Neil Himmelstein Presents: The Main Street Code for Financial Success: Recent Episodes
Neil Himmelstein
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's new radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
Main Street Planning Group is a full service insurance brokerage firm. The firm is designed to accommodate the needs of agencies, agents, and clients with comprehensive products and services to help save and protect client's assets.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we delve into the crucial topic of business wills and buy-sell agreements. Host Neil Himmelstein discusses why it's essential for every business, whether large or small, to have a will and a buy-sell agreement in place. Learn how to protect your business from unforeseen events and ensure smooth transitions through proper planning and life insurance strategies.
Neil also highlights a significant Supreme Court ruling that affects life insurance and business valuations, stressing the importance of annual reviews and correct structuring.
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio. The show is available on YouTube, Spotify & Apple Podcasts.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In today's episode, we explore the crucial foundations of financial planning. Host Neil Himmelstein discusses the importance of life insurance, disability insurance, and regular financial reviews. Learn how to build a solid financial foundation, protect your income, and ensure your insurance policies are up-to-date with your evolving needs. Neil shares insights on integrating job benefits with personal insurance plans and avoiding common financial pitfalls.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group.
Catch our episodes on YouTube, Spotify, and Apple Podcasts, and visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"!In today's episode, We address a common question: What's the difference between a Roth IRA, Roth 401(k), and life insurance? We explain how each investment option works, their tax implications, and how to decide which is best for your retirement planning. This episode is particularly insightful for those nearing retirement, like a 58-year-old CPA looking to maximize his investments before retiring at 65. We break down the benefits and restrictions of each option, helping you make informed decisions about your financial future.Join us every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group.Catch our episodes on YouTube, Spotify & Apple Podcasts, and visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"!In this episode, we discuss the "Silver Tsunami" and its profound impact on our society. With millions of baby boomers turning 70 in the next few years, the need for comprehensive financial planning becomes crucial. We share insights on the importance of having a solid plan that integrates insurance products and addresses long-term care needs. Hear real-life stories about the challenges of caregiving within families and the necessity of long-term care insurance. Learn why planning ahead can save emotional and financial strain.Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group.Catch our episodes on YouTube, Spotify & Apple Podcasts, and visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"! In this episode, we emphasize the importance of regularly reviewing your insurance policies due to frequent industry changes. We share our experiences from recent conferences in Texas and Albany, discussing new product offerings and legislative efforts to enhance financial literacy. Tune in as we outline strategies to optimize your IRA for your family's future and the benefits of various insurance products. Don’t miss out on valuable insights every Friday at 3 PM EST on 103.9 L.I. News Radio. Visit www.themainstreetcode.com for more information and catch our episodes on YouTube, Spotify & Apple Podcasts.
Welcome to "The Main Street Code for Financial Success"!In today's episode, we're joined by Douglas Kniffin, owner of the Viking Agency, a primarily property and casualty agency. With a career spanning over three decades in the insurance industry, Doug shares his extensive experience and insights into the unique advantages of working with an independent agency.We dive into how his approach to customer relationships and personalized service sets his agency apart from the rest. Whether it's addressing challenges of living in high-risk areas like coastal zones or navigating through the complexities of different insurance carriers, Doug offers invaluable advice on obtaining the right coverage that meets your specific needs.Join us as we explore the importance of having an independent agent in your corner, especially in today's dynamic insurance landscape. Tune in to discover how to ensure your insurance truly works for you in safeguarding your most valuable assets.Catch our discussions every Friday at 3 PM EST on 103.9 L.I. News Radio, and don’t forget to visit our episodes on YouTube, Spotify, and Apple Podcasts at www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"!In today's episode, We dive into the essential reasons why people buy life insurance. From providing financial protection for loved ones to covering daily living expenses and ensuring business continuity, we explore the multifaceted benefits of life insurance. We discuss the significant roles of life insurance in income replacement, funeral expenses, and estate planning, highlighting how life insurance acts as a safety net in various aspects of life.We also shed light on the critical process of underwriting, explaining its impact on policy costs and the importance of field underwriting to secure the best possible rates. Learn how underwriting can vary significantly depending on one's health and lifestyle, and why personalized attention in this process is crucial.Join us as we navigate the complex world of life insurance and offer insights into securing your financial future through strategic coverage options. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group.Catch our episodes on YouTube, Spotify, & Apple Podcasts and visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"!
This episode delves into the critical differences between qualified and non-qualified accounts and how these distinctions can significantly impact your retirement planning and tax strategy.
We share a real-life example highlighting the potential pitfalls of mismanaging IRA transfers, which resulted in a substantial tax penalty for a client. Additionally, we explore the unparalleled benefits of life insurance as a non-qualified account, demonstrating its role not only in providing protection but also as a flexible, tax-efficient vehicle for wealth accumulation and retirement planning.
Join us for insightful discussions on making informed financial decisions that safeguard your future. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for more episodes of "The Main Street Code for Financial Success," available also on YouTube, Spotify, & Apple Podcasts.
Visit www.themainstreetcode.com for further insights into achieving financial success.
