Ask The Planman: Recent Episodes
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.
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
Think long-term care is only for later in life? Think again. In this episode of Ask the Planman, Bruce sits down with Kim Sixkiller to talk about why long-term care planning should start much earlier than most people think.
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
Jimmy Choi joins us on Ask the Plan Man to explain how homeowners in disaster-prone areas can still find insurance. With big companies pulling out of states like California and Florida, Jimmy shares how smaller insurers are filling the gap.
We talk about why bundling your policies matters, how much it really costs to rebuild, and what happens if you're underinsured. We also cover why having a backup plan after a disaster is so important.
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
Learn how to protect your business from potential disruptions like fires or the sudden loss of key personnel. I'll walk you through the key roles that key person insurance and buy-sell agreements play in this process, offering you actionable steps to fortify your business foundation against any eventuality.
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
That’s why we brought in tax expert Pishoy Fahmi, founder of PNF Accounting & Advisors, to break it all down. In this episode, we explore:
- How can you sell investment property and reinvest the profits—without paying capital gains tax?
- Can you swap life insurance or annuities tax-free? (Hint: Yes, but do it wrong, and the IRS will notice.)
- What deadlines, rules, and loopholes do you need to know before making a move?
- How do high-level investors play the game to maximize their wealth?
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
In this episode, we break down the real differences between HMOs and PPOs, why insurance costs are out of control, and—most importantly—how people are saving thousands every year.
In this episode, we explore:
👉🏻 Are PPOs really worth the insane price difference? 👉🏻 How one family saved $19,200 a year just by switching plans. 👉🏻 What health insurance companies don’t want you to know about HMOs. 👉🏻 The key terms you must understand before picking a plan (or risk overpaying).
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
In 49 of the 50 states there's a cost efficient option for affordable health insurance you might not be aware of. In fact, we recently saved a client over $1500/mo on their health insurance. In this episode, we're talking all about it and how you can get started.
Are you paying over $1000 a month on your health insurance? Then we need to talk. Send me a DM on IG or FB @asktheplanman.
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
We're joined this episode by certified student loan expert Glenn Sanger-Hodgson to tackle the complex world of college financing and student loan repayment. We'll break down three critical topics every parent and borrower needs to know:
1) The Parent PLUS Loan Trap – Why these loans come with the highest interest rates (9%+), how they accumulate quickly, and why doing nothing locks parents into costly repayment plans.
2) The Double Consolidation Loophole – A little-known strategy that can lower monthly payments and unlock access to more affordable repayment and forgiveness options—but must be completed before the June 30, 2025 deadline.
3) Loan Forgiveness & Repayment Plans – Who actually qualifies for federal forgiveness programs, how income-driven repayment plans work, and what parents can do to avoid financial strain.
If you or someone you know is navigating student loans, this episode is packed with actionable insights to help.
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
In this episode, Bruce Weinstein chats with personal injury attorney Paul Shalhoub to break down the often confusing world of insurance. We're talking about how to protect yourself from financial surprises by understanding your insurance coverage better.
Whether it's auto or homeowner's insurance, we're sharing real-life stories and tips to help you avoid costly mistakes and make smart choices. Paul explains why having uninsured motorist coverage is crucial and clears up the myths around "full coverage." The episode also dives into stacking insurance policies and why it's important to know what you're really covered for.
Three key questions answered in this episode include:
- What does "full coverage" really mean, and are you as protected as you think?
- Why is uninsured motorist coverage so important, and how can it save you in an accident?
- How can you avoid common insurance traps, like making claims that might hike your premiums?
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
Unlock the secrets to smart tax savings with insights from Tatiana Tzior, an award-winning accountant and business turnaround advisor. With Tatiana's two decades of experience and expertise as a United States Tax Court Practitioner, you’ll learn how to maximize deductions, especially in a post-COVID world where working from home has become the norm.
