Can my retirement plan sustain long-term care and disability? Episode 4

There is no one size fits all when it comes to financial planning for disability and long term illness. Each diagnosis has a different set of next steps. As an adviser, you can help families take a step back to think and prioritize, but can you help insulate a nest egg from the unexpected? Mary Beth Franklin chats with Tom West of Signature Estate & Investment Advisors.

More episodes

Episode 17 March 31, 2021
Women have been disproportionately affected by the COVID-19 pandemic. Catherine Collinson discusses how financial advisers can help women manage through the current uncertainty while remaining focused on long-term planning goals.
Episode 16 March 24, 2021
Most women outlive their husbands, and 70% of widows leave their adviser within a year of their spouse's death. Heather Ettinger discusses how to best serve this vulnerable group of clients.
Episode 15 March 17, 2021
In this second episode of the Women in Investing season, Stacy Francis, divorce expert and founder of boutique wealth management firm Francis Financial, discusses the reasons behind this trend and the financial implications of late-in-life divorce.
Episode 14 March 10, 2021
In this episode Liz O’Donnell discusses how financial advisers can support and guide female clients as they juggle their caregiving responsibilities.
Episode 13 June 11, 2020
Never has the intersection of health and wealth been so evident as we confront the dual challenges of a public health pandemic and its devastating impact on our economy. Joe Boan of Transamerica joins Mary Beth Franklin to see how this will impact advisers, clients and their nest egg.
Episode 12 June 04, 2020
The coronavirus has created a new layer of complexity when it comes to retirement planning. What do women need to know to thrive in retirement after quarantine? Catherine Collinson of Transamerica joins Mary Beth Franklin for the latest episode of the Retirement Repair Shop to discuss.
Episode 11 May 28, 2020
For financial advisers today, it is critical to strategically pivot your business. Steve Sweeney of Transamerica joins Mary Beth Franklin to discuss some of the innovative ways that advisers are evolving their businesses right now in order to both survive and thrive.
Episode 10 May 21, 2020
Virtually everyone has been touched by recent market volatility, but no group has been more affected than people who are close to retirement.
Episode 9 May 14, 2020
It's hard to be rational when the world is crashing around you. Mary Beth Franklin welcomes Mark Halloran of Transamerica to the podcast to explain why so many people make investing mistakes during a crisis.
Episode 8 May 07, 2020
In this episode, Mary Beth Franklin speaks with Tom Wald of Transamerica to define the big picture of the coronavirus pandemic in terms of how it has affected our economy, our investments, and our everyday lives.
Episode 7 December 16, 2019
More than one million women are widowed every year in America. Now consider this: 70% of all married women will experience widowhood, and 80% of…
Episode 6 December 16, 2019
What happens if there’s significant stock market downturn just at the beginning of your retirement? Research indicates if you’re taking withdrawals from a shrinking nest…
Episode 5 December 16, 2019
Saving for retirement is hard enough, but saving beyond retirement care for a special needs child presents its own set of challenges. 57 million Americans…
Episode 4 December 16, 2019
There is no one size fits all when it comes to financial planning for disability and long term illness. Each diagnosis has a different set…
Episode 3 December 16, 2019
Saving for retirement is hard enough, but what happens when your savings strategy is cut short after being abruptly fired or downsized? Mary Beth Franklin…
Episode 2 December 16, 2019
What can you do when a long-time marriage ends in or near retirement? The truth is the “gray divorce” rate has doubled since 1990, and…
Episode 1 December 16, 2019
There is one retirement planning challenge no one can ignore: Healthcare. According to the 2017 Retirement Health Care Costs Data Report, retiree healthcare expenses are…

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