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Can my retirement plan sustain long-term care and disability?

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Manage episode 329256301 series 3352848
Content provided by InvestmentNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InvestmentNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome back to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with Tom West with Signature Estate & Investment Advisors to examine disability planning because, as Tom points out, a long term care plan is not a "nice to have," but a "need to have" for every investor.
About the guest
Tom West is a Partner in the investment management and financial planning firm of Signature Estate & Investment Advisors and is a 2017 Signature/John Hancock Hall of Fame inductee. Mr. West is an industry expert who has focused on emphasizing the importance of cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death.

More from Tom West
Visit his website https://www.seia.com/team/tom-west/

Credits
Production sound engineer: Joe Santoyo
Post sound engineer: Boris Palacios
Music: DJ Throdown

For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com

InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook

  continue reading

39 episoade

Artwork
iconDistribuie
 
Manage episode 329256301 series 3352848
Content provided by InvestmentNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InvestmentNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome back to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with Tom West with Signature Estate & Investment Advisors to examine disability planning because, as Tom points out, a long term care plan is not a "nice to have," but a "need to have" for every investor.
About the guest
Tom West is a Partner in the investment management and financial planning firm of Signature Estate & Investment Advisors and is a 2017 Signature/John Hancock Hall of Fame inductee. Mr. West is an industry expert who has focused on emphasizing the importance of cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death.

More from Tom West
Visit his website https://www.seia.com/team/tom-west/

Credits
Production sound engineer: Joe Santoyo
Post sound engineer: Boris Palacios
Music: DJ Throdown

For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com

InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook

  continue reading

39 episoade

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