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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

38:14

How important is your BUDGET to your financial plan?...

Ask The Planman ·

2022/11/21

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

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46:04

How to scale and exit your business ft. John Wetmore

Ask The Planman ·

2022/11/07

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/

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09:57

When is the best time to take Social Security?

Ask The Planman ·

2022/10/31

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

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42:59

Do you want to be part of the 3%? ft. David A. Perez...

Ask The Planman ·

2022/10/24

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

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48:12

Un-Crypting Cyrpto and NFT's - ft. Eric Coffie

Ask The Planman ·

2022/10/17

"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,

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49:57

These are NOT your Father's Annuities ft. Ryan Cicchelli

Ask The Planman ·

2022/10/10

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

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38:58

Unblocking BlockChains ft. Robert Cantrell

Ask The Planman ·

2022/10/03

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.

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31:33

Tax planning for the business owner ft. Chris Pawlowski

Ask The Planman ·

2022/09/26

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

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44:36

The Brand Boss talks Branding vs Marketing ft. Rachel...

Ask The Planman ·

2022/09/19

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

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32:01

Special Needs Trusts & what makes them so special ft....

Ask The Planman ·

2022/09/12

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

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44:41

Insurance for those unplanned moments in life ft....

Ask The Planman ·

2022/09/05

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

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39:09

Family vs Family Business. How to keep it separated...

Ask The Planman ·

2022/08/29

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/

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53:42

To Lease or NOT to Lease, that is the question - ft....

Ask The Planman ·

2022/08/22

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

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48:42

Understanding your Auto and Homeowner Coverage - ft....

Ask The Planman ·

2022/08/15

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

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41:49

Understanding Long Term Care - What IS and what ISN'T...

Ask The Planman ·

2022/08/08

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

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26:54

Everyone Needs a Coach in life - Person of Interest -...

Ask The Planman ·

2022/08/01

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

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41:23

How to Flip Houses ft. Nick and Jeff Esposito

Ask The Planman ·

2022/07/25

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

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39:04

How much is your life worth? feat. Robin Czarnek

Ask The Planman ·

2022/07/18

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

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36:40

Franchising and Entrepreneurship w/Omar Medrano

Ask The Planman ·

2022/07/11

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

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48:15

How health & wellness can impact your insurance rates...

Ask The Planman ·

2022/07/05

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

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90 results

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