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
In this episode we're joined by Barry Siegel. We're covering the essentials of elder care and estate planning, focusing on strategies for asset protection, Medicaid qualification, and the importance of having proper legal documentation in place.
Key topics include navigating Medicaid’s income and asset limits, leveraging trusts, and the critical role of proactive planning for long-term care and estate management. We're also covering tailored solutions, state-specific considerations, and the value of consulting experienced professionals to safeguard assets and ensure peace of mind.
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
Interest rates have dropped, causing both excitement about the market and uncertainty among potential homebuyers. But is now truly the right time to dive into the real estate market?
Paul Lykins from True Floridian Realty shares his tips on navigating the current real estate climate in Delray Beach and Palm Beach County.
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
From hidden fees and pressured down payments to the push for electric cars, I'm tackling the financial traps dealers set up so you know how to avoid them. I break down these tactics to help you avoid the pitfalls that leave so many car buyers with regrets.
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
We're joined by Adam Stalmach in today's episode, who shares his personal journey from commision-only to base-plus-commission sales, self-investment, and appreciation for luxury and success.
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
There has been an noticeable uptick of folks unhappy about their insurance rates, especially car insurance. Let's talk about what this means, and if price shopping is really worth it? 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
In this episode we're joined by Dwight Dye, owner of DWD Tax Strategies. Chatting all about the complexities of the U.S. tax system, including current and proposed policies like Vice President Kamala Harris's capital gains rate proposal. We're covering state tax laws, migration trends to tax-friendly states, and strategies for maximizing investment returns.
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
What if you're in a car accident? Something happens to you? You're skiing, you broke your back? Stuff happens. People take chances every day out there. I implore you, if you're not protected, even if you work in corporate America, make sure you understand what they're offering you and you sign up for it. There's short-term disability and there's long-term disability. Let's talk about both.
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
A cautionary tale from the dot-com bubble and financial crisis and a deep dive into the dangers of over concentration. With insights drawn from decades of experience, including my own personal story of a 98% loss in an asset that seemed steady, this episode is packed with lessons on making informed financial decisions and safeguarding your assets.
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
In this episode, we're covering the principles of long-term investment, the benefits of compounding interest and strategic planning, the importance of starting early, and maintaining a diversified portfolio to achieve substantial financial growth and security.
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
Ever wondered what steps to take if you're denied life, disability, or long-term care insurance? We're chatting self-insurance strategies, how to maintain financial stability (especially in areas prone to natural disasters), and what steps to take if you're denied life, disability, or long-term care insurance.
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
Do you think a high personal credit score automatically means good business credit? Think again. This week, we're joined by Brian Trask from JGault Financial Suite to uncover the tools and strategies that small business owners can use to bolster their business credit.
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
In this episode, we're joined by Ann Rappaport, a recently retired professional who shares her experiences and wisdom gained from a long career, her transition into retirement, and the lessons she learned along the way.
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
In this episode, we sit down and chat with Pamela Higer-Polani, Estate Planning Attorney to discuss the importance of having an estate plan and how to determine when and if you need one.
You don’t want to wait until a time of uncertainty to find out your low cost option estate plan was done incorrectly or worse, not have an estate plan at all.
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
In this episode, Bruce is joined by author of Chicken Soup for the Soul, Mark Victor Hansen, to discuss leaving a legacy through sharing one’s story.
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
With the marketplace offering tons of life insurance options, choosing the right policy can often be overwhelming and confusing. In today's episode, we're diving into the options available to you and breaking down the benefits of each, from short-term options to long-term, income generating solutions for your retirement.
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
From annuities to converting term life to whole life insurance, we have the answers to all of your burning questions.
There are many questions you may be having regarding your financial journey. Is an annuity right for me? Is there a wrong way to go about using an annuity? Should I convert my term life insurance policy to a whole life one?
We all want to make the best decision for our personal needs. Which, of course, comes with all these pressing questions. It’s important to know exactly where you currently are in your financial journey as well as your end goals for your investments.
