Ep. 6 – A Wealth Managers Perspective on a Clients Loss of Mental Acuity

Ep. 6 – A Wealth Managers Perspective on a Clients Loss of Mental Acuity

by | Jan 11, 2023

Listen Here!

Listen Here!


No matter how much we all want to stay young, at some point, age will catch up to all of us.

Hence, planning is key to ensuring a smooth transition in life.

In this episode, Tom Fleishel dives into financial planning with a focus on planning for the loss of mental acuity. Tom reveals the role of family and friends when it comes to maintaining physical, psychological, and financial safety.

Tom discusses:

  • Why family summits are essential in planning for the loss of mental acuity
  • The dangers of scams to those with a loss of mental acuity
  • Ways family and friends can help avoid scams, and the value of having trusted contacts in place
  • The importance of communication 
  • What you should know about long-term care
  • And more!