Wealth Management

Wanna Talk?

From the Ask The Planman Podcast...
EP 008: What Wall Street Doesn’t Want You to Know ft. John Browning

Concerned about the stock market’s recent declines? How about the spike in interest rates? Unsure what to do? We are discuss “Wall street” terms such as “Don’t catch a falling knife”, “Dead cat bounce” and What wall street doesn’t want you to know – come join us in this 2 part series with investment advisor, John Browning.

EP 009: What Wall Street Doesn’t Want You to Know ft. John Browning – Part 2
Is your portfolio “Punched in the Face Proof? In part 2 of “what wall street doesn’t want you to know”, we continue our conversation with investment advisor John browning…..do you know your investment’s true Risk? How hard does your money need to work? What discipline do you follow when investing? What’s rebalance mean? Getting in is easy, getting out is hard. Don’t let taxes or commissions get in the way of taking profits.
EP 003: Why do you need a Financial Advisor w/ John Browning
An Amazon best-selling author, Certified Senior Advisor (CSA®) and former Wall Street executive, John Browning joins me this week. You’ll hear more about his book, Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Value. We dive into this week’s #sowhat on why you need to start thinking about your future finances.

Wealth Management: Your comprehensive guide to building and protecting wealth

Welcome to the world of wealth management! An essential roadmap to financial success and security, wealth management encompasses a broad array of strategies designed to help you build, grow, and protect your assets. As a comprehensive approach to financial well-being, it covers financial planning, investment management, retirement planning, and more specialized areas such as estate, tax, and insurance planning.

Your Right To Financial Dignity Masterclass

4% That’s how many retirees are financially secure On average, only 4% of individuals reaching the age of 65 are financially secure. And even more, 3% of those individuals will continue to work not because they want to, but because they HAVE to. Let that sink in for a moment… that’s a tiny number of individuals reaching retirement age that are able to actually enjoy retirement.  Let’s make sure you’re part of that 4%. I’m showing you how in my free upcoming masterclass. SAVE THE DATE: MAY 14, 2024 at 7p ET/4p PT via zoom IN THIS MASTERCLASS I’M COVERING THE TOP 5 THINGS YOU NEED TO KNOW I’m sharing the top 5 things you need to know and plan for in order to improve your ability to reach financial security in retirement.  You’ll walk away with a tangible formula you can use TODAY to better predict and estimate your retirement needs. THE ROADBLOCKS TO RETIREMENT Uncover the most common roadblocks retirees face, and the steps you can take to reduce these roadblocks NOW, so you can retire comfortably. We’re covering everything from inflation to  estate planning. ASSET ALLOCATION I’m sharing my favorite asset allocation strategies that have helped many of my clients not only retire with the resources they need, but also tips that have helped reduce their stress in retirement, such as removing the fear of outliving your retirement funds. SAY NO MORE, I WANT IN Meet BRUCE Bruce M. Weinstein Bruce M. Weinstein 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 and protection planning – includes Health Care, Medicare, Life or Long Term Care, retirement or estate planning – allows him to provide a level of service to his clients personalized to help meet each of their specific needs and goals ABOUT WEINSTEIN WEALTH INSURANCE SOLUTIONS At Weinstein Wealth Insurance Solutions, we are passionate about helping our clients navigate through life’s journey of building assets, protecting against unforeseen risks and ultimately maximizing distribution of those assets when the time comes. We believe there is no greater asset than your family and loved ones. WHAT OUR CLIENTS HAVE TO SAY “In all the years that we have known him, he has always exhibited the highest moral character and always conducted himself in a most highly ethical manner… There has never been a time when he did not give us his full attention and guidance.” – Peter & JoAnn C. “Bruce is an individual that gives his time and commitment to the people of his community without asking for anything in return.” – David T. “He has always been open and aboveboard in his dealings with his clients.” – Alexander & Veronica O. “Bruce is one the nicest people I have been associated with in the financial services industry. He takes great pride in his work and is greatly committed to

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Retirement Planning

Imagine a retirement filled with peace of mind and financial freedom. At Weinstein Wealth Insurance Solutions, we’re here to turn that dream into reality. Our comprehensive guide to retirement planning will provide you with the tools and knowledge needed to navigate your path to a comfortable retirement. Whether you’re just starting out, nearing retirement, or somewhere in between, it’s never too late to start planning. Let’s shape your future together and make your golden years truly golden.

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Investment Management

Ready to let your money work for you? Dive into the world of investment management with Weinstein Wealth. We’ll guide you through essential strategies, from diversification and asset allocation to regular investing, equipping you with the knowledge you need to make informed decisions. Whether you’re a novice investor or seasoned trader, understanding the mechanics of investment management is a game-changer. Start your journey to financial independence today.

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Financial Planning

Financial Planning is the foundation of wealth management. It’s about understanding your current financial situation, setting clear, quantifiable financial goals, and creating a roadmap to achieve them. Financial planning involves saving, budgeting, and investing your money wisely to fulfill your short-term and long-term financial aspirations. It provides you with a holistic view of your finances, helps you make informed decisions, and sets the pace for your financial journey.

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Estate Planning

Estate planning is crucial but often overwhelming. Uncertainty can loom large without a comprehensive plan. At Weinstein Wealth Insurance Solutions, we simplify this journey, providing a tailored approach to meet your unique needs. Secure your legacy, protect your family’s future and ensure peace of mind with expert guidance. Ready to take the next step? Click Learn More to explore our detailed, easy-to-understand guide on estate planning.

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