The Caregiver's Journey

What Is a Certified Senior Advisor: Three Essential Tips / Alzheimer’s and Other Dementias

27 min
Mar 24, 20262 months ago
Listen to Episode
Summary

This episode explores the role of Certified Senior Advisors in helping families navigate elder care decisions. Guest Cynthia Perthuse of Senior Care Authority shares three essential tips: evaluating your situation, reaching out for professional help, and creating a comprehensive care strategy that addresses financial, emotional, and logistical needs.

Insights
  • Subtle behavioral changes (hygiene decline, repeated mistakes, social withdrawal) often precede major health crises and warrant professional evaluation
  • Family dynamics and conflicting promises about aging care require expert mediation to find solutions that serve the entire family unit, not just individual preferences
  • Certified Senior Advisors provide value by asking questions families don't know to ask and cutting through misinformation (e.g., outdated checklists from ChatGPT or neighbors)
  • Care strategy should address multiple contingency scenarios (what if caregiver is unavailable for hours, days, or weeks) rather than assuming one solution fits all situations
  • Financial planning for elder care involves identifying hidden funding sources and comparing options on apples-to-apples basis, not just evaluating individual facilities
Trends
Growing demand for professional elder care coordination services as families become geographically dispersed and care needs become more complexShift from family-only caregiving to hybrid models involving professional advisors, specialized service providers, and community resourcesIncreased recognition that promises to 'keep loved ones at home' require reframing as commitments to care and safety, not specific living arrangementsRise of specialized senior care professionals beyond traditional nursing (pet sitters, bill payers, movement specialists, hair care providers)Growing need for family mediation services to resolve conflicts around aging care decisions in blended families and multi-generational householdsEmergence of standardized assessment frameworks for evaluating care communities beyond surface-level indicators (smell, caregiver ratios)Increasing importance of proactive care planning before crisis points force reactive decisions
Topics
Certified Senior Advisor certification and qualificationsDementia and Alzheimer's caregiving strategiesElder care facility evaluation and selectionFamily mediation in aging care decisionsFinancial planning for long-term careIn-home care coordination and managementBehavioral changes indicating cognitive declineCaregiver burnout and health considerationsCare community financial models and comparisonSpecialized elder care services (pet care, bill payment, movement therapy)Legal and estate planning for aging parentsParkinson's disease care and support programsCaregiver-to-resident ratios and staffing standardsTransitional care planning and contingency strategiesStigma reduction in aging and end-of-life discussions
Companies
Senior Care Authority
Principal guest's company providing elder care advisory, placement, and family mediation services in Southwest Florida
Whole Care Network
Podcast network hosting this episode; provides caregiving education and resources
Rock Steady Boxing
Specialized movement and memory program for Parkinson's disease patients that can be delivered in-home
People
Cynthia Perthuse
Expert guest discussing Certified Senior Advisor role, elder care strategy, and family mediation in caregiving decisions
Sue Ryan
Co-host sharing personal caregiving experiences with husband, father, and grandmother; discusses care community place...
Nancy Treister
Co-host facilitating discussion on elder care evaluation and strategy development
Quotes
"I didn't know what I didn't know. I didn't know how to take care of my parents. I wanted the best for them, but I couldn't figure it out."
Cynthia PerthuseEarly in episode
"You don't have to know what to do. You don't have to know when to do it and you don't have to know who to call to do it."
Cynthia PerthuseMid-episode
"What you were really promising is I will take care of you. I promise you that you will have a roof over your head. You'll be warm and cared for. You will be loved."
Cynthia PerthuseMid-episode
"When I reached out to a senior care advisor, they were like, okay, we can make this an apples to apples comparison instead of a fruit basket."
Sue RyanMid-episode
"I look for every opportunity that I can get and find to help educate people so that they don't go through the journey that I went through."
