Ask The Planman

Bruce M. Weinstein
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Ask The Planman 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.

  1. SEPT 2

    EP 72: Turning $500k Into $10k - A Cautionary Tale

    A cautionary tale from the dot-com bubble and financial crisis and a deep dive into the dangers of over concentration. With insights drawn from decades of experience, including my own personal story of a 98% loss in an asset that seemed steady, this episode is packed with lessons on making informed financial decisions and safeguarding your assets. 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

    33 min
  2. EP 71: Don't Make These Investing Mistakes

    AUG 19

    EP 71: Don't Make These Investing Mistakes

    In this episode, we're covering the principles of long-term investment, the benefits of compounding interest and strategic planning, the importance of starting early, and maintaining a diversified portfolio to achieve substantial financial growth and security. 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

    30 min
  3. EP 70: How to Deal With Being Denied Insurance

    AUG 5

    EP 70: How to Deal With Being Denied Insurance

    Ever wondered what steps to take if you're denied life, disability, or long-term care insurance? We're chatting self-insurance strategies, how to maintain financial stability (especially in areas prone to natural disasters), and what steps to take if you're denied life, disability, or long-term care insurance.   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

    29 min
  4. EP 69: How can businesses improve or access better credit with Brian Trask

    JUL 22

    EP 69: How can businesses improve or access better credit with Brian Trask

    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) 421-5213

    52 min
  5. EP 68: Turning $1k into $20k to reach retirement with Ann Rappaport

    JUL 8

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

    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

    1h 1m
  6. EP 67: Do You Need An Estate Plan, With Pamela Higer-Polani

    JUN 24

    EP 67: Do You Need An Estate Plan, With Pamela Higer-Polani

    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 Bruce! info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213

    43 min
  7. EP 66: Spinning some yarn, with Mark Victor Hanson, Chicken Soup for the Soul

    JUN 10

    EP 66: Spinning some yarn, with Mark Victor Hanson, Chicken Soup for the Soul

    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

    50 min
  8. EP 64: Types of Life Insurance Available To You

    MAY 13

    EP 64: Types of Life Insurance Available To You

    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! info@asktheplanman.com Call us at 1-844-Planman Text PLANMAN to (321) 421-5213

    26 min
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Trailer

About

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.

Information

  • Creator
    Bruce M. Weinstein
  • Years Active
    2022 - 2024
  • Episodes
    73
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    Ask The Planman

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