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The Long View

Cameron Huddleston: Talk to Your Parents About Their Finances

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 30 August 2022

⏱️ 55 minutes

🧾️ Download transcript

Summary

Our guest on the podcast today is Cameron Huddleston. She is an award-winning personal finance journalist and author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. She was a caregiver for 12 years for her mom who had Alzheimer's disease. She currently is the director of education and content at Carefull, a new service built to protect aging adults' daily finances. She received her B.A. in journalism and Russian studies from Washington and Lee University and her master's in economic journalism from American University.

Transcript

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0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.6

Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.

0:39.0

And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.

0:43.2

Our guest on the podcast today is Cameron Huddleston. She's an award-winning personal finance

0:48.2

journalist and author of, Mom and Dad, we need to talk, how to have conversations with your

0:54.0

parents about their finances.

0:55.9

She was a caregiver for 12 years for her mom who had Alzheimer's disease.

1:00.7

She currently is the Director of Education and Content at Careful, a new service built to protect

1:06.3

aging adults' daily finances. She received her BA and journalism and Russian studies from Washington

1:12.0

and Lee University and her master's in economic journalism from American University.

1:17.5

Cameron, welcome to the Longview. Hi, thanks so much for having me. Well, thanks for being

1:22.6

here. We're excited to talk about this important topic. So your family story and especially your mother's

1:29.0

illness, her diagnosis with Alzheimer's disease played a pivotal role in your focus on how

1:34.2

families can better communicate and deal with financial matters as older adults age. So can you

1:40.8

describe that experience? Sure. So money was not really a topic that was discussed in my household while I was growing up.

1:50.1

In fact, my dad always said, don't talk about money.

1:53.0

Don't ask people about their incomes.

...

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