Lifecare Affordability Planning
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 hope...
Recent Episodes
14
Jan. 9, 2020
Episode 14 — The Ins and Outs of Medicaid — With Valerie Geiger
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 partner of Cucinelli Geiger, PC, Valerie is an elder law attorney whose practice focuses on helping people with special needs, and she is well-versed in Medicaid planning. Today, Valerie shares what y
13
Jan. 9, 2020
Episode 13 — It’s Your Turn to Understand Medicare — With John Norce
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 helping seniors make informed decisions around their Medicare benefits. In this episode, John shares what you need to know about Medicare. In this episode, you’ll learn: What Medicare parts A, B, C,
12
Jan. 9, 2020
Episode 12 — The Power of Community Services — With Guest, Mary Lee Anderson
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 have to offer the senior population and those in need of support. As the executive director of Senior Services of Alexandria, Mary Lee knows how impactful it can be for people to access
11
Jan. 9, 2020
Episode 11 — 5 Steps for Managing Other People’s Money
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 actionable steps for managing other people’s money, so you can stop worrying and start making decisions that will help you achieve the best possible outcom
10
Jan. 9, 2020
Episode 10 — Psychological Hurdles to Thriving
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 people’s resistance and share how they help clients overcome those barriers. In this episode, you’ll learn: The deeper meaning behind people’s desires to keep
9
Jan. 9, 2020
Episode 9 — How The Lifecare Affordability Plan Can Help You
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 process. They also use real-world examples to illustrate different scenarios that clients may experience. In this episode, you’ll learn: Wha