Bruce M. Weinstein

Ask The Planman

Business EN ↓ 90 episodes

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: info@asktheplanman.comText the word Planman to 321-421-5213 or call 1-844-PLANMANDon't forget to check us out at www.askthepla...

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Author

Bruce M. Weinstein

Category

Business

Podcast website

sites.libsyn.com

Latest episode

May 26, 2025

Where to listen?

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Episodes

Everyone Needs a Coach in life - Person of Interest - Prey Drive/Flip the Switch 01.08.2022

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!  info@coachburt.com www.coachburt.com Follow Bruce! info@askt...

How to Flip Houses ft. Nick and Jeff Esposito 25.07.2022

jesposito18@gmail.com

How much is your life worth? feat. Robin Czarnek 18.07.2022

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!  robinc@hermannsonslife.org Follow Bruce! info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213 www.asktheplanman.com

Franchising and Entrepreneurship w/Omar Medrano 11.07.2022

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! info@asktheplanman.com Call us at...

How health & wellness can impact your insurance rates w/Arman Eckelbarger 05.07.2022

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

What Wall Street Doesn't Want You to Know Pt 2 ft. John Browning 27.06.2022

Is your portfolio "Punched in the Face Proof? In part 2 of "what wall street doesnt want you to know", we continue our conversation with investment advisor John browning.....do you know your investment's true Risk? How hard does your money need to work? What discipline do you follow when investing? What's rebalance mean? Getting in is easy, getting out is hard. Don't let taxes or commissions get i...

What Wall Street Doesn't Want You to Know 20.06.2022

Concerned about the stock market's recent declines? How about the spike in interest rates? Unsure what to do? We are discuss "Wall street" terms such as "Don't catch a falling knife", "Dead cat bounce" and What wall street doesn't want you to know - come join us in this 2 part series with investment advisor, John Browning.  Find John Browning at www.guardianrockhealth.com www.asktheplanman.com inf...

Uncovering the mystery on your credit scoring with Craig Port 13.06.2022

Ever wonder how your credit score gets determined? In this episode of Ask the Planman, Credit Specialist, Craig Port shares with you the do's and don'ts when it comes to your credit scores. There are little tricks we can all learn to raise our score and pay down our debt quickly. Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-52...

Talking Family Law with Tammy Saltzman Esq. 06.06.2022

Florida family Lawyer Tammy Saltzman ESQ joins Bruce M. Weinstein to teach you why a good lawyer can make all the difference in the world of family law. Her focus is on the families seeking an amicable resolution and always looks to avoid costly court battles As Tammy shares, she always encourages you to work things out with your spiritual advisor or therapist before ending your relationship. Shou...

Getting Rich with Rich Montenegro 30.05.2022

Stocks, annuities and risk/returns can all be confusing when it comes to our wealth. But it's important to understand so you can make the most with what you have. Rich Montenegro joins Bruce to simplify these risk vs returns by telling you how to protect your principal.  Follow Ask the Planman! www.asktheplanman.com info@asktheplanman.com Call us at 844-Planman Text PLANMAN to (321)421-5213

Ask the Planman - feat. David Abrams 23.05.2022

Are you turning 65 or know someone turning 65? If you think health insurance is confusing now, wait until you try to enroll in Medicare! With over almost 9 years of experience working with Medicare and senior health benefits. David Abrams, from Insurance Benefits for Seniors is here discussing the numerous options available to recipients of Medicare.   Follow Ask the Planman! www.asktheplanman.com...

ASK THE Planman - feat. John Browning 16.05.2022

An Amazon best-selling author, Certified Senior Advisor (CSA®) and former Wall Street executive, John Browning joins me this week. You'll hear more about his book, Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Value. We dive into this week's #sowhat on why you need to start thinking about your future finances. You can also hear more from John on the Buildin...

ASK THE Planman - feat. Mario Bai 02.05.2022

Are you and your family financially ready in case something tragic happens? Wills, trust and estate planning can seem tedious and unnecessary but, it's an important part of life. This week, Attorney Mario Bai tells you why these are so important. He explains the So What with real-life situations that he's helped his clients through, all because they too weren't prepared.  Follow Ask the Planman! w...

ASK THE Planman - feat. Joe Krivelow 18.04.2022

In today's episode of 'Ask the Planman, we are joined by Mr. Joe Krivelow, founder of Compass Health Consultants and a leading expert in the field of health insurance. Joe Krivelow has been a licensed insurance professional for 28 years. 19 years ago Joe decided to focus on Insurance in the healthcare arena, as it became increasingly apparent that the public confusion in the Health insurance space...

ASK THE Planman - Show Trailer 29.03.2022

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 H...

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