Shows
Ask The PlanmanEP 89: Managing Money And Aging Parents With Jennifer RosenIn 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 Pla...2025-05-261h 08
Ask The PlanmanEP 88: Kimberley Sixkiller - Long Term Care InsuranceThink 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) 421-52132025-05-1251 min
Ask The PlanmanEP 87: What do you do when your Insurance WON'T Cover YOU with Jimmy ChoiJimmy 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...2025-04-2856 min
Ask The PlanmanEP 86: Disability and Business Continuity InsuranceLearn 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) 421-52132025-04-1415 min
Ask The PlanmanEP 85: How Do the Wealthy Avoid Taxes on Real Estate? With Pishoy FahmiThat’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 nee...2025-03-3142 minAsk The PlanmanEP 84: PPO vs. HMO: Are You Paying Too Much for Healthcare?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, a...2025-03-1714 minAsk The PlanmanEP 83: How Can I Save Money On My Health Insurance?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...2025-02-2411 min
Digital Mayors PodcastEp 19: Avoid These Costly Insurance Mistakes! | Bruce Weinstein on Wealth Protection & Smart Financial Planning🔥 Watch the full episode here →www.NathansonBrothers.com (scroll to the podcast logo!)Are you making costly mistakes with your insurance and financial planning? 💸In this episode of The Digital Mayors Podcast, we sit down with Bruce Weinstein, co-founder of Weinstein Insurance Solutions and host of Ask The Plan Man Podcast. Bruce shares expert insights on how to protect your wealth, avoid insurance pitfalls, and make smarter financial decisions.💡 What You’ll Learn in This Episode:✅ The biggest insurance mistakes most people make (and how to fix them)✅ How to properly insure your home...2025-02-201h 04
Cooking with Bruce and MarkWELCOME TO OUR KITCHEN: Bruce is still cooking for the ailing Mark!Mark is still recovering from his broken leg . . . so Bruce is in charge of the podcast again. So he's up for telling you about all the cooking he's been doing in the past month as Mark heals.Bruce has some cooking ideas for helping those healing. He's sharing his tips and secrets. Here are the segments for this episode of COOKING WITH BRUCE & MARK:[00:27] One-minute cooking tip: don't break your leg! [01:21] What I am making mark while he’s recovering[11:12] What’s making me happy in food this week? Choc...2025-02-1012 minCooking with Bruce and MarkWELCOME TO OUR KITCHEN: Bruce is still cooking for the ailing Mark!Mark is still recovering from his broken leg . . . so Bruce is in charge of the podcast again. So he's up for telling you about all the cooking he's been doing in the past month as Mark heals.Bruce has some cooking ideas for helping those healing. He's sharing his tips and secrets. Here are the segments for this episode of COOKING WITH BRUCE & MARK:[00:27] One-minute cooking tip: don't break your leg! [01:21] What I am making mark while he’s recovering[11:12] What’s making me happy in food this week? Choc...2025-02-1012 min
Ask The PlanmanEP 82: Student Loan Forgiveness - Who Actually Qualifies & Who’s Stuck Paying?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) L...2025-02-0343 min
Ask The PlanmanEP 81: Protect Yourself from Financial Pitfalls with Paul ShalhoubIn 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. T...2025-01-0638 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsBuilding An Effective Enrollment Process With Bruce GerstenfeldMichelle Weinstein speaks with Bruce Gerstenfeld, a CPA with over 20 years of experience, about building an effective enrollment process for a legacy firm. Bruce shares his personal journey of taking over his father's accounting firm and the challenges he faced when updating old systems and pricing structures. Discover how he overcame fear, raised prices, and transformed his firm into a thriving business while still maintaining client loyalty. Tune in for insights on making bold changes that lead to business growth. 2025-01-0128 min
