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

Jul 22, 2020

32 min

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.

Jul 22, 2020

32 min

Jul 22, 2020

24 min

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.

Jul 22, 2020

24 min

Jun 15, 2020

23 min

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

Jun 15, 2020

23 min

Jun 4, 2020

31 min

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

Jun 4, 2020

31 min

May 18, 2020

25 min

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.

May 18, 2020

25 min

May 11, 2020

28 min

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.

May 11, 2020

28 min

Apr 20, 2020

24 min

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

Apr 20, 2020

24 min

Apr 6, 2020

26 min

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

Apr 6, 2020

26 min

Mar 13, 2020

23 min

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

Mar 13, 2020

23 min

Feb 28, 2020

24 min

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

Feb 28, 2020

24 min

All rights reserved

Podcast Powered By Podbean

Version: 20241125