The conversation discusses common reasons why people resist working with a financial professional and explains how a financial advisor can help. The main themes include the benefits of working with a financial advisor, the importance of retirement planning, the limitations of relying solely on a 401k, the need for asset protection, and the role of insurance in financial planning. In this conversation, Bruce Weinstein and Tim Travis discuss the importance of asset protection and long-term care coverage. They emphasize the need for proper insurance coverage to protect against potential accidents and illnesses. The hosts also discuss the risks associated with investing in tech stocks and the importance of diversification. They conclude by addressing questions about long-term care insurance and the benefits of term insurance and whole life insurance.
Reach out to Bruce & Tim at (800) 796-9912 or