Episode 21 - Charting Financial Success Through Family Bonds

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.