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PODCAST

Ask The Planman

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:

business investing

All Episodes

51:35

EP 69: How can businesses improve or access better...

Ask The Planman ·

2024/07/22

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)

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01:00:54

EP 68: Turning $1k into $20k to reach retirement with...

Ask The Planman ·

2024/07/08

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

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42:42

EP 67: Do You Need An Estate Plan, With Pamela...

Ask The Planman ·

2024/06/24

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

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49:32

EP 66 | Spinning some yarn, with Mark Victor Hanson,...

Ask The Planman ·

2024/06/10

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

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26:20

EP 64 | Types of Life Insurance Available To You

Ask The Planman ·

2024/05/13

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

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01:21:50

EP 65: Personal Health & Financial Freedom with Doug...

Ask The Planman ·

2024/05/01

In 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) 421-5213

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29:14

EP 63: Annuities & Life Insurance - Which One Do You...

Ask The Planman ·

2024/04/29

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

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31:17

EP62: What Makes Up A Financial Plan

Ask The Planman ·

2024/04/15

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

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37:50

EP61: Tax and Exit Planning w/Peter Culver

Ask The Planman ·

2024/04/01

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

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23:20

EP 60 - Why enroll in HSA or FSA?

Ask The Planman ·

2024/03/11

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

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29:13

EP59: How Can I Tell If I'm Ready For Retirement?...

Ask The Planman ·

2024/02/26

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

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35:06

EP58: Understanding Annuities Part 2

Ask The Planman ·

2024/02/12

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

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22:15

EP57: Understanding Annuities Part 1

Ask The Planman ·

2024/01/29

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

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27:19

EP56: Redefining Financial Strategies for DINKS and...

Ask The Planman ·

2024/01/15

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

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31:34

EP55: Financial Planning for a New Year

Ask The Planman ·

2024/01/03

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

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25:12

EP54: Planning Beyond Life Expectancy

Ask The Planman ·

2023/12/19

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

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25:11

EP53: Preparing to Retire

Ask The Planman ·

2023/12/04

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

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42:54

EP52: What is Premium Financing?

Ask The Planman ·

2023/11/20

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

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44:08

EP51. The Money Dating Game with Lisa Drennon

Ask The Planman ·

2023/10/31

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

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45:37

EP50: Mindset, Skill sets and Habits w/ Brad Lea

Ask The Planman ·

2023/10/16

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

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