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
Are you truly ready for retirement, or is it just a distant dream? Unpack the ins and out of retirement planning with Ask The Planman host, Bruce Weinstein. Pulling from his years of experience in assisting clients prepare for their golden years, Bruce is breaking down the importance of identifying retirement goals, preparing a budget, and making informed decisions on pensions and health insurance. In this episode, we'll be sharing...
Get ready to unlock a whole new dimension of financial planning with our special guest, Mel Lieber, a seasoned premium finance specialist. In this episode, we'll be diving into the world of premium financing in life insurance, where you'll walk away understanding how to leverage a unique strategy for your estate taxes and retirement planning needs. We'll dissect various premium financing strategies, their working principles, and ho...
Tune in as Lisa Drennon, a wealth activator with over three decades of experience in the finance and insurance industry, shares her unconventional yet highly effective Money Multiplier System.
After retiring early, Lisa is on a mission to help a million women become millionaires. She enlightens us on how to make finances fun by integrating the concept of saving, giving, and spending wisely into our lives. From discussing how to man...
Wondering what it takes to grow a successful personal brand?
In Episode 50 of “Ask The Planman”, I’m joined by guest and serial entrepreneur, Brad Lea, to chat about the secrets to growing and scaling your brand. From channeling your brand’s character to understanding what transition glasses have to do with habits, we’ll dive into all things mindset, skill sets, and habits in this episode.
Join Bruce M. Weinstein as he hosts a captivating conversation with guest Brian Bogart in this episode of Ask the Planman. Together, they explore the significance of unpacking childhood experiences and their long term effects on adulthood. Brian, an expert in risk management and employee benefits consulting, shares his insights on guiding individuals through personal and financial challenges. Surprisingly interconnecte...
In this episode of Ask The Planman, host Bruce Weinstein is joined by Rob Stein, one of North America's leading real estate educators and a mindset coach. Together, they delve into Rob's framework called "Impossible to Fail", designed to help individuals develop fresh perspectives and attain their aspirations. The conversation also touches upon Rob's online training course, Earth to Orbit. Tune in to gain insights on p...
Ladies and gentlemen, prepare yourselves for an extraordinary episode of Ask the Planman! Today's remarkable guest is none other than Steve Ramona, host extraordinaire behind "Doing Business with a Servants' Heart." Graciously sharing his invaluable insights, Steve reveals the secret behind his shining success while emphasizing the indispensability of establishing genuine connections and extending support to others. Brace yourselve...
In this insightful episode of Ask the Planman, host Bruce Weinstein is joined by Jim Morris – a respected realtor with expertise in public speaking and owner of an innovative event company based in Nashville. In their engaging discussion, Jim highlights the importance of balancing future plans with living in the present moment. He underlines the significance of maintaining a resilient mindset and setting realistic goals that we can...
In PART TWO of this eye-opening episode with the "Weed Killer," we uncover the hidden strength found in vulnerability. Our guest, Margret DeBruyn, is an expert coach and shares invaluable strategies to help business owners and entrepreneurs level up their skills and mindset. Join us as we explore the concept of emotional bank accounts and learn how internal vulnerability can ignite personal growth and success
Listen our previous ep...
What do you know about the affordable care act? Are you confused by terminology like co-insurance, maximum out of pocket? Do you know how your deductibles and co-pays work? How do you know if you can qualify for federal subsidies? What's a MEC?
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Instagram: @asktheplanman
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✅“When you need some advice, always get it right, Come Ask the Planman!”✅
Contact Bruce!
info@asktheplanman.com
Call...
How does Planning guide you on your health and weightloss journey? What's the difference between a Coach vs a Cheerleader? Why do we need both? Do you stop and challenge the decision you are about to make? David discusses "Stop, Challenge and Choose". Why is it important to be kind to yourself?
Follow me on 👇
Instagram: @asktheplanman
Facebook: Ask the Planman
✅“When you need some advice, always get it right, Come Ask the Pla...
In this episode, Bruce discussed with Jeremy Stevenson, how to architect a successf...
How can you IMPACT your sales❓ How can connecting to your client or prospect's emotion influence their decision making? How does Pain and Pleasure ...
🎤On this week’s episode of Ask the Planman we are talking with Jeremy Olsher, Jimmy Choi & Dan Nathanson on our Real Estate Panel
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
www.asktheplanman.com
planman.tv
Contact our Real Estate Panel...
What’s more valuable to you, time or money❓
We can make more money but we can’t make more time. What systems do you have in place to maximize your time management and accountability❓
🎤On this week’s episode of Ask the Planman we are talking with Best selling author and time management coach, Machen MacDonald
🎤 Machen shares with us his breakdown on:
✅POD: Prioritze-Organize-Diarize
✅IMAGE: Intention-Miracle-Affirmation-Gratitude-...
Follow me on 👇
Instagram: @asktheplanman
Facebook: Ask the Planman
Contact Bruce!
info@asktheplanman.com
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213
www.asktheplanman.com
planman.tv
#financialplanning #insurance #weinsteinwealth
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