Ask Harry
The podcast that answers your questions on estate planning and interviews industry experts who share tips. Harry's law firm Margolis & Bloom works with its clients to find the best estate planning or elder law solution for each client's unique situation and goals.
Episodes
Dec 22, 2020
Dec 22, 2020
29 min
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.
Dec 8, 2020
Dec 8, 2020
21 min
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/
Nov 13, 2020
Nov 13, 2020
24 min
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
Oct 30, 2020
Oct 30, 2020
25 min
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
Oct 26, 2020
Oct 26, 2020
14 min
Harry talks with his colleague Laura Goodman about retirement plans payable to special needs trusts after the Secure Act.
Oct 6, 2020
Oct 6, 2020
19 min
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
Oct 6, 2020
Oct 6, 2020
22 min
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
Oct 3, 2020
Oct 3, 2020
14 min
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
Sep 17, 2020
Sep 17, 2020
18 min
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
Aug 6, 2020
Aug 6, 2020
20 min
Harry talks with Nora Yousif of Empower Wealth Management on financial considerations for aging parents. More on Nora: https://us.rbcwealthmanagement.com/empowerwealthgroup/contact