In this special episode of Money with Maverick, we’re coming to you live from Agudath Israel of Ohio’s “Frum Finance Expo” in Cleveland, Ohio, where Maverick had the chance to sit down with top financial professionals, presenters, and vendors. This episode is packed with valuable insights on personal finance 💰, insurance 🛡️, healthcare 🏥, and more—tailored to help you take control of your financial future 🌟.
Here’s who you’ll hear from and when they appear:
(1:20) Mordechai Zimberg – Founder of MZ Accounting and Consulting discusses financial strategies for families and individuals 👨👩👧👦, emphasizing the importance of early tax preparation 📅.
(3:58) Moshe Katz – CEO at United Refuah HealthShare explains affordable healthcare solutions 🏥 for the community through a non-profit medical cost-sharing program 💸.
(8:56) Ben Siegfried – HealthMarkets expert shares tips on navigating health and life insurance 🛡️, focusing on finding the right plan for your needs and budget 💡.
(14:53) Janice Nagel & Lorna Teitelbaum – Forward Focus at JFSA offers guidance on managing financial challenges 💪, encouraging open financial conversations 💬.
(17:30) Roger Kozuch – Founder of Kozuch Insurance Services talks about protecting your assets 💼 through the right insurance coverage 🛡️, as many are unknowingly underinsured 🚨.
(22:29) Jasmine Prezenkowski – Heritage Home Program Leader shares how to preserve and restore your home affordably 🏡 with expert consultations and cost estimates 💰 for various home improvement projects 🛠️.
(25:14) Aliza Levine – Manager of Visual Communication at Jewish Education Center discusses the role of financial education 📚 and resources for families 👨👩👧👦.
(28:19) Shymon Warszawski – Estate Planning Attorney at Paul Allen Bayer Co. explains why estate planning is essential 📝, especially for individuals with children 👶 or assets 💎.
(32:35) Shua Snitzer – United Risk Management specialist breaks down insurance solutions 🛡️ for families 👨👩👧👦 and the importance of securing coverage immediately ⚡.
(35:36) Aryeh Leib Friedman – Insurance expert at Shefa Insurance talks about finding the right coverage 🛡️ for your needs and shares a quick approval process for life insurance 💼 through an AI-driven application 🤖.
(38:35) Dennis Schwartz – Managing Director at Raymond James shares wealth-building and investment strategies 💵 with a focus on maintaining discipline and following your financial plan 📊.
(42:01) Yaakov Berger – Associate Director at Agudath Israel of Ohio highlights the importance of community financial education 📚, offering supplemental financial support 💵 for families in need 💔.
Thank You to Our Sponsors!
🌳 Acorns Investing: https://share.acorns.com/mavpeters613
🎙️Maverick Podcasting: https://www.maverickpodcasting.com
Stay Connected with Maverick Peters!
💌 Email: moneywithmav@gmail.com.
📱 Instagram: https://www.instagram.com/moneywithmav.
🖥️ YouTube: https://youtube.com/@maverickvpeters
Explore More Resources!
📚 Money Books: https://shorturl.at/giyV5
🛍️ Resources & Products: https://linktr.ee/moneywithmav
Like what you hear? Subscribe, leave a review, and share this episode with a friend!
Disclaimer: The information and material provided herein is for in
Popular Podcasts
Bookmarked by Reese's Book Club
Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com