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Ask The Planman

By: Bruce M. Weinstein
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  • Summary

  • 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.
    2022
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Episodes
  • EP 63: Annuities & Life Insurance - Which One Do You Need?

    EP 63: Annuities & Life Insurance - Which One Do You Need?
    Apr 29 2024

    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 to go about using an annuity? Should I convert my term life insurance policy to a whole life one?

    We all want to make the best decision for our personal needs. Which, of course, comes with all these pressing questions. It’s important to know exactly where you currently are in your financial journey as well as your end goals for your investments.

    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
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    29 mins
  • EP62: What Makes Up A Financial Plan

    EP62: What Makes Up A Financial Plan
    Apr 15 2024

    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 of your financial retirement plan, and you can make the decision on when you want to retire. Let’s take a moment to snapshot where we are today to see where we will be in the future.

    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
    Show more Show less
    31 mins
  • EP61: Tax and Exit Planning w/Peter Culver

    EP61: Tax and Exit Planning w/Peter Culver
    Apr 1 2024

    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 focuses and specializes on entrepreneurs and how people can be thoughtful in passing their wealth along. Entrepreneurs usually have a lot of moving parts in their business, and having someone who can help you is key. Someone out there always knows something you don’t care to learn about yourself, keeping that in mind will be helpful in your tax planning.

    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
    planman.tv
    Show more Show less
    38 mins
Economics Personal Finance
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