How to Prepare Emotionally and Financially for Serious Illness artwork
The Heart of Hospice Podcast

How to Prepare Emotionally and Financially for Serious Illness

  • S10E43
  • 52:10
  • May 22nd 2026

Tracy Heath is taking a holistic approach to serious illness and dying, finding a healthy balance of emotional, physical, and financial well-being.  Although her family never discussed end of life issues, Tracy made her way to estate planning work. Tracy lost both her parents while Tracy was still in her 20’s, had small children, and was working a full time job. Her family experienced the impact of four deaths within three years.  Tracy learned many of the hard lessons that caregiving teaches, including the value of advance care planning.  Using a unique combination of financial acumen and holistic wellness knowledge, Tracy creates a cohesive and strong foundation regardless of the situation people find themselves.

Here are some highlights from this episode:

  • Tracy realized her friends (also in their 20’s) didn’t have relatable experience of loss. 
  • She advises clients to address not only financial wellness, but physical and mental health as well.
  • Dealing with executor tasks after a death impacts family members emotionally. 
  • Tracy advises everyone to choose an Appointment Partner, someone who is reliable and trustworthy to attend medical or financial appointments. Good communication skills are essential in an Appointment Partner. 
  • Appointment Partners don't have to be family; getting a friend to fil this role can be beneficial.  

Connect with Tracy Heath: LinkedIn: Tracy Heath | LinkedIn Website: www.TracyMHeath.com Link: Tracy M Heath Instagram: Instagram Purchase your copy of Before Goodbye: Your Emotional, Physical and Financial guide When a Loved One is Diagnosed With a Serious Illness on Amazon or Barnes & Noble 

Connect with HaloCare: Website: halocaregroup.com HaloCare services for healthcare professionals: halocaregroup.com/healthcare-professionals Get more info about HaloCare for yourself or a loved one here Socials:  Facebook Instagram Twitter   LinkedIn Connect with HaloCare by phone at (888) 247-7102 

Hospice Navigation Services understands that you need unbiased, expert support to have the best end of life experience possible.  And we believe you deserve to get good hospice care. 

If you have questions about hospice care for yourself or someone you care about, Hospice Navigation Services can help.  It’s easy to connect by phone or video. You can book a 30-Minute Navigation Session for just $45 if you’re starting to talk about end of life care.  A 60-Minute Navigation Session for $95 provides for an in-depth discussion, and allows for up to 3 family members to get the same expert information at the same time.

Book a session with an expert Hospice Navigator at theheartofhospice.com

Connect with The Heart of Hospice Podcast and host Helen Bauer Website:  theheartofhospice.com Social media:  Facebook   Instagram   LinkedIn   YouTube

Email:  [email protected]

More podcast episodes:  The Heart of Hospice Podcast

Podcast host Helen Bauer is a great addition to your event or conference! For speaking inquiries, send an email to [email protected].

The Heart of Hospice Podcast

The Heart of Hospice podcast is dedicated to helping personal and professional caregivers who are caring for someone with serious illness. We're here to provide information and education so people can make informed choices about end of life care.