Ask The Planman

Ask The Planman

By Bruce M. WeinsteinBusinessInvesting
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Ask The Planman episodes

  • EP42: Do you really understand RISK?
    Do you understand RISK? Portfolio risk, inflation risk, interest rate risk? There are numerous areas of risk that impact us every day. What are you proactively doing to reduce and eliminate these risks? On this episode, we talk about asset allocation, the importance of rebalancing, the importance of positive cash flow, budgeting and more. 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 www.asktheplanman.com planman.tv Contact Andrew! [email protected] www.omniafinancial.com #financialplanning #insurance #weinsteinwealth
    1 hr 5 min
  • EP41: Part 2 - What is Short Term Medical?
    In this episode, Bruce discussed with Bill Pauley What is Short Term Medical insurance. Watch our previous episode: "EP 40: Part 1 - What is ACA?" 👉 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 www.asktheplanman.com planman.tv Contact Bill! [email protected] (314) 580-6330 #financialplanning #insurance #weinsteinwealth
    53 min
  • EP 40: Part 1 - What is ACA (the marketplace/Obamacare)?

    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?

    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 www.asktheplanman.com planman.tv

    Contact Bill! [email protected] (314) 580-6330

    #financialplanning #insurance #weinsteinwealth

    48 min
  • Old Dog, New Tricks

    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 Planman!"✅

    Contact Bruce! [email protected] Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv

    Contact David! davidspecht.com spechthealth.com [email protected]

    #financialplanning #insurance #weinsteinwealth

    54 min
  • Architecting a Successful Exit

    In this episode, Bruce discussed with Jeremy Stevenson, how to architect a successful exit.

    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 www.asktheplanman.com planman.tv

    #financialplanning #insurance #weinsteinwealth

    51 min
  • Impacting your sales

    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 play a roll❓

    You can reach Joe at [email protected] or text "SALES" to 409-509-7355

    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 www.asktheplanman.com planman.tv

    #financialplanning #insurance #weinsteinwealth

    46 min
  • 2023 Real Estate Panel

    🎤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! [email protected] Call us at 1-844-Planman Text PLANMAN to (321) 421-5213 www.asktheplanman.com planman.tv

    Contact our Real Estate Panel! 👇 Jeremy Olsher | Mizner Residental Group [email protected] 561-400-3737

    Dan Nathanson | The Nathanson Mortgage Team [email protected] 561-948-1591

    Jimmy Choi | Choi and Company [email protected] 951-283-7811

    #financialplanning #insurance #weinsteinwealth

    1 hr 7 min
  • Effective Time Management and Accountability

    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-Expansion ✅SYSTEM: Save YourSelf Time Energy Money💥

    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 www.asktheplanman.com planman.tv

    #financialplanning #insurance #weinsteinwealth

    48 min

About Ask The Planman

From the publisher's feed

Welcome to ASK THE PLANMAN, hosted by Bruce Weinstein.