Navigating the Transition: Choosing the Best Senior Living Option
In this episode of Wealth Beyond Work, host Zach Morris speaks with Tara Schramm of Assisted Living Locators about one of the most challenging decisions families face — when and how to transition a loved one into senior living. Tara shares how to know when it’s time to start the conversation, the differences between independent living, assisted living, memory care, and skilled nursing, and the financial considerations families should plan for. You’ll also learn about resources like respite care, long-term care insurance, and veterans’ benefits that can make the process easier. Whether you’re planning ahead or facing a crisis, this episode provides practical guidance to help you make confident, compassionate decisions.
Connect With Tara
Phone: 678-643-6911
Download “Retirement By Design”: https://bit.ly/RetirementByDesignts
Learn More about Paces Ferry Wealth Advisors: https://bit.ly/AboutPFWsl
