Ask The Planman

Hosted by Bruce M. Weinstein

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May 2025

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About the show

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.

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60 recent

May 26, 2025Episode 891 hr 8 min

EP 89: Managing Money And Aging Parents With Jennifer Rosen

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

May 12, 2025Episode 8851 min

EP 88: Kimberley Sixkiller - Long Term Care Insurance

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

April 28, 2025Episode 8756 min

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

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

April 14, 2025Episode 8615 min

EP 86: Disability and Business Continuity Insurance

Learn how to protect your business from potential disruptions like fires or the sudden loss of key personnel. I'll walk you through the key roles that key person insurance and buy-sell agreements play in this process, offering you actionable steps to fortify your business foundation against any eventuality. 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

March 31, 2025Episode 8542 min

EP 85: How Do the Wealthy Avoid Taxes on Real Estate? With Pishoy Fahmi

That's why we brought in tax expert Pishoy Fahmi, founder of PNF Accounting & Advisors, to break it all down. In this episode, we explore: How can you sell investment property and reinvest the profits—without paying capital gains tax? Can you swap life insurance or annuities tax-free? (Hint: Yes, but do it wrong, and the IRS will notice.) What deadlines, rules, and loopholes do you need to know before making a move? How do high-level investors play the game to maximize their wealth? 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

March 17, 2025Episode 8414 min

EP 84: PPO vs. HMO: Are You Paying Too Much for Healthcare?

In this episode, we break down the real differences between HMOs and PPOs, why insurance costs are out of control, and—most importantly—how people are saving thousands every year. In this episode, we explore: 👉🏻 Are PPOs really worth the insane price difference? 👉🏻 How one family saved $19,200 a year just by switching plans. 👉🏻 What health insurance companies don't want you to know about HMOs. 👉🏻 The key terms you must understand before picking a plan (or risk overpaying). 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

February 24, 2025Episode 8311 min

EP 83: How Can I Save Money On My Health Insurance?

In 49 of the 50 states there's a cost efficient option for affordable health insurance you might not be aware of. In fact, we recently saved a client over $1500/mo on their health insurance. In this episode, we're talking all about it and how you can get started. Are you paying over $1000 a month on your health insurance? Then we need to talk. Send me a DM on IG or FB @asktheplanman. 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

February 3, 2025Episode 8243 min

EP 82: Student Loan Forgiveness - Who Actually Qualifies & Who's Stuck Paying?

We're joined this episode by certified student loan expert Glenn Sanger-Hodgson to tackle the complex world of college financing and student loan repayment. We'll break down three critical topics every parent and borrower needs to know: 1) The Parent PLUS Loan Trap – Why these loans come with the highest interest rates (9%+), how they accumulate quickly, and why doing nothing locks parents into costly repayment plans. 2) The Double Consolidation Loophole – A little-known strategy that can lower monthly payments and unlock access to more affordable repayment and forgiveness options—but must be completed before the June 30, 2025 deadline. 3) Loan Forgiveness & Repayment Plans – Who actually qualifies for federal forgiveness programs, how income-driven repayment plans work, and what parents can do to avoid financial strain. If you or someone you know is navigating student loans, this episode is packed with actionable insights to help. 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

January 6, 2025Episode 8138 min

EP 81: Protect Yourself from Financial Pitfalls with Paul Shalhoub

In this episode, Bruce Weinstein chats with personal injury attorney Paul Shalhoub to break down the often confusing world of insurance. We're talking about how to protect yourself from financial surprises by understanding your insurance coverage better. Whether it's auto or homeowner's insurance, we're sharing real-life stories and tips to help you avoid costly mistakes and make smart choices. Paul explains why having uninsured motorist coverage is crucial and clears up the myths around "full coverage." The episode also dives into stacking insurance policies and why it's important to know what you're really covered for. Three key questions answered in this episode include: What does "full coverage" really mean, and are you as protected as you think? Why is uninsured motorist coverage so important, and how can it save you in an accident? How can you avoid common insurance traps, like making claims that might hike your premiums? 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

December 23, 2024Episode 8044 min

EP 80: End Of Year Money Tips with Tatianna Tsoir

Unlock the secrets to smart tax savings with insights from Tatiana Tzior, an award-winning accountant and business turnaround advisor. With Tatiana's two decades of experience and expertise as a United States Tax Court Practitioner, you'll learn how to maximize deductions, especially in a post-COVID world where working from home has become the norm. 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