31 episodes

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.

Ask The Planman Bruce M. Weinstein

    • Business
    • 5.0 • 5 Ratings

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.

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

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

    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 

    • 43 min
    How important is your BUDGET to your financial plan? ft. Peter Passalacqua

    How important is your BUDGET to your financial plan? ft. Peter Passalacqua

    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

    • 38 min
    How to scale and exit your business ft. John Wetmore

    How to scale and exit your business ft. John Wetmore

    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/ TikTok: https://www.tiktok.com/@_johnwetmore

    • 46 min
    When is the best time to take Social Security?

    When is the best time to take Social Security?

    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

    • 9 min
    Do you want to be part of the 3%? ft. David A. Perez aka Mr. BYOE

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

    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

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

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

    "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, market and monetize digital assets. We turn ideas into digital products. Teic Giants creates NFT collections from a single image or theme and helps artists, influencers and organizations launch their projects in Web 3. We create smart contracts, build NFT compatible websites that allow for minting of those assets, acceptance of cryptocurrency and whitelist stakeholders. From a single image we can create up to 10,000 unique characters, attributes and fully deploy your collection on the largest trading platforms in the world." eric@govcongiants.com 786-208-2071 Social Handles: LinkedIN: https://www.linkedin.com/in/ecoffie/ YouTube: https://www.youtube.com/c/DeFiMediaTV1 Twitter: ecoffie IG: ecoffie"

    • 48 min

Customer Reviews

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5 Ratings

5 Ratings

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Great Information

Bruce and his expert guests provide valuable and essential information, to protect yourself on personal and company insurance and financial matters.

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