Ask The Planman

By: Bruce M. Weinstein
Listen for free

  • Summary

  • 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.
    2022
    Show more Show less
Economics Personal Finance
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • EP 75: Can You Reduce Your Car Insurance Cost?

    EP 75: Can You Reduce Your Car Insurance Cost?
    Oct 14 2024
    There has been an noticeable uptick of folks unhappy about their insurance rates, especially car insurance. Let's talk about what this means, and if price shopping is really worth it?

    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
    Show more Show less
    7 mins
  • EP 74: Escape the Tax Trap: How To Keep More of Your Money

    EP 74: Escape the Tax Trap: How To Keep More of Your Money
    Sep 30 2024

    In this episode we're joined by Dwight Dye, owner of DWD Tax Strategies. Chatting all about the complexities of the U.S. tax system, including current and proposed policies like Vice President Kamala Harris's capital gains rate proposal. We're covering state tax laws, migration trends to tax-friendly states, and strategies for maximizing investment returns.

    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
    Show more Show less
    1 hr and 1 min
  • EP 73: How Vulnerable Is Your Income Without Disability Coverage?

    EP 73: How Vulnerable Is Your Income Without Disability Coverage?
    Sep 16 2024

    What if you're in a car accident? Something happens to you? You're skiing, you broke your back? Stuff happens. People take chances every day out there. I implore you, if you're not protected, even if you work in corporate America, make sure you understand what they're offering you and you sign up for it. There's short-term disability and there's long-term disability. Let's talk about both.

    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
    Show more Show less
    6 mins

What listeners say about Ask The Planman

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available