Financial Goal Planning E26
Hosts Mike & Rochelle Poulton covered Financial Goal Planning 2020 with guest Rory Stone-Walsh with Hershenberg Stone-Walsh Insurance Services. This episode covered it all, from funding retirement to understanding your health insurance benefits, to why disability and life insurance are critical. We also discussed long-term planning, especially for those planning to sell their business to fund retirement or buy a business in retirement. Lawgitimate wants you to get ahead and stay ahead in law, business, and in life.
If you want to know what should be on your Financial Goal Planning Checklist this episode is for you. Even small steps make a big difference in the long run. Enjoy and tell a friend!
Hershenberg & Stone-Walsh Insurance Services, LLC is a full-service insurance broker. We specialize in helping small and medium size businesses create and maintain their employee benefits program.
We work very closely with our clients HR Dept/Office Manager to create processes which ensure that all employee notices are delivered, all government regulations are being followed and that the employees are well educated on the their benefits package.
Rory Stone-Walsh started with Hershenberg Financial & Employee Benefits in February 2010 as the Employee Benefits Manager and became a partner of Hershenberg & Stone-Walsh Insurance Services in 2014.
Rory helps businesses design, implement and monitor their employee benefits programs. Rory has extensive knowledge on the current ERISA, HIPAA & ACA regulations and helps companies stay compliant. Rory designs employee benefit enrollment websites for our clients to move away from the cumbersome paper and pen enrollments.
Connect with Rory on LinkedIn.
About Your Lawgitimate Hosts
Rochelle Poulton is an attorney and owner of X Firm LLC. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.
Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at X Firm LLC.
Mike Poulton, with Poulton & Noroian, draws on his knowledge and experience in other fields to serve his clients. As an experienced science researcher, Mike understands technical issues that many other attorneys cannot, and applies that knowledge for his clients’ benefit. His construction management experience also provides him with a broad knowledge base not only in construction law, but also in regulatory compliance, worker safety, and negotiation.
Michael is licensed to practice law in Arizona and is admitted to practice before the U.S. Federal District Courts in Arizona.
Connect with Mike on LinkedIn.
About X Firm PLLC
We help clients improve their financial lives through strategic financial transaction planning. Whether you want to buy a car, a home, or a building, X Firm can help you reach your goals in 3 easy steps.
We are small but mighty and love helping people get back on track financially. Learn more about us at XFirmLaw.com.