Ask The Planman

In this episode of Ask the Planman, Bruce Weinstein sits down with Jennifer Rosen of Mind Your Nest, a concierge bill management and daily money support service. We're covering how even the most financially stable people can fall behind, especially after divorce, illness, or the loss of a partner. Jennifer unpacks what families miss when they assume everything is "handled" and why proactive planni...

Think long-term care is only for later in life? Think again. In this episode of Ask the Planman, Bruce sits down with Kim Sixkiller to talk about why long-term care planning should start much earlier than most people think. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅ "When you need some advice, always get it right, Come Ask the Planman!" ✅ Contact Bruce! info@asktheplan...

Jimmy Choi joins us on Ask the Plan Man to explain how homeowners in disaster-prone areas can still find insurance. With big companies pulling out of states like California and Florida, Jimmy shares how smaller insurers are filling the gap. We talk about why bundling your policies matters, how much it really costs to rebuild, and what happens if you're underinsured. We also cover why having a back...

Learn how to protect your business from potential disruptions like fires or the sudden loss of key personnel. I'll walk you through the key roles that key person insurance and buy-sell agreements play in this process, offering you actionable steps to fortify your business foundation against any eventuality. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅ "When you need some...

That's why we brought in tax expert Pishoy Fahmi, founder of PNF Accounting & Advisors, to break it all down. In this episode, we explore: How can you sell investment property and reinvest the profits—without paying capital gains tax? Can you swap life insurance or annuities tax-free? (Hint: Yes, but do it wrong, and the IRS will notice.) What deadlines, rules, and loopholes do you need to know be...

In this episode, we break down the real differences between HMOs and PPOs, why insurance costs are out of control, and—most importantly—how people are saving thousands every year. In this episode, we explore: 👉🏻 Are PPOs really worth the insane price difference? 👉🏻 How one family saved $19,200 a year just by switching plans. 👉🏻 What health insurance companies don't want you to know about HMO...

In 49 of the 50 states there's a cost efficient option for affordable health insurance you might not be aware of. In fact, we recently saved a client over $1500/mo on their health insurance. In this episode, we're talking all about it and how you can get started. Are you paying over $1000 a month on your health insurance? Then we need to talk. Send me a DM on IG or FB @asktheplanman.  Follow me on...

We're joined this episode by certified student loan expert Glenn Sanger-Hodgson to tackle the complex world of college financing and student loan repayment. We'll break down three critical topics every parent and borrower needs to know: 1) The Parent PLUS Loan Trap – Why these loans come with the highest interest rates (9%+), how they accumulate quickly, and why doing nothing locks parents into co...

In this episode, Bruce Weinstein chats with personal injury attorney Paul Shalhoub to break down the often confusing world of insurance. We're talking about how to protect yourself from financial surprises by understanding your insurance coverage better. Whether it's auto or homeowner's insurance, we're sharing real-life stories and tips to help you avoid costly mistakes and make smart choices. Pa...

Unlock the secrets to smart tax savings with insights from Tatiana Tzior, an award-winning accountant and business turnaround advisor. With Tatiana's two decades of experience and expertise as a United States Tax Court Practitioner, you'll learn how to maximize deductions, especially in a post-COVID world where working from home has become the norm. Follow me on 👇 Instagram: @asktheplanman Facebo...

In this episode we're joined by Barry Siegel. We're covering the essentials of elder care and estate planning, focusing on strategies for asset protection, Medicaid qualification, and the importance of having proper legal documentation in place. Key topics include navigating Medicaid's income and asset limits, leveraging trusts, and the critical role of proactive planning for long-term care and es...

Interest rates have dropped, causing both excitement about the market and uncertainty among potential homebuyers. But is now truly the right time to dive into the real estate market? Paul Lykins from True Floridian Realty shares his tips on navigating the current real estate climate in Delray Beach and Palm Beach County. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅"When y...

From hidden fees and pressured down payments to the push for electric cars, I'm tackling the financial traps dealers set up so you know how to avoid them. I break down these tactics to help you avoid the pitfalls that leave so many car buyers with regrets. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅"When you need some advice, always get it right, Come Ask the Planman!"✅...

We're joined by Adam Stalmach in today's episode, who shares his personal journey from commision-only to base-plus-commission sales, self-investment, and appreciation for luxury and success.   Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅"When you need some advice, always get it right, Come Ask the Planman!"✅ Contact Bruce! info@asktheplanman.com Call us at 1-844-Planman...

There has been an noticeable uptick of folks unhappy about their insurance rates, especially car insurance. Let's talk about what this means, and if price shopping is really worth it?   Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅"When you need some advice, always get it right, Come Ask the Planman!"✅ Contact Bruce! info@asktheplanman.com Call us at 1-844-Planman Text PL...

In this episode we're joined by Dwight Dye, owner of DWD Tax Strategies. Chatting all about the complexities of the U.S. tax system, including current and proposed policies like Vice President Kamala Harris's capital gains rate proposal. We're covering state tax laws, migration trends to tax-friendly states, and strategies for maximizing investment returns. Follow me on 👇 Instagram: @asktheplanma...

What if you're in a car accident? Something happens to you? You're skiing, you broke your back? Stuff happens. People take chances every day out there. I implore you, if you're not protected, even if you work in corporate America, make sure you understand what they're offering you and you sign up for it. There's short-term disability and there's long-term disability. Let's talk about both. Follow...

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. Follow me on 👇 Instagram:@asktheplanman Facebook:...

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...

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 so...

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...

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! info@asktheplanman.com...

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: As...

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! info@asktheplanman.com 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...