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.
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Gesamtlänge aller Episoden: 1 day 18 hours 24 minutes
episode 63: EP 63: Annuities & Life Insurance - Which One Do You Need?
From annuities to converting term life to whole life insurance, we have the answers to all of your burning questions. There are many questions you may be having regarding your financial journey. Is an annuity right for me? Is there a wrong way...
episode 62: EP62: What Makes Up A Financial Plan
Creating a financial plan for your retirement is crucial for success. In our latest podcast episode, we break down the three core concepts you can control and how to prioritize to reach your ultimate retirement goals. You are in the driver seat...
episode 61: EP61: Tax and Exit Planning w/Peter Culver
Entrepreneurs are the heroes of our economy. If you are one of those heroes, our latest podcast episode is something you’ll want to check out. We’re excited to have Peter Culver here today, the founder of Freedom Family Office. His business...
episode 60: EP 60 - Why enroll in HSA or FSA?
When it comes to health savings, it can feel like there's too many options to choose from. In this episode we're examining the differences between FSAs and HSAs and the investment opportunities these accounts can provide, including potential tax...
episode 59: EP59: How Can I Tell If I'm Ready For Retirement? Decoding The X-Factor
In this episode, we're peeling back the layers on the pivotal "X-Factor" that shapes the outcome of your golden years. With a focus on budgeting, retirement timelines, and investment returns—we discuss the art of balance and adjustment in your...
EP58: Understanding Annuities Part 2
Got a question on Annuities? We're back with Part 2 of our conversation, be sure to pop over to our channel for Part 1. This episode isn't just about stashing cash; it's about building a legacy and leveraging. We're tackling topics such as...
episode 57: EP57: Understanding Annuities Part 1
Could securing a stable income for life be as simple as understanding annuities? If the thought of tax deferral and safeguarding your principal has ever crossed your mind, this is the conversation for you. We're not holding back as we address the...
episode 56: EP56: Redefining Financial Strategies for DINKS and SINKS
Whether you're a DINK, SINK, or simply interested in alternative approaches to retirement and asset management, this episode provides insights into making the most of your financial situation with an eye towards a comfortable and engaging retirement....
episode 55: EP55: Financial Planning for a New Year
As the clock ticks away, your investment strategy should be as dynamic as the years you've lived. With a new year here, let's chat about the best ways to maximize your investments and plan for your financial future. Age is more than just a number when...
episode 54: EP54: Mini Sessions With Bruce - Planning Beyond Life Expectancy
In this episode, we tackle the greatest fear most retirees have - running out of money. We explore the importance of a solid financial plan to alleviate this and provide solutions for when expenses exceed income in retirement. Follow me on Instagram:...