Ask The Planman

Author: Bruce M. Weinstein

Welcome to ASK THE PLANMAN, hosted by Bruce Weinstein. Each week Bruce will feature a guest to talk with and bring you insights and strategies to help you make educated financial decisions. Bruce brings his expertise with over 35 years of experience, helping thousands of clients reach their goals and objectives. The Planman believes everyone should have a PLAN! Come Ask the PLANMAN we want to HEAR from YOU. New episodes are released bi-weekly every Monday. Write Bruce: info@asktheplanman.com Text the word Planman to 321-421-5213 or call 1-844-PLANMAN Don't forget to check us out at www.asktheplanman.com.
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Language: en

Genres: Business, Investing

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EP 89: Managing Money And Aging Parents With Jennifer Rosen
Episode 89
Monday, 26 May, 2025

In this episode of Ask the Planman, Bruce Weinstein sits down with Jennifer Rosen of Mind Your Nest, a concierge bill management and daily money support service. We're covering how even the most financially stable people can fall behind, especially after divorce, illness, or the loss of a partner. Jennifer unpacks what families miss when they assume everything is "handled" and why proactive planning, not crisis response, is key to protecting aging loved ones. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅ "When you need some advice, always get it right, Come Ask the Planman!" ✅ Contact Bruce! info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213