Articles by Tom West
- Retirement & Income Planning
When Not to Give Advice: Why Timing Matters More Than Being Right
How to get emotional timing right so clients really hear your solutions
- Retirement & Income Planning
When Wealth Can Be Detrimental to Your Health
$25 million bought one family everything except a coherent approach to healthcare
- Retirement & Income Planning
Dementia Doesn’t End Your Story. It Hands It to Someone Else.
One client shut down. Another tried to control everything. Both had to learn the same uncomfortable truth about who carries your life forward.
- Retirement & Income Planning
AI and Aging: Cognitive Crutch or Thinking Cap?
How AI exposes your thought process as you age—for better or worse
- Retirement & Income Planning
What March Madness Can Teach Us About Taking Risks
And how to live and invest like the shot clock matters
- Retirement & Income Planning
The GoFundMe Generation: Getting Caught in the Gears of a Pro-Dependence Anti-System
Closely at GoFundMe today, in many ways it’s an indictment of the giant holes in our personal and societal approach to planning for our well-being.
- Retirement & Income Planning
ProcrastinAging: When Procrastination Gains Old Man Strength
How is it the same or different to put things off when you are older compared to earlier and relatively younger ages?