Welcome to "The Main Street Code for Financial Success"!This episode features a deep dive into the art of networking with the return of our honored guest, Rob Fishman, President of Sandler Training. Together, we unravel the secrets to effective networking, emphasizing the FORM method—focusing on Family, Occupation, Recreation, and Motivations. We discuss the transition from the generalist to the specialist mindset in networking, the importance of having a clear goal at networking events, and how to create long-lasting relationships for mutual gain.Rob shares invaluable advice on making networking effective and personal, including the strategic selection of events and the art of the 30-second commercial. We also touch on the impact of COVID on business relationships and how to adapt and thrive in a changing world.Tune in to learn how to enhance your networking skills, forge meaningful connections, and leverage these relationships for success. Join us every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.Catch our episodes on YouTube, Spotify, & Apple Podcasts, and visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"!In this episode, we dive into the often-overlooked topic of self-funded long-term care. We share a compelling story that highlights the financial and emotional tolls of depending solely on personal savings for long-term care needs. We also discuss the risks associated with self-funding, including the potential for significant lifestyle changes and the impact on loved ones who may become caregivers.Additionally, we cover the importance of long-term care insurance, not only as a means to pay for care but as a protective measure for your family. By sharing real-life scenarios, we underscore the necessity of planning ahead for long-term care, debunking the myth that "it won't happen to me" and providing the startling statistics that suggest otherwise.Tune in to discover how proper planning can safeguard your assets and ensure peace of mind for you and your family. Join us every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success" with Neil Himmelstein of Main Street Planning Group.Catch our episodes on YouTube, Spotify, & Apple Podcasts, and visit www.themainstreetcode.com for more insights into securing your financial future.
Welcome to "The Main Street Code for Financial Success"!In this episode, we're thrilled to have Tim Kennedy join us to share his expertise in reverse mortgages and home equity. As a recognized authority, Tim illuminates the intersection of mortgage planning and insurance needs, focusing on reverse mortgages and lines of credit.We dive into the critical topic of long term care, discussing recent legislative changes and their implications. With a focus on the five Ls—Longevity, Liquidity, Lifestyle, Legacy, and Long-term care—we explore how these elements are fundamental in planning for the future.Tim's insights into utilizing home equity as a strategic asset for addressing long-term care needs provide a new perspective on preparing for life's uncertainties. We also touch upon the challenges and emotional aspects of family caregiving, highlighting the importance of having a comprehensive plan in place.Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. Catch our episodes on YouTube, Spotify, & Apple Podcasts, and visit www.themainstreetcode.com for more insights.
In this episode of "The Main Street Code for Financial Success," we're joined once again by esteemed attorney Larry Scherer from Scherer and Pudell.Together, we dive into the intricate world of life insurance, estate planning, and the critical importance of having a comprehensive financial team. Larry sheds light on common pitfalls in managing life insurance policies, the value of life settlements, and the significance of meticulous estate planning to avoid unintended consequences.This conversation is a must-listen for anyone looking to safeguard their financial future, understand the complexities of life settlements, and navigate the legal aspects of estate planning. Tune in to gain invaluable insights from Neil and Larry's decades of experience and learn how to protect your assets and ensure your wishes are fulfilled. Remember, planning is key to avoiding financial and legal mishaps.Don't miss out on this vital information - catch us on 103.9 L.I. News Radio every Friday at 3 PM EST, and visit www.themainstreetcode.com for more episodes and financial guidance. All episodes are available on YouTube, Spotify and Apple Podcasts.
In this episode of "The Main Street Code for Financial Success," we're joined by legal expert Lawrence Scherer to unravel the complexities of the Corporate Transparency Act, a new regulation impacting over 33 million small businesses in the United States. We dissect the act's requirements, penalties for non-compliance, and practical steps for business owners to stay within the law. Plus, delve into the critical importance of irrevocable life insurance trusts and the role of trustees and fiduciaries in estate planning. Whether you're a small business owner, advisor, or just keen on financial planning, this episode offers essential insights into navigating these legal waters. Tune in to equip yourself with the knowledge to protect your business and assets. Don't miss out on this vital information - catch us on 103.9 L.I. News Radio every Friday at 3 PM EST, and visit www.themainstreetcode.com for more episodes and financial guidance. All episodes are available on YouTube, Spotify and Apple Podcasts.
Welcome to "The Main Street Code for Financial Success"! In this insightful episode, we're joined by Anthony Citrolo, the founder of the NYBB Group. With over two decades of experience, Anthony shares invaluable advice for business owners on the importance of having an exit strategy, business valuation, and the critical aspects that contribute to maximizing the value of your largest asset—your business.We dive deep into why preparing for an exit strategy from the start is crucial, how to assess the value of your business beyond just earnings, and the significance of a strong management team. Anthony also highlights common misconceptions about business valuation influenced by shows like Shark Tank and stresses the importance of being ready for unexpected offers to purchase your business.Join us as we explore the worst times to sell a business, the role of a management team in valuation, and the necessity of having buy-sell agreements and insurance in place for business continuity. Whether you're contemplating selling your business or just starting out, this episode is packed with actionable insights to help you prepare for the future and ensure the longevity of your business legacy.Tune in to learn how to protect and maximize your business's value with expert guidance from Anthony Citrolo. Catch this and more every Friday at 3 PM EST on 103.9 L.I. News Radio, and don't forget to visit www.themainstreetcode.com for more episodes and financial insights. All shows are available on YouTube, Apple Podcasts, and Spotify.
