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

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