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Lifecare Affordability Planning

Business & Economics Podcasts

In the 20 plus years of helping people plan for the cost of retirement and long-term healthcare, we’ve identified one consistent theme among families and caregivers: people don’t like to talk about money. We’ve learned that families often feel they cannot afford the type of care they are most hopeful for. So, sometimes they procrastinate. They don’t ask for help. They fail to get the assistance they need to better their situation. Lifecare Affordability Planning helps families who are facing long-term health issues and increasing health-related expenditures to make better informed financial decisions during a time when there are so many unanswered questions. In each episode, we explore the role money plays in people’s lives and how the “job” of the money changes. It’s time to face this topic head-on, address the emotional charge of discussing money, and discover practical ways to bridge the gap between a long-term healthcare plan and your ability to pay for it.

In the 20 plus years of helping people plan for the cost of retirement and long-term healthcare, we’ve identified one consistent theme among families and caregivers: people don’t like to talk about money. We’ve learned that families often feel they cannot afford the type of care they are most hopeful for. So, sometimes they procrastinate. They don’t ask for help. They fail to get the assistance they need to better their situation. Lifecare Affordability Planning helps families who are facing long-term health issues and increasing health-related expenditures to make better informed financial decisions during a time when there are so many unanswered questions. In each episode, we explore the role money plays in people’s lives and how the “job” of the money changes. It’s time to face this topic head-on, address the emotional charge of discussing money, and discover practical ways to bridge the gap between a long-term healthcare plan and your ability to pay for it.

Location:

United States

Description:

In the 20 plus years of helping people plan for the cost of retirement and long-term healthcare, we’ve identified one consistent theme among families and caregivers: people don’t like to talk about money. We’ve learned that families often feel they cannot afford the type of care they are most hopeful for. So, sometimes they procrastinate. They don’t ask for help. They fail to get the assistance they need to better their situation. Lifecare Affordability Planning helps families who are facing long-term health issues and increasing health-related expenditures to make better informed financial decisions during a time when there are so many unanswered questions. In each episode, we explore the role money plays in people’s lives and how the “job” of the money changes. It’s time to face this topic head-on, address the emotional charge of discussing money, and discover practical ways to bridge the gap between a long-term healthcare plan and your ability to pay for it.

Language:

English

Contact:

844-344-2991


Episodes

Episode 14 — The Ins and Outs of Medicaid — With Valerie Geiger

1/9/2020
Are 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 … Continue reading Episode 14 — The Ins and Outs of Medicaid — With Valerie Geiger →

Duration:00:25:21

Episode 13 — It’s Your Turn to Understand Medicare — With John Norce

1/9/2020
Understanding 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 … Continue reading Episode 13 — It’s Your Turn to Understand Medicare — With John Norce →

Duration:00:23:34

Episode 12 — The Power of Community Services — With Guest, Mary Lee Anderson

1/9/2020
Whether 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 … Continue reading Episode 12 — The Power of Community Services — With Guest, Mary Lee Anderson →

Duration:00:24:24

Episode 11 — 5 Steps for Managing Other People’s Money

1/9/2020
You 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 … Continue reading Episode 11 — 5 Steps for Managing Other People’s Money →

Duration:00:36:38

Episode 10 — Psychological Hurdles to Thriving

1/9/2020
When 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 … Continue reading Episode 10 — Psychological Hurdles to Thriving →

Duration:00:18:12

Episode 9 — How The Lifecare Affordability Plan Can Help You

1/9/2020
Whether 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 … Continue reading Episode 9 — How The Lifecare Affordability Plan Can Help You →

Duration:00:29:45

Episode 8 — Managing Care and Finances: What it Means to Thrive

8/30/2019
When 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 →

Duration:00:25:09

Episode 7 — Exploring SHARE Plan Case Studies—With Guest, Christi Clark

8/30/2019
Oftentimes, 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 … Continue reading Episode 7 — Exploring SHARE Plan Case Studies—With Guest, Christi Clark →

Duration:00:31:12

Episode 6 — Exploring SHARE Plan Case Studies—With Guest, Lindsey Vajpeyi

8/30/2019
In 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 … Continue reading Episode 6 — Exploring SHARE Plan Case Studies—With Guest, Lindsey Vajpeyi →

Duration:00:28:35

Episode 5 – Facing the Future with Confidence Through the SHARE Program—with Guest, Lindsey Vajpeyi

8/30/2019
Today, 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 … Continue reading Episode 5 – Facing the Future with Confidence Through the SHARE Program—with Guest, Lindsey Vajpeyi →

Duration:00:28:52

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

6/19/2019
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 … Continue reading Episode 4 – Exploring the Money-Talk Taboo: Part 2 →

Duration:00:31:33

Episode 3 – Exploring the Money-Talk Taboo

6/19/2019
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 … Continue reading Episode 3 – Exploring the Money-Talk Taboo →

Duration:00:29:37

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

6/19/2019
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 … Continue reading Episode 2 – Meet Tom West and Arvette Reid: Part 2 →

Duration:00:31:35

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

6/19/2019
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 … Continue reading Episode 1 – Meet Tom West and Arvette Reid: Part 1 →

Duration:00:30:22