Welcome to "The Main Street Code for Financial Success"! In this episode, we explore the critical topic of safeguarding your business. This discussion covers the importance of having a will and a succession plan, especially for small and large business owners. We emphasize the need for understanding the value of your business and the recent legal legislation affecting it. Additionally, we delve into various insurance structures, focusing on how they secure your business's future, including the role of disability insurance in protecting your income and business operations. We share our insights on overhead expense disability insurance and its significance in maintaining business continuity. Join us for a comprehensive discussion on securing the financial health of your business and ensuring its longevity. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for more from "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. Catch our episodes on YouTube, Spotify, & Apple Podcasts, and visit www.themainstreetcode.com for more insights.
Join us on "The Main Street Code for Financial Success" as host Neil Himmelstein welcomes special guest Adam Elbendary, a mastermind in digital marketing and lead generation. In this episode, we dive into the journey of reinvigorating a business in the digital age. Learn about Adam's unique approach to marketing, which has revolutionized the way Neil reaches and connects with his audience. From the importance of assembling a proficient team to the intricacies of lead generation and social media engagement, this discussion is a treasure trove for anyone looking to adapt and thrive in today's fast-paced, digitally-driven business landscape. Neil shares his personal experiences and the pivotal role Adam's strategies have played in evolving his business, offering listeners a blueprint for success in the modern world. Tune in to understand how embracing digital marketing expertise can propel your business forward. Catch us every Friday at 3 PM EST on 103.9 L.I. News Radio, as well as Spotify, Apple Podcasts, and YouTube. Remember to visit www.themainstreetcode.com for more enriching content.To learn more about Adam and Cleverman Inc., visit clevermaninc.com or call 212-255-9442
Join us on "The Main Street Code for Financial Success" as we introduce the Long Island Association of Financial Planning Network (LIAFPN), a think tank founded by Neil Himmelstein to pioneer tailored financial strategies.This episode delves into how this group of esteemed professionals, including attorneys, CPAs, and insurance advisors, collaborates to provide comprehensive, client-specific advice. Neil discusses the vital role of LIAFPN in fostering innovation and ensuring clients receive the most informed guidance on financial planning, insurance underwriting, and tax strategies.Moreover, Neil shares his insights on life insurance and annuity planning, emphasizing the importance of understanding underwriting processes and insurance ratings. Learn how strategic asset protection can safeguard your financial aid eligibility and why having a personalized financial team is crucial for holistic planning.Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for more episodes of "The Main Street Code for Financial Success" with Neil Himmelstein of Main Street Planning Group. Explore valuable resources and catch previous episodes on YouTube, Spotify, & Apple Podcasts. Visit www.themainstreetcode.com for further financial enlightenment.
Welcome to "The Main Street Code for Financial Success", your go-to source for in-depth financial guidance. In this episode, we delve into the crucial question every business owner should ask: Does Your Business Have a Will? This episode is a must-listen for entrepreneurs, small business owners, and professionals who own a book of clients. We unpack the importance of having a buy-sell agreement in place and how it serves as a 'will' for your business, ensuring a smooth transition in unforeseen circumstances.The discussion highlights the complexities and the necessity of planning for the unexpected. Whether it's dealing with the sudden loss of a partner or prolonged disability, Neil outlines how a well-structured buy-sell agreement funded by life insurance can safeguard your business's future. This episode is not just about mitigating risks but also about understanding the value of your business and ensuring its continuity and success.If you're an entrepreneur, a professional with your own client base, or simply interested in securing your financial future, this episode is tailored for you. Tune in to unravel the intricacies of buy-sell agreements, learn how to assess the value of your business accurately, and discover strategies to protect your life's work effectively.Remember, a stitch in time saves nine. Don't wait for a crisis to realize the importance of a business will. Join Neil every Friday at 3 PM EST on 103.9 L.I. News Radio and unlock the secrets to financial success. For more insights, visit www.themainstreetcode.com, and don't hesitate to reach out at 631-647-4694 for personalized advice. Your financial security is our top priority.
Welcome to another engaging episode of "The Main Street Code for Financial Success"!In this episode, we are thrilled to have Phil DePaul, a dynamic young entrepreneur with a portfolio of four businesses, joining us. Phil shares his journey from a teenager working in plumbing wholesale to becoming the CEO of BoomZeal Enterprises. His inspiring story emphasizes the value of a growth mindset and the importance of providing service and value in business.Phil's expertise in property maintenance and his role as the CEO of United Water Restoration Group are particularly relevant as we discuss the recent severe weather events on Long Island. He offers insights into managing water-related damages to properties, emphasizing the critical role his company plays as a 24/7 emergency service provider.Moreover, we explore the synergy between Phil's business approach and the financial planning strategies we advocate at Main Street Code. Our conversation delves into the importance of creating integrated plans that align with professionals like accountants and attorneys, ensuring a comprehensive approach to both business and personal finance.This episode is not only about overcoming and managing disasters but also about entrepreneurial spirit, networking, and the power of collaboration in providing solutions.Remember, for any financial planning needs or inquiries, reach out to Neil Himmelstein at 631-647-4694. And for any property-related emergencies, Phil DePaul can be contacted at 631-494-4764.Tune in to this enlightening conversation for insights into entrepreneurship, disaster recovery, and effective financial planning.Catch this and other episodes every Friday at 3 PM EST on 103.9 L.I. News Radio, and find us on YouTube, Spotify, and Apple Podcasts. Visit www.themainstreetcode.com for more.
