Neil Himmelstein Presents: The Main Street Code for Financial Success

In this episode of "The Main Street Code for Financial Success," we're joined by legal expert Lawrence Scherer to unravel the complexities of the Corporate Transparency Act, a new regulation impacting over 33 million small businesses in the United States. We dissect the act's requirements, penalties for non-compliance, and practical steps for business owners to stay within the la...

Welcome to "The Main Street Code for Financial Success"! In this insightful episode, we're joined by Anthony Citrolo, the founder of the NYBB Group. With over two decades of experience, Anthony shares invaluable advice for business owners on the importance of having an exit strategy, business valuation, and the critical aspects that contribute to maximizing the value of your largest...

Welcome to "The Main Street Code for Financial Success"! In this episode, we explore the critical topic of safeguarding your business. This discussion covers the importance of having a will and a succession plan, especially for small and large business owners. We emphasize the need for understanding the value of your business and the recent legal legislation affecting it. Additionally, w...

Join us on "The Main Street Code for Financial Success" as host Neil Himmelstein welcomes special guest Adam Elbendary, a mastermind in digital marketing and lead generation. In this episode, we dive into the journey of reinvigorating a business in the digital age. Learn about Adam's unique approach to marketing, which has revolutionized the way Neil reaches and connects with his aud...

Join us on "The Main Street Code for Financial Success" as we introduce the Long Island Association of Financial Planning Network (LIAFPN), a think tank founded by Neil Himmelstein to pioneer tailored financial strategies. This episode delves into how this group of esteemed professionals, including attorneys, CPAs, and insurance advisors, collaborates to provide comprehensive, client-spe...

Welcome to "The Main Street Code for Financial Success", your go-to source for in-depth financial guidance. In this episode, we delve into the crucial question every business owner should ask: Does Your Business Have a Will? This episode is a must-listen for entrepreneurs, small business owners, and professionals who own a book of clients. We unpack the importance of having a buy-sell ag...

Welcome to another engaging episode of "The Main Street Code for Financial Success"! In this episode, we are thrilled to have Phil DePaul, a dynamic young entrepreneur with a portfolio of four businesses, joining us. Phil shares his journey from a teenager working in plumbing wholesale to becoming the CEO of BoomZeal Enterprises. His inspiring story emphasizes the value of a growth minds...

Welcome to the first episode of Season 5 of "The Main Street Code for Financial Success" with your host, Neil Himmelstein. This New Year's episode focuses on the importance of making sound financial resolutions. Neil shares his personal reflections on turning 65, overcoming COVID, and the fragility of life, emphasizing the urgency of getting off the fence regarding life insurance and...

Welcome to "The Main Street Code for Financial Success"! Today, we engage in a crucial discussion about trusts, estates, and the intricacies of financial planning. Hosted by Neil Himmelstein, we're joined once again by the esteemed Cheryl Katz, a partner at Forchelli Deegan Terrana LLP specializing in trusts and estates.  In this episode, we dive deep into the complexities of estate...

Welcome to "The Main Street Code for Financial Success"! In this episode, we are joined by Cheryl Katz, a partner at the law firm Forchelli Deegan Terrana LLP, specializing in trust and estates litigation. Together, we dive into the complexities and critical importance of proper estate planning. Cheryl shares her expertise on the intricacies of wills and trusts, highlighting common pitfa...

Welcome to another episode of "The Main Street Code for Financial Success"! In this episode, our host Neil Himmelstein is joined by the esteemed Joe Jordan, winner of the John Newton Russell Memorial Award and a renowned speaker in the insurance industry. Joe and Neil dive into the critical topic of aging populations and the ensuing financial challenges. They discuss the importance of pl...

Welcome to "The Main Street Code for Financial Success"! In this episode, join us as we dive into the complexities of Medicare with our guest Scott Lewis, a seasoned advisor on Medicare plans. We'll explore the intricacies of Medicare Part A and Part B, Advantage plans, supplements, and much more. Scott offers valuable insights into the enrollment process, the differences between var...