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
Creating a financial plan for your retirement is crucial for success. In our latest podcast episode, we break down the three core concepts you can control and how to prioritize to reach your ultimate retirement goals. You are in the driver seat of your financial retirement plan, and you can make the decision on when you want to retire. Let’s take a moment to snapshot where we are today to see where we will be in the future.
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
Entrepreneurs are the heroes of our economy. If you are one of those heroes, our latest podcast episode is something you’ll want to check out. We’re excited to have Peter Culver here today, the founder of Freedom Family Office. His business focuses and specializes on entrepreneurs and how people can be thoughtful in passing their wealth along. Entrepreneurs usually have a lot of moving parts in their business, and having someone who can help you is key. Someone out there always knows something you don’t care to learn about yourself, keeping that in mind will be helpful in your tax planning.
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 planman.tv
When it comes to health savings, it can feel like there's too many options to choose from. In this episode we're examining the differences between FSAs and HSAs and the investment opportunities these accounts can provide, including potential tax savings.
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 www.asktheplanman.com planman.tv
In this episode, we're peeling back the layers on the pivotal "X-Factor" that shapes the outcome of your golden years. With a focus on budgeting, retirement timelines, and investment returns—we discuss the art of balance and adjustment in your financial strategy.
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 www.asktheplanman.com planman.tv
Got a question on Annuities? We're back with Part 2 of our conversation, be sure to pop over to our channel for Part 1.
This episode isn't just about stashing cash; it's about building a legacy and leveraging. We're tackling topics such as understanding life insurance, which annuity is right for you, the different types of annuities available, and how being a SINK or DINK changes your strategy. Tune in and let's change the way you think about life insurance and annuities, helping you to feel more confident in your retirement planning.
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 www.asktheplanman.com planman.tv
Could securing a stable income for life be as simple as understanding annuities? If the thought of tax deferral and safeguarding your principal has ever crossed your mind, this is the conversation for you. We're not holding back as we address the biggest concerns you might have, from the fear of losing control of your funds to the possibility of not living long enough to reap the benefits.
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 www.asktheplanman.com planman.tv
Whether you're a DINK, SINK, or simply interested in alternative approaches to retirement and asset management, this episode provides insights into making the most of your financial situation with an eye towards a comfortable and engaging retirement.
Join us as we address retirement planning with a focus on the pet care responsibilities and ensuring a fulfilling lifestyle in the absence of children. We also highlight innovative living options for retirees, such as the growing trend of spending golden years aboard cruise ships and the advantages of Community Care Retirement Centers (CCRCs) for their tiered care and vibrant communities.
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 www.asktheplanman.com planman.tv
As the clock ticks away, your investment strategy should be as dynamic as the years you've lived. With a new year here, let's chat about the best ways to maximize your investments and plan for your financial future.
Age is more than just a number when it comes to your assets; we dissect the traditional wisdom of equity-to-bond transitions as you journey from the 30s to the 50s. Remember, it's not just about dodging financial pitfalls—it's about leaping towards growth opportunities that await in the long term.
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 www.asktheplanman.com planman.tv
In this episode, we tackle the greatest fear most retirees have - running out of money. We explore the importance of a solid financial plan to alleviate this and provide solutions for when expenses exceed income in retirement.
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 www.asktheplanman.com planman.tv
Are you truly ready for retirement, or is it just a distant dream? Unpack the ins and out of retirement planning with Ask The Planman host, Bruce Weinstein. Pulling from his years of experience in assisting clients prepare for their golden years, Bruce is breaking down the importance of identifying retirement goals, preparing a budget, and making informed decisions on pensions and health insurance. In this episode, we'll be sharing real-life case studies, providing insight and tips on navigating retirement planning.
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 www.asktheplanman.com planman.tv
Get ready to unlock a whole new dimension of financial planning with our special guest, Mel Lieber, a seasoned premium finance specialist. In this episode, we'll be diving into the world of premium financing in life insurance, where you'll walk away understanding how to leverage a unique strategy for your estate taxes and retirement planning needs. We'll dissect various premium financing strategies, their working principles, and how they can help you stretch your assets further - think of it like getting a mortgage for your house.
