The Family Financial Conversation

The Family Financial Conversation is a podcast that examines the financial decisions families face as they age, often shaped by factors that go beyond just money.

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Recent Episodes

Episode 5 - Elder Financial Abuse is Going to Happen: Now What? with Tom West & Suzanne Schmitt

Posted April 25, 2024 • 00:36:44

Tom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment...

Episode 4 - Passing the Torch: Advising Successor Decision-Makers with Tom West & Suzanne Schmitt

Posted March 25, 2024 • 00:34:39

Tom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment...

Episode 3 - Solo Aging: By Choice & By Chance with Tom West & Suzanne Schmitt

Posted February 20, 2024 • 00:26:23

Tom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment...

Episode 2 - Rediscovery: Meet Your New Old Client with Tom West & Suzanne Schmitt

Posted February 1, 2024 • 00:24:42

Tom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment...

Episode 1 - Framing Hope: Successful Financial Dialogues Amidst the Holidays with Tom West & Arvette Reid

Posted December 22, 2023 • 00:24:25

Tom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment...

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