Ask The Planman

Ask The Planman


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

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

Contact Bruce!

Call us at 844-Planman

Text PLANMAN to (321)421-5213

Recent Episodes

  • Do you want to be part of the 3%? ft. David A. Perez aka Mr. BYOE

    5 days ago
  • Un-Crypting Cyrpto and NFT's - ft. Eric Coffie

    2 weeks ago
  • These are NOT your Father's Annuities ft. Ryan Cicchelli

    3 weeks ago
  • Unblocking BlockChains ft. Robert Cantrell

    4 weeks ago
  • Tax planning for the business owner ft. Chris Pawlowski

    1 month ago
  • The Brand Boss talks Branding vs Marketing ft. Rachel Jenks

    1 month ago
  • Special Needs Trusts & what makes them so special ft. Russell Fishkind

    2 months ago
  • Insurance for those unplanned moments in life ft. Zach Mindham

    2 months ago
  • Family vs Family Business. How to keep it separated ft. - Jeff Savlov

    2 months ago
  • To Lease or NOT to Lease, that is the question - ft. Mark Minoogian

    2 months ago