In this deeply insightful and surprisingly heartwarming episode of Mind Your Nest, host Jennifer Rosen sits down with Bruce, the straight-talking, soul-centered financial advisor behind Ask the Plan Man. With nearly 40 years in the insurance and financial planning industry, Bruce shares not only his professional wisdom but also the personal experiences that shaped his mission to help others prepare for life's unpredictable journey—starting with his mother’s untold dreams and untimely passing. Together, they unpack the real meaning of planning: not just for retirement, but for quality of life, long-term care, and peace of mind.
From demystifying Medicare and long-term care insurance to debunking myths around retirement timelines, Bruce empowers listeners with clarity, compassion, and a dose of humor. Whether you're 35 or 75, newly self-employed or helping aging parents navigate senior living, this episode offers practical tools and heartfelt stories that will stick with you long after you hit "pause." It's not just about money—it's about minding your nest with intention, purpose, and a trusted guide by your side.
Contact Jennifer Rosen:
Email: jennifer@mindyournest.com
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