Ask The PlanmanEP 80: End Of Year Money Tips with Tatianna TsoirUnlock 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) 421-2024-12-2344 min
Ask The PlanmanEP 79: How To Protect Your Wealth in Retirement with Barry SiegelIn 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 ✅“W...2024-12-0940 min
Ask The PlanmanEP 78: Interest Rates Are Down, But Should You Buy Now? (with Paul Lykins)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) 422024-11-2532 minAsk The PlanmanEP 77: The Car Buying GameFrom 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) 421-52132024-11-1116 min
Ask The PlanmanEP 76: Sales, Investing, and Personal Growth with Adam StalmachWe'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) 421-52132024-10-2853 minAsk The PlanmanEP 75: Can You Reduce Your Car Insurance Cost?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) 421-52132024-10-1407 minAsk The PlanmanEP 74: Escape the Tax Trap: How To Keep More of Your MoneyIn 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) 422024-09-301h 01Ask The PlanmanEP 73: How Vulnerable Is Your Income Without Disability Coverage?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@asktheplanma...2024-09-1605 minAsk The PlanmanEP 72: Turning $500k Into $10k - A Cautionary TaleA 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 PLANMA...2024-09-0232 min
Ask The PlanmanEP 71: Don't Make These Investing MistakesIn 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) 421-52132024-08-1930 min
Ask The PlanmanEP 70: How to Deal With Being Denied InsuranceEver 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) 421-52132024-08-0529 min
Ask The PlanmanEP 69: How can businesses improve or access better credit with Brian TraskDo 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) 421-52132024-07-2251 min
Ask The PlanmanEP 68: Turning $1k into $20k to reach retirement with Ann RappaportIn 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) 421-52132024-07-081h 00
Ask The PlanmanEP 67: Do You Need An Estate Plan, With Pamela Higer-PolaniIn 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@ask...2024-06-2442 min
Ask The PlanmanEP 66: Spinning some yarn, with Mark Victor Hanson, Chicken Soup for the SoulIn 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) 421-52132024-06-1049 min
Ask The PlanmanEP 64: Types of Life Insurance Available To YouWith 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) 421-52132024-05-1326 min
Ask The PlanmanEP 65: Personal Health & Financial Freedom with Doug WoodIn this episode, we chat with Doug Wood, Heath and Fitness coach, about how personal health can promote positive changes within all areas of your life especially within your finances. 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) 421-52132024-05-011h 21
Ask The PlanmanEP 63: Annuities & Life Insurance - Which One Do You Need?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 fina...2024-04-2929 min
Ask The PlanmanEP 62: What Makes Up A Financial PlanCreating 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...2024-04-1531 min
Ask The PlanmanEP 61: Tax and Exit Planning w/Peter CulverEntrepreneurs 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 helpfu...2024-04-0137 min
Unpolished Therapy PodcastReal [UNPOLISHED] Men Have Feelings Too! Meet Special Guest: Bruce M. WeinsteinEpisode 126:
Real Men Have Feelings...Real Men Are Vulnerable & REAL UNPOLISHED Men Share It All On The Corner Of Audacity & Advice! We Welcome Special Guest, Bruce M. Weinstein Who Willingly Shares His Emotional Growth Personally, Professionally & Unpolishedly With Dr. Boca & Rachel Silver-Cohen. If You Wanna Know What An Emotionally Available Male Who Is Open To Communicate & Able To Take Good & Bad Critiques & Learn From It All Sounds Like, This Is An Episode You Won't Wanna Miss!
