A financial consultant specializes in tax mitigation, excelling in insurance and Medicare. WealthBridge Financial Group is independent of Equity Services, Inc.
Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 675 Third Avenue, Suite 900, New York, NY 10017, 212-986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affil
06/06/2025
Life Insurance 101: How Much Do You Really Need?
Watch the full episode on YouTube here: https://bit.ly/4kXfYrz
Ep10 Life Insurance 101: How Much Do You Really Need? #lifeinsurance #PersonalFinance #moneytips Life insurance isn’t one-size-fits-all. In this episode host Rich Leimgruber talks to industry veteran Jim Feldesman on the big questions:00:59 What life in...
06/05/2025
Check out my feature on EnRich Your Life newsletter, showcasing my latest podcast appearance.
🎧 Plus, catch our latest episode and explore new tools to grow your practice with purpose.
👇 Read the full edition here: https://bit.ly/3ZG2AQD
06/04/2025
Check out my feature on EnRich Your Life newsletter, showcasing my latest podcast appearance.
🎧 Plus, catch our latest episode and explore new tools to grow your practice with purpose.
👇 Read the full edition here: https://bit.ly/4mN81aa
Who’s your business partner’s backup plan? If it’s their spouse, you might want to rethink your agreement. Life Insurance Buy/Sell Agreements. Watch Ep10 on enrichlifepodcast.com for more info!
Disclaimer: This content is for informational purposes only and should not be considered personalized financial, investment, tax, or legal advice. Past performance is not indicative of future results. Investing involves risks, including the potential loss of principal. Consult a qualified financial professional before making investment decisions.
Wrapping up my conversation with Richard Leimgruber on the EnRich Your Life podcast — Part 3!
We close out with key insights on converting term policies, avoiding costly mistakes on applications, and maximizing long-term value through proper planning.
Appreciate the opportunity to be part of this important discussion.
🎧 Listen to Part 3: https://bit.ly/3HiDf8L
Part 2 of my conversation with Richard Leimgruber on the EnRich Your Life podcast is now live! Thanks again to Rich for having me on.
🎧 Listen here: https://bit.ly/3Stbgpu
Honored to be featured on Episode 10 of the EnRich Your Life podcast with Richard Leimgruber: "Stop Guessing Your Life Insurance Need – Why You’re Probably Under-Insured and What It Costs."
In part 1, we unpack the real value behind life insurance — from term vs. permanent, to living benefits, to how AI is reshaping the application process. If you're unsure what kind of coverage you need or when to convert, this conversation is for you.
Grateful for the chance to share what I’ve learned over the past 30 years in this industry. Thank you, Rich, for the opportunity!
🎧 Tune in here for the full podcast: https://bit.ly/4kDS1VV
Youtube: https://bit.ly/4dCL716
Stay tuned for part 2!
12/06/2024
There are many ways to finance a great education. Are you or someone you know looking ahead to the college years?
How an Irrevocable Trust Could Pay for Education An education trust can be set up for one person or multiple people, and the trust maker decides how the money should be used and at what age.
05/14/2024
Relief for Certain RMDs from Inherited Retirement Accounts for 2024 The IRS has announced certain relief and guidance for RMDs for 2024.
04/04/2024
At each life stage, we have financial choices. Let's connect about your plans.
Should You Pay Cash When You Downsize? Here Are Three Scenarios The proceeds from selling your current home have made it possible to pay cash for your retirement home, but should you skip the mortgage?
12/21/2023
What will the standard deduction for your filing status be in 2024?
05/25/2025