YouTube - https://youtu.be/lYdy2cNOZiU

In this episode of LEVerage, I sit down with veteran financial expert Mark Halpern to break down the planning mistakes most families and even wealthy individuals make.

From the surprising number of people who still don’t have a will to the hidden risks inside bank mortgage insurance, this conversation is packed with practical insights every homeowner, parent, and business owner should hear.

Mark shares why financial planning is actually liberating, how successful people structure their money habits, and the simple framework anyone can use to build real long term security.

🔑 In this episode:

• Why dying without a will creates major problems

• The truth about bank mortgage insurance

• Why your income is your biggest asset

• The “pay yourself first” rule that separates the wealthy

• How financial planning reduces stress and creates freedom

Whether you are building wealth, running a business, or planning for your family’s future, this episode delivers practical guidance you can act on today.

Mark Halpern - https://wealthinsurance.com/about-us.html

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Produced by Max Silverberg