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. 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 www.asktheplanman.com planman.tv

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. 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 www.asktheplanman.com planman.tv 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.  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 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 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 www.asktheplanman.com planman.tv   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. 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 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.   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 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. 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 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"    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 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"    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  www.asktheplanman.com planman.tv Contact Margaret! margret@yrtat.com   956-222-7225   #financialplanning #insurance #weinsteinwealth

In this eye-opening episode of "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: EP43: "Building Relationships"   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 www.asktheplanman.com planman.tv   Contact Margaret! margret@yrtat.com 956-222-7225   #financialplanning #insurance #weinsteinwealth

What do you do when Chaos ensues? Can you zig when everyone else zags? What are the three questions everyone in sales needs to answer? Are you leaving your clients "better off" then where you found them? Why is building relationships so vital to your business?   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 www.asktheplanman.com planman.tv   Contact Greg! www.greggray.com 770-403-2755 #financialplanning #insurance #weinsteinwealth

Do you understand RISK? Portfolio risk, inflation risk, interest rate risk? There are numerous areas of risk that impact us every day. What are you proactively doing to reduce and eliminate these risks? On this episode, we talk about asset allocation, the importance of rebalancing, the importance of positive cash flow, budgeting and more.    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 www.asktheplanman.com planman.tv   Contact Andrew! andrew@omniafinancial.com www.omniafinancial.com   #financialplanning #insurance #weinsteinwealth

In this episode, Bruce discussed with Bill Pauley What is Short Term Medical insurance.   Watch our previous episode: "EP 40: Part 1 - What is ACA?" 👉     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 www.asktheplanman.com planman.tv   Contact Bill! wpauley@myhst.com (314) 580-6330   #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? 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  www.asktheplanman.com  planman.tv Contact Bill! wpauley@myhst.com   (314) 580-6330   #financialplanning #insurance #weinsteinwealth

How does Planning guide you on your health and weightloss journey?  What's the difference between a Coach vs a Cheerleader?  Why do we need both?  Do you stop and challenge the decision you are about to make?  David discusses "Stop, Challenge and Choose".  Why is it important to be kind to yourself? 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  www.asktheplanman.com  planman.tv Contact David!  davidspecht.com spechthealth.com davidaspecht@gmail.com #financialplanning #insurance #weinsteinwealth

In this episode, Bruce discussed with Jeremy Stevenson, how to architect a successful exit. 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  www.asktheplanman.com  planman.tv #financialplanning #insurance #weinsteinwealth

How can you IMPACT your sales❓ How can connecting to your client or prospect's emotion influence their decision making? How does Pain and Pleasure play a roll❓ You can reach Joe at Joe@thesalesactivist.com or text "SALES" to 409-509-7355 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  www.asktheplanman.com  planman.tv #financialplanning #insurance #weinsteinwealth

🎤On this week’s episode of Ask the Planman we are talking with Jeremy Olsher, Jimmy Choi & Dan Nathanson on our Real Estate Panel 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  www.asktheplanman.com  planman.tv Contact our Real Estate Panel! 👇 Jeremy Olsher | Mizner Residental Group jeremy.olsher@compass.com 561-400-3737 Dan Nathanson | The Nathanson Mortgage Team dan@yourmortgagemandan.com 561-948-1591 Jimmy Choi | Choi and Company jimmychoi@choiandcompany.com 951-283-7811    #financialplanning #insurance #weinsteinwealth

What’s more valuable to you, time or money❓ We can make more money but we can’t make more time. What systems do you have in place to maximize your time management and accountability❓ 🎤On this week’s episode of Ask the Planman we are talking with Best selling author and time management coach, Machen MacDonald 🎤 Machen shares with us his breakdown on: ✅POD: Prioritze-Organize-Diarize ✅IMAGE: Intention-Miracle-Affirmation-Gratitude-Expansion ✅SYSTEM: Save YourSelf Time Energy Money💥 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  www.asktheplanman.com  planman.tv #financialplanning #insurance #weinsteinwealth

Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman Contact Bruce!  info@asktheplanman.com  Call us at 1-844-Planman  Text PLANMAN to (321) 421-5213  www.asktheplanman.com  planman.tv #financialplanning #insurance #weinsteinwealth