Neil Himmelstein Presents: The Main Street Code for Financial Success

The Main Street Code – Change Is Inevitable: Why Your Financial Plan Needs Review– S7E12


Listen Later

Welcome to The Main Street Code for Financial Success!


In this episode, Neil Himmelstein talks about why financial planning can never be set-it-and-forget-it. He explains how changes in your life, the market, tax laws, insurance products, and business value can affect your plan over time. Neil also covers why buy-sell agreements need regular review, how company-owned life insurance can create problems, and why strategies like Bonus 162 and corporate split dollar may deserve a closer look. The message is simple: if you do not review your plan, change can make decisions for you.


Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.


Catch episodes on YouTube, Spotify & Apple Podcasts.


Visit ⁠www.themainstreetcode.com⁠ for more information.

...more
View all episodesView all episodes
Download on the App Store

Neil Himmelstein Presents: The Main Street Code for Financial SuccessBy Neil Himmelstein