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 www.asktheplanman.com planman.tv
Contact Mel! www.financedpremiums.com www.linkedin.com/in/mel-lieber
CHAPTERS: (00:00) - Understanding Premium Financing in Life Insurance (06:52) - Financing and Collateral in Life Insurance (18:00) - Premium Financing for High Earners (33:53) - Premium Financing and Estate Planning
Tune in as Lisa Drennon, a wealth activator with over three decades of experience in the finance and insurance industry, shares her unconventional yet highly effective Money Multiplier System.
After retiring early, Lisa is on a mission to help a million women become millionaires. She enlightens us on how to make finances fun by integrating the concept of saving, giving, and spending wisely into our lives. From discussing how to manage cash flow to sharing valuable tips on maintaining separate personal and business funds, Lisa offers insights that are sure to revamp your financial management strategy.
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 www.asktheplanman.com planman.tv
Contact Lisa! www.idatemoney.com www.lisadrennon.com
Wondering what it takes to grow a successful personal brand?
In Episode 50 of “Ask The Planman”, I’m joined by guest and serial entrepreneur, Brad Lea, to chat about the secrets to growing and scaling your brand. From channeling your brand’s character to understanding what transition glasses have to do with habits, we’ll dive into all things mindset, skill sets, and habits in this episode.
Watch our previous episode: "EP 49: Our trash from our past" • EP 49: Our trash from our past
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 www.asktheplanman.com planman.tv
Contact Brad! https://bradlea.com/ Instagram: instagram.com/therealbradlea Facebook: facebook.com/TheRealBradLea LinkedIn: linkedin.com/in/bradlea
Join Bruce M. Weinstein as he hosts a captivating conversation with guest Brian Bogart in this episode of Ask the Planman. Together, they explore the significance of unpacking childhood experiences and their long term effects on adulthood. Brian, an expert in risk management and employee benefits consulting, shares his insights on guiding individuals through personal and financial challenges. Surprisingly interconnected, Bruce highlights how addressing baggage directly impacts life planning, including insurance and financial decisions. Listen in to gain an understanding of how our past shapes our present lives and discover effective strategies for overcoming these obstacles.
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
www.asktheplanman.com planman.tv
Contact Brian Bogert!
https://brianbogert.com/contact/
info@brianbogert.com
In this episode of Ask The Planman, host Bruce Weinstein is joined by Rob Stein, one of North America's leading real estate educators and a mindset coach. Together, they delve into Rob's framework called "Impossible to Fail", designed to help individuals develop fresh perspectives and attain their aspirations. The conversation also touches upon Rob's online training course, Earth to Orbit. Tune in to gain insights on planning, income strategies, and the art of generating passive income.
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
www.asktheplanman.com planman.tv
Contact Rob Stein!
(737) 373-4755
rob@robstein.com
Ladies and gentlemen, prepare yourselves for an extraordinary episode of Ask the Planman! Today's remarkable guest is none other than Steve Ramona, host extraordinaire behind "Doing Business with a Servants' Heart." Graciously sharing his invaluable insights, Steve reveals the secret behind his shining success while emphasizing the indispensability of establishing genuine connections and extending support to others. Brace yourselves as he pours out his contagious passion for the ‘law of increase' - a belief that has played a monumental role in propelling his podcast to unparalleled heights. Witness firsthand as Steve humbly narrates heartfelt stories of triumphing over daunting challenges and altruistically serving others in need. Join us without delay to embark on a transformative journey through Steve's entrepreneurship while simultaneously enriching your financial knowledge along the way.
