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Ask the Planman
When you need some advice, always get it right, come ask the Planman!
Popular Topics
- Budgeting
- Choosing a Financial Coach
- Compensation Planning
- Estate Planning
- Family and Money
- Health Care Planning
- High Net Worth
- Insurance
- Job Loss
- Loss of Spouse or Partner
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
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Financial Services
Write a Review
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Looking for a real person who has real experience?
September 13, 2023
Bruce has impressed me because he is painfully honest and perfectly normal. This actually stands out when engaging many in the financial planning world and I thought it was worth sharing here. If you prefer down-to-earth, practical talk about money stuff, this is the guy. And, wink, he has been at it for hundreds of years.
A trusted and experienced agent.
August 27, 2023
Bruce I has exceptional integrity and can be trusted to give the best advice for financial situation!
Mr. Bruce Weinstein is a gem.
August 27, 2023
He is a thorough, committed, professional and a rare find. I’m very grateful for all our interactions.
Very knowledgeable and helpful. Love the Planman
August 27, 2023
Bruce really helped us look at our finances and future needs. He did not tell us what to do. He explained our options based on our plans and guided us to the right answers for us
Exceptional Insurance & Wealth Management
August 27, 2023
I had the privilege of working Bruce, his personalized approach and deep understanding of financial strategies impressed me. They simplified complex concepts, crafted a tailored plan aligned with my goals, and their commitment to transparency and education is commendable. I confidently recommend the PLANMAN to anyone seeking expert guidance in insurance and wealth management. Thank you for your exceptional service!
Not Your Average Agent!
August 25, 2023
Bruce and his wife redefine service, personalization and experience in the insurance industry. Above and beyond cards on holidays and birthdays. Even my kid likes him.
Bruce also puts clients first at a different level. He personally wants to see you succeed and be taken care of and shows it in his actions that aren’t required of an agent.
MBA Course without the Tuition
August 25, 2023
Outstanding podcast covering all of the important coursework that you need to be successful in your personal and professional life. And while you do not need to buy any books, you may occasionally find yourself taking notes. The Planman does a great job curating outstanding guests across topics of utmost interest.
Integrity and Trust
August 25, 2023
When I am talking to someone about something important to me, especially my finances; integrity and trust are at the top of the list. Knowledge, strategic thinking and skill also rank high. That’s why I go to the PlanMan for help with MONEY!!
Constant professional
August 25, 2023
Bruce is truly a seasoned wealth management professional. I’ve worked in the hedge fund industry for over 20 years and you rarely come across a truly knowledgeable person who is also very kind and compassionate. This is Bruce.
Planman!!!
August 25, 2023
Love this podcast. Not a lot of people put out (high quality) content on financial education – Bruce is the man!
Rock Star
August 25, 2023
Bruce is so engaging.. entertaining and really puts things in perspective .. one of my top 3 shows to listen to, Every show just gets better and better
Needed information in an enjoyable podcast
August 25, 2023
Bruce consistently delivers with great information, guests that add value and does it in an entertaining and engaging way. I look forward to each new episode.
Everything you always wanted to know about finance & insurance but were afraid to ask
August 25, 2023
Very informative & well presented
Great information in a great format
August 25, 2023
Guest speakers are very knowledgeable in their fields and present the information in a way that everyone can understand. I highly recommend Ask the Planman for young and old!
Bruce has the experience & knowledge
August 25, 2023
Once he knows your situation and understands your goals, Bruce can put a plan in place quickly using the latest tools to make sure the strategy is the right one and then can adjust over time. He has the experience needed for quality decisions.
Great podcast!
August 25, 2023
Bruce is awesome! He brings great information & knowledge every episode.
The Plan Man knows!
August 25, 2023
Very engaging and informative! I learn something new with each episode! Thanks Bruce
Recommend Ask The Planman
August 24, 2023
Bruce is very knowledgeable. I learn something new from each episode.
Great variety of topics presented in an interesting format
August 24, 2023
Knowledgeable guests with expertise in a wide range of topics. No jargon just useful information for the average person. Something for everyone regardless of stage of life.
A very interesting podcast with lots of great insight
August 24, 2023
I love the variety on the subjects and the great insight that Bruce and his guests share on each episode.
The name says it all.
August 24, 2023
Ask The Planman. When looking ahead at your financial and insurance needs, you need guidance. Who do you ask? Ask the Planman. Bruce is awesome. Knows his stuff and has your best interest in mind.
The PlanMan
August 24, 2023
Love the podcast, The Planman is awesome , knowledgeable ,and will always give you the best advice .
Great guests as well .
The Planman
August 24, 2023
Love the podcast as well as Bruce . Bruce , The Planman will lead you in the right direction . Very knowledgeable and easy to work with .
Great guests .
Definitely tune in for great advice .
The Planman - Knowledgeable & Informative- Estate Planning
August 24, 2023
I have worked with Bruce Weinstein the Planman as I want to start to planning for retirement. Bruce is quite knowledgeable and helpful. He is easy to talk to you and educates you all at the same time. I have recommended him to some family members who have similar estate planning needs. Thanks Bruce!
Great Podcast !
August 24, 2023
I would recommend this podcast for all of your insurance and financial needs !!
Love the Planman! Thanks Bruce!
August 24, 2023
Bruce has been nothing but helpful! His insight and great personality has helped me tremendously. Thanks so much, Planman!! You’re the best.
Ask the Planman Podcast Engaging Review
August 24, 2023
I am writing to highly recommend “Ask the Planman” podcast and the host Bruce Weinstein as a great source of informative content. The podcast covers a wide range of business topics and provides valuable insights from industry experts. Bruce as the host is very engaging and knowledgeable, making each episode both educational and entertaining.
One of the standout features of this podcast is the diverse range of guests they bring on. From successful entrepreneurs to industry leaders, each episode offers a unique perspective and valuable advice for anyone interested in business.
Perfectly Sums up Bruce
August 24, 2023
Bruce always look out for the best interest of his clients.
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