Best Bruce M Weinstein Podcasts (2024)

1
EP 68: Turning $1k into $20k to reach retirement with Ann Rappaport 1:00:54

10h ago1:00:54

1:00:54

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 P…

1
EP 67: Do You Need An Estate Plan, With Pamela Higer-Polani 42:42

14d ago42:42

42:42

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. Foll…

1
EP 66: Spinning some yarn, with Mark Victor Hanson, Chicken Soup for the Soul 49:32

27d ago49:32

49:32

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-Planm…

1
EP 64: Types of Life Insurance Available To You 26:20

2M ago26:20

26:20

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:@a…

1
EP 65: Personal Health & Financial Freedom with Doug Wood 1:21:50

2M ago1:21:50

1:21:50

In this episode, we chat with Doug Wood, Heath and Fitness coach, about how personal health can promote positive changes within all areas of your life especially within your finances. 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@askth…

1
EP 63: Annuities & Life Insurance - Which One Do You Need? 29:14

2M ago29:14

29:14

From annuities to converting term life to whole life insurance, we have the answers to all of your burning questions. There are many questions you may be having regarding your financial journey. Is an annuity right for me? Is there a wrong way to go about using an annuity? Should I convert my term life insurance policy to a whole life one? We all w…

1
EP 62: What Makes Up A Financial Plan 31:17

3M ago31:17

31:17

Creating a financial plan for your retirement is crucial for success. In our latest podcast episode, we break down the three core concepts you can control and how to prioritize to reach your ultimate retirement goals. You are in the driver seat of your financial retirement plan, and you can make the decision on when you want to retire. Let’s take a…

1
EP 61: Tax and Exit Planning w/Peter Culver 37:50

3M ago37:50

37:50

Entrepreneurs are the heroes of our economy. If you are one of those heroes, our latest podcast episode is something you’ll want to check out. We’re excited to have Peter Culver here today, the founder of Freedom Family Office. His business focuses and specializes on entrepreneurs and how people can be thoughtful in passing their wealth along. Entr…

1
EP 60: Why enroll in HSA or FSA? 23:20

4M ago23:20

23:20

When it comes to health savings, it can feel like there's too many options to choose from. In this episode we're examining the differences between FSAs and HSAs and the investment opportunities these accounts can provide, including potential tax savings. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice,…

1
EP 59: How Can I Tell If I'm Ready For Retirement? Decoding The X-Factor 29:13

4M ago29:13

29:13

In this episode, we're peeling back the layers on the pivotal "X-Factor" that shapes the outcome of your golden years. With a focus on budgeting, retirement timelines, and investment returns—we discuss the art of balance and adjustment in your financial strategy. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need som…

1
EP 58: Understanding Annuities Part 2 35:06

5M ago35:06

35:06

Got a question on Annuities? We're back with Part 2 of our conversation, be sure to pop over to our channel for Part 1. This episode isn't just about stashing cash; it's about building a legacy and leveraging. We're tackling topics such as understanding life insurance, which annuity is right for you, the different types of annuities available, and …

1
EP57: Understanding Annuities Part 1 22:15

5M ago22:15

22:15

Could securing a stable income for life be as simple as understanding annuities? If the thought of tax deferral and safeguarding your principal has ever crossed your mind, this is the conversation for you. We're not holding back as we address the biggest concerns you might have, from the fear of losing control of your funds to the possibility of no…

1
EP56: Redefining Financial Strategies for DINKS and SINKS 27:19

6M ago27:19

27:19

Whether you're a DINK, SINK, or simply interested in alternative approaches to retirement and asset management, this episode provides insights into making the most of your financial situation with an eye towards a comfortable and engaging retirement. Join us as we address retirement planning with a focus on the pet care responsibilities and ensurin…

1
EP55: Financial Planning for a New Year 31:34

6M ago31:34

31:34

As the clock ticks away, your investment strategy should be as dynamic as the years you've lived. With a new year here, let's chat about the best ways to maximize your investments and plan for your financial future. Age is more than just a number when it comes to your assets; we dissect the traditional wisdom of equity-to-bond transitions as you jo…

