Financial Planning + Wellness for Caregivers

Caregiving, especially for those with dementia, presents unique financial challenges. This episode explores the intersection of financial planning and wellbeing for caregivers, addressing the often-unforeseen costs associated with providing care.

Long-term care planning is about more than just finances—it’s about ensuring dignity, comfort, and security as we age. In this episode, financial planner Danielle Miura joins host Christina Roman to explore the realities of long-term care, from emotional and physical considerations to financial strategies.

Danielle Miura specializes in financial planning for caregivers after her own caregiving experience revealed a lack of service and understanding in the financial industry for this (very large!) subset of customers. During our conversation, she reveals tips and things for caregivers to consider regarding their finances.

In this conversation, we talk with Danielle about the genesis of this passion, how financial planners can best support clients who provide care to family members, the tools and resources she is developing to support financial planners, and what she is doing to mark National Family Caregivers Month in November.

How can we manage the heavy responsibilities of family caregiving without sacrificing our own financial and emotional health? In this heartfelt episode, Melissa Joy, CFP®, CDFA®, sits down with Danielle Miura, who has first-hand experience navigating the complexities of caregiving after her grandmother’s fall.

In this episode of the podcast, "Navigating Financial Planning: Caregiving & Retirement with Danielle Miura from Spark Financial", we welcome Danielle, a Certified Financial Planner (CFP) from California specializing in financial planning within a caregiving context.

Today’s episode features Danielle Miura, a long-time friend and expert in caregiving. We dive into the challenges and strategies for planning and managing caregiving, especially for those navigating "No-Baby Step 7: Plan for Mom & Dad”. 

In this thought-provoking episode of "Dementia Caregiver's Corner," host Juliah Ratladi welcomes back returning guest Danielle Miura for a candid discussion on the importance of end-of-life planning and navigating the complexities of grief.