#70 - Planning Beyond Documents: Building Support as a Solo Senior with Kathy McNair
READ THE TRANSCRIPT
Too often, retirement planning focuses only on documents, but what happens when you don’t have the right people to rely on?
In this episode, I sit down with elder law attorney and founder of Solo Allies, Kathy McNair, to talk about the unique needs of solo seniors and why legal paperwork alone isn’t enough. We explore how to choose the right people for critical roles, when to consider professional support, and how to build a community for peace of mind in retirement.
Planning plus people equals peace of mind. It’s not enough to just have the documents—you need the right people in place who are prepared and willing to step in when the time comes. - Kathy McNair
EPISODE SUMMARY
- The difference between an estate planning attorney and an elder law attorney
- What it really means to be a solo senior and why planning matters
- Why “Planning + People = Peace of Mind” is a critical formula for aging well
- How to choose and prepare a power of attorney, and what happens when you don’t
- Resources, tools, and community programs like Solo Allies and the Aging Allies Club
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And more!
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EPISODE LINKS & RESOURCES
- 👉 Get Your Complimentary Retirement & Tax Analysis
- Book: The Solo Senior’s Guide to Thrive: Planning for Legal, Financial, and Personal Well-Being
- Website: Senior Solutions
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Website: Navigating Solo
- Kathy McNair:
- Website: Solo Allies
- Facebook: Solo Allies
- YouTube Channel: @planwellagewell
- LinkedIn: Kathy McNair
- Email: kmcnair.seniorsolutions@gmail.com
- Connect & Participate