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
www.asktheplanman.com planman.tv
Contact Steve Ramona!
https://inphone.co/sr1
stever1961@gmail.com
In this insightful episode of Ask the Planman, host Bruce Weinstein is joined by Jim Morris – a respected realtor with expertise in public speaking and owner of an innovative event company based in Nashville. In their engaging discussion, Jim highlights the importance of balancing future plans with living in the present moment. He underlines the significance of maintaining a resilient mindset and setting realistic goals that we can strive towards. Alongside accountability and clarity in our direction, fostering meaningful relationships serves as an essential ingredient for success in various aspects, including health management, marriage dynamics, parenting strategies, social interactions, as well as wealth creation endeavors. To glean significant advice on securing a prosperous future through proactive measures today, make sure to listen to this episode.
Listen our previous episode: "EP 45: The Weed Killer"
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
www.asktheplanman.com planman.tv
Contact Jim!
615-753-1440
Jim@JimMorrisRealEstate.com
#financialplanning #insurance #weinsteinwealth
In PART TWO of this eye-opening episode with the "Weed Killer," we uncover the hidden strength found in vulnerability. Our guest, Margret DeBruyn, is an expert coach and shares invaluable strategies to help business owners and entrepreneurs level up their skills and mindset. Join us as we explore the concept of emotional bank accounts and learn how internal vulnerability can ignite personal growth and success
Listen our previous episode: EP44: "The Weed Killer - part 1"
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
www.asktheplanman.com
planman.tv
Contact Margaret!
margret@yrtat.com
956-222-7225
#financialplanning #insurance #weinsteinwealth
In this episode, Bruce discussed with Margret DeBruyn The Weed Killer. Watch our previous episode: "Do you really understand RISK?" 👉 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 www.asktheplanman.com planman.tv Contact Margaret! margret@yrtat.com 956-222-7225 #financialplanning #insurance #weinsteinwealth
What do you do when Chaos ensues? Can you zig when everyone else zags? What are the three questions everyone in sales needs to answer? Are you leaving yoru clients "better off" then where you found them? Why is building relationships so vital to your business? 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 www.asktheplanman.com planman.tv Contact Greg! www.greggray.com 770-403-2755 #financialplanning #insurance #weinsteinwealth
Do you understand RISK? Portfolio risk, inflation risk, interest rate risk? There are numerous areas of risk that impact us every day. What are you proactively doing to reduce and eliminate these risks? On this episode, we talk about asset allocation, the importance of rebalancing, the importance of positive cash flow, budgeting and more. 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 www.asktheplanman.com planman.tv Contact Andrew! andrew@omniafinancial.com www.omniafinancial.com #financialplanning #insurance #weinsteinwealth
In this episode, Bruce discussed with Bill Pauley What is STM? Watch our previous episode: "EP 40: Part 1 - What is ACA?" 👉 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 www.asktheplanman.com planman.tv Contact Bill! wpauley@myhst.com (314) 580-6330 #financialplanning #insurance #weinsteinwealth
What do you know about the affordable care act? Are you confused by terminology like co-insurance, maximum out of pocket? Do you know how your deductibles and co-pays work? How do you know if you can qualify for federal subsidies? What's a MEC?
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 www.asktheplanman.com planman.tv
Contact Bill! wpauley@myhst.com (314) 580-6330
#financialplanning #insurance #weinsteinwealth
How does Planning guide you on your health and weightloss journey? What's the difference between a Coach vs a Cheerleader? Why do we need both? Do you stop and challenge the decision you are about to make? David discusses "Stop, Challenge and Choose". Why is it important to be kind to yourself?
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 www.asktheplanman.com planman.tv
Contact David! davidspecht.com spechthealth.com davidaspecht@gmail.com
#financialplanning #insurance #weinsteinwealth
In this episode, Bruce discussed with Jeremy Stevenson, how to architect a successful exit.