For More On Bruce Follow:
IG: @asktheplanman
Youtube: Asktheplanman.tv
Telephone: 844.planman
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Unpolished...2024-03-201h 07
Ask The PlanmanEP 60: Why enroll in HSA or FSA?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.tv2024-03-1123 min
Ask The PlanmanEP 59: How Can I Tell If I'm Ready For Retirement? Decoding The X-FactorIn 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.tv2024-02-2629 min
Ask The PlanmanEP 58: Understanding Annuities Part 2Got 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: @a...2024-02-1235 min
Ask The PlanmanEP 57: Understanding Annuities Part 1Could 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!2024-01-2922 min
Ask The PlanmanEP 56: Redefining Financial Strategies for DINKS and SINKSWhether 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...2024-01-1527 min
Ask The PlanmanEP 55: Financial Planning for a New YearAs 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 Facebo...2024-01-0331 min
Ask The PlanmanEP 54: Planning Beyond Life ExpectancyIn 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.tv2023-12-1925 min
Ask The PlanmanEP 53: Preparing to RetireAre 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 so...2023-12-0425 min
Ask The PlanmanEP 52: What is Premium Financing?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 Planman2023-11-2042 min
Ask The PlanmanEP 51: The Money Dating Game with Lisa DrennonTune 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. 2023-10-3144 min
Ask The PlanmanEP 50: Mindset, Skill sets and Habits w/ Brad LeaWondering 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 “...2023-10-1645 min
Ask The PlanmanEP49: Unlocking Your Power and Potential: Our Trash From Our PastJoin 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 m...2023-08-281h 07
Ask The PlanmanEP48: Impossible to Fail; A Framework for SuccessIn 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...2023-08-1449 min
Ask The PlanmanEP47: The Law of Increase; How Altruism and Service Can Result in AchievementLadies 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 ch...2023-07-3142 min
Ask The PlanmanEP 46: Plan for the Future, while we LIVE in the Now!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...2023-07-1758 min
Ask The PlanmanEP45: The Weed Killer - part 2In 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 ri...2023-07-0339 minAsk The PlanmanEP44: The Weed Killer - part 1In this eye-opening episode of "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: EP43: "Building Relationships" 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...2023-06-1928 minAsk The PlanmanEP43 - Building RelationshipsWhat 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 your 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 #weinsteinwealth2023-06-0556 minAsk The PlanmanEP42: Do you really understand RISK?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.omniafinanci...2023-05-221h 04Ask The PlanmanEP41: Part 2 - What is Short Term Medical?In this episode, Bruce discussed with Bill Pauley What is Short Term Medical insurance. 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 #weinsteinwealth2023-05-0852 min
Ask The PlanmanEP 40: Part 1 - What is ACA (the marketplace/Obamacare)?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!...2023-04-2447 minAsk The PlanmanOld Dog, New TricksHow 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.asktheplan...2023-04-1053 minAsk The PlanmanArchitecting a Successful Exit 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 #weinsteinwealth2023-03-2750 minAsk The PlanmanImpacting your sales2023-03-1345 minAsk The Planman2023 Real Estate Panel🎤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 Contact our Real Estate Panel! 👇 Jeremy Olsher | Mizner Residental Group jeremy.olsher@compass.com 561-400-3737 Dan Nathans...2023-02-271h 06Ask The PlanmanEffective Time Management and AccountabilityWhat’s more valuable to you, time or money❓ We can make more money but we can’t make more time. What systems do you have in place to maximize your time management and accountability❓ 🎤On this week’s episode of Ask the Planman we are talking with Best selling author and time management coach, Machen MacDonald 🎤 Machen shares with us his breakdown on: ✅POD: Prioritze-Organize-Diarize ✅IMAGE: Intention-Miracle-Affirmation-Gratitude-Expansion ✅SYSTEM: Save YourSelf Time Energy Money💥 Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, alway...2023-02-1347 minAsk The PlanmanThe Pro's and Con's of Franchising, tied with Health & WellnessFollow 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 #weinsteinwealth2023-01-3039 minAsk The PlanmanAnatomy of your Paycheck & Compounding of MoneyFollow 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 #weinsteinwealth2023-01-1615 minAsk The PlanmanGetting to know Aflac ft. Tony MoonenWhat 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: anthon...2023-01-0237 minAsk The PlanmanTalking commercial insurance coverageIn 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 2022-12-1943 minAsk The PlanmanState of the 'union' when it comes to your home and auto coveragesWondering 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 2022-12-0543 minAsk The PlanmanHow important is your BUDGET to your financial plan? ft. Peter PassalacquaDo 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) 240-33002022-11-2138 minAsk The PlanmanHow to scale and exit your business ft. John WetmoreAre 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/@_johnwetmore2022-11-0746 minAsk The PlanmanWhen is the best time to take Social Security?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.com2022-10-3109 minAsk The PlanmanDo you want to be part of the 3%? ft. David A. Perez aka Mr. BYOEDo 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.com2022-10-2442 minAsk The PlanmanUn-Crypting Cyrpto and NFT's - ft. Eric Coffie"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 he...2022-10-1748 minAsk The PlanmanThese are NOT your Father's Annuities ft. Ryan CicchelliToday'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...2022-10-1049 minAsk The PlanmanUnblocking BlockChains ft. Robert Cantrell 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.2022-10-0338 minAsk The PlanmanTax planning for the business owner ft. Chris Pawlowski pawlowski@vipaccountingsolutions.com, Contact Bruce! info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman.com2022-09-2631 minAsk The PlanmanThe Brand Boss talks Branding vs Marketing ft. Rachel Jenks 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.com2022-09-1944 minAsk The PlanmanSpecial Needs Trusts & what makes them so special ft. Russell Fishkind26 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...2022-09-1232 minAsk The PlanmanInsurance for those unplanned moments in life ft. Zach Mindham 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 fa...2022-09-0544 minAsk The PlanmanFamily vs Family Business. How to keep it separated ft. - Jeff Savlov https://blumandsavlov.com/about/ Contact Bruce! 2022-08-2939 minAsk The PlanmanTo Lease or NOT to Lease, that is the question - ft. Mark Minoogian2022-08-2253 minAsk The PlanmanUnderstanding your Auto and Homeowner Coverage - ft. Natalie BoneWe 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.com2022-08-1548 minAsk The PlanmanUnderstanding Long Term Care - What IS and what ISN'T covered? ft. Joseph Bensmihen 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.com2022-08-0841 minAsk The PlanmanEveryone Needs a Coach in life - Person of Interest - Prey Drive/Flip the Switch 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.com2022-08-0126 minAsk The PlanmanHow to Flip Houses ft. Nick and Jeff Esposito jesposito18@gmail.com 2022-07-2541 minAsk The PlanmanHow much is your life worth? feat. Robin CzarnekAre 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.com2022-07-1839 minAsk The PlanmanFranchising and Entrepreneurship w/Omar MedranoAre 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.com2022-07-1136 minAsk The PlanmanHow health & wellness can impact your insurance rates w/Arman EckelbargerHow 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.com2022-07-0548 minAsk The PlanmanWhat Wall Street Doesn't Want You to Know Pt 2 ft. John BrowningIs 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...2022-06-2734 minAsk The PlanmanWhat Wall Street Doesn't Want You to KnowConcerned 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)421-52132022-06-2024 minAsk The PlanmanUncovering the mystery on your credit scoring with Craig PortEver 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 2022-06-1339 minAsk The PlanmanTalking Family Law with Tammy Saltzman Esq.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/\2022-06-0642 minAsk The PlanmanGetting Rich with Rich MontenegroStocks, 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)421-52132022-05-3035 minAsk The PlanmanAsk the Planman - feat. David AbramsAre 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)421-52132022-05-2339 minAsk The PlanmanASK THE Planman - feat. John BrowningAn 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 a...2022-05-1650 minAsk The PlanmanASK THE Planman - feat. Mario BaiAre 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-Planman2022-05-0237 minAsk The PlanmanASK THE Planman - feat. Joe KrivelowIn 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...2022-04-1828 min
Ask The PlanmanASK THE Planman - Show TrailerWelcome 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 2022-03-2901 min