Thursday Feb 01, 2024

Beyond Life Insurance: Innovating Your Estate's Safety Net with George Schwabe & Paul Katz

Cynthia & I talk to George Schwabe and Paul Katz, two renowned figures known for their innovative approaches to financial security and risk management. George and Paul share their expertise on evaluating estates and explore a variety of financial instruments beyond life insurance, such as annuities, and why they might be a better fit—or not—for your financial strategy.

The best part of the show is listening to Paul's no-nonsense approach as he likens himself to our favorite curmudgeon.  However, there is a balance between trust, likability and getting honesty when addressing these important topics.  Paul & George discuss their approach on how this is accomplished.


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