Welcome to the first episode of Season 5 of "The Main Street Code for Financial Success" with your host, Neil Himmelstein. This New Year's episode focuses on the importance of making sound financial resolutions. Neil shares his personal reflections on turning 65, overcoming COVID, and the fragility of life, emphasizing the urgency of getting off the fence regarding life insurance and sound financial structuring.
In this episode, Neil discusses the criticality of life insurance, especially in light of the uncertainties brought by the pandemic. He highlights real-life stories of clients who have benefited from early insurance planning and stresses the consequences of procrastination. With insights into long-term care, life settlements, and the current financial landscape, Neil provides valuable guidance on securing your financial future.
Neil's message is clear: Life is unpredictable, and now is the time to act. Whether you're in your twenties or a senior citizen, planning for the unexpected is crucial. This episode is a wake-up call to reevaluate your financial plans and ensure your family's security. Don't miss this impactful episode as we kick off the new year with purpose and preparation.
Tune in to "The Main Street Code for Financial Success" every Friday at 3 PM EST on 103.9 L.I. News Radio. Catch our episodes on YouTube, Spotify & Apple Podcasts.
Visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"! Today, we engage in a crucial discussion about trusts, estates, and the intricacies of financial planning. Hosted by Neil Himmelstein, we're joined once again by the esteemed Cheryl Katz, a partner at Forchelli Deegan Terrana LLP specializing in trusts and estates.
In this episode, we dive deep into the complexities of estate planning, touching on issues like tenants in common and the importance of having specialists in every legal area. We share real-life examples, highlighting the pitfalls of inadequate planning and the importance of having a clear, well-structured estate plan.
We also cover topics like the role of insurance advisors, the need for independent legal and financial advice, and the repercussions of improper planning on families. We discuss the necessity of specialist attorneys and emphasize the value of seeking professional guidance for your specific needs.
Tune in to this insightful episode for an in-depth understanding of the complexities of estate and financial planning. Catch "The Main Street Code for Financial Success" every Friday at 3 PM EST on 103.9 L.I. News Radio.
Don't miss our upcoming event in January at Cheryl's law firm, where we'll delve further into these critical issues.
Remember, you can always catch up on missed episodes on YouTube, Spotify, Apple Podcasts, or visit www.themainstreetcode.com for more insights.
Reach out to us with your questions and concerns at 631-647-4694, and connect with Cheryl Katz at 516-248-1700 for specialized advice.
Welcome to "The Main Street Code for Financial Success"!In this episode, we are joined by Cheryl Katz, a partner at the law firm Forchelli Deegan Terrana LLP, specializing in trust and estates litigation. Together, we dive into the complexities and critical importance of proper estate planning.Cheryl shares her expertise on the intricacies of wills and trusts, highlighting common pitfalls that can lead to familial disputes and legal challenges. We explore real-life scenarios where estate plans have failed, emphasizing the need for professional guidance in drafting and executing these crucial documents.From understanding the nuances of no-contest clauses to the ramifications of improperly executed wills, this episode is a treasure trove of knowledge for anyone looking to secure their family's future.Don't miss these essential insights into estate planning. Catch us every Friday at 3 PM EST on 103.9 L.I. News Radio, and follow us on YouTube, Spotify, & Apple Podcasts. Visit www.themainstreetcode.com for more.
Welcome to another episode of "The Main Street Code for Financial Success"! In this episode, our host Neil Himmelstein is joined by the esteemed Joe Jordan, winner of the John Newton Russell Memorial Award and a renowned speaker in the insurance industry. Joe and Neil dive into the critical topic of aging populations and the ensuing financial challenges. They discuss the importance of planning for a secure financial future, with a focus on annuities and their role in providing a guaranteed income for life. Joe sheds light on the significant impact of the aging demographic on global financial systems and the importance of long-term care planning, especially considering the rising longevity rates. He also addresses the emotional aspects of financial planning and the need for a balanced approach to retirement. Catch our episodes every Friday at 3 PM EST on 103.9 L.I. News Radio and find us on YouTube, Spotify, and Apple Podcasts. Visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"!
In this episode, join us as we dive into the complexities of Medicare with our guest Scott Lewis, a seasoned advisor on Medicare plans. We'll explore the intricacies of Medicare Part A and Part B, Advantage plans, supplements, and much more. Scott offers valuable insights into the enrollment process, the differences between various plans, and the crucial aspects to consider when choosing the right plan for your needs.
Whether you're approaching retirement or looking to understand Medicare better, this episode is packed with essential information. We discuss the impact of your choices on your health coverage and the financial implications of these decisions.
Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. And remember, you can always catch our episodes on YouTube, Spotify, and Apple Podcasts.
Visit www.themainstreetcode.com for more insights and connect with our experts for personalized advice.
Welcome to "The Main Street Code for Financial Success"!In today’s episode, we're joined by estate planning expert Stephanie Alberts to unpack the complexities of safeguarding your legacy. We delve into why estate planning is more than just drafting a will and how it can prevent disputes and ensure your wishes are honored.From the nuances of family dynamics in estate distribution to the importance of proper planning for assets like life insurance and retirement accounts, we cover the pivotal steps to ensure equitable treatment of heirs and avoid unnecessary taxes. Stephanie also shares insights on the significance of having an estate planning attorney for tailored and comprehensive strategies.Tune in to learn how to keep your estate intact and your family harmonious after you're gone. Catch us every Friday at 3 PM EST on 103.9 L.I. News Radio, hosted by Neil Himmelstein of Main Street Planning Group.Listen on YouTube, Spotify & Apple Podcasts and visit www.themainstreetcode.com for more.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we're joined by esteemed estate attorney Stephanie Alberts, as we dive into the intricacies of trusts and estate planning. Stephanie, a partner at Forchelli Deegan Terrana LLP, brings her expertise to the table, discussing the challenges and solutions in estate management, particularly in sensitive situations such as handling beneficiaries with special needs or substance abuse problems.
