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August 28, 2023 67 mins

Join Bruce M. Weinstein as he hosts a captivating conversation with guest Brian Bogart in this episode of Ask the Planman. Together, they explore the significance of unpacking childhood experiences and their long term effects on adulthood. Brian, an expert in risk management and employee benefits consulting, shares his insights on guiding individuals through personal and financial challenges. Surprisingly interconnected, Bruce highlights how addressing baggage directly impacts life planning, including insurance and financial decisions. Listen in to gain an understanding of how our past shapes our present lives and discover effective strategies for overcoming these obstacles.

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