Delray Beach, Florida · In financial services since 1986
Make financial wellness easier to deliver.
Bruce turns confusion into confidence, helping audiences take practical action and giving event planners a speaker attendees remember and request again.
Rather just talk? Call 1-844-PLANMAN or text PLANMAN to 321-421-5213.
financial services
90 episodes5.0 on Apple
ready to book
Bruce M. Weinstein, professionally known as The Planman, delivers timely, practical presentations that help audiences reduce financial stress, make smarter healthcare and retirement decisions, and leave with strategies they can use right away. His approachable style, clarity and high-value education create the kind of engagement event planners want: strong audience response, meaningful takeaways, and invitations to bring him back.
The questions I get asked
Tap any card. That is roughly what I would tell you.
So what is the book actually about?
Forty years of sitting across from people, and what I learned about them rather than about money. The plan is just the frame. The people are the story.
How do I get you on my podcast?
Write to me. I have been the guest about as often as the host, and I will say yes to almost anyone who wants a straight conversation rather than a script.
Do I have to buy something at the seminar?
No. Nobody takes your details at the door, there is no pitch at the back of the room, and you are welcome to leave with nothing but coffee and answers.
Forty years in. What has actually changed?
The products, constantly. The paperwork, for the worse. What keeps people awake at two in the morning, not one bit.
Why did you start recording all this?
I had answered the same question roughly a thousand times in private, and it occurred to me that the thousand and first person deserved to hear it too.
Can I ask you something without becoming a client?
Yes, and most people do. That is the whole idea behind the name. Ask The PlanMan was never meant to be a sales funnel.
Where to next
Everything, in one place.
Fifteen people, unprompted
What clients wrote in about Bruce.
Bruce gives his time and commitment to the people of his community without asking for anything in return. He has always been open and aboveboard in his dealings with clients, and in all the years we have known him he has conducted himself in a highly ethical manner.
One of the most respected, trustworthy and reliable people I have ever met. His patience, thoroughness and dedication to his clients is unparalleled, and he has consistently taken the time to understand what I was actually trying to achieve.
He will take whatever time I need to have concepts explained to me, and has always been a man of his word. I have always found him to be a man of tremendous personal and business integrity who looks out for his clients first.
Statements shown are from clients of the practice and were provided without compensation. Individual experiences vary and are not a guarantee of future results. Wording subject to compliance review.
Ask The PlanMan
Send me your question.
If it is a good one it may end up on the show with your name left off. Either way you get an answer back, plus a short note from me once a month about whatever is changing that you ought to hear early.
Rather speak to a person? Call 1-844-PLANMAN, text PLANMAN to 321-421-5213, or write to info@asktheplanman.com.
No cost, no obligation, and your details are never sold or shared.
