OM DENNE PODCAST 🔗
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
Text the word Planman to 321-421-5213 or call 1-844-PLANMAN
Don't forget to check us out at www.asktheplanman.com.
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
Don't forget to check us out at www.asktheplanman.com.
Værter:
Opdateringsfrekvens:
every 16 days
Gennemsnitlig lydlængde:
40 minutes
Gæsteinterviews
Har sponsorer
Engelsk
USA
93 episoder
siden 29. marts 2022
episodic
I DENNE PODCAST 🔗
SENESTE EPISODE 🔗
Bruce M. Weinstein, The Planman, welcomes Joe Gable, who started alongside him at Merrill Lynch forty years ago. Joe spent two decades as a financial adviser, built a rug business on the side, sold it to his son, and retired at 64. Working from Chapter 5 of Solving for X, they explore why procrasti…
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SIDSTE EPISODER 🔗
This week on Ask the Plan Man, Bruce M. Weinstein is joined by Margret De Bruyn to break down what people often miss when thinking about retirement.
The conversation looks beyond simply asking, "How much money do I need?" and focuses instead on the bigger picture: the lifestyle you want, the incom…
What if retirement planning isn't about how much money you save, but how much income you'll actually need?
In the relaunch of Ask the Plan Man, Bruce Weinstein, known as "The Plan Man," joins Mel Albin, CEO of the Source Radio and TV Network, to challenge conventional thinking about retirement, in…
In 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. …
Think 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
✅ "Whe…
Jimmy 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 muc…
Learn 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 eve…
That'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…
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 …
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 …
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Bruce M. Weinstein, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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