All Episodes
Ask The Planman — 92 episodes
EP 91: Solving for X — What Most People Miss About Retirement Planning | Ask the Plan Man with Margret De Bruyn
EP 90: Ask the Planman Streaming Radio/TV Premiere! Special Guest Mel Albin | Solving for X: Retirement Planning
EP 89: Managing Money And Aging Parents With Jennifer Rosen
EP 88: Kimberley Sixkiller - Long Term Care Insurance
EP 87: What do you do when your Insurance WON'T Cover YOU with Jimmy Choi
EP 86: Disability and Business Continuity Insurance
EP 85: How Do the Wealthy Avoid Taxes on Real Estate? With Pishoy Fahmi
EP 84: PPO vs. HMO: Are You Paying Too Much for Healthcare?
EP 83: How Can I Save Money On My Health Insurance?
EP 82: Student Loan Forgiveness - Who Actually Qualifies & Who's Stuck Paying?
EP 81: Protect Yourself from Financial Pitfalls with Paul Shalhoub
EP 80: End Of Year Money Tips with Tatianna Tsoir
EP 79: How To Protect Your Wealth in Retirement with Barry Siegel
EP 78: Interest Rates Are Down, But Should You Buy Now? (with Paul Lykins)
EP 77: The Car Buying Game
EP 76: Sales, Investing, and Personal Growth with Adam Stalmach
EP 75: Can You Reduce Your Car Insurance Cost?
EP 74: Escape the Tax Trap: How To Keep More of Your Money
EP 73: How Vulnerable Is Your Income Without Disability Coverage?
EP 72: Turning $500k Into $10k - A Cautionary Tale
EP 71: Don't Make These Investing Mistakes
EP 70: How to Deal With Being Denied Insurance
EP 69: How can businesses improve or access better credit with Brian Trask
EP 68: Turning $1k into $20k to reach retirement with Ann Rappaport
EP 67: Do You Need An Estate Plan, With Pamela Higer-Polani
EP 66: Spinning some yarn, with Mark Victor Hanson, Chicken Soup for the Soul
EP 64: Types of Life Insurance Available To You
EP 65: Personal Health & Financial Freedom with Doug Wood
EP 63: Annuities & Life Insurance - Which One Do You Need?
EP 62: What Makes Up A Financial Plan
EP 61: Tax and Exit Planning w/Peter Culver
EP 60: Why enroll in HSA or FSA?
EP 59: How Can I Tell If I'm Ready For Retirement? Decoding The X-Factor
EP 58: Understanding Annuities Part 2
EP 57: Understanding Annuities Part 1
EP 56: Redefining Financial Strategies for DINKS and SINKS
EP 55: Financial Planning for a New Year
EP 54: Planning Beyond Life Expectancy
EP 53: Preparing to Retire
EP 52: What is Premium Financing?
EP 51: The Money Dating Game with Lisa Drennon
EP 50: Mindset, Skill sets and Habits w/ Brad Lea
EP49: Unlocking Your Power and Potential: Our Trash From Our Past
EP48: Impossible to Fail; A Framework for Success
EP47: The Law of Increase; How Altruism and Service Can Result in Achievement
EP 46: Plan for the Future, while we LIVE in the Now!
EP45: The Weed Killer - part 2
EP44: The Weed Killer - part 1
EP43 - Building Relationships
EP42: Do you really understand RISK?
EP41: Part 2 - What is Short Term Medical?
EP 40: Part 1 - What is ACA (the marketplace/Obamacare)?
Old Dog, New Tricks
Architecting a Successful Exit
Impacting your sales
2023 Real Estate Panel
Effective Time Management and Accountability
The Pro's and Con's of Franchising, tied with Health & Wellness
Anatomy of your Paycheck & Compounding of Money
Getting to know Aflac ft. Tony Moonen
Talking commercial insurance coverage
State of the 'union' when it comes to your home and auto coverages
How important is your BUDGET to your financial plan? ft. Peter Passalacqua
How to scale and exit your business ft. John Wetmore
When is the best time to take Social Security?
Do you want to be part of the 3%? ft. David A. Perez aka Mr. BYOE
Un-Crypting Cyrpto and NFT's - ft. Eric Coffie
These are NOT your Father's Annuities ft. Ryan Cicchelli
Unblocking BlockChains ft. Robert Cantrell
Tax planning for the business owner ft. Chris Pawlowski
The Brand Boss talks Branding vs Marketing ft. Rachel Jenks
Special Needs Trusts & what makes them so special ft. Russell Fishkind
Insurance for those unplanned moments in life ft. Zach Mindham
Family vs Family Business. How to keep it separated ft. - Jeff Savlov
To Lease or NOT to Lease, that is the question - ft. Mark Minoogian
Understanding your Auto and Homeowner Coverage - ft. Natalie Bone
Understanding Long Term Care - What IS and what ISN'T covered? ft. Joseph Bensmihen
Everyone Needs a Coach in life - Person of Interest - Prey Drive/Flip the Switch
How to Flip Houses ft. Nick and Jeff Esposito
How much is your life worth? feat. Robin Czarnek
Franchising and Entrepreneurship w/Omar Medrano
How health & wellness can impact your insurance rates w/Arman Eckelbarger
What Wall Street Doesn't Want You to Know Pt 2 ft. John Browning
What Wall Street Doesn't Want You to Know
Uncovering the mystery on your credit scoring with Craig Port
Talking Family Law with Tammy Saltzman Esq.
Getting Rich with Rich Montenegro
Ask the Planman - feat. David Abrams
ASK THE Planman - feat. John Browning
ASK THE Planman - feat. Mario Bai
ASK THE Planman - feat. Joe Krivelow
ASK THE Planman - Show Trailer