Episodes
Tuesday Dec 22, 2020
Tuesday Dec 22, 2020
Harry continues his chat with holistic planner and host of the TV show Master Your Future Rajiv Nagaich on the subject of where one needs to be at age 75 when it comes to estate planning.
Tuesday Dec 08, 2020
Tuesday Dec 08, 2020
Harry chats with Rajiv Nagaich, an elder law attorney licensed to practice in the State of Washington. Rajiv teaches elder law at the University of Washington as an adjunct professor and guest lectures at other Law Schools. More info: https://lifepointlaw.com/rajiv-nagaich/
Friday Nov 13, 2020
Friday Nov 13, 2020
Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on how to manage retirement.More on Dr. Mintzer here: https://revolutionizeretirement.com/Produce your own podcast at www.pod617.com
Friday Oct 30, 2020
Friday Oct 30, 2020
Harry talks with Retirement Coach and Retirement Speaker Dorian Mintzer on deciding when is the best time to retire that fits your life and family needs.More on Dr. Mintzer here: https://revolutionizeretirement.com/Produce your own podcast at www.pod617.com
Monday Oct 26, 2020
Monday Oct 26, 2020
Harry talks with his colleague Laura Goodman about retirement plans payable to special needs trusts after the Secure Act.
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
Harry continues his talk with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
Harry talks with financial planner Gabrielle Clemens about the intersection of financial planning and divorce. More on Gabrielle: https://us.rbcwealthmanagement.com/clemenswmg/about-our-team
Saturday Oct 03, 2020
Saturday Oct 03, 2020
Harry is joined by his colleague Laura Goodman to discuss estate planning in the age of the coronavirus. More on Laura: http://www.margolis.com/laura-goodmanA production of The Boston Podcast Network. Interested in your own podcast? Visit www.pod617.com
Thursday Sep 17, 2020
Thursday Sep 17, 2020
Harry continues his talk with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact
Thursday Aug 06, 2020
Thursday Aug 06, 2020
Harry talks with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact
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