Cynthia PerthuseEnd of episode
Full Transcript
This is the Whole Care Network. Music Helping you tell your story one podcast at a time. Content presented in the following podcast is for information purposes only. Views and opinions expressed in this podcast are solely those of the host and guest and may not represent the views and opinions of the Whole Care Network. Always consult with your physician for any medical advice and always consult with your attorney for any legal advice. And thank you for listening to the Whole Care Network. Music Have you ever heard of a certified senior advisor? Would you even know what you needed or how to find one? In this episode, Sue and I are talking with Cynthia Perthuse of Senior Care Authority about finding, evaluating and implementing solutions along the caregiving journey. We're sharing three tips. Welcome. We are Sue Ryan and Nancy Treister. This podcast brings our years of experience in a variety of family caregiving roles to prepare you to navigate your caregiving journey. We're sharing our personal experiences, not medical advice. And because it's our passion to support you on your journey, we believe no topic is on limits. Let's get started. Music If you're following along with the Navigating Dementia Caregiving Roadmap, this aligns with step eight. And you'll be able to find the roadmap as a downloadable digital guide on the guides page of our website. And we've also created it as an interactive page on our website. Cynthia, welcome. We are so grateful to have you here today. You're the principal owner of Senior Care Authority in Southwest Florida. Please tell us more, Cynthia, about what you do and what we're talking about today. Sure. So a couple of things I like to use in a description and introduction about myself is, first off, my father was diagnosed with Alzheimer's and my mother, unbeknownst to us, had a little bit of Parkinson's in 2008. And in 2008, I worked in New York City. I had a family. I had a child in college, one going to boarding school. I had a lot going on. And I didn't really have the time in my mind or the understanding of how to care for my parents who lived 1,500 miles away. So once they had passed away and because of my age, my friends were calling me saying, what did you do with your father? What did you do with your mother? I saw that as a business opportunity of a way that I could help people who were just like me. Because if I think about it, I really wish I had had someone just like me now to help me through this journey. I didn't know what I didn't know. I didn't know how to take care of my parents. I wanted the best for them, but I couldn't figure it out. And partly that's because there's a lot of confusion about what kinds of resources are out there to help you when you feel like something needs to change with your loved one, but you're not really sure what it is or how to do it. So why don't we just jump right into the podcast and we can talk about it. That's awesome. Let's go because that's what we're going to talk about here. That's right. Tip one is to first evaluate your situation as best you can. Sure. So let's think about what that situation might look like. That situation may be as just some things that change on a regular basis that you can't really get your arms around. You can't touch it. You can't define it. You can't put it into words, but you know something is wrong. And those things might be as simple as difficulty with making meals. I know that I would go to my parents' home and I remember it Thanksgiving one day. We went to Thanksgiving dinner and my parents had prepared Thanksgiving dinner the day before. And my mother was an amazing cook and we go there and she prepares and serves us warm duck. Warm duck dressing. You know how when you warm up the dressing or warm up a food is kind of crunchy around the edges? That was our Thanksgiving dinner was a crunchy edged dressing. And we knew there was something wrong, but we couldn't figure it out. Or maybe they, when you go to see your parents or your loved one, remember, we're not talking about just parents here. We're talking about parents, loved ones, neighbors, people you go to church with, people you know. But maybe you go and they just don't smell right. Like they haven't had a bath. Now I'm not talking about the fact that they have some food on their shirts because we all, as we get older, get some food on our shirts, right? But maybe they have the food on their shirts and they had it on that exact same shirt on Monday and on Tuesday and on Wednesday and on Thursday. It's just not really right. Those are some subtle little changes and everyday things. You might also figure out that it's a challenge to try to support them. So my parents, again, 1500 miles away, they lived alone with each other, but they lived alone. And we weren't sure are they taking their medication? Are they driving when they shouldn't be driving? Are they doing things when we're not there that they shouldn't be doing? We realized when we would go visit them that maybe they were because my dad, every time I went to visit him, was on the phone with the cable guy. Even though I had put a sign that said, do not unplug the TV, I would walk in to see my father and he's on the phone with the cable guy. So those are things that were a challenge for us. Maybe you're oblivious to all of this. In the beginning, I was oblivious to all of it because I lived so far away and I was so busy. But the neighbors would call me. The financial planner called me and said, you know, your dad has bought a car three days in a row. We just want to... And I said, what do you mean he's bought a car three days? He hadn't really bought the car, but he'd taken the money out of the account three days in a row. And they would say, why are you taking this money out? And he said, I'm buying a car. And so they called us to tell us that maybe there was something wrong. Maybe things just feel off and you're not sure what it is, but your parents, your loved one, your neighbor, your friend, just isn't the person that they used to be or that you know them. Now, those are things that are just kind of... They sneak up on you is how I think of those. Maybe there's something more dramatic. Maybe there is an emergency