We delve into the role and responsibilities of a fiduciary, the importance of selecting the right person for this task, and the nuances of managing trusts for different beneficiary scenarios. Additionally, we shed light on the complexities of probate and the critical need for proper planning to avoid unforeseen legal and financial hurdles.
Join us as we navigate these essential aspects of financial planning, providing insights and guidance to secure your and your loved ones' future. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
Catch our episodes on YouTube, Spotify & Apple Podcasts and visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"!In today’s episode, we are joined by Ron Roel, a veteran journalist, author, and advocate for successful aging and caregiving. Ron, who has recently authored a book on caregiving, shares his extensive experience and knowledge gained from caring for his mother over 25 years.Together, we explore the intricacies of caregiving, discussing practical strategies, and providing tips for successful aging. Ron highlights the importance of financial planning in ensuring a secure and comfortable future for our aging loved ones.This episode is a treasure trove of insights for anyone navigating the caregiving journey, whether you are a family member, a caregiver, or someone looking to prepare for the future.Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for more enlightening conversations on "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. Catch our episodes on YouTube, Spotify & Apple Podcasts, and visit www.themainstreetcode.com for additional resources and insights.
Welcome to "The Main Street Code for Financial Success"!With Treasury yields on the rise, what does it mean for your investments? We explore the concept of guaranteed income for life, providing a safety net against market fluctuations. As the Medicare open enrollment season begins, we share key insights to help you navigate your choices. Additionally, we shed light on business planning, focusing on the challenges faced by a family business owner seeking to distribute his assets equitably among his children.Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio as Neil Himmelstein of Main Street Planning Group shares his expertise on these pressing issues and more.Stay updated with our episodes on Youtube, Spotify & Apple Podcasts and dive deeper into financial topics at www.themainstreetcode.com.
Welcome to "The Main Street Code for Financial Success"!
In this episode, host Neil Himmelstein delves into the pressing issue of long-term care, a crisis that many Americans face as they age. Drawing from real-life examples, Neil discusses the financial burdens that come with unforeseen health challenges and the need for long-term assistance. From firsthand accounts of families depleting their savings to address these needs, to the intricacies of Medicaid and insurance solutions, this episode sheds light on the importance of proactive financial planning.
Discover how to protect your assets, ensure your loved ones are taken care of, and make informed decisions about your future. Whether you're considering standalone long-term care policies, hybrid plans, or other financial tools, this episode offers guidance and insights to navigate the complex world of financial planning.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. Don't miss out on our episodes—find us on YouTube, Spotify & Apple Podcasts and explore more at www.themainstreetcode.com.
Welcome to "The Main Street Code for Financial Success"!
In today's episode, we delve deep into the concerns that keep many of us up at night. From the fear of outliving our money to the uncertainty of our financial future, we address these pressing issues head-on.
We'll explore the importance of term insurance, highlighting the differences that often go unnoticed. Additionally, we emphasize the significance of disability insurance, explaining why having your own policy is crucial and shedding light on the "own occupation" and "residual riders."
Join us as we navigate the turbulent waters of financial planning and offer solutions to secure your future. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
Catch our episodes on Spotify & Apple Podcasts and visit www.themainstreetcode.com for more insights.
Welcome to "The Main Street Code for Financial Success"!In this episode, we are delighted to welcome back Matthew Daley, MDRT, MBA, LACP, FSCP, LUTCF. Matthew is a Multi-Line Insurance Agent from American National Insurance Company, and will be guest speaking at our NAIFA Elevate Your Game event in NYC on Wednesday, September 20th.Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTube.Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!In this episode, we sat down with Matthew Daley, MDRT, MBA, LACP, FSCP, LUTCF. Matthew is a Multi-Line Insurance Agent from American National Insurance Company, and will be guest speaking at our NAIFA Elevate Your Game event in NYC on Wednesday, September 20th.Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTube.Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we sat down with Rob Fishman.
Rob is a Business Growth Architect Author & Keynote Speaker Sales Trainer, Sales Management & Leadership Advisor. He works through Sandler Training of Hauppauge. Rob is on the Board of Directors of the LIAFPN, as well as an accomplished musician and conductor. He is active in various charitable endeavors.
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we delve into the complexities of term and term conversions. We discuss why not all term policies are created equal and why it's crucial to review your term policy. Additionally, we touch on college planning, focusing specifically on the important topic of college loans. In light of interest rates no longer being delayed and the current higher interest rate market, we emphasize that loans must be reviewed!
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we covered using Arts, Collectibles, & Jewelry as an asset class, and had a discussion about QLACs.
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on Spotify & Apple Podcasts.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we sat down for a discussion on long term care. We covered Genworth price changes, strategies to mitigate cost, planning for future long term care needs, and more!
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we sit down with Mitchell Goldberg, owner of ClientFirst Strategy, Inc. Mitch has his own radio show every morning at 9 AM.
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we sit down for a deep dive into the concept of "Loan Rescue Strategies".
