May 31, 2023
Bruce has consistently offered his clients the insights, strategies and the clear direction designed to help them make educated financial decisions and prepare themselves for their futures. Beginning his career in 1986, Bruce’s extensive knowledge in wealth planning and protection – retirement, estate, educational and life insurance solutions – allow him to provide a level of service to his clients personalized to help meet each of their specific needs and goals. Bruce and his wife, Robyn have created a real one stop shop and offer all areas of insurance planning. Bruce and Robyn have raised three wonderful sons and when they are not working, they enjoy traveling and wine tasting.
In this episode, Brad and Bruce discuss financial planning and why it's so important to have a plan, and how to create sustainable wealth.
Bombs:
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“It’s all about relationships.”
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Never sell mentality can be useful but stay informed.
Check out Bruce here: https://www.weinsteinwealth.com and https://www.asktheplanman.com
Watch the full video episode on Brad’s Rumble here:
https://rumble.com/c/c-2544182