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 his role as a financial advisor, emphasizing the importance of education and making sure clients fully grasp information before moving forward. He likened a financial plan to a GPS, constantly rerouting based on market changes and life events. He also shared a personal story of a health scare that made him realize the importance of having a solid financial plan in place.
Bruce touches on the challenges faced by insurance companies in areas prone to natural disasters, like hurricanes in South Florida. Bruce explains how the departure of carriers and increasing risk have led to rising insurance rates, emphasizing the need for insurance companies to have enough capital.
To learn more about Bruce's work, check out their website at https://weinsteinwealth.com/.
Connect with Bruce on LinkedIn at https://www.linkedin.com/in/brucemweinstein/.
Check out Bruce's podcast, Ask the Plan Man, at https://asktheplanman.com/.
Think you'd be a great guest on the show? Apply at https://podcast.allies4me.com/podcast-guest/.
Want to learn more about Craig Andrew's work at allies4me? Check out his website at https://allies4me.com/.
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