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.

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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 how being a SINK or DINK changes your strategy. Tune in and let's change the way you think about life insurance and annuities, helping you to feel more confident in your retirement planning.

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info@asktheplanman.com
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213
www.asktheplanman.com
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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 not living long enough to reap the benefits.

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info@asktheplanman.com
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213
www.asktheplanman.com
planman.tv

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 ensuring a fulfilling lifestyle in the absence of children. We also highlight innovative living options for retirees, such as the growing trend of spending golden years aboard cruise ships and the advantages of Community Care Retirement Centers (CCRCs) for their tiered care and vibrant communities.

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info@asktheplanman.com
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213
www.asktheplanman.com
planman.tv

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 journey from the 30s to the 50s. Remember, it's not just about dodging financial pitfalls—it's about leaping towards growth opportunities that await in the long term. 

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info@asktheplanman.com
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213
www.asktheplanman.com
planman.tv

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.

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info@asktheplanman.com
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Text PLANMAN to (321) 421-5213
www.asktheplanman.com
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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 informed decisions on pensions and health insurance. In this episode, we'll be sharing real-life case studies, providing insight and tips on navigating retirement planning.

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info@asktheplanman.com
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Text PLANMAN to (321) 421-5213
www.asktheplanman.com
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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. We'll dissect various premium financing strategies, their working principles, and how they can help you stretch your assets further - think of it like getting a mortgage for your house.

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Contact Bruce!
info@asktheplanman.com
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213
www.asktheplanman.com
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Contact Mel!
www.financedpremiums.com
www.linkedin.com/in/mel-lieber

CHAPTERS:
(00:00) - Understanding Premium Financing in Life Insurance
(06:52) - Financing and Collateral in Life Insurance
(18:00) - Premium Financing for High Earners
(33:53) - Premium Financing and Estate Planning

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 concept of saving, giving, and spending wisely into our lives. From discussing how to manage cash flow to sharing valuable tips on maintaining separate personal and business funds, Lisa offers insights that are sure to revamp your financial management strategy. 

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info@asktheplanman.com
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213
www.asktheplanman.com
planman.tv 

Contact Lisa!
www.idatemoney.com
www.lisadrennon.com 

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 mindset, skill sets, and habits in this episode.

Watch our previous episode:  "EP 49: Our trash from our past"    • EP 49: Our trash from our past

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info@asktheplanman.com
Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213
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Contact Brad!
https://bradlea.com/ 
Instagram: instagram.com/therealbradlea
Facebook: facebook.com/TheRealBradLea 
LinkedIn: linkedin.com/in/bradlea

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 individuals through personal and financial challenges. Surprisingly interconnected, Bruce highlights how addressing baggage directly impacts life planning, including insurance and financial decisions. Listen in to gain an understanding of how our past shapes our present lives and discover effective strategies for overcoming these obstacles.

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info@asktheplanman.com

Call us at 1-844-Planman

Text PLANMAN to (321) 421-5213

www.asktheplanman.com planman.tv

Contact Brian Bogert!

https://brianbogert.com/contact/

info@brianbogert.com

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's online training course, Earth to Orbit. Tune in to gain insights on planning, income strategies, and the art of generating passive income.

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info@asktheplanman.com

Call us at 1-844-Planman

Text PLANMAN to (321) 421-5213

www.asktheplanman.com planman.tv

Contact Rob Stein!

(737) 373-4755 

rob@robstein.com

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 of establishing genuine connections and extending support to others. Brace yourselves as he pours out his contagious passion for the ‘law of increase' - a belief that has played a monumental role in propelling his podcast to unparalleled heights. Witness firsthand as Steve humbly narrates heartfelt stories of triumphing over daunting challenges and altruistically serving others in need. Join us without delay to embark on a transformative journey through Steve's entrepreneurship while simultaneously enriching your financial knowledge along the way.

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info@asktheplanman.com

Call us at 1-844-Planman

Text PLANMAN to (321) 421-5213

www.asktheplanman.com planman.tv

Contact Steve Ramona!

https://inphone.co/sr1

stever1961@gmail.com

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 significance of maintaining a resilient mindset and setting realistic goals that we can strive towards. Alongside accountability and clarity in our direction, fostering meaningful relationships serves as an essential ingredient for success in various aspects, including health management, marriage dynamics, parenting strategies, social interactions, as well as wealth creation endeavors. To glean significant advice on securing a prosperous future through proactive measures today, make sure to listen to this episode.

Listen our previous episode: "EP 45: The Weed Killer" 

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info@asktheplanman.com

Call us at 1-844-Planman

Text PLANMAN to (321) 421-5213

www.asktheplanman.com planman.tv

Contact Jim! 

615-753-1440

Jim@JimMorrisRealEstate.com

#financialplanning #insurance #weinsteinwealth

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 internal vulnerability can ignite personal growth and success

Listen our previous episode: EP44: "The Weed Killer - part 1" 

 
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Text PLANMAN to (321) 421-5213 
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Contact Margaret!
margret@yrtat.com  
956-222-7225  

#financialplanning #insurance #weinsteinwealth

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?

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info@asktheplanman.com 
Call us at 1-844-Planman 
Text PLANMAN to (321) 421-5213 
www.asktheplanman.com 
planman.tv

Contact Bill!
wpauley@myhst.com  
(314) 580-6330  

#financialplanning #insurance #weinsteinwealth