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.

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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.

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Text PLANMAN to (321) 421-5213

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.

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Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213

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.

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Text PLANMAN to (321) 421-5213

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?

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Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213

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).

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Call us at 1-844-Planman
Text PLANMAN to (321) 421-5213

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.

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

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.

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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