Episode 23

Insurance, Bonds, and Social Security Strategies - 05/31/2025

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May 31st, 2025

52 mins 50 secs

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learning from others problem solving simplifying finance complexity in finance decision making retirement planning tax advisor referrals attorney referrals financial resources financial communication client situations risk tolerance collision insurance liability insurance homeowners insurance auto insurance self-insurance insurance filing strategies ex-spousal benefit widow's benefit social security strategies estate planning long-term care insurance treasuries corporate bonds bond market russell 2000 dow nasdaq s&p 500 market recap investing financial planning

About this Episode

This episode of More for Your Money features John Berkley and Sheena Hanson discussing market performance and client situations. Topics include navigating complex estate planning and long-term care insurance, considering self-insurance for auto/home, decisions about exiting the market, understanding bond types, and Social Security strategies. They emphasize effective communication and leveraging resources.