Ask Harry

Harry chats with Kevin Urbatsch,  a nationally recognized attorney in estate and settlement planning for persons with disabilities. Kevin serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals.

Harry continues his chat with Kevin Urbatsch, a nationally recognized attorney in estate and settlement planning for persons with disabilities. Kevin serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals.

Harry comntinues his chat with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/

Harry chats with Chad Gutner of Samuel Financial. More on Chad at https://samuelfinancial.com/chad-gutner/

Harry talks with Dianne Savastano, Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system. Dianne Savastano is Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system.Beginning as a registered nurse providing direct patient care, Dianne’s 25-year career includes roles as a hospital, insurance and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women’s Business, The Detroit Fre

Harry talks with Dianne Savastano,  Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system. Dianne Savastano is Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system.Beginning as a registered nurse providing direct patient care, Dianne’s 25-year career includes roles as a hospital, insurance and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women’s Business, The D

Amy Lampert of the Bulfinch Group and Founder of WomensWorth joins Harry to discuss financial planning for widows. (part 2)

Amy Lampert of the Bulfinch Group and Founder of WomensWorth joins Harry to discuss financial planning for widows.

Harry continues his talk with Steve Weisman, a nationally recognized expert in scams, identity theft and cybersecurity as well as a lawyer, college professor and prolific author. For more info visit www.scamicide.com

Harry talks with Steve Weisman about scams, identity theft and cybersecurity.

Harry continues his talk with Tobe Gerard about structuring long-term care insurance policies.

Tobe Gerard describes what factors to consider in deciding whether to purchase long-term care insurance.

Joy Loverde author, Who Will Take Care Of Me When I’m Old? offers tips on how we can avoid isolation as we age.

Attorney Joseph G. Imbriani talks with Harry about steps you can take to reduce your tax burden.

Attorney Joseph G. Imbriani talks with Harry S. Margolis about what you can do at the end of the year (or at any time, for that matter) to reduce your tax burden

Harry speaks with author, Joy Loverde about her recent book, Who Will Take Care Of Me When I’m Old? Joy's main message is that it's all about community. Isolation is the biggest threat to aging seniors.

Attorney Joseph G. Imbriani of Taylor, Ganson & Perrin, LLP, talks with Harry about knowing what to look for and what to avoid in choosing your trustee

Harry discusses the duties and responsibilities of trustees with Attorney Joseph G. Imbriani of Taylor, Ganson & Perrin, LLP, so you can know what you are getting into before accepting the "honor" of an appointment.

Harry chats with Financial Advisor Nora Yousif about specific Social Security issues

Harry chats with Financial Advisor Nora Yousif about when to begin taking Social Security benefits