The Care Advocates with Lance A. Slatton & Sharon's Son, George "Financing Care"
All Home Care Matters
Enriched Life Home Care Services
5.0 • 88 Ratings
🗓️ 16 April 2026
⏱️ 27 minutes
🧾️ Download transcript
Summary
The Care Advocates is brought to you by the All Home Care Matters Media team and focuses on providing family caregivers and their loved ones with support, resources, and discussion on the issues facing them in the matrix of long-term care.
The Care Advocates are co-hosted by Lance A. Slatton & Dr. George Ackerman.
The Care Advocates are honored to welcome Michael Lewis, CFA, MBA as guest to the show.
About Michael Lewis:
Michael Lewis, CFA, MBA is the Chief Behavioral Officer at Family Legacy Financial Solutions and the author of Getting Out of Your Own Way: A Caregiver's Guide to Making Better Financial Decisions. He is also a contributor to The Caregiver's Advocate series. Michael's work focuses on how behavioral finance principles help families navigate emotionally charged financial decisions during caregiving and aging transitions.
About Family Legacy Financial Solutions:
At Family Legacy Financial Solutions, our mission is to help families make confident financial decisions that honor both logic and love. We combine behavioral finance insights with comprehensive planning to guide caregivers, retirees, and family decision-makers through life's most complex transitions.
Transcript
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| 0:00.0 | I'm I'm your co-host, Lance A. Slattened and joined, as always, by my esteemed friend and colleague, Dr. George Ackerman, also known as Sharon's son, George. Welcome. How are you? |
| 0:47.3 | It's good to see you, and I'm excited to have another episode today, but just to make sure everyone is aware that today is actually April, Parkinson's |
| 0:54.9 | Awareness Month around the country. So it's an important time for caregiving, but also |
| 1:00.3 | specifically Parkinson's and really excited again to always be back with my brother in advocacy |
| 1:06.0 | here, Lance. Thank you. And George, we have a special guest today joining us. |
| 1:11.6 | Michael Lewis, Michael is the Chief Behavioral Officer at Family Legacy Financial Solutions, and |
| 1:17.7 | also the author of Getting Out of Your Own Way, a caregiver's guide to making better financial |
| 1:23.1 | decisions. |
| 1:24.1 | Michael, thank you so much for joining us here on the Care Advocates. |
| 1:26.9 | How are you? I'm doing very well, and thank you for much for joining us here on the care advocates. How are you? |
| 1:32.2 | I'm doing very well, and thank you for having me. It's our pleasure. It's our pleasure. |
| 1:37.9 | You know, the care advocates is all about advocating and helping family caregivers who honestly don't know what they don't know. And, you know, the work you're doing and you're going to share |
| 1:41.3 | a little bit of that here for our viewers and listeners in a moment is really crucial and vital, especially when you find yourself caring for |
| 1:48.5 | a loved one, when you start looking at financial decisions and, you know, different options |
| 1:52.7 | available and you're here to help educate us and our audience on that. And I'm going to turn it |
| 1:58.3 | over to George and let him get the show started. |
| 2:03.3 | Thanks, Lance, and thank you, Michael, for joining us. |
| 2:08.3 | Unfortunately, this topic is one. I wish I had met all of you long before my mother's struggle and when we lost her battle with Parkinson's because we spent about, I think it was $12,000 a month |
| 2:14.8 | the last year of her life. And I think that if I had been a little bit more aware, maybe we could have planned better. |
| 2:20.8 | So as we start the show, it's wondering in your view and your expertise, why do good caregivers make bad financial decisions? |
| 2:28.5 | That's a great question. |
| 2:29.9 | And I think it really just boils down to the amount of stress that's involved in the caregiving journey. |
... |
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