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we sit down to discuss Qualified Longevity Annuity Contracts (Also referred to as QLACs), as well as touched more on Loan Rescue Strategies.
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we had the pleasure of sitting down with Steven Frisenda, Managing Director of Business Banking at Webster Bank.
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we discussed the basis of life insurance, why people purchase life insurance, and why you need to purchase from an independent advisor and NOT the internet!
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on Spotify & Apple Podcasts.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we had the pleasure of sitting down with Erika Calderon, Managing Principal at Brinster & Bergman LLP.
We discussed how to find the right CPA for your needs, and learned about Erika's areas of expertise in the healthcare industry.
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we had the pleasure of sitting down for another discussion with Cheryl L. Katz-Erato, partner at Forchelli Deegan Terrana LLP.
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!In this episode, we spoke about lobbying in Washington D.C., the benefits of Life insurance protection plans (including long-term care and disability), tax advantages, and much more!Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTube.Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!In this episode, we had the pleasure of sitting down for a discussion with Cheryl L. Katz-Erato, partner at Forchelli Deegan Terrana LLP.Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTube.Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!In this episode, we discussed creating your own pension and protecting your family with life insurance. We also talked about “old annuities” that can be exchanged for new annuities at much higher rates.Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!In this episode, we have a very special guest, David Levenstein, General Manager of 103.9 LI News Radio. We dive into the most difficult part of my job – having hard discussions with clients and addressing eventualities. Join us as we explore the importance of these conversations and share valuable insights on how to navigate them.Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTube.Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we tackle various important topics: debunking the flawed strategy of "Buy Term and Invest the Difference"; the art and science of underwriting, including the flaws of AI underwriting; exploring settlement annuities, lawsuit rewards, and the need for planning; and discussing the current state of annuity rates.
Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!In this episode, we delve into the topic of annuity rates and discuss the significance of investing now before the rates decrease. You can secure up to a 5% guaranteed income!Additionally, we extend a special shoutout to a dear friend of mine, Ryan Kunch, a thriving entrepreneur and artist based in St. Augustine, who boasts a captivating story.Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTubeVisit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we sat down with Joe Templin, the Human Kaizen Expert!
Joe has spent 30 years helping people and organizations unlock their potential and leads by example as a planner, trainer, mentor, creator, author, host, and instructor. He is also an ultramarathoner, special needs parent, former international martial arts champion, and Assistant Intelligence Director.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
Visit www.themainstreetcode.com for more information.
Thank you, David Levenstein, for having Neil on Back to Business to discuss designing your own pension and Modified Endowment Contracts (MECs).Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTube.Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!In this episode, we emphasized the importance of working with professionals for life insurance and choosing the right insurance company, highlighting the value of personalized service and understanding clients' needs. We also discussed the current attractive opportunities in annuities, offering high returns for safe investments.Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTube.Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!In this episode, we delve into the topics of treasury rates, banks, and annuities, providing insight on annuity rates and the importance of securing them now. We also examine the corporate benefits of investing in life insurance and long-term care policies.Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.The show is also available on YouTube.www.themainstreetcode.com
Welcome to "The Main Street Code for Financial Success"!
On this episode, we are delighted to welcome Troy Rosasco back to the show!
Troy is a partner in Hansen Rosasco LLP and a nationally recognized leader helping 9/11 victims gain health care and financial support.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
www.themainstreetcode.com
Welcome to "The Main Street Code for Financial Success"!
On this episode, we are delighted to welcome Troy Rosasco to the show!
Troy is a partner in Hansen Rosasco LLP and a nationally recognized leader helping 9/11 victims gain health care and financial support.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
www.themainstreetcode.com
Welcome to "The Main Street Code for Financial Success"!
On this episode, we are delighted to welcome Andrew Romano to the show!
Andrew is a Financial Advisor with Strategies for Wealth, effectively serving as a high performance coach for people around their money. His practice spans 25 states, includes families and businesses, and runs the gamut of the wealth spectrum.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
www.themainstreetcode.com
Welcome to "The Main Street Code for Financial Success"!
On this episode, we are excited to welcome back Laura Dunathan, Estate Planning Attorney & Partner at Dunathan Goodale, PC.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
www.themainstreetcode.com
Welcome to "The Main Street Code for Financial Success"!
On this episode, we sat down for a terrific interview with Laura Dunathan, Estate Planning Attorney & Partner at Dunathan Goodale, PC.
We delve into the significance of exhibiting a high level of care and compassion while assisting clients with their estate planning.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on YouTube.
www.themainstreetcode.com
Welcome to "The Main Street Code for Financial Success"!
On this episode, we welcomed back Bill Zalakar, the General Manager of Kurt Weiss Greenhouses and the President of Long Island Farm Bureau, for a fantastic conversation.
We delved into various aspects of farming and education, including aquaculture, traditional farming, and urban farming. We also highlighted the significance of preserving open land.
Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to tune into "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
The show is also available on Spotify and Apple Podcasts.
www.themainstreetcode.com
Welcome! On this episode, we sat down for a terrific discussion with Bill Zalakar about the Agriculture Industry and the fact that it is the #1 Industry on Long Island.
Bill is the General Manager of Kurt Weiss Greenhouses & the President of Long Island Farm Bureau.
We also discuss the impact of inflation on farming, the current shortage of eggs, and how when considering the future of a farm, its land is one of the most valuable assets for succession planning.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group. Also available on YouTube.
www.themainstreetcode.com
Welcome!