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 www.asktheplanman.com planman.tv
#financialplanning #insurance #weinsteinwealth
🎤On this week’s episode of Ask the Planman we are talking with Jeremy Olsher, Jimmy Choi & Dan Nathanson on our Real Estate Panel
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 www.asktheplanman.com planman.tv
#financialplanning #insurance #weinsteinwealth
Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman
Contact Bruce! info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv
#financialplanning #insurance #weinsteinwealth
Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman
Contact Bruce! info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv
#financialplanning #insurance #weinsteinwealth
Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman
Contact Bruce! info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv
#financialplanning #insurance #weinsteinwealth
Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman
Contact Bruce! info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv
#financialplanning #insurance #weinsteinwealth
What happens when you have one of those "Ut oh" moments? Do you understand what AFLAC covers or provides? Yes, we've all been seeing the Duck on TV for years, but do you know what they provide? We speak with VP Tony Moonen and breakdown what AFLAC can do for you!
Follow me on 👇
Instagram: @asktheplanman
Facebook: Ask the Planman
Contact Bruce - info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv
Contact Anthony:
anthonyw_moonen@us.aflac.com
In part 2 of our conversation with Joe Kampert, we breakdown the aspects surrounding Commercial Insurance and what you need to know to best protect your business.
Contact Joe - Direct: (512) 795-4023 Main: (512) 994-0894 redwoodagencygroup.com
Contact Bruce - info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv
Wondering why your insurance rates are going up so much? Come listen to Part 1 of our conversation with Joe Kampert, VP of Sales with the Redwood Agency Group. We will be discussing the current state of auto and homeowners insurance and the challenging insurance market.
Contact Joe - Direct: (512) 795-4023 Main: (512) 994-0894 redwoodagencygroup.com
Contact Bruce - info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv
Do you know the difference between a fee only financial advisor and a fee based one? How important is your budget when it comes to you're having a success financial plan? We discuss this and more with Certified Financial Planner, Peter Passalaqua on this episode of Ask the PLANMAN.
Contact Peter!
ppass@frontierplanning.com (908) 240-3300
Are you looking to scale you business with an exit strategy in mind? Come listen as we speak with John Wetmore and how he grew his business in less than 9 years with a multi million dollar buyout. John tells you why mentorship, dedication and sticking to a plan are the easy steps that most people don't follow for success.
Instagram: https://www.instagram.com/johnwetmore347/ Facebook: https://www.facebook.com/johnwetmore34 LinkedIn: https://www.linkedin.com/in/john-wetmore-ffl-agent-force-50709097/ TikTok: https://www.tiktok.com/@_johnwetmore
Are you unclear on when to start taking Social Security? Do you know there are potential clawbacks if you make over a certain amount of money? Contact Bruce! info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman.com
Do you want to Build your OWN Economy? Do you want to be part of the 3% of income earners who pay NO FEDERAL INCOME TAX? Come listen to this week's episode of Ask the PLANMAN as we speak with David A. Perez, CEO of Tax Plan Experts. Mr. BYOE helps hyper-growth business owners achieve freedom using unique business & tax strategies.
Contact David!
(956) 200-3699
david@davidaperez.com
Contact Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
"Eric Coffie is the host of Govcon Giants, the #1 YouTube channel and podcast teaching government contracting to the world. More than 7,000 small businesses have participated in his on demand courses navigating the world of federal procurement. With the emergence of Crypto, Web 3 and NFT’s he launched a new venture, Teic Giants a technology company that provides solutions to consumers navigating this new digital world. Teic Giants pronounced “Tech” is a technology company that helps artists create, market and monetize digital assets. We turn ideas into digital products. Teic Giants creates NFT collections from a single image or theme and helps artists, influencers and organizations launch their projects in Web 3. We create smart contracts, build NFT compatible websites that allow for minting of those assets, acceptance of cryptocurrency and whitelist stakeholders. From a single image we can create up to 10,000 unique characters, attributes and fully deploy your collection on the largest trading platforms in the world." eric@govcongiants.com 786-208-2071 Social Handles: LinkedIN: https://www.linkedin.com/in/ecoffie/ YouTube: https://www.youtube.com/c/DeFiMediaTV1 Twitter: ecoffie IG: ecoffie"
Today's annuities are NOT your father's annuities! How have the use of annuities changed over the last 40 years? We are speaking with "The Annuity Expert", Ryan Cicchelli, who has personally invested 10's of millions of his clients assets into annuities. Oh, did I mention Ryan is ONLY 32?! We are all discussing how to go from the accumulation stages of life to structuring for income distribution. Do you know where annuities fit in your portfolio?
