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

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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!