Finance Rules: EBW Financial News Radio

September16episode

Dave Beck on: The Inevitability of Aging — How to be insurance-wise


Aging is inevitable, and how we handle the process depends on how we prepare for it, insists insurance agent Dave Beck, a partner at the financial services firm Egan, Berger & Weiner.

“It’s a tough topic,” Beck knows, and one that he is currently experiencing with his aging parents. “I’m an official member of the ‘sandwich generation,’ and I have learned so much about what the importance of being ready for what lies ahead.

In this podcast interview, Beck shares his thoughts on:

1. What steps should I be doing now to get prepared to take care of my aging parents or becoming the aging parent myself?

2. What are the issues surrounding this preparation?

3. What happens if I don’t prepare — or I prepare poorly?

Download the podcast now!

To contact Dave directly, send him an email at dbeck@ebwllc.com.

You are listening to Finance Rules, Egan, Berger & Weiner’s monthly talk show on the Inkandescent Radio Network. Tune in every month for a new episode from one of EBW’s financial planners and advisors.

Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc., member SIPC. Egan, Berger & Weiner, LLC is not a subsidiary of nor controlled by Voya Financial Advisors.

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