EP 68: Turning $1k into $20k to reach retirement with Ann Rappaport
Release Date: 07/08/2024
EP 82: Student Loan Forgiveness - Who Actually Qualifies & Who’s Stuck Paying?
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We're joined this episode by certified student loan expert Glenn Sanger-Hodgson to tackle the complex world of college financing and student loan repayment. We'll break down three critical topics every parent and borrower needs to know: 1) The Parent PLUS Loan Trap – Why these loans come with the highest interest rates (9%+), how they accumulate quickly, and why doing nothing locks parents into costly repayment plans. 2) The Double Consolidation Loophole – A little-known strategy that can lower monthly payments and unlock access to more affordable repayment and forgiveness options—but...
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EP 81: Protect Yourself from Financial Pitfalls with Paul Shalhoub
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In this episode, Bruce Weinstein chats with personal injury attorney Paul Shalhoub to break down the often confusing world of insurance. We're talking about how to protect yourself from financial surprises by understanding your insurance coverage better. Whether it's auto or homeowner's insurance, we're sharing real-life stories and tips to help you avoid costly mistakes and make smart choices. Paul explains why having uninsured motorist coverage is crucial and clears up the myths around "full coverage." The episode also dives into stacking insurance policies and why it's important to know...
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EP 80: End Of Year Money Tips with Tatianna Tsoir
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Unlock the secrets to smart tax savings with insights from Tatiana Tzior, an award-winning accountant and business turnaround advisor. With Tatiana's two decades of experience and expertise as a United States Tax Court Practitioner, you’ll learn how to maximize deductions, especially in a post-COVID world where working from home has become the norm. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!”✅ Contact Bruce! Call us at 1-844-Planman Text PLANMAN to (321) 421-5213
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EP 79: How To Protect Your Wealth in Retirement with Barry Siegel
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In this episode we're joined by Barry Siegel. We're covering the essentials of elder care and estate planning, focusing on strategies for asset protection, Medicaid qualification, and the importance of having proper legal documentation in place. Key topics include navigating Medicaid’s income and asset limits, leveraging trusts, and the critical role of proactive planning for long-term care and estate management. We're also covering tailored solutions, state-specific considerations, and the value of consulting experienced professionals to safeguard assets and ensure peace of mind. Follow me...
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EP 78: Interest Rates Are Down, But Should You Buy Now? (with Paul Lykins)
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Interest rates have dropped, causing both excitement about the market and uncertainty among potential homebuyers. But is now truly the right time to dive into the real estate market? Paul Lykins from True Floridian Realty shares his tips on navigating the current real estate climate in Delray Beach and Palm Beach County. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!”✅ Contact Bruce! Call us at 1-844-Planman Text PLANMAN to (321) 421-5213
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EP 77: The Car Buying Game
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From hidden fees and pressured down payments to the push for electric cars, I'm tackling the financial traps dealers set up so you know how to avoid them. I break down these tactics to help you avoid the pitfalls that leave so many car buyers with regrets. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!”✅ Contact Bruce! Call us at 1-844-Planman Text PLANMAN to (321) 421-5213
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EP 76: Sales, Investing, and Personal Growth with Adam Stalmach
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We're joined by Adam Stalmach in today's episode, who shares his personal journey from commision-only to base-plus-commission sales, self-investment, and appreciation for luxury and success. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!”✅ Contact Bruce! Call us at 1-844-Planman Text PLANMAN to (321) 421-5213
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EP 75: Can You Reduce Your Car Insurance Cost?
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There has been an noticeable uptick of folks unhappy about their insurance rates, especially car insurance. Let's talk about what this means, and if price shopping is really worth it? Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!”✅ Contact Bruce! Call us at 1-844-Planman Text PLANMAN to (321) 421-5213
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EP 74: Escape the Tax Trap: How To Keep More of Your Money
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In this episode we're joined by Dwight Dye, owner of DWD Tax Strategies. Chatting all about the complexities of the U.S. tax system, including current and proposed policies like Vice President Kamala Harris's capital gains rate proposal. We're covering state tax laws, migration trends to tax-friendly states, and strategies for maximizing investment returns. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!”✅ Contact Bruce! Call us at 1-844-Planman Text PLANMAN to (321) 421-5213
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EP 73: How Vulnerable Is Your Income Without Disability Coverage?
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What if you're in a car accident? Something happens to you? You're skiing, you broke your back? Stuff happens. People take chances every day out there. I implore you, if you're not protected, even if you work in corporate America, make sure you understand what they're offering you and you sign up for it. There's short-term disability and there's long-term disability. Let's talk about both. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!” ✅ Contact Bruce! Call us at 1-844-Planman Text...
info_outlineIn this episode, we're joined by Ann Rappaport, a recently retired professional who shares her experiences and wisdom gained from a long career, her transition into retirement, and the lessons she learned 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!
[email protected]
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213