Ask The Planman

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: [email protected] Text the word Planman to 321-421-5213 or call 1-844-PLANMAN Don't forget to check us out at www.asktheplanman.com.

EP 82: Student Loan Forgiveness - Who Actually Qualifies & Who’s Stuck Paying? 02/03/2025

EP 81: Protect Yourself from Financial Pitfalls with Paul Shalhoub 01/06/2025

EP 80: End Of Year Money Tips with Tatianna Tsoir 12/23/2024

EP 79: How To Protect Your Wealth in Retirement with Barry Siegel 12/09/2024

EP 78: Interest Rates Are Down, But Should You Buy Now? (with Paul Lykins) 11/25/2024

EP 77: The Car Buying Game 11/11/2024

EP 76: Sales, Investing, and Personal Growth with Adam Stalmach 10/28/2024

EP 75: Can You Reduce Your Car Insurance Cost? 10/14/2024

EP 74: Escape the Tax Trap: How To Keep More of Your Money 09/30/2024

EP 73: How Vulnerable Is Your Income Without Disability Coverage? 09/16/2024

EP 72: Turning $500k Into $10k - A Cautionary Tale 09/02/2024

EP 71: Don't Make These Investing Mistakes 08/19/2024

EP 70: How to Deal With Being Denied Insurance 08/05/2024

EP 69: How can businesses improve or access better credit with Brian Trask 07/22/2024

EP 68: Turning $1k into $20k to reach retirement with Ann Rappaport 07/08/2024

EP 67: Do You Need An Estate Plan, With Pamela Higer-Polani 06/24/2024

EP 66: Spinning some yarn, with Mark Victor Hanson, Chicken Soup for the Soul 06/10/2024

EP 64: Types of Life Insurance Available To You 05/13/2024

EP 65: Personal Health & Financial Freedom with Doug Wood 05/01/2024

EP 63: Annuities & Life Insurance - Which One Do You Need? 04/29/2024

EP 62: What Makes Up A Financial Plan 04/15/2024

EP 61: Tax and Exit Planning w/Peter Culver 04/01/2024

EP 60: Why enroll in HSA or FSA? 03/11/2024

EP 59: How Can I Tell If I'm Ready For Retirement? Decoding The X-Factor 02/26/2024

EP 58: Understanding Annuities Part 2 02/12/2024

EP 57: Understanding Annuities Part 1 01/29/2024

EP 56: Redefining Financial Strategies for DINKS and SINKS 01/15/2024

EP 55: Financial Planning for a New Year 01/03/2024

EP 54: Planning Beyond Life Expectancy 12/19/2023

EP 53: Preparing to Retire 12/04/2023