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Sept. 10, 2023

221. Ask the Plan Man with Bruce Weinstein

221. Ask the Plan Man with Bruce Weinstein
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Average Joe Finances

If you feel stressed and unsure about your money situation, even though you're trying to save and invest, know that you're not the only one. Lots of people face money problems, even when they're trying their best. They save money, but sometimes unexpected costs or bad investment choices make it hard to build a stable financial future. It's time to escape this pattern and make a solid plan to secure your future.

Join us on Average Joe Finances as our guest Bruce Weinstein reveals the truth and shares valuable insights on how to develop a proactive financial plan for a secure future.

In this episode:

  • Learn to appreciate the importance of a robust financial plan for your future.
  • Comprehend the significant role of life insurance in long-term financial protection.
  • Uncover the added benefits of kickstarting your financial planning at a young stage in life.
  • Break free from apathy and self-focused behaviors that obstruct proactive fiscal choices.
  • And so much more!


Key Moments:

00:00:56 - Bruce's Background in Financial Planning
00:05:03 - Insurance Needs at Different Stages of Life
00:07:31 - Insurability and Health
00:09:54 - Life Insurance and Age
00:12:15 - The Importance of Financial Planning
00:13:17 - Planning for Retirement
00:14:27 - Longevity and Health
00:15:43 - Being a Plan Man
00:20:19 - Apathy and Selfishness
00:24:19 - The Importance of Life Insurance
00:25:59 - Understanding Term Insurance
00:27:15 - Life Insurance for Older Individuals
00:28:23 - The Importance of Financial Planning
00:30:21 - Being Proactive and Seeking Advice
00:36:27 - Relief from Financial Burden
00:37:18 - Emotional Investing
00:39:07 - The Importance of a Financial Advisor
00:42:05 - Knowing When to Exit Investments
00:43:51 - Diversification in Real Estate and Stocks
00:49:06 - Starting Your Financial Journey

Find Bruce Weistein on:

Websites:
www.weinsteinwealth.com
www.asktheplanman.com
www.planman.tv
Facebook: https://www.facebook.com/bruce.m.weinstein
LinkedIn: https://www.linkedin.com/in/brucemweinstein/ 



Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://mikecavaggioni.com


Show Notes add-on continued here: https://averagejoefinances.com/show-notes/


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See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes

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