# The Financial Checklist Every Caregiver Needs — Part 1 with Finance Expert, Rob Carrick

Page: https://stenobird.com/podcast/the-hart-of-it-all-with-teri-hart-7518851/the-financial-checklist-every-caregiver-needs-part-1-with-finance-expert-rob-carrick
Text version: https://stenobird.com/podcast/the-hart-of-it-all-with-teri-hart-7518851/the-financial-checklist-every-caregiver-needs-part-1-with-finance-expert-rob-carrick.md
Podcast: [The Hart Of It All with Teri Hart](https://stenobird.com/podcast/the-hart-of-it-all-with-teri-hart-7518851)
Published: 2026-05-26T08:00:00+00:00
Episode link: https://shows.acast.com/the-hart-of-it-all-with-teri-hart/episodes/the-financial-checklist-every-caregiver-needs-rob-carrick
Audio file: https://sphinx.acast.com/p/open/s/68d4132807474c67716dc5f6/e/6a14b6072accf2c502d72fa4/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-hart-of-it-all-with-teri-hart-7518851/episodes/the-financial-checklist-every-caregiver-needs-part-1-with-finance-expert-rob-carrick
Duration seconds: 2034

## Resource

Money is one of the hardest parts of caregiving to talk about, but it is also one of the most important. In this episode of The Hart of It All, Teri Hart sits down with longtime personal finance expert Rob Carrick for part one of a two-part conversation about the financial realities of aging, caregiving, and planning for the future. From aging in place to retirement homes, long-term care, home equity, personal support workers, and the hidden costs families often do not see coming, Rob explains why the question is not just “What do we want?” but “What can we realistically afford?” Rob also shares a practical financial checklist for adult children supporting aging parents, including what to know about joint bank accounts, monthly expenses, power of attorney, investments, taxes, beneficiaries, and current ID. It is a conversation about preparation, clarity, and having the money talks before a crisis forces your hand. Whether you are caring for a parent now or trying to plan ahead, this episode will help you understand the financial decisions that can shape care, housing, and peace of mind. And because there is so much to cover, Rob will be back next week for part two, where he and Teri dive deeper into RRIFs, home equity lines of credit, reverse mortgages, and the tax implications families need to understand. Resources: Follow Rob Carrick: Website: https://robcarrick.ca/ Substack: https://robcarrickpf.substack.com/ LinkedIn: https://www.linkedin.com/in/rob-carrick-66a6a017/ To watch this episode, subscribe to The Hart Of It All's YouTube channel: https://www.youtube.com/@TheHartofitAllPod Follow The Hart Of It All: Instagram: https://www.instagram.com/thehartofitallpod/ Facebook: https://www.facebook.com/thehartofitallpod TikTok: https://www.tiktok.com/@thehartofitallpod…

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