Episode 54: Helping Older Adults Stay Financially Organized and Independent

7/7/202622 min

Want to make sure your family is prepared for the financial realities that come with aging?

On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Trina McWilliams, Founder of Trusted Direction and Americas Controller at Accenture I&CP, LLC, for a meaningful conversation on financial support for older adults and the families who care for them. Inspired by her own family’s experience, Trina explains how client accounting services can help people stay organized, pay bills on time, manage cash flow, protect their accounts, and retain independence as financial responsibilities become more difficult. From planning for the transition into retirement to organizing critical documents and establishing a power of attorney, this episode offers practical guidance for creating stability before a crisis.

Key Takeaways:

→ Retirement planning should include a plan for managing finances later in life
→ Organizing essential documents helps families act during an emergency
→ A power of attorney can provide needed access when financial support is required
→ Client accounting services can range from advice and budgeting to bill payment and reporting
→ Trusted local support can reduce stress for older adults and long-distance family members

Clips

Retirement Reality Check

Origin Of Trusted Direction

Watching Stress Melt Away

Planning Before Crisis Hits

Transcript preview

First 90 seconds

Trina McWilliams· Guest0:01
the Jet Setting Wealth Advisory Podcast, where your financial journey takes flight with David TU.
Speaker 20:07
As an airline pilot and financial expert, David merges the aviation industry and wealth management to help you navigate today's complex financial skies. Each episode features expert insight, blending personal stories with essential financial strategies. We ask that you fasten your seatbelts and sit back as we prepare for takeoff. Our destination, your financial empowerment.
David Yu· Host0:32
Hello everybody, welcome to another episode of Jet Setting Wealth Advisory, where we spotlight leaders and innovators helping professionals and families build stronger financial futures. I'm David T. Yu, active airline pilot, wealth advisor, tax mitigation strategist, and your host. Each week we bring you conversations with experts who share practical insights on wealth, business, and financial success. Today I'm excited to welcome Trina McWilliams, a seasoned financial executive and entrepreneur who serves as the America's Controller for Accenture's Industry X and consumer product businesses and is also the founder and CEO of Trusted Direction, a client accounting service firm that helps elderly individuals and their families manage their financial lives with confidence. With extensive experience in corporate finance and client accounting services, Trina is a passionate, person about helping organizations

Clips

Transcript preview

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