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 50 minutes
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...
EP43 - Building Relationships
What do you do when Chaos ensues? Can you zig when everyone else zags? What are the three questions everyone in sales needs to answer? Are you leaving your clients "better off" then where you found them? Why is building relationships so vital to your...
EP42: Do you really understand RISK?
Do you understand RISK? Portfolio risk, inflation risk, interest rate risk? There are numerous areas of risk that impact us every day. What are you proactively doing to reduce and eliminate these risks? On this episode, we talk about asset allocation,...
EP41: Part 2 - What is Short Term Medical?
In this episode, Bruce discussed with Bill Pauley What is Short Term Medical insurance. Watch our previous episode: "EP 40: Part 1 - What is ACA?" ???? Follow me on ???? Instagram: @asktheplanman Facebook: Ask the Planman ...
EP 40: Part 1 - What is ACA (the marketplace/Obamacare)?
What do you know about the affordable care act? Are you confused by terminology like co-insurance, maximum out of pocket? Do you know how your deductibles and co-pays work? How do you know if you can qualify for federal subsidies?...
episode 39: Old Dog, New Tricks
How does Planning guide you on your health and weightloss journey? What's the difference between a Coach vs a Cheerleader? Why do we need both? Do you stop and challenge the decision you are about to make? David discusses...
episode 38: Architecting a Successful Exit
In this episode, Bruce discussed with Jeremy Stevenson, how to architect a successful exit. Follow me on ???? Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!”✅...
episode 36: 2023 Real Estate Panel
????On this week’s episode of Ask the Planman we are talking with Jeremy Olsher, Jimmy Choi & Dan Nathanson on our Real Estate Panel Follow me on ???? Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it...
episode 35: Effective Time Management and Accountability
What’s more valuable to you, time or money❓ We can make more money but we can’t make more time. What systems do you have in place to maximize your time management and accountability❓ ????On this week’s episode of Ask the Planman we are...