Join us for an informative and engaging episode where we delve into the world of College Planning! Explore the ins and outs of 529 plans and discover how life insurance can play a crucial role in securing your child's future.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group. Also available on YouTube.
www.themainstreetcode.com
Welcome!
On this episode, we sat down for a terrific discussion with Tricia Taitt, CEO of FinCore (an outsourced CFO services company), author, and professional dancer.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group.
Also available on YouTube.
www.themainstreetcode.com
Welcome to our latest episode!
Are you tired of worrying about outliving your savings? On this episode, we dive into the world of annuities and how they can provide you with a steady stream of guaranteed income for the rest of your life.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group.
Also available on YouTube.
www.themainstreetcode.com
Please give a warm welcome to my guest on this episode, Lacey Rowell (Preston), ChFC, CLU.
We discussed the "Land As Your Legacy" program at Nationwide Financial.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group. Also available on YouTube.
www.themainstreetcode.com
Happy New Year!
My guest on this episode was Lawrence Scherer. We discussed the family farm and agriculture on Long Island, succession planning for the family farm, legacy of the land, and estate planning issues.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group. Also available on Spotify & Apple Podcasts.
www.themainstreetcode.com
Happy Holidays!
Join us for a very special episode where we focus on the importance of winding down for the holidays & protecting your family moving into 2023.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group. Also available on YouTube.
www.themainstreetcode.com
We're delighted to speak to Robert Bird, CFP with Client First Strategies.
We discussed holistic financial planning investments, insurance, long-term care and how it all works together.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group.
Also available on YouTube.
www.themainstreetcode.com
We're delighted to speak to Medicare Mike. We spoke about Medicare, Medicaid, Long Term Care, IRMA, Organizing your assets and reviewing your plans.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group. Also available on YouTube & Apple Podcasts.
www.themainstreetcode.com
We're delighted to speak to Richard Kahn, founder of Vital Care 3.
Richard tells us his story and talks about Vital Care 3's book, The Vital Care Preparation Booklet. This is an episode you won't want to miss.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group. Also available on YouTube.
www.themainstreetcode.com
Thank you, David Levenstein, for having Neil on Back to Business to discuss life insurance trusts and long-term care with Kurt Widmaier, Long Island Estate Planning & Asset Protection Expert.
Interested in contacting Kurt? Email kpw@rkwclaw.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group. Also available on Spotify & Apple Podcasts.
www.themainstreetcode.com
ATTENTION! Annuity Rates could be coming down soon!
The reason? We've seen a drop in short-term treasury rates, which means we may see some interest drops along with it. DON'T MISS THIS OPPORTUNITY!
Let's also discuss IRA rollovers, index annuities, and long-term care. All in this week's episode of "The Main Street Code for Financial Success"!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio for "The Main Street Code for Financial Success", hosted by Neil Himmelstein of Main Street Planning Group. Also available on Spotify & Apple Podcasts.
www.themainstreetcode.com
In this episode, we discuss the current opportunities with rising interest rates, including fixed annuities, index annuities, and life insurance policies.
For less than it costs to buy Starbucks every day, you can protect your family and your future. Pay attention!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
Rising interest rates are giving people the best opportunity to lock in fixed annuity rates. DON'T MISS THIS OPPORTUNITY!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode, with today's mortgage rates hitting 7.0% I thought it a good time to interview Mortgage specialist Diego Pinzon of Fairway Mortgage.
Diego’s firm works with buyers and sellers and realtors to find solutions for those buying and selling a home with mortgage solutions.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode, we discuss what's going on in the world with 8.7% Social Security increases in 2023, putting assets into annuities to increase your base income and give you tax-deferred growth, and much much more!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
Thank you, David Levenstein, for having Neil on Back to Business to discuss Annuities and income riders.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.themainstreetcode.com to sign up for our newsletter and receive invites to upcoming meetings.
In this episode, we discussed social security increases for 2023, & the idea of income safe money.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode, I discussed the importance of doing a risk profile and portfolio rebalancing.
I also went over the importance of guaranteed growth and income.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode we sat down with Tori Cohen, Executive Director at The Long Island Alzheimer’s and Dementia Center.
We discussed the Long Island Alzheimer's and Dementia Center as well as their upcoming Casino event in November.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode we sat down with Jennifer Cona, Founder and Managing Partner, Cona Elder Law PLLC.
Her law firm was named "Law Firm of the Year" for Eight years in a row with LI Business News! We discussed their logbook and elder planning.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode we sat down with Robert Mehran Jr., Litigator & Small Business Attorney.
We discussed the need for business planning.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode we sat down with Valerie Shivers, Estate Planning & Elder Law Planning Attorney.
We discussed the importance and value of planning early. Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode, we discussed the MSPG-sponsored movie night event with the Long Island Alzheimer's and Dementia Center, featuring Neil on the discussion panel.
Major themes of our movie night and show discussion include:
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51% of all long-term care claims are due to cognitive issues.
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While 57% are over 65, a startling 43% of claimants are under 65.
Caregivers Stats:
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46% have health impacts
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60% have to cut back on luxury expenses
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41% had depression
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75% missed time from work
By showing the real-life tribulations of Pat Moffet, the movie highlights that the pressures of long-term care needs aren't just on the person requiring care but on the entire family, including the caregivers.
The message is that you need to prepare early financially should you need care in the future. Buying protection now will protect your family and save you money in the long run.