Contact Ryan!
Ryancicchelli@gmail.com
231-878-7074
Contact Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
What are block chains? We've heard the term, we've seen the rate on the them rise, but what are you buying when you purchase one. Robert Cantrell joins me this week to explain more.
Proactive vs Reactive - What's the difference between your tax preparer and your tax filer? What are the top mistakes business owners make?
Contact Chris!
pawlowski@vipaccountingsolutions.com, www.vipaccountingsolutions.com
Contact Bruce! info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman.com
Rachel Jenks is…The Brand Boss. With more than 23 years in Marketing and Communications, Rachel’s passion is empowering business owners to OWN your difference and rock your brand like a Boss. ”Trust comes before transactions. When you create an authentic experience, you build an unstoppable brand.”
For Rachel's 12 week OWN YOUR DIFFERENCE use: https://www.brandbossstudio.com/affiliate_users/sign_up
Contact Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
26 percent (one in 4) of adults in the United States have some type of disability - who takes care of them as children and then into adulthood. How can you coordinate the care and finances of a special needs person, young or old? We are speaking with Russell Fishkind, Estate Planning Attorney and founder of Hope Trust (hopetrust.com) as he shares a problem he faced with his own child and how he created a solution for everyone.
Contact Russell!
Russell.Fishkind@saul.com
Phone: (609) 452-5043
www.Hopetrust.com
Contact Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
What's your most important asset? Is it the ability to earn an income? What happens to you and your family when you lose that ability? Did you know that you have a 15% chance of being disabled before the age of 65? Are you protecting your family and business? One of the most important, yet neglected areas of insurance is Disability coverage and protecting your ability to earn an income.
On this week's episode, we breakdown the differences between company provided disability benefits and what self employed individuals need to do to protect their income, their business and their families.
Contact Zach!
mindham.zach@principal.com
Contact Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
Family businesses are tricky. What if the next generation isn't ready or willing or take over the business that YOU set up for them? Family business therapy is the best way to ensure a smotth transition from one generation to the next. Jeff Savlov was a part of his family busness. But when the dynamic between father/son strained, he switched careers to help others not fall in the same path of family destruction.
Contact Jeff!
jsavlov@blumandsavlov.com
https://blumandsavlov.com/about/
https://www.linkedin.com/in/jeffsavlov/
Contact Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
How much do you HATE car shopping? You're in luck! This week I share some of the car business inner secrets. I have an auto industry insider and who tells us about the 'traps' consumers face when buying their cars.
Contact Mark!
Mminoogian@gmail.com
Contact Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
We all know how important insurance is. But, understanding our policies can be tricky. Sometimes we even find out too late that we're not covered for something we thought. This week we talk about auto & home insurance and what little details matter.
Contact Natalie
nbone@missourigeneral.com
Contact Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
Most retirees greatest fear is running out of money. Why? Escalating health costs. How can you manage that risk? Long Term Care Insurance. On today's episode, we will discuss what Medicare will and won't pay, the misnomers about Medicaid and share with you things you can do to properly plan.
Contact JB!
Cell/Text: (561) 289-9495
JB@ApolloMediation.com
Contact Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213 www.asktheplanman.com
Everyone deserves a Coach in life. Do you know how to become a person of interest? How can you activate your Prey Drive and increase your productivity? Whether or not you are a business owner, everyone in life deserves a Coach! On this episode, we are talking with one of the top Global Business Coaches, Micheal Burt.
Contact Coach Burt!
info@coachburt.com
www.coachburt.com
Follow Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
You've heard of the Property Brothers, well in this episode of Ask the Planman, we are speaking with the Esposito Brothers. Come learn some of the do's and don'ts when it comes to Flipping houses.
