The Senior Show – Financial Planning Through Life Stages, Benefits & Protection Basics – S1E24

Let’s get into it—this is The Senior Show!

In this episode of The Senior Show, Neil Himmelstein and Tim Kennedy discuss how financial planning changes across different stages of life, from young adulthood and marriage to raising children, becoming empty nesters, and preparing for retirement. They focus especially on the planning conversations people should have in their 20s and 30s, including reviewing employer benefits, contributing to a 401(k), understanding Roth 401(k) options, taking advantage of company matches, and protecting income with disability insurance. Neil and Tim also explain why life insurance, permanent insurance, cash value, and reverse mortgage lines of credit can serve as important liquidity and control tools, while emphasizing that planning should begin early, before health, family, or financial changes limit someone’s options.

Join us every Monday at 5 PM EST on 103.9 L.I. News Radio to catch "The Senior Show," hosted by Neil Himmelstein and Tim Kennedy.

Catch episodes on YouTube, Spotify & Apple Podcasts.

For questions or planning help:

Neil Himmelstein - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.mainstreetplanninggroup.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Tim Kennedy - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.timtalksreverse.com/