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The Family Financial ConversationEpisode 3 - Solo Aging: By Choice & By Chance with Tom West & Suzanne SchmittTom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment services to families in the Washington DC metro area. Suzanne Schmitt is a financial wellness expert with nearly two decades of industry experience in consumer insights, product development and positioning, and marketing and market enablement in financial services.In this episode of The Family Financial Conversation, Tom and Suzanne focus on the phenomenon of solo aging, discussing its broad scope beyond traditional definitions and its implications for financial planning strategies tailored to individual circumstances.Topics t...2024-02-2026 minThe Family Financial ConversationEpisode 1 - Framing Hope: Successful Financial Dialogues Amidst the Holidays with Tom West & Arvette ReidTom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment services to families in the Washington DC metro area. Arvette Reid is the Lifecare Affordability Plan (LCAP) Client Services Director at Signature Estate & Investment Advisors, LLC. With over 15 years of experience within the Senior Housing and Healthcare industry, Arvette focuses on helping families bridge the gap between healthcare and finance. Join Tom and Arvette in this premiere episode of The Family Financial Conversation Podcast as they navigate the complexities of family dynamics, communication challenges, and the unique co...2023-12-2224 min
Lifecare Affordability PlanningEpisode 14 — The Ins and Outs of Medicaid — With Valerie GeigerAre you considering how you and your family will pay for long-term care? If so, we strongly encourage you to learn about Medicaid. To help you get a better understanding of what Medicaid is and how you could benefit from it, Tom West and Arvette Reid enlist in the help of Valerie Geiger. A founding … <a href="https://lifecareaffordabilityplanning.blubrry.net/2020/01/09/episode-14-the-ins-and-outs-of-medicaid-with-valerie-geiger/" class="more-link">Continue reading <span class="screen-reader-text">Episode 14 — The Ins and Outs of Medicaid — With Valerie Geiger</span> <span class="meta-nav">→</span...2020-01-0900 minLifecare Affordability PlanningEpisode 13 — It’s Your Turn to Understand Medicare — With John NorceUnderstanding Medicare and how to make it work best for you isn’t easy. That’s why Tom West and Arvette Reid have brought in an expert. Today, Tom and Arvette speak with John Norce, founder of Medicare Portal, to help you get a better grasp on Medicare’s ins and outs. John and his team specialize in … <a href="https://lifecareaffordabilityplanning.blubrry.net/2020/01/09/episode-13-its-your-turn-to-understand-medicare-with-john-norce/" class="more-link">Continue reading <span class="screen-reader-text">Episode 13 — It’s Your Turn to Understand Medicare — With John Norce</span> <span class="meta-nav...2020-01-0900 minLifecare Affordability PlanningEpisode 12 — The Power of Community Services — With Guest, Mary Lee AndersonWhether you’re facing a health crisis or the challenges that come with aging, there are several resources that can help ease the burden — and chances are, many of them are in your own community. Today, Tom West and Arvette Reid are joined by guest Mary Lee Anderson to explore the benefits that community services … <a href="https://lifecareaffordabilityplanning.blubrry.net/2020/01/09/episode-12-the-power-of-community-services-with-guest-mary-lee-anderson/" class="more-link">Continue reading <span class="screen-reader-text">Episode 12 — The Power of Community Services — With Guest, Mary Lee Anderson</span> <span class="meta-nav">→</s...2020-01-0900 minLifecare Affordability PlanningEpisode 11 — 5 Steps for Managing Other People’s MoneyYou might feel stressed out while managing someone else’s money during their time of need. And understandably so. Between navigating unknown financial and healthcare territories to facing pressures from family members, there is a lot to consider and knowing where to start can be just as challenging. Today, Tom West and Arvette Reid share five … <a href="https://lifecareaffordabilityplanning.blubrry.net/2020/01/09/episode-11-5-steps-for-managing-other-peoples-money/" class="more-link">Continue reading <span class="screen-reader-text">Episode 11 — 5 Steps for Managing Other People’s Money</span> <span class="meta-nav">→</span>2020-01-0900 minLifecare Affordability PlanningEpisode 10 — Psychological Hurdles to ThrivingWhen a health crisis occurs, we all want to thrive. However, there are psychological hurdles that may make us resistant to accepting the help we need in order to achieve our best possible outcomes. Today, Tom West and Arvette Reid discuss common psychological hurdles that keep people from thriving. They explore the deeper meanings behind … <a href="https://lifecareaffordabilityplanning.blubrry.net/2020/01/09/episode-10-psychological-hurdles-to-thriving/" class="more-link">Continue reading <span class="screen-reader-text">Episode 10 — Psychological Hurdles to Thriving</span> <span class="meta-nav">→</span></a>2020-01-0900 minLifecare Affordability PlanningEpisode 9 — How The Lifecare Affordability Plan Can Help YouWhether you’re seeking general or specialized advice in the financial world, it’s often difficult to anticipate what you’ll really be getting from these services. In this episode, Tom West and Arvette Reid break down specific examples of actionable items and recommendations they provide to clients who are going through the Life Care Affordability planning … <a href="https://lifecareaffordabilityplanning.blubrry.net/2020/01/09/episode-9/" class="more-link">Continue reading <span class="screen-reader-text">Episode 9 — How The Lifecare Affordability Plan Can