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 navigate the “hard risks” of aging solo such as:

CCRC vs. Rental Decision: How to make the right choice for you.

The Solo POA Challenge: Strategic alternatives for selecting an executor or Power of Attorney when you don't have a spouse or heirs.

The Resilience Reserve: A structured framework for evaluating cash and bond cushions required to maintain autonomy.

This session is ideal for Boston 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.

Please feel free to submit any questions you have before the presentation to help guide the discussion. You'll receive a link to a Google Form to submit questions upon registration.

About Erich:

Erich is a lead advisor with Junto Wealth, an independent financial planning practice. He brings 15 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 the Philadelphia 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.