situation. Your parent loved one person that you are caring about. They've fallen. They've broken something. They've injured something. Maybe they have had an infection that caused them to have to be delusional or have some type of hallucinations and they're in the hospital. That's an emergency because you know that that's a line that's kind of been drawn that it's not going to be the same after. Something else that we see is that there are our loved ones maybe begin to be very anxious and agitated about aging. And so they get upset and they get upset with small little things and they just don't know how to do small little things. So the most common thing I see and the most common thing I hear when families call me is they say to me, my mother is fully independent. She can do everything. And I'm like, that's great. Talk to me about why you're calling me. Well, a lot of times they're calling me because mom's not playing bridge anymore because she's telling us that everybody cheats and so she doesn't want to play bridge anymore. Dad's not playing golf anymore. Everybody cheats. I'm not playing golf anymore. Maybe they have dings on their cars and they don't really know where those dings came from. The rear view mirror is missing. They just don't know how those things happened. They've gotten lost. They have been scammed. This is a nation full of people being scammed. Those are think their electricity has been turned off. Maybe their electricity was turned off because they didn't pay the bills. They had the money they just forgot or they lost or they don't know how to write a check any longer. Those are things that can become emergencies and that is when you need to find somebody which is going to lead us to our next tip. Which is there comes a point in time when it's clear that something has to change. As you said, something feels wrong and you want to investigate options but you're not really sure what to do. This is where having a service you can reach out to can really help and that's tip two. Reach out for help. So in reaching out for help, I think that we're a society that wants to keep everything close to the chest if you will. And we don't want people to know that we need help. And that happens to people of all ages but it especially happens with parents. They don't want you to think that they need help because they're the parent. Well, there's all there's different types of models of the type of help that you might receive. And I'm just going to lay out three of them and we'll talk in depth about one of them. One of them might be a referral service or a placement service as they're called or a certified senior advisor. As we mentioned earlier, so referral services are services that can refer you to other people that might be able to help you. And they have a list. It's in a database. You tell them your zip code. They refer your name out. And then those people call you to find out how they can help you. And that's okay in some situations. And then a little bit further in depth with that is what would be termed a placement service. You've made a decision to move your loved one someplace. And you but you need a little bit more help. So a placement service can help you really fine tune and hone in on the exact place where you might need to live if that's the decision you're going to make. And then something else that is comes from my world where I am is a certified senior advisor. And those people run a little bit higher level and fly high over what we have identified as 31 different types of people you might need in this journey. And those are as esoteric and as simple as you might need a dog walker or a pet sitter because you've got your loved one or your person has a pet. But they're not walking that pet or they're not feeding that pet. But you don't want to get move that pet away. So you might need a pet sitter or a person who can care for them and keep them in the home. You might need someone who can teach a specialty program for Parkinson's. There's a program called Rock Steady Boxing and they can come to your home and they can help the person with Parkinson's with memory and with movement. There are people who pay your bills, daily money managers. There are people who can help you for an elder law attorney as an example who can help you get your papers in order. There are housekeepers. There are people who will come to your home and fix your hair, cut your hair, fix your hair, shave you, do those types of things. A manicure, pedicure. There are again 31 different types of people and a certified senior advisor again flies high over that and helps you figure out not only which of those people you might need. But who you might need in that industry. That's what a senior, what a certified senior advisor does, what a senior care advisor does. The bottom line is you don't have to know what to do. You don't have to know when to do it and you don't have to know who to call to do it. So if you need to find a certified senior advisor, there's a couple of ways you can do that because they're all over the country and they're probably in your area. You can either contact me and that information is going to be in the podcast description or you can go to the website, csa.us. And that link will also be in the podcast description. And that's how you can find the people who can help you do some of these tasks and help you help yourself and help those around you. Cynthia, you raise a really good point, which is each of us is going to have a different inflection point or a series of inflection points that are going to draw us to knowing that we need additional assistance. I'll tell you one of the most significant inflection points for me. When you were talking about communities where we could move our loved ones, what I recognized was I was going to need to move my husband into a care community. As I began looking at it on my own thinking that, you know, I'd asked people and I'd gotten a list of things I wanted to look at and I'm thinking I'm going to do all this on my own. One of the things I learned is no two of them have the same financial model. So I would go and I would be able to look at the what were the rooms were going to be like. I could find all the other information, but I couldn't figure out how to