Rethinking Community, Caregiving & Financial Planning with the Midlife Concierge

On this episode of The Get Ready Money Podcast, I spoke with Merridith Gonzalez, the Midlife Concierge, about how we can all reimagine midlife with honesty, curiosity, and connection—while preparing for the caregiving and financial realities that come with it.

💡 Key Takeaways:

🔹 Midlife is a critical turning point—what served you yesterday may not serve you tomorrow
 🔹 Give yourself grace and clarity about who you want to be

🔹 Find a community and people that you can trust
 🔹 Don’t be afraid to ask questions—curiosity leads to answers
 🔹 Make caregiving (time and money) part of your financial plan
 🔹 Work with professionals who listen, are open to new ideas, and act as true advocates

🔹 Build a collaborative team

Connect with Merridith Gonzalez:

• LinkedIn (here)
• LinkedIn Business Page: (here)
• Facebook Business Page: (here) 
• Chat Series: "Hot Flashes + Cool Chats”
• MG Trusted Alliance Website (here)
• Proverbs Financial Website (here)

• Mamas and Menopause (Facebook Group)
• Chat series: "Woman to Woman"

Bio: 

Merridith Gonzalez is a Certified Long-Term Care Specialist and Health & Wealth Concierge who empowers women in midlife to confidently navigate their health, financial planning, and caregiving responsibilities. With over 20 years of experience in healthcare and wellness, she specializes in long-term care, disability income planning, cognitive health awareness, and menopause support. Merridith connects clients with trusted professionals and coordinates essential resources to create personalized strategies that promote independence, financial security, and generational stability.

Disclosure:

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Proverbs Financial & Insurance Services is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. CA Insurance License Number - 4085903.