1
EP54: Planning Beyond Life Expectancy 25:12

7M ago25:12

25:12

In this episode, we tackle the greatest fear most retirees have - running out of money. We explore the importance of a solid financial plan to alleviate this and provide solutions for when expenses exceed income in retirement. Follow me on Instagram: @asktheplanman Facebook: Ask the Planman “When you need some advice, always get it right, Come Ask …

1
EP53: Preparing to Retire 25:11

7M ago25:11

25:11

Are you truly ready for retirement, or is it just a distant dream? Unpack the ins and out of retirement planning with Ask The Planman host, Bruce Weinstein. Pulling from his years of experience in assisting clients prepare for their golden years, Bruce is breaking down the importance of identifying retirement goals, preparing a budget, and making i…

1
EP52: What is Premium Financing? 42:54

8M ago42:54

42:54

Get ready to unlock a whole new dimension of financial planning with our special guest, Mel Lieber, a seasoned premium finance specialist. In this episode, we'll be diving into the world of premium financing in life insurance, where you'll walk away understanding how to leverage a unique strategy for your estate taxes and retirement planning needs.…

1
EP51. The Money Dating Game with Lisa Drennon 44:08

8M ago44:08

44:08

Tune in as Lisa Drennon, a wealth activator with over three decades of experience in the finance and insurance industry, shares her unconventional yet highly effective Money Multiplier System. After retiring early, Lisa is on a mission to help a million women become millionaires. She enlightens us on how to make finances fun by integrating the conc…

1
EP50: Mindset, Skill sets and Habits w/ Brad Lea 45:37

9M ago45:37

45:37

Wondering what it takes to grow a successful personal brand? In Episode 50 of “Ask The Planman”, I’m joined by guest and serial entrepreneur, Brad Lea, to chat about the secrets to growing and scaling your brand. From channeling your brand’s character to understanding what transition glasses have to do with habits, we’ll dive into all things mindse…

1
EP49: Unlocking Your Power and Potential: Our Trash From Our Past 1:07:22

11M ago1:07:22

1:07:22

Join Bruce M. Weinstein as he hosts a captivating conversation with guest Brian Bogart in this episode of Ask the Planman. Together, they explore the significance of unpacking childhood experiences and their long term effects on adulthood. Brian, an expert in risk management and employee benefits consulting, shares his insights on guiding individua…

1
EP48: Impossible to Fail; A Framework for Success 49:33

11M ago49:33

49:33

In this episode of Ask The Planman, host Bruce Weinstein is joined by Rob Stein, one of North America's leading real estate educators and a mindset coach. Together, they delve into Rob's framework called "Impossible to Fail", designed to help individuals develop fresh perspectives and attain their aspirations. The conversation also touches upon Rob…

1
EP47: The Law of Increase; How Altruism and Service Can Result in Achievement 42:39

11M ago42:39

42:39

Ladies and gentlemen, prepare yourselves for an extraordinary episode of Ask the Planman! Today's remarkable guest is none other than Steve Ramona, host extraordinaire behind "Doing Business with a Servants' Heart." Graciously sharing his invaluable insights, Steve reveals the secret behind his shining success while emphasizing the indispensability…

1
EP 46: Plan for the Future, while we LIVE in the Now! 58:57

12M ago58:57

58:57

In this insightful episode of Ask the Planman, host Bruce Weinstein is joined by Jim Morris – a respected realtor with expertise in public speaking and owner of an innovative event company based in Nashville. In their engaging discussion, Jim highlights the importance of balancing future plans with living in the present moment. He underlines the si…

1
EP45: The Weed Killer - part 2 39:16

1y ago39:16

39:16

In PART TWO of this eye-opening episode with the "Weed Killer," we uncover the hidden strength found in vulnerability. Our guest, Margret DeBruyn, is an expert coach and shares invaluable strategies to help business owners and entrepreneurs level up their skills and mindset. Join us as we explore the concept of emotional bank accounts and learn how…

