Ask The Planman

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: 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.

Episodes

November 21, 2022 38 min

Do you know the difference between a fee only financial advisor and a fee based one? How important is your budget when it comes to you're having a success financial plan? We discuss this and more with Certified Financial Planner, Peter Passalaqua on this episode of Ask the PLANMAN.

Contact Peter!

ppass@frontierplanning.com (908) 240-3300

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Are you looking to scale you business with an exit strategy in mind? Come listen as we speak with John Wetmore and how he grew his business in less than 9 years with a multi million dollar buyout. John tells you why mentorship, dedication and sticking to a plan are the easy steps that most people don't follow for success.

Instagram: https://www.instagram.com/johnwetmore347/ Facebook: https://www.facebook.com/johnwetmore34 Linke...

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Are you unclear on when to start taking Social Security? Do you know there are potential clawbacks if you make over a certain amount of money? Contact Bruce! info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman.com

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Do you want to Build your OWN Economy? Do you want to be part of the 3% of income earners who pay NO FEDERAL INCOME TAX? Come listen to this week's episode of Ask the PLANMAN as we speak with David A. Perez, CEO of Tax Plan Experts. Mr. BYOE helps hyper-growth business owners achieve freedom using unique business & tax strategies.

Contact David!

(956) 200-3699

david@davidaperez.com

Contact Bruce!

info@asktheplanman....

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"Eric Coffie is the host of Govcon Giants, the #1 YouTube channel and podcast teaching government contracting to the world. More than 7,000 small businesses have participated in his on demand courses navigating the world of federal procurement. With the emergence of Crypto, Web 3 and NFT’s he launched a new venture, Teic Giants a technology company that provides solutions to consumers navigating this new digital world. Teic Gia...

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Today's annuities are NOT your father's annuities! How have the use of annuities changed over the last 40 years? We are speaking with "The Annuity Expert", Ryan Cicchelli, who has personally invested 10's of millions of his clients assets into annuities. Oh, did I mention Ryan is ONLY 32?! We are all discussing how to go from the accumulation stages of life to structuring for income distribution. Do you know whe...

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What are block chains? We've heard the term, we've seen the rate on the them rise, but what are you buying when you purchase one. Robert Cantrell joins me this week to explain more.

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pawlowski@vipaccountingsolutions.com, Contact Bruce! info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman.com

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Rachel Jenks is…The Brand Boss. With more than 23 years in Marketing and Communications, Rachel’s passion is empowering business owners to OWN your difference and rock your brand like a Boss. ”Trust comes before transactions. When you create an authentic experience, you build an unstoppable brand.”

For Rachel's 12 week OWN YOUR DIFFERENCE use: https://www.brandbossstudio.com/affiliate_users/sign_up

Contact Bruce! info@as...

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26 percent (one in 4) of adults in the United States have some type of disability - who takes care of them as children and then into adulthood. How can you coordinate the care and finances of a special needs person, young or old? We are speaking with Russell Fishkind, Estate Planning Attorney and founder of Hope Trust (hopetrust.com) as he shares a problem he faced with his own child and how he created a solution for everyone.

Cont...

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What's your most important asset? Is it the ability to earn an income? What happens to you and your family when you lose that ability? Did you know that you have a 15% chance of being disabled before the age of 65? Are you protecting your family and business? ​One of the most important, yet neglected areas of insurance is Disability coverage and protecting your ability to earn an income. On this week's episode, we breakdo...

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https://blumandsavlov.com/about/

Contact Bruce!

Call us at 844-Planman

www.asktheplanman.com

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We all know how important insurance is. But, understanding our policies can be tricky. Sometimes we even find out too late that we're not covered for something we thought. This week we talk about auto & home insurance and what little details matter.

Contact Natalie

nbone@missourigeneral.com

Contact Bruce!

info@asktheplanman.com

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com

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Most retirees greatest fear is running out of money. Why? Escalating health costs. How can you manage that risk? Long Term Care Insurance. On today's episode, we will discuss what Medicare will and won't pay, the misnomers about Medicaid and share with you things you can do to properly plan.

Contact JB!

Cell/Text: (561) 289-9495

JB@ApolloMediation.com

Contact Bruce!

info@asktheplanman.com

Call us at 844-Planma...

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Everyone deserves a Coach in life. Do you know how to become a person of interest? How can you activate your Prey Drive and increase your productivity? Whether or not you are a business owner, everyone in life deserves a Coach! On this episode, we are talking with one of the top Global Business Coaches, Micheal Burt.

Contact Coach Burt! 

info@coachburt.com

www.coachburt.com

Follow Bruce!

info@asktheplanman.com

Call us at 8...

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Are you aware of the MANY reasons why people need life insurance? Are you going to outlive your insurance or is your insurance going to outlive you? Do you know the difference between term and permanent insurance? 

Contact Robin! 

robinc@hermannsonslife.org

Follow Bruce!

info@asktheplanman.com

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com

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Are you considering entering the world of franchising? Taking a risk can be scary and rewarding at the same time. Serial entrepreneur and Amazon best-selling author Omar Medrano shares the do's & don'ts to becoming a successful Socialpreneur. First rule to success, don't put your emotions into business!

Follow Omar! 

Www.omarmedrano.com

Follow Bruce!

Follow Bruce!

info@asktheplanman.com

Call us at 844-Planman

Te...

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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 Arman!

www.eliteexecmethod.com

Follow Bruce!

info@asktheplanman.com

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com

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