The JOURNEY

"Talking With Your Elderly Parents About Their Asset Plan" With Special Guest, Jeff Reisner | Episode #2

17 min · 14 jun 2022
aflevering "Talking With Your Elderly Parents About Their Asset Plan" With Special Guest, Jeff Reisner | Episode #2 artwork

Beschrijving

Welcome to The JOURNEY podcast where we share tips, insights, and true stories about the journey to financial prosperity. Brought to you by Seneca Savings. In today's episode, we sit down with Jeff Reisner "Wiser with Reisner" of Taddeo, Shahan and Reisner, LLP, who specializes in estate planning, elder law, and asset protection.

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Alle afleveringen

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aflevering "Family Emergency Planning" featuring 93Q Morning Show Co-Host, Amy Robbins artwork

"Family Emergency Planning" featuring 93Q Morning Show Co-Host, Amy Robbins

Getting certain in uncertain times is the subject of the "Family Emergency Planning" podcast featuring iconic CNY Morning Show host, Amy Robbins and Senior VP of Retail Banking at Seneca Savings, Laurie Ucher.  How do you start the habit of a family emergency savings fund? When that home appliance breaks down, when there's an unexpected car repair, or worse, an unexpected medical bill? Working with local resources can make a powerful difference. There are tools and tips to help you and your family get started, including the FREE Upcoming Webinar from Seneca on 4/28/23 *also will be recorded and available at SenecaSavings.com. Amy talks about her own personal financial literacy journey and how getting on the same page with your spouse or partner is a great big step in the right direction! https://www.SenecaSavings.com [https://www.senecasavings.com/]

21 apr 202320 min