Neil Himmelstein Presents: The Main Street Code for Financial Success

Author: Neil Himmelstein

Tune in every Friday at 3PM EST to 103.9 L.I. News Radio to hear Neil's new radio show "The Main Street Code for Financial Success" www.themainstreetcode.com Main Street Planning Group is a full service insurance brokerage firm. The firm is designed to accommodate the needs of agencies, agents, and clients with comprehensive products and services to help save and protect client's assets.
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Language: en

Genres: Business, Investing

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The Main Street Code – Multi-Generational Planning and Family Legacy – S7E17
Episode 17
Monday, 27 April, 2026

Welcome to The Main Street Code for Financial Success!In this episode, Neil Himmelstein discusses multi-generational planning and why retirement, legacy, and care decisions affect the whole family. He shares personal stories and real client examples to explain how families can plan for long-term care, avoid conflict, reduce taxes, and pass assets to children and grandchildren more efficiently. Neil also covers trusts, beneficiary designations, Roth conversions, annuities, life insurance, and strategies for creating income while protecting a family legacy.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.Catch episodes on YouTube, Spotify & Apple Podcasts.Visit ⁠www.themainstreetcode.com⁠ for more information.