The JOURNEY

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

17 min · 14. juni 2022
episode "Talking With Your Elderly Parents About Their Asset Plan" With Special Guest, Jeff Reisner | Episode #2 cover

Beskrivelse

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.

Kommentarer

0

Vær den første til å kommentere

Registrer deg nå og bli medlem av The JOURNEY sitt community!

Prøv gratis

Prøv gratis i 14 dager

99 kr / Måned etter prøveperioden. · Avslutt når som helst.

  • Eksklusive podkaster
  • 20 timer lydbøker i måneden
  • Gratis podkaster

Alle episoder

6 Episoder

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

"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. april 202320 min