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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

34:39

What Wall Street Doesn't Want You to Know Pt 2 ft....

Ask The Planman ·

2022/06/27

Is your portfolio "Punched in the Face Proof? In part 2 of "what wall street doesnt want you to know", we continue our conversation with investment advisor John browning.....do you know your investment's true Risk? How hard does your money need to work? What discipline do you follow when investing? What's rebalance mean? Getting in is easy, getting out is hard. Don't let taxes or commissions get in the way of taking profits. Find John Browning at www.guardianrockhealth.com www.asktheplanman.com

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24:53

What Wall Street Doesn't Want You to Know

Ask The Planman ·

2022/06/20

Concerned about the stock market's recent declines? How about the spike in interest rates? Unsure what to do? We are discuss "Wall street" terms such as "Don't catch a falling knife", "Dead cat bounce" and What wall street doesn't want you to know - come join us in this 2 part series with investment advisor, John Browning. Find John Browning at www.guardianrockhealth.com www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213

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39:34

Uncovering the mystery on your credit scoring with...

Ask The Planman ·

2022/06/13

Ever wonder how your credit score gets determined? In this episode of Ask the Planman, Credit Specialist, Craig Port shares with you the do's and don'ts when it comes to your credit scores. There are little tricks we can all learn to raise our score and pay down our debt quickly. Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213

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42:25

Talking Family Law with Tammy Saltzman Esq.

Ask The Planman ·

2022/06/06

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

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35:59

Getting Rich with Rich Montenegro

Ask The Planman ·

2022/05/30

Stocks, annuities and risk/returns can all be confusing when it comes to our wealth. But it's important to understand so you can make the most with what you have. Rich Montenegro joins Bruce to simplify these risk vs returns by telling you how to protect your principal. Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213

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39:14

Ask the Planman - feat. David Abrams

Ask The Planman ·

2022/05/23

Are you turning 65 or know someone turning 65? If you think health insurance is confusing now, wait until you try to enroll in Medicare! With over almost 9 years of experience working with Medicare and senior health benefits. David Abrams, from Insurance Benefits for Seniors is here discussing the numerous options available to recipients of Medicare. Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213

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50:06

ASK THE Planman - feat. John Browning

Ask The Planman ·

2022/05/16

An Amazon best-selling author, Certified Senior Advisor (CSA®) and former Wall Street executive, John Browning joins me this week. You'll hear more about his book, Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Value. We dive into this week's #sowhat on why you need to start thinking about your future finances. You can also hear more from John on the Building Your Life Podcast. Pick up John's book today!

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37:00

ASK THE Planman - feat. Mario Bai

Ask The Planman ·

2022/05/02

Are you and your family financially ready in case something tragic happens? Wills, trust and estate planning can seem tedious and unnecessary but, it's an important part of life. This week, Attorney Mario Bai tells you why these are so important. He explains the So What with real-life situations that he's helped his clients through, all because they too weren't prepared. Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman

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28:46

ASK THE Planman - feat. Joe Krivelow

Ask The Planman ·

2022/04/18

In today's episode of 'Ask the Planman, we are joined by Mr. Joe Krivelow, founder of Compass Health Consultants and a leading expert in the field of health insurance. Joe Krivelow has been a licensed insurance professional for 28 years. 19 years ago Joe decided to focus on Insurance in the healthcare arena, as it became increasingly apparent that the public confusion in the Health insurance space was a major issue. Joe helped thousands of customers understand and find the coverage that best fit

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01:21

ASK THE Planman - Show Trailer

Ask The Planman ·

2022/03/29

Welcome to ASK THE PLANMAN, hosted by Bruce Weinstein. Each week Bruce will feature a guest to talk with and bring you insights and strategies to help you make educated financial decisions. Bruce brings his expertise with over 35 years of experience, helping thousands of clients reach their goals and objectives. The Planman believes everyone should have a PLAN! Come Ask the PLANMAN – we want to HEAR from YOU. New episodes are released bi-weekly every Monday. Write Bruce: info@asktheplanman.com

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90 results

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