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Ask The Planman

Ask The Planman

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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.com Text the word Planman to 321-421-5213 or call 1-844-PLANMAN Don’t forget to check us out at www.asktheplanman.com.

Recent Episodes

  • EP62: What Makes Up A Financial Plan

    3 days ago

  • EP61: Tax and Exit Planning w/Peter Culver

    2 weeks ago

  • EP 60: Why enroll in HSA or FSA?

    1 month ago

  • EP59: How Can I Tell If I'm Ready For Retirement? Decoding The X-Factor

    2 months ago

  • EP58: Understanding Annuities Part 2

    2 months ago

  • EP57: Understanding Annuities Part 1

    3 months ago

  • EP56: Redefining Financial Strategies for DINKS and SINKS

    3 months ago

  • EP55: Financial Planning for a New Year

    4 months ago

  • EP54: Planning Beyond Life Expectancy

    4 months ago

  • EP53: Preparing to Retire

    5 months ago