compare what the investment would be with this one or this one or this one. When I reached out to a senior care advisor, they were like, okay, we can make this an apples to apples comparison instead of a fruit basket. And so that inflection point saved me an incredible amount of time and energy and effort because there were short term decisions as well as long term decisions that were impacted. You know, Cynthia, one of the things that that you told me that I thought was particularly interesting when we talk about this tip to which is reach out for help. And when we talked about tip one, which was evaluate what you think you need. And Sue was just talking about she she was prepared at the time to move Jack into a care community. So she was pretty focused. But a lot of people who think they want one thing when they come to you actually once you ask, you know, you've got so much experience now. Once you ask enough questions, you actually figure out what they really need is maybe something different. Give us some examples of that. Sure. So one of the things that we do a lot of work with is what I term family mediation. When I get a phone call from a client traditionally, many times what I hear is we don't have enough money. And we have a really dysfunctional family. And I just basically say to them, welcome to the United States of America, because that's everybody's got something in their closet. And so, again, we help them work with the money side of it. But we also help them with the family because maybe you have four or five children. And in this world that we live in, we have yours mine and ours. We have have some steps and holes. And all of those people have their own idea of what they want to have happen in their family. And we have to help all of those people figure out what is best, not just for each individual, not just for their parents in this example, but what is helpful and what is the best for their entire family unit. And so the older sister traditionally will say, I've got it. I'll take care of mom. She may be in 10 buck two, but she's going to come live with me in Pittsburgh. And that might not be what's best for her family, the daughter's family or for the parents. So we try to help them work through that idea of what is best. There's also the one of my favorite lines. I promised. I promised my wife. I would not put her somewhere. I promised my parents. I would help them stay at home. I promised. And what we believe and what I think is really true is that that promise may have sounded like I promised you that I won't do this. But what you were really promising is I will take care of you. I promise you that you will have a roof over your head. You'll be warm and cared for. You will be loved. You will be fed. You will be taking care of from a health standpoint. That is what I promise you, but we don't know what it looks like. We don't know what it looks like 50 years ago when we stood at the altar and promised to love and cherish until death do we part. We didn't know what that was coming, what was happening. We don't know what it means to our to our parent when they say, don't you put me someplace. And as I try to explain to my clients, we're not putting anyone any place. We are going to help them find a place where they're cared for and where they're loved. So those are kind of some things that we have to help people get over. Something else I know that that Sue mentioned about that she had these ideas. She talked to people. She went and she saw some places. Most of the people that I speak to also have a list of items that their neighbors have told them are that chat GPT has told them. Here's what you need to do. You need to see if it smells like urine. You need to find out how many caregiver. What's the ratio of caregiver to resident? You need to have try the food. They have all of these items that they need to check that they've heard about. I will tell you that in the majority of communities, you will never smell urine because there's these new things called aroma therapy. And they put these things into your. I have one in my own home. My home smells like a Hilton because I use the Hilton smell of it. Graham in it. These communities use that you're not going to smell that any longer. So when you go into a community and say this is the one it doesn't smell bad. Most of them don't smell bad anymore. So you can't really use that. If you go in and say, I want to know what the ratio of employees to residences. There's a law in every state that you have to have a certain ratio. Every place you see that's licensed is going to use that number. So you're not going to find somebody who says we have 25 residents to one caregiver. They're not going to tell you that they're going to tell you it's one to six or one to eight because that's the rule. That's the law. What you don't understand is do they count the bus driver? Do they count the kitchen people that are the sous chef? Do they count them as that person that is counted in the ratio? They might. So if you have someone who is an expert and does this all day, every day, they can help you with the places that are the places that are very truthful with what they're saying. They can help you understand the management. They can help you understand what has happened that maybe you didn't read about. They can help you understand things that are not on the chat GPT because if you looked it up, the questions to ask the community looked it up. Those are such awesome examples of exactly what we were talking about, which is having an expert in the middle of it, you know, who has who does this all day every day. And that's actually what tip three is about with once you do find an expert to help you, then tip three is you're going to create a strategy together. So tell us a little bit about what that looks like, Cynthia. Sure. So strategy is a great word. In fact, we are called senior advisors, but we also call ourselves elder care strategist. We're helping you figure out what a strategy is. And so to do that, we want a full assessment. We want to understand everything about the person that you're trying to help. What's the name of their dog or their cat? What did they do for a living? What where did they go to school? Where did they grow up? What