50 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 • 8 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.

    EP49: Unlocking Your Power and Potential: Our Trash From Our Past

    EP49: Unlocking Your Power and Potential: Our Trash From Our Past

    Join Bruce M. Weinstein as he hosts a captivating conversation with guest Brian Bogart in this episode of Ask the Planman. Together, they explore the significance of unpacking childhood experiences and their long term effects on adulthood. Brian, an expert in risk management and employee benefits consulting, shares his insights on guiding individuals through personal and financial challenges. Surprisingly interconnected, Bruce highlights how addressing baggage directly impacts life planning, including insurance and financial decisions. Listen in to gain an understanding of how our past shapes our present lives and discover effective strategies for overcoming these obstacles.
    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
    www.asktheplanman.com planman.tv
     
    Contact Brian Bogert!
    https://brianbogert.com/contact/
    info@brianbogert.com

    • 1 hr 7 min
    EP48: Impossible to Fail; A Framework for Success

    EP48: Impossible to Fail; A Framework for Success

    In this episode of Ask The Planman, host Bruce Weinstein is joined by Rob Stein, one of North America's leading real estate educators and a mindset coach. Together, they delve into Rob's framework called "Impossible to Fail", designed to help individuals develop fresh perspectives and attain their aspirations. The conversation also touches upon Rob's online training course, Earth to Orbit. Tune in to gain insights on planning, income strategies, and the art of generating passive income.
     
    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
    www.asktheplanman.com planman.tv
     
    Contact Rob Stein!
    (737) 373-4755 
    rob@robstein.com
     

    • 49 min
    EP47: The Law of Increase; How Altruism and Service Can Result in Achievement

    EP47: The Law of Increase; How Altruism and Service Can Result in Achievement

    Ladies and gentlemen, prepare yourselves for an extraordinary episode of Ask the Planman! Today's remarkable guest is none other than Steve Ramona, host extraordinaire behind "Doing Business with a Servants' Heart." Graciously sharing his invaluable insights, Steve reveals the secret behind his shining success while emphasizing the indispensability of establishing genuine connections and extending support to others. Brace yourselves as he pours out his contagious passion for the ‘law of increase' - a belief that has played a monumental role in propelling his podcast to unparalleled heights. Witness firsthand as Steve humbly narrates heartfelt stories of triumphing over daunting challenges and altruistically serving others in need. Join us without delay to embark on a transformative journey through Steve's entrepreneurship while simultaneously enriching your financial knowledge 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
    www.asktheplanman.com planman.tv
     
    Contact Steve Ramona!
    https://inphone.co/sr1
    stever1961@gmail.com
     

    • 42 min
    EP 46: Plan for the Future, while we LIVE in the Now!

    EP 46: Plan for the Future, while we LIVE in the Now!

    In this insightful episode of Ask the Planman, host Bruce Weinstein is joined by Jim Morris – a respected realtor with expertise in public speaking and owner of an innovative event company based in Nashville. In their engaging discussion, Jim highlights the importance of balancing future plans with living in the present moment. He underlines the significance of maintaining a resilient mindset and setting realistic goals that we can strive towards. Alongside accountability and clarity in our direction, fostering meaningful relationships serves as an essential ingredient for success in various aspects, including health management, marriage dynamics, parenting strategies, social interactions, as well as wealth creation endeavors. To glean significant advice on securing a prosperous future through proactive measures today, make sure to listen to this episode.
    Listen our previous episode: "EP 45: The Weed Killer" 
     
    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
    www.asktheplanman.com planman.tv
     
    Contact Jim! 
    615-753-1440
    Jim@JimMorrisRealEstate.com
      #financialplanning #insurance #weinsteinwealth

    • 58 min
    EP45: The Weed Killer - part 2

    EP45: The Weed Killer - part 2

    In PART TWO of this eye-opening episode with the "Weed Killer," we uncover the hidden strength found in vulnerability. Our guest, Margret DeBruyn, is an expert coach and shares invaluable strategies to help business owners and entrepreneurs level up their skills and mindset. Join us as we explore the concept of emotional bank accounts and learn how internal vulnerability can ignite personal growth and success
    Listen our previous episode: EP44: "The Weed Killer - part 1" 
     
    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 
    www.asktheplanman.com
    planman.tv
    Contact Margaret!
    margret@yrtat.com  
    956-222-7225  
    #financialplanning #insurance #weinsteinwealth

    • 39 min
    EP44: The Weed Killer - part 1

    EP44: The Weed Killer - part 1

    In this eye-opening episode of "Weed Killer," we uncover the hidden strength found in vulnerability. Our guest, Margret DeBruyn, is an expert coach and shares invaluable strategies to help business owners and entrepreneurs level up their skills and mindset. Join us as we explore the concept of emotional bank accounts and learn how internal vulnerability can ignite personal growth and success 
     
    Listen our previous episode: EP43: "Building Relationships"
     
    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
    www.asktheplanman.com
    planman.tv
     
    Contact Margaret!
    margret@yrtat.com
    956-222-7225
     
    #financialplanning #insurance #weinsteinwealth

    • 28 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

Brady Flanders ,

The Planman is the MAN

Bruce aka the Planman has a kickass podcast! I learn something new from almost every episode. Definitely worth checking out!

Ironman Keith ,

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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