Ask The Planman

By Bruce M. Weinstein

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 br... more

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FAQs about Ask The Planman:

How many episodes does Ask The Planman have?

The podcast currently has 90 episodes available.

Ask The Planman episodes:

September 05, 2022 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!

[email protected]

Contact Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com
...more
45min
August 29, 2022 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!

[email protected]

https://blumandsavlov.com/about/

https://www.linkedin.com/in/jeffsavlov/

Contact Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com
...more
40min
August 22, 2022 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!

[email protected]

Contact Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com
...more
54min
August 15, 2022 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

[email protected]

Contact Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com
...more
49min
August 08, 2022 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

[email protected]

Contact Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213 www.asktheplanman.com
...more
42min
August 01, 2022 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!

[email protected]

www.coachburt.com

Follow Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com
...more
27min
July 25, 2022 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

[email protected]

[email protected]

Follow Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com
...more
42min
July 18, 2022 How much is your life worth? feat. Robin Czarnek
Are you aware of the MANY reasons why people need life insurance? Are you going to outlive your insurance or is your insurance going to outlive you? Do you know the difference between term and permanent insurance?

Contact Robin!

[email protected]

Follow Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com
...more
40min
July 11, 2022 Franchising and Entrepreneurship w/Omar Medrano
Are you considering entering the world of franchising? Taking a risk can be scary and rewarding at the same time. Serial entrepreneur and Amazon best-selling author Omar Medrano shares the do's & don'ts to becoming a successful Socialpreneur. First rule to success, don't put your emotions into business!

Follow Omar!

Www.omarmedrano.com

Follow Bruce!

Follow Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com
...more
37min
July 05, 2022 How health & wellness can impact your insurance rates w/Arman Eckelbarger
How does your health impact your insurance costs? We are speaking with health and wellness expert Arman Eckelbarger about how you can take better care of your health and wellness and positively influence the costs you pay for your insurances.

Follow Arman!

www.eliteexecmethod.com

Follow Bruce!

[email protected]

Call us at 844-Planman

Text PLANMAN to (321)421-5213

www.asktheplanman.com
...more
49min

FAQs about Ask The Planman:

How many episodes does Ask The Planman have?

The podcast currently has 90 episodes available.