Contact Jeff & Nick
jesposito18@gmail.com
nesposito@homeownersfg.com
Follow Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
Are you aware of the MANY reasons why people need life insurance? Are you going to outlive your insurance or is your insurance going to outlive you? Do you know the difference between term and permanent insurance?
Contact Robin!
robinc@hermannsonslife.org
Follow Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
Are you considering entering the world of franchising? Taking a risk can be scary and rewarding at the same time. Serial entrepreneur and Amazon best-selling author Omar Medrano shares the do's & don'ts to becoming a successful Socialpreneur. First rule to success, don't put your emotions into business!
Follow Omar!
Www.omarmedrano.com
Follow Bruce!
Follow Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
How does your health impact your insurance costs? We are speaking with health and wellness expert Arman Eckelbarger about how you can take better care of your health and wellness and positively influence the costs you pay for your insurances.
Follow Arman!
www.eliteexecmethod.com
Follow Bruce!
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
Is your portfolio "Punched in the Face Proof? In part 2 of "what wall street doesnt 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.
Find John Browning at www.guardianrockhealth.com www.asktheplanman.com
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
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.
Find John Browning at www.guardianrockhealth.com
www.asktheplanman.com
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
Ever wonder how your credit score gets determined? In this episode of Ask the Planman, Credit Specialist, Craig Port shares with you the do's and don'ts when it comes to your credit scores. There are little tricks we can all learn to raise our score and pay down our debt quickly. Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213
Florida family Lawyer Tammy Saltzman ESQ joins Bruce M. Weinstein to teach you why a good lawyer can make all the difference in the world of family law. Her focus is on the families seeking an amicable resolution and always looks to avoid costly court battles As Tammy shares, she always encourages you to work things out with your spiritual advisor or therapist before ending your relationship. Should you be in the middle of a divorce or know someone who is, this episode will help you be better informed and prepared.
https://www.secondsaturday.com/locations/florida007/\
Follow Ask the Planman! www.asktheplanman.com
info@asktheplanman.com
Call us at 844-Planman
Text PLANMAN to (321)421-5213
Stocks, annuities and risk/returns can all be confusing when it comes to our wealth. But it's important to understand so you can make the most with what you have. Rich Montenegro joins Bruce to simplify these risk vs returns by telling you how to protect your principal.
Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com
Call us at 844-Planman Text PLANMAN to (321)421-5213
Are you turning 65 or know someone turning 65? If you think health insurance is confusing now, wait until you try to enroll in Medicare! With over almost 9 years of experience working with Medicare and senior health benefits. David Abrams, from Insurance Benefits for Seniors is here discussing the numerous options available to recipients of Medicare. Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213
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. You can also hear more from John on the Building Your Life Podcast. Pick up John's book today! https://www.amazon.com/Build-Life-not-Portfolio-Financial/dp/1946203653
Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com
Call us at 844-Planman
Are you and your family financially ready in case something tragic happens? Wills, trust and estate planning can seem tedious and unnecessary but, it's an important part of life. This week, Attorney Mario Bai tells you why these are so important. He explains the So What with real-life situations that he's helped his clients through, all because they too weren't prepared.
Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com
Call us at 844-Planman
In today's episode of 'Ask the Planman, we are joined by Mr. Joe Krivelow, founder of Compass Health Consultants and a leading expert in the field of health insurance. Joe Krivelow has been a licensed insurance professional for 28 years. 19 years ago Joe decided to focus on Insurance in the healthcare arena, as it became increasingly apparent that the public confusion in the Health insurance space was a major issue. Joe helped thousands of customers understand and find the coverage that best fit their needs. 15 years ago Joe decided to build a team of like minded insurance professionals to help more people get the coverage they need. Today that team of over 800 professionals helps thousands of clients every year to find the best coverage available for them, their family, or their business.
Joe Krivelow, founder of Compass Health Consultants
Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman
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.