The Family Financial Conversation

The Family Financial Conversation

The Family Financial Conversation

Latest Episodes

Episode 10: Your Future Self Hates You and Why Advisors Should Care

February 10, 2025

Episode 9 - The Perils and Opportunities of Unretiring with Tom West & Suzanne Schmitt

November 20, 2024

Episode 8 - Nobody Cares About Your Advice and It’s Okay with Tom West & Suzanne Schmitt

August 22, 2024

Episode 7 - Financial Wellness: Friend or Foe? with Tom West & Suzanne Schmitt

August 06, 2024

Episode 6 - The Trusted Contact Nothing Burger with Tom West & Suzanne Schmitt

June 11, 2024

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

April 25, 2024

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

March 25, 2024

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

February 20, 2024

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

February 01, 2024

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

December 22, 2023

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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.