1
EP44: The Weed Killer - part 1 28:47

1y ago28:47

28:47

In this eye-opening episode of "Weed Killer," we uncover the hidden strength found in vulnerability. Our guest, Margret DeBruyn, is an expert coach and shares invaluable strategies to help business owners and entrepreneurs level up their skills and mindset. Join us as we explore the concept of emotional bank accounts and learn how internal vulnerab…

1
EP43 - Building Relationships 56:16

1y ago56:16

56:16

What do you do when Chaos ensues? Can you zig when everyone else zags? What are the three questions everyone in sales needs to answer? Are you leaving your clients "better off" then where you found them? Why is building relationships so vital to your business? Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some a…

1
EP42: Do you really understand RISK? 1:04:50

1y ago1:04:50

1:04:50

Do you understand RISK? Portfolio risk, inflation risk, interest rate risk? There are numerous areas of risk that impact us every day. What are you proactively doing to reduce and eliminate these risks? On this episode, we talk about asset allocation, the importance of rebalancing, the importance of positive cash flow, budgeting and more. Follow me…

1
EP41: Part 2 - What is Short Term Medical? 52:44

1y ago52:44

52:44

In this episode, Bruce discussed with Bill Pauley What is Short Term Medical insurance. Watch our previous episode: "EP 40: Part 1 - What is ACA?" 👉 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-Planm…

1
EP 40: Part 1 - What is ACA (the marketplace/Obamacare)? 47:40

1y ago47:40

47:40

What do you know about the affordable care act? Are you confused by terminology like co-insurance, maximum out of pocket? Do you know how your deductibles and co-pays work? How do you know if you can qualify for federal subsidies? What's a MEC? Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always ge…

1
Old Dog, New Tricks 53:55

1y ago53:55

53:55

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…

1
Architecting a Successful Exit 50:51

1+ y ago50:51

50:51

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 p…

1
Impacting your sales 45:31

1+ y ago45:31

45:31

By Bruce M. Weinstein

1
2023 Real Estate Panel 1:06:01

1+ y ago1:06:01

1:06:01

🎤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 …

1
Effective Time Management and Accountability 47:50

1+ y ago47:50

47:50

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…

1
The Pro's and Con's of Franchising, tied with Health & Wellness 39:17

1+ y ago39:17

39:17

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 #weinsteinwealthBy Bruce M. Weinstein

1
Anatomy of your Paycheck & Compounding of Money 15:26

1+ y ago15:26

15:26

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 #weinsteinwealthBy Bruce M. Weinstein

1
Getting to know Aflac ft. Tony Moonen 37:53

1+ y ago37:53

37:53

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 - inf…

1
Talking commercial insurance coverage 43:56

1+ y ago43:56

43:56

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.askthep…

1
State of the 'union' when it comes to your home and auto coverages 43:58

1+ y ago43:58

43:58

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.co…

1
How important is your BUDGET to your financial plan? ft. Peter Passalacqua 38:14

1+ y ago38:14

38:14

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…

1
How to scale and exit your business ft. John Wetmore 46:04

1+ y ago46:04

46:04

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.ins…

1
When is the best time to take Social Security? 9:57

1+ y ago9:57

9:57

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.comBy Bruce M. Weinstein

1
Do you want to be part of the 3%? ft. David A. Perez aka Mr. BYOE 42:59

1+ y ago42:59

42:59

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! (9…

1
Un-Crypting Cyrpto and NFT's - ft. Eric Coffie 48:12

1+ y ago48:12

48:12

"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…

1
These are NOT your Father's Annuities ft. Ryan Cicchelli 49:57

1+ y ago49:57

49:57

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 stage…

1
Unblocking BlockChains ft. Robert Cantrell 38:58

2y ago38:58

38:58

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.By Bruce M. Weinstein

1
Tax planning for the business owner ft. Chris Pawlowski 31:33

2y ago31:33

31:33

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

1
The Brand Boss talks Branding vs Marketing ft. Rachel Jenks 44:36

2y ago44:36

44:36

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: http…

1
Special Needs Trusts & what makes them so special ft. Russell Fishkind 32:01

2y ago32:01

32:01

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…

1
Insurance for those unplanned moments in life ft. Zach Mindham 44:41

2y ago44:41

44:41

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 pr…

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