Money, Mind, and Memory: Proactive Planning with Michael Lewis

In this episode of the podcast, we sit down with financial advisor Michael Lewis, who shares insightful perspectives on the intersection of brain health and financial planning. Michael points out that certain cognitive decline conditions can begin developing 7 to 10 years before any noticeable symptoms appear. With this in mind, he strongly recommends that just as we schedule annual physical checkups, we should also routinely assess our cognitive function. Proactive brain health screenings can make a significant difference in long-term financial decision-making and personal well-being. He also emphasizes that periods of high stress are some of the worst times to make major financial decisions. Stress can cloud judgment, heighten emotional responses, and lead to choices that may not be in our best interest. His advice? Plan ahead and prepare for the unexpected. Michael encourages families to have the important conversations before a crisis arises—whether about wills, care plans, or long-term financial goals—and to take action early, rather than delaying essential steps. This conversation is a powerful reminder of the importance of being proactive, not only in our finances but in our mental and emotional well-being as we age. To reach Michael. LinkedIn: linkedin.com/in/michael-lewis-cfa-mbaWebsite: www.familylegacync.com Calendar: https://calendly.com/caregiversresource/preliminary