you on this important topic.
Who should you consult? What essential information do you need? Where should you begin? How can you be proactive and approach this responsibility with love and respect? Whether you are advancing in years yourself or stepping in to assist a loved one, this episode offers valuable insights for navigating this life phase.
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