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Ask The Planman

Ask The Planman

De : Bruce M. Weinstein
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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.2022 Economie Finances privées
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    Épisodes
    • EP 89: Managing Money And Aging Parents With Jennifer Rosen

      EP 89: Managing Money And Aging Parents With Jennifer Rosen
      May 26 2025

      In this episode of Ask the Planman, Bruce Weinstein sits down with Jennifer Rosen of Mind Your Nest, a concierge bill management and daily money support service. We're covering how even the most financially stable people can fall behind, especially after divorce, illness, or the loss of a partner. Jennifer unpacks what families miss when they assume everything is "handled" and why proactive planning, not crisis response, is key to protecting aging loved ones.

      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
      Afficher plus Afficher moins
      1 h et 8 min
    • EP 88: Kimberley Sixkiller - Long Term Care Insurance

      EP 88: Kimberley Sixkiller - Long Term Care Insurance
      May 12 2025

      Think long-term care is only for later in life? Think again. In this episode of Ask the Planman, Bruce sits down with Kim Sixkiller to talk about why long-term care planning should start much earlier than most people think.

      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
      Afficher plus Afficher moins
      52 min
    • EP 87: What do you do when your Insurance WON'T Cover YOU with Jimmy Choi

      EP 87: What do you do when your Insurance WON'T Cover YOU with Jimmy Choi
      Apr 28 2025

      Jimmy Choi joins us on Ask the Plan Man to explain how homeowners in disaster-prone areas can still find insurance. With big companies pulling out of states like California and Florida, Jimmy shares how smaller insurers are filling the gap.

      We talk about why bundling your policies matters, how much it really costs to rebuild, and what happens if you're underinsured. We also cover why having a backup plan after a disaster is so important.

      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
      Afficher plus Afficher moins
      57 min
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