Welcome to "The Main Street Code for Financial Success"! In today’s episode, we're joined by estate planning expert Stephanie Alberts to unpack the complexities of safeguarding your legacy. We delve into why estate planning is more than just drafting a will and how it can prevent disputes and ensure your wishes are honored. From the nuances of family dynamics in estate distribution t...

Welcome to "The Main Street Code for Financial Success"! In this episode, we're joined by esteemed estate attorney Stephanie Alberts, as we dive into the intricacies of trusts and estate planning. Stephanie, a partner at Forchelli Deegan Terrana LLP, brings her expertise to the table, discussing the challenges and solutions in estate management, particularly in sensitive situations s...

Welcome to "The Main Street Code for Financial Success"! In today’s episode, we are joined by Ron Roel, a veteran journalist, author, and advocate for successful aging and caregiving. Ron, who has recently authored a book on caregiving, shares his extensive experience and knowledge gained from caring for his mother over 25 years. Together, we explore the intricacies of caregiving, discus...

Welcome to "The Main Street Code for Financial Success"! With Treasury yields on the rise, what does it mean for your investments? We explore the concept of guaranteed income for life, providing a safety net against market fluctuations. As the Medicare open enrollment season begins, we share key insights to help you navigate your choices. Additionally, we shed light on business planning,...

Welcome to "The Main Street Code for Financial Success"! In this episode, host Neil Himmelstein delves into the pressing issue of long-term care, a crisis that many Americans face as they age. Drawing from real-life examples, Neil discusses the financial burdens that come with unforeseen health challenges and the need for long-term assistance. From firsthand accounts of families depletin...

Welcome to "The Main Street Code for Financial Success"! In today's episode, we delve deep into the concerns that keep many of us up at night. From the fear of outliving our money to the uncertainty of our financial future, we address these pressing issues head-on. We'll explore the importance of term insurance, highlighting the differences that often go unnoticed. Additionally,...

Welcome to "The Main Street Code for Financial Success"! In this episode, we are delighted to welcome back Matthew Daley, MDRT, MBA, LACP, FSCP, LUTCF. Matthew is a Multi-Line Insurance Agent from American National Insurance Company, and will be guest speaking at our NAIFA Elevate Your Game event in NYC on Wednesday, September 20th. Don't forget to join us every Friday at 3 PM EST on...

Welcome to "The Main Street Code for Financial Success"! In this episode, we sat down with Matthew Daley, MDRT, MBA, LACP, FSCP, LUTCF. Matthew is a Multi-Line Insurance Agent from American National Insurance Company, and will be guest speaking at our NAIFA Elevate Your Game event in NYC on Wednesday, September 20th. Don't forget to join us every Friday at 3 PM EST on 103.9 L.I. News...

Welcome to "The Main Street Code for Financial Success"! In this episode, we sat down with Rob Fishman. Rob is a Business Growth Architect Author & Keynote Speaker Sales Trainer, Sales Management & Leadership Advisor. He works through Sandler Training of Hauppauge. Rob is on the Board of Directors of the LIAFPN, as well as an accomplished musician and conductor. He is active in v...

Welcome to "The Main Street Code for Financial Success"! In this episode, we delve into the complexities of term and term conversions. We discuss why not all term policies are created equal and why it's crucial to review your term policy. Additionally, we touch on college planning, focusing specifically on the important topic of college loans. In light of interest rates no longer bei...

Welcome to "The Main Street Code for Financial Success"! In this episode, we covered using Arts, Collectibles, & Jewelry as an asset class, and had a discussion about QLACs. 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...

Welcome to "The Main Street Code for Financial Success"! In this episode, we sat down for a discussion on long term care. We covered Genworth price changes, strategies to mitigate cost, planning for future long term care needs, and more! 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...

Welcome to "The Main Street Code for Financial Success"! In this episode, we sit down with Mitchell Goldberg, owner of ClientFirst Strategy, Inc. Mitch has his own radio show every morning at 9 AM. 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 Plannin...