In this episode we sat down with our friend Teresa Garzon, Payroll Specialist at iSolved, and Board Member of LIAFPN.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode we interviewed our friend Scott Cheslowitz, Tax Expert.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode we discussed how important it is to know what your pension options are.
If you are fortunate enough to have a pension, you need to review your pension benefit with Main Street Planning Group.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
In this episode we discussed how if you are fortunate enough to have a pension, you need to review your pension benefit with Main Street Planning Group.
This is a big decision on how to take your benefits. With high interest rates now, new Immediate annuities may provide you a significantly higher income or a better pension maximization strategy.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
This episode features Carmen Sierra, Underwriting Expert.
All life insurance reps should listen to this episode as to how to get the best offers!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
Hope everyone had a lovely 4th of July Weekend!
This episode is all about Fixed Annuities, Life Settlements, and why working with us makes sense for your financial freedom!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.themainstreetcode.com
On this week's episode, we had a conversation about Annuities and why everyone should have one!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success" www.mainstreetplanninggroup.com
On this week's episode, we had a conversation with Albert Hakim, Certified M&A Advisor - Kensington Company & Affiliates
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
On this week's episode, we had a conversation with Keith Berger, a bankruptcy attorney at Berger Law Firm.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
On this week's episode, we had Michael Fried, Matrimonial Attorney, as guest. We discussed the "Main Street Code" (Communication, Organization, Direction, and Education).By using our strategies we can possibly minimize matrimonial issues, and with proper planning, work together to achieve your financial success!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
In this week's episode, featuring Michael Hunt, a CPA and Financial Planner, we discussed the importance of “trust” in working with a financial planner. We also discussed diversification of assets and tax classes as well as Medicare, Social Security, and IRMA payments. All of these, relates to future Medicare Costs, and how our savings are impacted.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
In this weeks episode, we talked with Adrienne Woods, Bankruptcy attorney. We talked about Life Insurance and annuities being credit shelter proof. Those with personal or small business bankruptcy issues should reach out to Adrienne at www.woodslawpc.com.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
In this weeks episode, we discussed annuity rates, life insurance, and long term care.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
In this week's episode we spoke with Caroll Golden.
We discussed her book, Multigenerational Planning, & the need for Communication, Organization Direction and education... OUR CODE!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
We'd like to thank Rick Punturo, President at Punturo Financial Services, Inc. for having Neil Himmelstein as a guest on Punturo Financial Fitness.
Website: www.mainstreetplanninggroup.com
Email: info@mainstreetplanninggroup.com
Phone: 631.647.4694
Back to Business with David Levenstein and Neil Himmelstein.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success" Visit our website,
www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
In this weeks episode we had a conversation with Kurt P. Widmaier, from Russo Karl Widmaier and Cordano PLLC. We spoke about wills and financial planning.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
In this weeks episode, we had a conversation with Melissa Negrin-Wiener-Partner at Cona Law. We discussed Elder Care planning and the importance of staying organized. "Organized" is the 'O' in the C.O.D.E. to financial success, after all!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
In this weeks episode we spoke about annuities and what it means to open the black box of life insurance.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
Today's show features Phil Kanyuk, a Forensic CPA
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
In this week's show, we talk about National Woman's History Month and the Ukrainian Roots within my family.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
In this week's show, we discuss disability insurance with John Emanuel from Principal.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
In this weeks show, I talk about fixed annuities with rising inflation and higher rates. Now is the time to consider a fixed annuity!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
This is Neil Himmelstein and David Levenstein on LI News Radio for "Back to Business"
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
In this episode, we talk specifics about Life insurance carriers in New York State.
www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
In this episode, we spoke with Lawrence Holzberg the President of NAIFA national. NAIFA has 25,000 financial representatives across the United States and is our trade association designed to educate and protect our consumers with great financial products.
www.mainstreetplanninggroup.com
We'd like to thank Rick Punturo, President at Punturo Financial Services, Inc. for having Neil Himmelstein as a guest on Punturo Financial Fitness.
Website: www.mainstreetplanninggroup.com
Email: info@mainstreetplanninggroup.com
Phone: 631.647.4694
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
This episode's focus is quarterbacking and putting your financial team together.
www.mainstreetplanninggroup.com
We'd like to thank All Star CPA Scott Cheslowitz of Rothenberg & Peters, PLLC for having Neil Himmelstein as a guest on Tax Talk.
In this episode we talk about business formations and why you need professional advisors.
Website: www.mainstreetplanninggroup.com
Email: info@mainstreetplanninggroup.com
Phone: 631.647.4694
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
This episode's focus is an interview with Jeff Mistretta, Owner of Exit Realty in Smithtown, NY.
www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
This episode's focus is on Disability Insurance.
www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
This episode's focus is Alzheimer's and Long Term Care.
www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Today's guest is Tim Kennedy from US Mortgage, A certified Reverse Mortgage Specialist. www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
This is Neil Himmelstein and David Levenstein on LI News Radio for "Back to Business" featuring Paul Hyl, Estate Attorney!
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
www.mainstreetplanninggroup.com
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
This is Neil Himmelstein and David Levenstein on LI News Radio for "Back to Business".
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success" Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.
Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's radio show "The Main Street Code for Financial Success"
Visit our website, www.mainstreetplanninggroup.com to sign up for our newsletter and receive invites to upcoming meetings.