Ask The Planman

What happens when you have one of those "Ut oh" moments? Do you understand what AFLAC covers or provides? Yes, we've all been seeing the Duck on TV for years, but do you know what they provide? We speak with VP Tony Moonen and breakdown what AFLAC can do for you!

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

Contact Anthony:

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In part 2 of our conversation with Joe Kampert, we breakdown the aspects surrounding Commercial Insurance and what you need to know to best protect your business.

Contact Joe - Direct: (512) 795-4023 Main: (512) 994-0894 redwoodagencygroup.com

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

Wondering why your insurance rates are going up so much? Come listen to Part 1 of our conversation with Joe Kampert, VP of Sales with the Redwood Agency Group. We will be discussing the current state of auto and homeowners insurance and the challenging insurance market.

Contact Joe - Direct: (512) 795-4023 Main: (512) 994-0894 redwoodagencygroup.com

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

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!

[email protected] (908) 240-3300

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 LinkedIn: https://www.linkedin.com/in/john-wetmore-ffl-agent-force-50709097/ TikTok: https://www.tiktok.com/@_johnwetmore

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

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

[email protected]

Contact Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com

"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 Giants pronounced "Tech" is a technology company that helps artists create, market and monetize digital assets. We turn ideas into digital products. Teic Giants creates NFT collections from a single image or theme and helps artists, influencers and organizations launch their projects in Web 3. We create smart contracts, build NFT compatible websites that allow for minting of those assets, acceptance of cryptocurrency and whitelist stakeholders. From a single image we can create up to 10,000 unique characters, attributes and fully deploy your collection on the largest trading platforms in the world." [email protected] 786-208-2071 Social Handles: LinkedIN: https://www.linkedin.com/in/ecoffie/ YouTube: https://www.youtube.com/c/DeFiMediaTV1 Twitter: ecoffie IG: ecoffie"

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 where annuities fit in your portfolio?

Contact Ryan!

[email protected]

231-878-7074

Contact Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com

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.