Blog

Estate Planning

Do You NEED An Estate Plan?

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.

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financial planning

What Makes Up A Financial Plan

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 moment to snapshot where we are today to see where we will be in the future.

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Estate Planning

Tax and Exit Planning with Peter Culver

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. Entrepreneurs usually have a lot of moving parts in their business, and having someone who can help you is key. Someone out there always knows something you don’t care to learn about yourself, keeping that in mind will be helpful in your tax planning.

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financial planning

Why Should You Enroll in an HSA or FSA?

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.

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TUNE INTO THE "Ask The PlanMan" PODCAST

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: [email protected]

Text the word Planman to 321-421-5213 or call 1-844-PLANMAN