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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 š Instagram: @asktheplanman Facebook: Ask the Planman
ā "When you need some advice, always get it right, Come Ask the Planman!" ā
Contact Bruce! [email protected] Call us at 1-844-Planman Text PLANMAN to (321) 421-5213
By Bruce M. WeinsteinIn 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 š Instagram: @asktheplanman Facebook: Ask the Planman
ā "When you need some advice, always get it right, Come Ask the Planman!" ā
Contact Bruce! [email protected] Call us at 1-844-Planman Text PLANMAN to (321) 421-5213