Ask Harry

What Does a Special Needs Trust for a Minor Mean?

Harry chats with Kevin Urbatsch, a nationally recognized attorney in estate and settlement planning for persons with disabilities. Kevin serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals.

Understanding First and Third Party Trusts When Special Needs Planning

Harry continues his chat with Kevin Urbatsch, a nationally recognized attorney in estate and settlement planning for persons with disabilities. Kevin serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals.

IRA, 401Ks and More for Financial Security

Harry continues his chat with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/

401k Planning and Getting Ahead

Harry chats with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/

Navigate the Complexities of the Healthcare System

Harry talks with Dianne Savastano, Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system. Dianne Savastano is Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system.Beginning as a registered nurse providing direct patient care, Dianne’s 25-year career includes roles as a hospital, insurance and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women’s Business, The Detroit Free Press, Financial Advisor Magazine, Yahoo Health, and National Public Radio’s Morning Edition. Further, she has appeared as an expert guest on the PBS Second Opinion Series and presented at the Massachusetts Conference for Women.Dianne received her BS in Nursing from Rhode Island College and her MBA from Simmons College in Boston.

The A, B, C & Ds of Medicare

Harry talks with Dianne Savastano, Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system. Dianne Savastano is Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system.Beginning as a registered nurse providing direct patient care, Dianne’s 25-year career includes roles as a hospital, insurance and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women’s Business, The Detroit Free Press, Financial Advisor Magazine, Yahoo Health, and National Public Radio’s Morning Edition. Further, she has appeared as an expert guest on the PBS Second Opinion Series and presented at the Massachusetts Conference for Women.Dianne received her BS in Nursing from Rhode Island College and her MBA from Simmons College in Boston.

Protecting Assets for Widows

Amy Lampert of the Bulfinch Group and Founder of WomensWorth joins Harry to discuss financial planning for widows. (part 2)

Amy Lampert on financial planning for widows

Amy Lampert of the Bulfinch Group and Founder of WomensWorth joins Harry to discuss financial planning for widows.

Cybersecurity is a Real Threat - What You Need to Know

Harry continues his talk with Steve Weisman, a nationally recognized expert in scams, identity theft and cybersecurity as well as a lawyer, college professor and prolific author. For more info visit www.scamicide.com

Protect Your Assets from Scams and Identity Theft

Harry talks with Steve Weisman about scams, identity theft and cybersecurity.