Ask The Planman

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, a...

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!  info@asktheplanman.com  Call us at 1-844-Planman  Text PLANMAN to (321) 421-5213  www.asktheplanman.com  planman.tv #financialplanning #insurance #...

🎤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!  info@asktheplanman.com  Call us at 1-844-Planman  Text PLANMAN to (321) 421-5213  www.asktheplanman.com  plan...

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: I...

Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman Contact Bruce!  info@asktheplanman.com  Call us at 1-844-Planman  Text PLANMAN to (321) 421-5213  www.asktheplanman.com  planman.tv #financialplanning #insurance #weinsteinwealth

Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman Contact Bruce!  info@asktheplanman.com  Call us at 1-844-Planman  Text PLANMAN to (321) 421-5213  www.asktheplanman.com  planman.tv #financialplanning #insurance #weinsteinwealth

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!  Follow me on 👇  Instagram: @asktheplanman Facebook: Ask the Planman Contact Bruce - info@asktheplanman.com Call us at 1-844-Planman Te...

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 - info@asktheplanman.com 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 - info@asktheplanman.com Call us a...

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! ppass@frontierplanning.com (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.f...

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! info@asktheplanman.com 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 david@davidaperez.com Contact Bruce!...

"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 t...

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....

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.

pawlowski@vipaccountingsolutions.com, Contact Bruce! info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman.com

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 cr...

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 w...

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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 nbone@missourigeneral.com Contact Bruce! info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman...

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 JB@ApolloMediation.com Contact Bruce! info@asktheplanman.com Call us...