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Welcome to "The Main Street Code for Financial Success"!
In this episode, we sit down with Michael Grossman, a fiduciary accountant with nearly 30 years of experience. Michael shares insights into trust and estate planning, emphasizing the importance of proper organization and avoiding costly mistakes. From the critical role of beneficiary designations to the challenges of probate, we discuss actionable strategies to secure your family’s financial future.
Don’t forget to 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.
The show is available on YouTube, Spotify & Apple Podcasts.
Visit www.themainstreetcode.com for more information.
Welcome to "The Main Street Code for Financial Success"!
In this episode, we sit down with Michael Grossman, a fiduciary accountant with nearly 30 years of experience. Michael shares insights into trust and estate planning, emphasizing the importance of proper organization and avoiding costly mistakes. From the critical role of beneficiary designations to the challenges of probate, we discuss actionable strategies to secure your family’s financial future.
Don’t forget to 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.
The show is available on YouTube, Spotify & Apple Podcasts.
Visit www.themainstreetcode.com for more information.