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.
We’ve officially entered a bear market, and the word recession is dominating news headlines. How bad is it? And why is this happening? Furthermore,...
In this episode, Ed & James discuss what we can and can’t control relating to the stock market, taxes, social security, and more. You...
In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio,...
