Neil Himmelstein Presents: The Main Street Code for Financial Success

The Main Street Code – Longevity Risk, Roth Conversions & Budgeting for Financial Freedom – S6E40


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Welcome to The Main Street Code for Financial Success!


This week on The Main Street Code for Financial Success, Neil Himmelstein explores the real risks of retirement that TV financial gurus often overlook. Drawing insights from the book The Guru Gap, Neil breaks down longevity risk, withdrawal rate strategies, and the importance of volatility shields like annuities and permanent life insurance. He also discusses Roth IRA conversions and the tax implications you need to consider. Plus, Neil shares practical budgeting tips for younger listeners on how small lifestyle changes can lead to big financial gains. Tune in for insight, strategy, and steps you can take today to secure your future.


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.

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