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
episode 1: ASK THE Planman - feat. Joe Krivelow
In today's episode of 'Ask the Planman, we are joined by Mr. Joe Krivelow, founder of Compass Health Consultants and a leading expert in the field of health insurance. Joe Krivelow has been a licensed insurance professional for 28 years. 19 years ago...
episode 3: ASK THE Planman - feat. John Browning
An Amazon best-selling author, Certified Senior Advisor (CSA®) and former Wall Street executive, John Browning joins me this week. You'll hear more about his book, Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal...
episode 3: Talking commercial insurance coverage
In part 2 of our conversation with Joe Kampert, we breakdown the aspects surrounding Commercial Insurance and what you need to know to best protect your business. Contact Joe - Direct: (512) 795-4023 Main: (512) 994-0894 redwoodagencygroup.com Contact...
episode 4: Ask the Planman - feat. David Abrams
Are you turning 65 or know someone turning 65? If you think health insurance is confusing now, wait until you try to enroll in Medicare! With over almost 9 years of experience working with Medicare and senior health benefits. David Abrams, from...
episode 5: Getting Rich with Rich Montenegro
Stocks, annuities and risk/returns can all be confusing when it comes to our wealth. But it's important to understand so you can make the most with what you have. Rich Montenegro joins Bruce to simplify these risk vs returns by telling you how to...
episode 6: Talking Family Law with Tammy Saltzman Esq.
Florida family Lawyer Tammy Saltzman ESQ joins Bruce M. Weinstein to teach you why a good lawyer can make all the difference in the world of family law. Her focus is on the families seeking an amicable resolution and always looks to avoid costly court...
episode 7: Uncovering the mystery on your credit scoring with Craig Port
Ever wonder how your credit score gets determined? In this episode of Ask the Planman, Credit Specialist, Craig Port shares with you the do's and don'ts when it comes to your credit scores. There are little tricks we can all learn to raise our score...
episode 8: What Wall Street Doesn't Want You to Know
Concerned about the stock market's recent declines? How about the spike in interest rates? Unsure what to do? We are discuss "Wall street" terms such as "Don't catch a falling knife", "Dead cat bounce" and What wall street doesn't want you to know -...
episode 9: What Wall Street Doesn't Want You to Know Pt 2 ft. John Browning
Is your portfolio "Punched in the Face Proof? In part 2 of "what wall street doesnt want you to know", we continue our conversation with investment advisor John browning.....do you know your investment's true Risk? How hard does your money need to...
episode 10: How health & wellness can impact your insurance rates w/Arman Eckelbarger
How does your health impact your insurance costs? We are speaking with health and wellness expert Arman Eckelbarger about how you can take better care of your health and wellness and positively influence the costs you pay for your insurances. Follow...