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Home > Real Money, Real Experts > When I’m 65: Preparing to be a financial caregiver with AFC® Corey Carlisle


	Podcast:		Real Money, Real Experts
	Episode:		When I’m 65: Preparing to be a financial caregiver with AFC® Corey Carlisle
	Category:		Business
	Duration:		00:26:21
	Publish Date:		2021-11-09 14:00:00
	Description:		According to the US Census Bureau, one in five Americans will be aged 65 or older by the end of this decade. Unfortunately, this growing population is also most at risk for financial fraud and exploitation. Today on Real Money, Real Experts, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson are joined by AFC® Corey Carlisle, Senior Vice President at the American Bankers Association and Executive Director of the ABA Foundation. In this episode, Corey dives into what it means to become a financial caregiver for an older generation and how we can provide more resources and tools to support them as they serve this vulnerable population. Corey also gives us a sneak peek of his Symposium topic, discussing the need for financial inclusion for previously incarcerated citizens. If you’re interested in hearing more from Corey, don’t miss his panel discussion during the 2021 AFCPE Symposium happening November 15 - 19! Show Notes: 00:52 Corey Introduction 01:49 Corey’s Journey Into the Field 02:44 The American Bankers Association 04:46 Corey’s Journey towards the AFC® 07:33 Financial Caregiving 10:10 Be Aware – Scams Targeting the Elderly 12:05 Having Those Tough Conversations with your Loved Ones 16:32 Financial Wellbeing for Previously Incarcerated Citizens 22:36 Corey’s Two Cents Show Note links: Connect with Corey! LinkedIn: linkedin.com/in/coreycarlisle Twitter: @FinHealthCorey Resources aba.com/foundation aba.com/consumers https://www.aba.com/advocacy/community-programs/finedlink https://bankingjournal.aba.com/2018/11/a-financial-caregiver-chances-are-youll-be-one-or-youll-need-one/ https://www.aba.com/advocacy/community-programs/safe-banking-for-seniors https://www.nia.nih.gov/ https://www.consumerfinance.gov/consumer-tools/educator-tools/resources-for-older-adults/ https://www.aba.com/banking-topics/operations/diversity-equity-inclusion https://joinbankon.org/ Want to get involved with AFCPE®? Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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