In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of experience in the insurance industry. Ed, James, and Bruce discuss the importance of a Long-Term Care policy and how it can de-rail your financial future if not planned for.
Bruce provides guidance on what Long Term Care insurance is, who can benefit from it, and when to start looking for a policy. You will come away with a well-rounded understanding of long-term care insurance and actionable insights on making informed decisions that align with your financial plan.
Retirement may seem like a ways away, but it’s never too soon to plan for the transition to the time when your income comes...
Whoever you may share financial responsibility with whether it be your partner, your child, your parent, or someone else close to you, understanding their...
What should a financial advisor do for you? In this episode, we break down the key roles of a financial advisor—acting as a master...