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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

01:07:22

EP49: Unlocking Your Power and Potential: Our Trash...

Ask The Planman ·

2023/08/28

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,

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49:33

EP48: Impossible to Fail; A Framework for Success

Ask The Planman ·

2023/08/14

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

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42:39

EP47: The Law of Increase; How Altruism and Service...

Ask The Planman ·

2023/07/31

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' -

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58:57

EP 46: Plan for the Future, while we LIVE in the Now!

Ask The Planman ·

2023/07/17

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

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39:16

EP45: The Weed Killer - part 2

Ask The Planman ·

2023/07/03

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:

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28:47

EP44: The Weed Killer - part 1

Ask The Planman ·

2023/06/19

In 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

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56:16

EP43 - Building Relationships

Ask The Planman ·

2023/06/05

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 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

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01:04:50

EP42: Do you really understand RISK?

Ask The Planman ·

2023/05/22

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

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52:44

EP41: Part 2 - What is Short Term Medical?

Ask The Planman ·

2023/05/08

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

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47:40

EP 40: Part 1 - What is ACA (the marketplace/Obamacare)?

Ask The Planman ·

2023/04/24

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

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53:55

Old Dog, New Tricks

Ask The Planman ·

2023/04/10

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

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50:51

Architecting a Successful Exit

Ask The Planman ·

2023/03/27

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

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45:31

Impacting your sales

Ask The Planman ·

2023/03/13

How can you IMPACT your sales❓ How can connecting to your client or prospect's emotion influence their decision making? How does Pain and Pleasure play a roll❓ You can reach Joe at Joe@thesalesactivist.com or text "SALES" to 409-509-7355 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

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01:06:01

2023 Real Estate Panel

Ask The Planman ·

2023/02/27

🎤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

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47:50

Effective Time Management and Accountability

Ask The Planman ·

2023/02/13

What’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 👇

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39:17

The Pro's and Con's of Franchising, tied with Health...

Ask The Planman ·

2023/01/30

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

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15:26

Anatomy of your Paycheck & Compounding of Money

Ask The Planman ·

2023/01/16

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

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37:53

Getting to know Aflac ft. Tony Moonen

Ask The Planman ·

2023/01/02

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:

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43:56

Talking commercial insurance coverage

Ask The Planman ·

2022/12/19

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

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43:58

State of the 'union' when it comes to your home and...

Ask The Planman ·

2022/12/05

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

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90 results

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