In this special episode of Money with Maverick, we’re coming to you live from Agudath Israel of Ohio’s “Frum Finance Expo” in Cleveland, Ohio, where Maverick had the chance to sit down with top financial professionals, presenters, and vendors. This episode is packed with valuable insights on personal finance 💰, insurance 🛡️, healthcare 🏥, and more—tailored to help you take control of your financial future 🌟.
Here’s who you’ll hear from and when they appear:
(1:20) Mordechai Zimberg – Founder of MZ Accounting and Consulting discusses financial strategies for families and individuals 👨👩👧👦, emphasizing the importance of early tax preparation 📅.
(3:58) Moshe Katz – CEO at United Refuah HealthShare explains affordable healthcare solutions 🏥 for the community through a non-profit medical cost-sharing program 💸.
(8:56) Ben Siegfried – HealthMarkets expert shares tips on navigating health and life insurance 🛡️, focusing on finding the right plan for your needs and budget 💡.
(14:53) Janice Nagel & Lorna Teitelbaum – Forward Focus at JFSA offers guidance on managing financial challenges 💪, encouraging open financial conversations 💬.
(17:30) Roger Kozuch – Founder of Kozuch Insurance Services talks about protecting your assets 💼 through the right insurance coverage 🛡️, as many are unknowingly underinsured 🚨.
(22:29) Jasmine Prezenkowski – Heritage Home Program Leader shares how to preserve and restore your home affordably 🏡 with expert consultations and cost estimates 💰 for various home improvement projects 🛠️.
(25:14) Aliza Levine – Manager of Visual Communication at Jewish Education Center discusses the role of financial education 📚 and resources for families 👨👩👧👦.
(28:19) Shymon Warszawski – Estate Planning Attorney at Paul Allen Bayer Co. explains why estate planning is essential 📝, especially for individuals with children 👶 or assets 💎.
(32:35) Shua Snitzer – United Risk Management specialist breaks down insurance solutions 🛡️ for families 👨👩👧👦 and the importance of securing coverage immediately ⚡.
(35:36) Aryeh Leib Friedman – Insurance expert at Shefa Insurance talks about finding the right coverage 🛡️ for your needs and shares a quick approval process for life insurance 💼 through an AI-driven application 🤖.
(38:35) Dennis Schwartz – Managing Director at Raymond James shares wealth-building and investment strategies 💵 with a focus on maintaining discipline and following your financial plan 📊.
(42:01) Yaakov Berger – Associate Director at Agudath Israel of Ohio highlights the importance of community financial education 📚, offering supplemental financial support 💵 for families in need 💔.
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Disclaimer: The information and material provided herein is for informational purposes only and does not constitute financial advice. The material is not intended to be and should not be relied upon by any investor or potential investor to make any investment decision. No representation or warranty, express or implied, is made as to the accuracy, completeness, reliability or suitability of the information or material provided. Any investment decisions made based on such information or material are solely at the investor's own risk. Before making any investment decision, investors should seek independent financial advice.
