31 - Smart Money: Navigating Common Financial Pitfalls with Planning and Education with Weinstein Wealth Insurance Solutions' Bruce Weinstein
Your host, Craig Andrews, talks with the Co-Owner and Founder of Weinstein Wealth Insurance Solutions, Bruce Weinstein. Bruce Weinstein, fondly known as the "Plan Man," has over 35 years of experience in the insurance and wealth-building space. Bruce's journey began in 1986 as a stockbroker at Merrill Lynch. As the industry evolved, he shifted towards financial planning, addressing both investment and insurance risks. His mantra is simple yet profound: "Without a plan, it's difficult to know if you'll reach your desired destination and have enough money when you get there."
Bruce describes…
The skinny
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