What does it take to successfully merge family values with financial planning? On this episode of Beyond Budgets®, we have the pleasure of speaking with Brian Haney, CEO and co-founder of the Haney Group. Brian takes us through the unique dynamic of running a family-owned business alongside his father and brother.
From balancing the intricate relationships within the family to leveraging their diverse skill sets, Brian shares valuable insights that could benefit anyone considering a family venture. Hear his compelling journey from aspiring journalist to financial professional, illustrating how following his passion led to the formation of a thriving financial practice.
We also demystify the rising costs of long-term care insurance and discuss strategic planning to manage these expenses effectively. Packed with actionable advice and real-world examples, this episode serves as a comprehensive guide for securing your financial future and protecting your loved ones.
Episode Highlights
(02:16 - 04:23) History and Structure of Haney Company
(09:54 - 11:26) Strategic Use of Life Insurance
(14:21 - 16:29) Life Insurance for Families
(21:00 - 22:19) Importance of Care Through Insurance
(26:06 - 27:59) Destigmatizing Long-Term Care Insurance
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