Do you have everything in order for when you die?
Do your parents?
These may not be comfortable questions, but they are necessary. On this powerful episode of Bartelle’s Money Talk, we sat down with Will Holditch, a former firefighter, EMT, event executive, and now author of the upcoming book Strategic Planning for the Golden Years—a resource that may very well save your family from emotional, financial, and legal chaos.
Whether you’re a young adult, a caregiver, or a parent yourself, this episode is one you can’t afford to skip.
💡 Why This Conversation Matters
Most of us are busy living life. But what happens when tragedy strikes and we’re unprepared?
Will shares stories from his own life that underscore the urgency of preparation:
A grandfather with Alzheimer’s but no documentation.
A mother’s sudden cancer diagnosis with no funeral arrangements in place.
An uncle who passed unexpectedly, leaving his wife clueless about their finances.
These real-life examples highlight a painful truth: most families are not prepared.
📘 The Book That Every Household Needs
Will’s book, Strategic Planning for the Golden Years, is a comprehensive workbook designed to help families:
Collect essential personal and medical information
Organize financial records and accounts
Prepare documents like DNRs, living wills, and funeral plans
Empower adult children to care for aging parents with clarity and peace
“It’s not a matter of if, it’s a matter of when,” Will says. “And if you don’t know where the bank account is, the insurance policy, or the safe deposit box key—you’re already in trouble.”
The book is structured to be filled out slowly and revisited regularly. It’s not just a one-time document. It’s a living toolfor long-term care planning.
💬 How to Talk to Your Aging Parents
Having "the conversation" is hard. Will offers practical advice:
Start small: Begin with basic questions—name, birthday, medications.
Use the book as a non-threatening way to open the door.
Let them control the pace: Come back over time. This is a journey.
Get others involved: Sometimes a sibling, cousin, or grandchild can bridge the gap.
“You’re not trying to take over their life,” Will says. “You’re trying to honor it—by being ready to care for them when they can’t care for themselves.”
🚨 Why This Affects Everyone
Whether you’re 25 or 65, this isn’t just about your parents. It’s about you too. Will reminds us:
Over 50% of lifetime medical expenses are spent in the final year of life.
A long-term care facility can cost $4,000–$6,000 per month.
After a stroke or Alzheimer’s diagnosis, you can’t buy long-term care insurance.
Without access to documents, loved ones may lose homes, assets, and peace of mind.
This isn’t about doom and gloom—it’s about dignity, stewardship, and freedom from preventable crisis.
🔑 3 Nuggets of Wisdom from Will Holditch
It’s not a matter of if—it’s when.
Every family will face this. Prepare now to avoid panic later.Knowledge is power.
The more you know, the more confidently you can advocate and lead in a crisis.Don’t do it alone.
Gather your tribe. Let siblings, relatives, and trusted friends share the responsibility.
📅 Book Release Details
📘 Title: Strategic Planning for the Golden Years
📆 Release Date: May 1st, 2025
🛒 Where to Buy: Amazon (more retailers pending after the London Book Fair)
📧 Contact: Will C. Holditch — will.c.holditch@gmail.com
🧭 Final Thoughts
You don’t need to wait for a crisis to start preparing.
In fact, the best gift you can give your family is peace of mind. Will’s book isn’t just about planning—it’s about love, legacy, and ensuring that when life’s hardest moments come, you’re not left guessing—you’re ready.
And if you don’t feel ready to have the conversation, send this video or blog to your loved ones. Let it be the spark that starts the dialogue.
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Personalized Guidance: We understand that everyone's financial situation is unique. That's why our coaching adapts to your specific circumstances, ensuring that you receive customized advice and strategies tailored to your needs.
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Empowerment at the Core: We believe in empowering you with the knowledge and tools you need to make informed decisions and achieve financial success. Our coaching equips you with the skills and confidence to navigate any financial challenge that comes your way.
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Thank you for considering "Bartelle’s Money Talk" and Bartelle's Financial Coaching. I look forward to hearing from you soon.
Warm regards,
Johnny and Theresa Bartelle
Founders of Bartelle’s Financial Coaching
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