what makes them find joy? What helps them figure out where they're going to be? You need to understand that as well. You need to understand the person you're trying to help so that you can relay that information to the professionals that you're working for. And then I mentioned it earlier and I'll mention it again, the where, the when and the how you need to figure out where you can figure out where today. Now you need to figure out a couple of where's because when that time comes, things may have changed. Things may be different, both with your family and with your situation and with the situation that is where you've chosen. Maybe they're full. Maybe they've got a new management team. Maybe they're not as great as they used to be. So but figure out the where. But in doing that, you don't have to get real caught up in how are we going to change our mailing address? When is the housekeeper going to come? What do I do with all the first grade papers I have in storage from my children? All of those things can be figured out later. That's that's we can figure out the when and the how later. But we also, once you figure out where we can help you put a strategy together for how you're going to pay for it. This is something that people worry about. I don't have enough money. We try to help you find money and there are hidden pockets of money in all sorts of different places. And that's part of what we're able to do in that strategy. Also, there's a strategy of staying at home. People say, you know, I want to stay at home. What's the strategy? What are you going to do if something happens to you? Let's just say you're a couple. What if something happens to the caregiver for an hour? What if something happens to the caregiver for four hours? What if something happens to the caregiver for a week? What is the strategy? What's the plan? Who's going to step in? Who's going to help? Those are the things that we can work with. And then who do you need to put that strategy into place? Which of those 31 people do we really need to call on to help make your strategy work for again, you and the whole family unit and the whole community that is surrounding themselves around this person that you're that you're concerned about? And that really gets to the, you know, I don't know what it is. I don't know. And having somebody who can ask the questions that we don't know the answers to, I know that one of the paths that I took was I wanted to keep my husband at home and we did the same thing with my dad and we did the same thing with my grandmother. We started out with we want to keep them at home. And that was our lens. That was our focus. And then as we talk to other people, we're like, we're learning. These are the pros and cons. These are the choices that you need to do. These are the risks. And it helped us change. We kept my grandmother at home. My dad, we were able to keep at home longer. And my husband, we knew that there was a transition point where the wisest choice. And it was for my health as well. I hadn't been considering my health. I'd been considering his health. And part of what our decision point when talking to someone else was my health as well. And so it really is important to have someone with you who can ask you the questions that you don't know to ask. Cynthia, thank you so very much for sharing all of these valuable tips and the variety of different tips and things for us to be considering today. Please tell our listeners how they can find you. How can they find your business? So first, I also want to tell you thank you. I look for every opportunity that I can get and find to help educate people so that they don't go through the journey that I went through. It was a long and grueling journey to help my parents. We hadn't talked about it. I didn't know what I didn't know. I didn't know anything. And I wanted to do the best for my parents. And sometimes I felt like I was not, I didn't have the right tools to be able to do what was best for my parents. So I really appreciate you, your podcast and what you're helping people understand because this is something that we need to speak about and remove the stigma of aging and the stigma of dying. So if you want to reach out to me, you can find me at www.seanlyfl.com. And there's a contact us. You can find me. We have a lot of content on that website. And I would welcome talking to anyone. I talk to people all day, every day. And I would love to have you call me and just tell me your story. Thank you, Cynthia. Let's summarize. Thank you so much for discussing what a senior care advisor is and what they do and how they can help us. I mean, we all learned a lot. We really appreciate it. And of course, today we shared three tips. The first tip, tip number one, evaluate your situation. Tip number two was to reach out for help. And tip number three, create a strategy. All sound like good tips to me. If you have tips about how to use or leverage senior care advisors, please share those on our Facebook page or Instagram page. The links are in the podcast description. If you like this podcast, please follow it, subscribe to it and share it with your friends. We really, really appreciate it. All of our podcasts have matching blogs, which effectively is us taking the notes for you. So find the number of this podcast and go on our website, find a blog with the exact same number. And it's effectively a blog that discusses everything we talked about in this podcast and you can leverage it for notes. So I already mentioned this podcast is associated with step eight and the Navigating Dementia Caregiving Roadmap, which you can find on the guys page of our website and download your own version. And now there's an interactive roadmap page on our website where you can just go in, click on step eight and you'll see the links to everything we're talking about here. We're all on this journey together. Yes, we are. Hi, this is Elizabeth Miller, your host of the happy healthy caregiver podcast. Join me every other Wednesday when I share stories and tips from family caregivers who are integrating caregiving with their lives and prioritizing their own health and happiness. Listen to the show on demand at happyhealthycaregiver.com or your favorite podcast platform. See you there.