Sign up to save your podcasts
Or
Share Ask The Planman
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ask The Planman episodes
- Tax planning for the business owner ft. Chris Pawlowski
Proactive vs Reactive - What's the difference between your tax preparer and your tax filer? What are the top mistakes business owners make?
Contact Chris!
[email protected], www.vipaccountingsolutions.com
Contact Bruce! [email protected] Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman.com
32 min - The Brand Boss talks Branding vs Marketing ft. Rachel Jenks
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! [email protected] Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman.com
45 min - Special Needs Trusts & what makes them so special ft. Russell Fishkind
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.
Contact Russell!
Phone: (609) 452-5043
www.Hopetrust.com
Contact Bruce!
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
33 min - Insurance for those unplanned moments in life ft. Zach Mindham
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 breakdown the differences between company provided disability benefits and what self employed individuals need to do to protect their income, their business and their families.
Contact Zach!
Contact Bruce!
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
45 min - Family vs Family Business. How to keep it separated ft. - Jeff Savlov
Family businesses are tricky. What if the next generation isn't ready or willing or take over the business that YOU set up for them? Family business therapy is the best way to ensure a smotth transition from one generation to the next. Jeff Savlov was a part of his family busness. But when the dynamic between father/son strained, he switched careers to help others not fall in the same path of family destruction.
Contact Jeff!
https://blumandsavlov.com/about/
https://www.linkedin.com/in/jeffsavlov/
Contact Bruce!
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
40 min - To Lease or NOT to Lease, that is the question - ft. Mark Minoogian
How much do you HATE car shopping? You're in luck! This week I share some of the car business inner secrets. I have an auto industry insider and who tells us about the 'traps' consumers face when buying their cars.
Contact Mark!
Contact Bruce!
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
54 min - Understanding your Auto and Homeowner Coverage - ft. Natalie Bone
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
Contact Bruce!
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
49 min - Understanding Long Term Care - What IS and what ISN'T covered? ft. Joseph Bensmihen
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
Contact Bruce!
Call us at 844-Planman
Text PLANMAN to (321)421-5213 www.asktheplanman.com
42 min - Everyone Needs a Coach in life - Person of Interest - Prey Drive/Flip the Switch
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!
www.coachburt.com
Follow Bruce!
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
27 min - How to Flip Houses ft. Nick and Jeff Esposito
You've heard of the Property Brothers, well in this episode of Ask the Planman, we are speaking with the Esposito Brothers. Come learn some of the do's and don'ts when it comes to Flipping houses.
Contact Jeff & Nick
Follow Bruce!
Call us at 844-Planman
Text PLANMAN to (321)421-5213
www.asktheplanman.com
42 min
About Ask The Planman
From the publisher's feed
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: [email protected]
Text the word Planman to 321-421-5213 or call 1-844-PLANMAN
Don't forget to check us out at www.asktheplanman.com.