Help You</span> <span class="meta-nav">→</span>&2020-01-0900 minLifecare Affordability PlanningEpisode 8 — Managing Care and Finances: What it Means to ThriveWhen it comes to managing the healthcare and financial needs for loved ones with a health diagnosis, there are those who thrive and those who fail to thrive. But what sets apart those who prosper from those who don’t? Today, Tom West and Arvette Reid discuss how they define thriving and failure to thrive in … Continue reading Episode 8 — Managing Care and Finances: What it Means to Thrive →2019-08-3030 minLifecare Affordability PlanningEpisode 7 — Exploring SHARE Plan Case Studies—With Guest, Christi ClarkOftentimes, when families are managing a chronic illness diagnosis like dementia, the conversations they have about money aren’t really about the money. Today, Arvette Reid and Tom West are joined by special guest and Executive Director of Insight Memory Care Center, Christi Clark, to explore how family conversations can be guided to uncover the real … <a href="https://lifecareaffordabilityplanning.blubrry.net/2019/08/30/episode-7-exploring-share-plan-case-studies-with-guest-christi-clark/" class="more-link">Continue reading <span class="screen-reader-text">Episode 7 — Exploring SHARE Plan Case Studies—With Guest, Christi Clark</span> <span class="meta-nav">→<...2019-08-3000 minLifecare Affordability PlanningEpisode 6 — Exploring SHARE Plan Case Studies—With Guest, Lindsey VajpeyiIn today’s episode, Tom West and Arvette Reid are joined once again by special guest, Lindsey Vajpeyi, the director of education and outreach at Insight Memory Care Center. Following up on their last episode about Insight Memory Care Center’s SHARE program, Lindsey, Arvette, and Tom are back to explore case studies that demonstrate how the … <a href="https://lifecareaffordabilityplanning.blubrry.net/2019/08/30/episode-6-exploring-share-plan-case-studies-with-guest-lindsey-vajpeyi/" class="more-link">Continue reading <span class="screen-reader-text">Episode 6 — Exploring SHARE Plan Case Studies—With Guest, Lindsey Vajpeyi</span> <span class="meta-nav">→...2019-08-3000 minLifecare Affordability PlanningEpisode 5 – Facing the Future with Confidence Through the SHARE Program—with Guest, Lindsey VajpeyiToday, Tom West and Arvette Reid are joined by special guest, Lindsey Vajpeyi. Lindsey is the director of education and outreach at Insight Memory Care Center, an adult daycare center in Fairfax, Virginia that seeks to educate, care, and support those who are affected by dementia. Insight Memory Care Center fills a unique gap in … <a href="https://lifecareaffordabilityplanning.blubrry.net/2019/08/30/episode-5-facing-the-future-with-confidence-through-the-share-program-with-guest-lindsey-vajpeyi/" class="more-link">Continue reading <span class="screen-reader-text">Episode 5 – Facing the Future with Confidence Through the SHARE Program—with Guest, Lindsey Vajpeyi</span> <span class="m...2019-08-3000 minLifecare Affordability PlanningEpisode 4 – Exploring the Money-Talk Taboo: Part 2Tom West and Arvette Reid are back to explore the money-talk taboo. Today, they discuss why professionals in the senior housing and healthcare industry are uncomfortable with talking to their clients about money. Using Arvette’s valuable first-hand experience in the healthcare industry, she and Tom discuss: Reasons why healthcare professionals may have a low … <a href="https://lifecareaffordabilityplanning.blubrry.net/2019/06/19/episode-4-exploring-the-money-talk-taboo-part-2/" class="more-link">Continue reading <span class="screen-reader-text">Episode 4 – Exploring the Money-Talk Taboo: Part 2</span> <span class="meta-nav">→</span></a>2019-06-1900 minLifecare Affordability PlanningEpisode 3 – Exploring the Money-Talk TabooMoney is a taboo topic for many people. But when a family has avoided talking about money, they’re likely to experience significant challenges when a loved one requires long-term care. In today’s episode, Tom West and Arvette Reid discuss the importance of talking to your family about money and why it makes a difference in … <a href="https://lifecareaffordabilityplanning.blubrry.net/2019/06/19/episode-3-exploring-the-money-talk-taboo/" class="more-link">Continue reading <span class="screen-reader-text">Episode 3 – Exploring the Money-Talk Taboo</span> <span class="meta-nav">→</span></a>2019-06-1900 minLifecare Affordability PlanningEpisode 2 – Meet Tom West and Arvette Reid: Part 2In part one, you learned about the heart of Lifecare Affordability Planning™ and how Tom West and Arvette Reid offer support that goes beyond the call of traditional financial planning. Now it’s time to learn more about Tom and Arvette on a more personal level. Part two is all about getting to know your new … <a href="https://lifecareaffordabilityplanning.blubrry.net/2019/06/19/episode-2-meet-tom-west-and-arvette-reid-part-2/" class="more-link">Continue reading <span class="screen-reader-text">Episode 2 – Meet Tom West and Arvette Reid: Part 2</span> <span class="meta-nav">→</span>&l2019-06-1900 minLifecare Affordability PlanningEpisode 1 – Meet Tom West and Arvette Reid: Part 1In this debut episode of the Lifecare Affordability Planning™ Podcast, you will meet Tom West and Arvette Reid of Signature Estate & Investment Advisors (SEIA). Tom and Arvette explain how they help families navigate the intersections of healthcare, family, psychology, and money in this heartfelt discussion. In this episode, you will learn: About the paths … <a href="https://lifecareaffordabilityplanning.blubrry.net/2019/06/19/episode-1-meet-tom-west-and-arvette-reid-part-1/" class="more-link">Continue reading <span class="screen-reader-text">Episode 1 – Meet Tom West and Arvette Reid: Part 1</span> <span class="meta-nav">→</span></2019-06-1900 min