Ask The Planman

A cautionary tale from the dot-com bubble and financial crisis and a deep dive into the dangers of over concentration. With insights drawn from decades of experience, including my own personal story of a 98% loss in an asset that seemed steady, this episode is packed with lessons on making informed financial decisions and safeguarding your assets.

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✅"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

In this episode, we're covering the principles of long-term investment, the benefits of compounding interest and strategic planning, the importance of starting early, and maintaining a diversified portfolio to achieve substantial financial growth and security.

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

Ever wondered what steps to take if you're denied life, disability, or long-term care insurance? We're chatting self-insurance strategies, how to maintain financial stability (especially in areas prone to natural disasters), and what steps to take if you're denied life, disability, or long-term care insurance.

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

Do you think a high personal credit score automatically means good business credit? Think again. This week, we're joined by Brian Trask from JGault Financial Suite to uncover the tools and strategies that small business owners can use to bolster their business credit.

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

In 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

In this episode, we sit down and chat with Pamela Higer-Polani, Estate Planning Attorney to discuss the importance of having an estate plan and how to determine when and if you need one.

You don't want to wait until a time of uncertainty to find out your low cost option estate plan was done incorrectly or worse, not have an estate plan at all.

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

In this episode, Bruce is joined by author of Chicken Soup for the Soul, Mark Victor Hansen, to discuss leaving a legacy through sharing one's story.

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

With the marketplace offering tons of life insurance options, choosing the right policy can often be overwhelming and confusing. In today's episode, we're diving into the options available to you and breaking down the benefits of each, from short-term options to long-term, income generating solutions for your retirement.

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

In this episode, we chat with Doug Wood, Heath and Fitness coach, about how personal health can promote positive changes within all areas of your life especially within your finances.

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

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! [email protected] Call us at 1-844-Planman Text PLANMAN to (321) 421-5213