Understanding Long Term Care - What IS and what ISN'T covered? ft. Joseph Bensmihen

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

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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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

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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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

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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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

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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“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

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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“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.

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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