Episode 4 – Exploring the Money-Talk Taboo: Part 2

Tom 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 comfort level with money-talk
  • The challenges with clients’ lack of understanding around their future healthcare costs
  • How administrators or executive directors can use lifecare affordability planning to help clients
  • A real-life success story about using lifecare affordability planning to bridge the gap between healthcare and finances to get a client the best care possible
  • And more!

Tune in now for another insightful episode about money-talk barriers and the importance of breaking them down.

Resources:  SEIA |

Episode 3 – Exploring the Money-Talk Taboo

Money 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 long-term care situation. They explore:

  • Reasons why people resist money-talk
  • Why it may be harder for those with health needs to discuss their finances
  • How to approach talking about money with loved ones during a healthcare event
  • How lifecare affordability planning can help families put finances and healthcare into perspective and get everyone on the same page
  • And more

Join Tom and Arvette now as they explore the psychological side of the money taboo, and how lifecare affordability planning may help your family overcome financial barriers and get the best care for your loved ones.

Resources:  SEIA

Episode 2 – Meet Tom West and Arvette Reid: Part 2

In 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 podcast hosts!

In this episode, you’ll learn:

  • What Tom and Arvette do for fun
  • Why unsung caregivers are Tom’s heroes
  • What they would each do with a bottomless amount of money
  • Why Arvette places a high value on helping the older population 
  • And more!

Tune in now to learn about Tom’s and Arvette’s hobbies, wishes for their communities, and more!

Resources:  SEIA

Episode 1 – Meet Tom West and Arvette Reid: Part 1

In 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 that led Tom and Arvette to work in financial services
  • What gap in traditional financial planning is now being filled by SEIA’s Lifecare Affordability Planning™ service
  • About the purpose and agenda of Lifecare Affordability Planning
  • Who an ideal client is for SEIA’s services
  • How SEIA acquires new clients

Tune in now to meet your new podcast hosts, Tom and Arvette!

Resources: SEIA