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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.
The day has finally come…your retirement date. Now what?In episode two of our three part retirement series, we talk through all the facets of...
In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of...
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...