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Charting Financial Success Through Family Bonds
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Innehåll tillhandahållet av Deb Meyer. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Deb Meyer eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
What does it take to successfully merge family values with financial planning? On this episode of Beyond Budgets®, we have the pleasure of speaking with Brian Haney, CEO and co-founder of the Haney Group. Brian takes us through the unique dynamic of running a family-owned business alongside his father and brother.
From balancing the intricate relationships within the family to leveraging their diverse skill sets, Brian shares valuable insights that could benefit anyone considering a family venture. Hear his compelling journey from aspiring journalist to financial professional, illustrating how following his passion led to the formation of a thriving financial practice.
We also demystify the rising costs of long-term care insurance and discuss strategic planning to manage these expenses effectively. Packed with actionable advice and real-world examples, this episode serves as a comprehensive guide for securing your financial future and protecting your loved ones.
Episode Highlights
(02:16 - 04:23) History and Structure of Haney Company
(09:54 - 11:26) Strategic Use of Life Insurance
(14:21 - 16:29) Life Insurance for Families
(21:00 - 22:19) Importance of Care Through Insurance
(26:06 - 27:59) Destigmatizing Long-Term Care Insurance
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