Best Bruce M Weinstein Podcasts (2025)

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EP 89: Managing Money And Aging Parents With Jennifer Rosen 1:08:11

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4M ago1:08:11

1:08:11

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 assum…

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EP 88: Kimberley Sixkiller - Long Term Care Insurance 51:31

4M ago51:31

51:31

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…

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EP 87: What do you do when your Insurance WON'T Cover YOU with Jimmy Choi 56:49

5M ago56:49

56:49

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 yo…

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EP 86: Disability and Business Continuity Insurance 15:01

5M ago15:01

15:01

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 …

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EP 85: How Do the Wealthy Avoid Taxes on Real Estate? With Pishoy Fahmi 42:30

6M ago42:30

42:30

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 dead…

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EP 84: PPO vs. HMO: Are You Paying Too Much for Healthcare? 14:57

6M ago14:57

14:57

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 insuranc…

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EP 83: How Can I Save Money On My Health Insurance? 11:36

7M ago11:36

11:36

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…

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EP 82: Student Loan Forgiveness - Who Actually Qualifies & Who’s Stuck Paying? 43:20

8M ago43:20

43:20

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 qu…

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EP 81: Protect Yourself from Financial Pitfalls with Paul Shalhoub 38:37

9M ago38:37

38:37

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 yo…

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EP 80: End Of Year Money Tips with Tatianna Tsoir 44:55

9M ago44:55

44:55

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…

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EP 79: How To Protect Your Wealth in Retirement with Barry Siegel 40:08

10M ago40:08

40:08

In this episode we're joined by Barry Siegel. We're covering the essentials of elder care and estate planning, focusing on strategies for asset protection, Medicaid qualification, and the importance of having proper legal documentation in place. Key topics include navigating Medicaid’s income and asset limits, leveraging trusts, and the critical ro…

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EP 78: Interest Rates Are Down, But Should You Buy Now? (with Paul Lykins) 32:30

10M ago32:30

32:30

Interest rates have dropped, causing both excitement about the market and uncertainty among potential homebuyers. But is now truly the right time to dive into the real estate market? Paul Lykins from True Floridian Realty shares his tips on navigating the current real estate climate in Delray Beach and Palm Beach County. Follow me on 👇 Instagram: @…

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EP 77: The Car Buying Game 16:28

11M ago16:28

16:28

From hidden fees and pressured down payments to the push for electric cars, I'm tackling the financial traps dealers set up so you know how to avoid them. I break down these tactics to help you avoid the pitfalls that leave so many car buyers with regrets. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advic…

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EP 76: Sales, Investing, and Personal Growth with Adam Stalmach 53:04

11M ago53:04

53:04

We're joined by Adam Stalmach in today's episode, who shares his personal journey from commision-only to base-plus-commission sales, self-investment, and appreciation for luxury and success. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!”✅ Contact Bruce! inf…

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EP 75: Can You Reduce Your Car Insurance Cost? 7:29

11M ago7:29

7:29

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@askth…

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EP 74: Escape the Tax Trap: How To Keep More of Your Money 1:01:22

12M ago1:01:22

1:01:22

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…

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EP 73: How Vulnerable Is Your Income Without Disability Coverage? 5:51

1y ago5:51

5:51

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 lo…

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EP 72: Turning $500k Into $10k - A Cautionary Tale 32:38

1y ago32:38

32:38

A cautionary tale from the dot-com bubble and financial crisis and a deep dive into the dangers of over concentration. With insights drawn from decades of experience, including my own personal story of a 98% loss in an asset that seemed steady, this episode is packed with lessons on making informed financial decisions and safeguarding your assets. …

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EP 71: Don't Make These Investing Mistakes 30:09

1y ago30:09

30:09

In this episode, we're covering the principles of long-term investment, the benefits of compounding interest and strategic planning, the importance of starting early, and maintaining a diversified portfolio to achieve substantial financial growth and security. Follow me on 👇 Instagram:@asktheplanman Facebook: Ask the Planman ✅“When you need some ad…

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EP 70: How to Deal With Being Denied Insurance 29:20

1y ago29:20

29:20

Ever wondered what steps to take if you're denied life, disability, or long-term care insurance? We're chatting self-insurance strategies, how to maintain financial stability (especially in areas prone to natural disasters), and what steps to take if you're denied life, disability, or long-term care insurance. Follow me on 👇 Instagram:@asktheplanma…

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EP 69: How can businesses improve or access better credit with Brian Trask 51:35

1y ago51:35

51:35

Do you think a high personal credit score automatically means good business credit? Think again. This week, we're joined by Brian Trask from JGault Financial Suite to uncover the tools and strategies that small business owners can use to bolster their business credit. Follow me on 👇 Instagram:@asktheplanman Facebook: Ask the Planman ✅“When you need…

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EP 68: Turning $1k into $20k to reach retirement with Ann Rappaport 1:00:54

1y ago1:00:54

1:00:54

In this episode, we're joined by Ann Rappaport, a recently retired professional who shares her experiences and wisdom gained from a long career, her transition into retirement, and the lessons she learned along the way. Follow me on 👇 Instagram:@asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the P…

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EP 67: Do You Need An Estate Plan, With Pamela Higer-Polani 42:42

