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.

Listen to latest episode

The Family Financial Conversation Cover Art

Follow Our Podcast

Recent Episodes

Episode 15 - Fight Club at 55: Generation X Advisors and the Midlife Sucker Punch

Posted July 10, 2025 • 00:15:10

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

Episode 14 - The Challenger Sale and What the Market is Telling Advisors about AI

Posted June 6, 2025 • 00:28:27

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

Episode 13 - The Challenger Sale: The Lone Wolf’s Path to Extinction

Posted May 9, 2025 • 00:21:46

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

Episode 12 - Client Losing Speed of Their Fastball? Coaching Families Through Cognitive Change

Posted April 11, 2025 • 00:48:19

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

Episode 11 - Turn That Frown Upside-Down: Counterfactual Framing for Financial Advisors

Posted March 19, 2025 • 00:26:56

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

© 2026 Podcast Show. All rights reserved. V2.5.2 Blubrry POWERED BY BLUBRRY