After the loss of a spouse or partner or during the various chapters of solo aging, it’s common to feel uncertain about your finances. Even simple questions like “Do I have enough?” or “Where do I begin?” can feel overwhelming when you're navigating unfamiliar territory.
In this educational talk, financial advisor Erich Yost shares The Solo Ager’s Readiness Scorecard, a thoughtful six-step approach designed to help individuals identify and address risks in their financial life. Whether you're recently widowed, aging solo, or simply reassessing your future, this session offers calm, clear guidance to help you:
- Understand your current financial picture
- Avoid common mistakes that create stress or risk
- Explore ways to reconnect your money with your values and vision
This session is ideal for Penn’s Village members who want to feel more informed, more steady, and more in control of their financial lives, no matter where they are in the journey.
Bio of presenter
Erich is a lead advisor with Junto Wealth, an independent financial planning practice. He brings 14 years of experience working with high-net-worth families and a deep passion for supporting those going through life transitions. His goal is to help people get confident about their money, so they can protect what they’ve built, make the most of their time and ensure their legacy matches their values.
He serves on the boards of two nonprofit organizations, Teacher’s Teammates and Youth Development United, which both focus on creating better opportunities for underserved children in our region. He also serves on the finance committee for the Women’s Resource Center, a local organization empowering women facing challenges in their lives. Helping others find stability, dignity, and direction is at the heart of his work.
He lives just outside Philadelphia with his wife, 3 young children and rescue dog and still insists on writing handwritten thank you notes, always in black ink.