210: Navigating Long-Term Care Insurance with Wallis Tsai, CEO of AboveBoard Financial - podcast episode cover

210: Navigating Long-Term Care Insurance with Wallis Tsai, CEO of AboveBoard Financial

Jun 13, 202452 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Wallis Tsai, the founder and CEO of AboveBoard Financial, is driven by a passion for ethical insurance practices. She transitioned from a high-powered role at Goldman Sachs to start her own independent insurance brokerage. Her mission is to provide transparent, informed guidance on long-term care insurance, a topic that can often feel overwhelming and confusing.

 

Learn about the critical role long-term care insurance can play in your financial security and peace of mind. Wallis explains how AboveBoard Financial is setting a new standard with their transparent and client-focused approach. We also discuss practical tools, like cost analysis, to help you understand the expenses associated with long-term care in different regions. 

 

Get full show notes and more information here: https://wealthymommd.com/210

For the best experience, listen in Metacast app for iOS or Android