1y ago42:42

42:42

In this episode, we sit down and chat with Pamela Higer-Polani, Estate Planning Attorney to discuss the importance of having an estate plan and how to determine when and if you need one. You don’t want to wait until a time of uncertainty to find out your low cost option estate plan was done incorrectly or worse, not have an estate plan at all. Foll…

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EP 66: Spinning some yarn, with Mark Victor Hanson, Chicken Soup for the Soul 49:32

1+ y ago49:32

49:32

In this episode, Bruce is joined by author of Chicken Soup for the Soul, Mark Victor Hansen, to discuss leaving a legacy through sharing one’s story. Follow me on 👇 Instagram:@asktheplanman Facebook: Ask the Planman ✅“When you need some advice, always get it right, Come Ask the Planman!”✅ Contact Bruce! [email protected] Call us at 1-844-Planm…

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EP 64: Types of Life Insurance Available To You 26:20

1+ y ago26:20

26:20

With the marketplace offering tons of life insurance options, choosing the right policy can often be overwhelming and confusing. In today's episode, we're diving into the options available to you and breaking down the benefits of each, from short-term options to long-term, income generating solutions for your retirement. Follow me on 👇 Instagram:@a…

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EP 65: Personal Health & Financial Freedom with Doug Wood 1:21:50

1+ y ago1:21:50

1:21:50

In this episode, we chat with Doug Wood, Heath and Fitness coach, about how personal health can promote positive changes within all areas of your life especially within your finances. 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@askth…

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EP 63: Annuities & Life Insurance - Which One Do You Need? 29:14

1+ y ago29:14

29:14

From annuities to converting term life to whole life insurance, we have the answers to all of your burning questions. There are many questions you may be having regarding your financial journey. Is an annuity right for me? Is there a wrong way to go about using an annuity? Should I convert my term life insurance policy to a whole life one? We all w…

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EP 62: What Makes Up A Financial Plan 31:17

1+ y ago31:17

31:17

Creating a financial plan for your retirement is crucial for success. In our latest podcast episode, we break down the three core concepts you can control and how to prioritize to reach your ultimate retirement goals. You are in the driver seat of your financial retirement plan, and you can make the decision on when you want to retire. Let’s take a…

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EP 61: Tax and Exit Planning w/Peter Culver 37:50

1+ y ago37:50

37:50

Entrepreneurs are the heroes of our economy. If you are one of those heroes, our latest podcast episode is something you’ll want to check out. We’re excited to have Peter Culver here today, the founder of Freedom Family Office. His business focuses and specializes on entrepreneurs and how people can be thoughtful in passing their wealth along. Entr…

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EP 60: Why enroll in HSA or FSA? 23:20

1+ y ago23:20

23:20

When it comes to health savings, it can feel like there's too many options to choose from. In this episode we're examining the differences between FSAs and HSAs and the investment opportunities these accounts can provide, including potential tax savings. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need some advice,…

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EP 59: How Can I Tell If I'm Ready For Retirement? Decoding The X-Factor 29:13

1+ y ago29:13

29:13

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. Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman ✅“When you need som…

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EP 58: Understanding Annuities Part 2 35:06

1+ y ago35:06

35:06

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 …

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EP 57: Understanding Annuities Part 1 22:15

1+ y ago22:15

22:15

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 no…

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EP 56: Redefining Financial Strategies for DINKS and SINKS 27:19

1+ y ago27:19

27:19

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 ensurin…

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EP 55: Financial Planning for a New Year 31:34

1+ y ago31:34

31:34

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 jo…

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EP 54: Planning Beyond Life Expectancy 25:12

2y ago25:12

25:12

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. Follow me on Instagram: @asktheplanman Facebook: Ask the Planman “When you need some advice, always get it right, Come Ask …

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EP 53: Preparing to Retire 25:11

2y ago25:11

25:11

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 i…

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EP 52: What is Premium Financing? 42:54

2y ago42:54

42:54

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.…

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EP 51: The Money Dating Game with Lisa Drennon 44:08

2y ago44:08

44:08

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 conc…

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EP 50: Mindset, Skill sets and Habits w/ Brad Lea 45:37

2y ago45:37

45:37

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 mindse…

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EP49: Unlocking Your Power and Potential: Our Trash From Our Past 1:07:22

2y ago1:07:22

1:07:22

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 individua…

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EP48: Impossible to Fail; A Framework for Success 49:33

2y ago49:33

49:33

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…

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EP47: The Law of Increase; How Altruism and Service Can Result in Achievement 42:39

2y ago42:39

42:39

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…

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EP 46: Plan for the Future, while we LIVE in the Now! 58:57

2y ago58:57

58:57

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 si…

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EP45: The Weed Killer - part 2 39:16

2y ago39:16

39:16

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…

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EP44: The Weed Killer - part 1 28:47

2+ y ago28:47

28:47

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 vulnerab…

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EP43 - Building Relationships 56:16

2+ y ago56:16

56:16

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 a…

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EP42: Do you really understand RISK? 1:04:50

2+ y ago1:04:50

1:04:50

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…

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EP41: Part 2 - What is Short Term Medical? 52:44

2+ y ago52:44

52:44

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! [email protected] Call us at 1-844-Planm…

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EP 40: Part 1 - What is ACA (the marketplace/Obamacare)? 47:40

2+ y ago47:40

47:40

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 ge…