With the marketplace offering tons of life insurance options, choosing the right policy can often be overwhelming and confusing. In today's episode, we're diving into the options available to you and breaking down the benefits of each, from short-term options to long-term, income generating solutions for your retirement.

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From annuities to converting term life to whole life insurance, we have the answers to all of your burning questions.

There are many questions you may be having regarding your financial journey. Is an annuity right for me? Is there a wrong way to go about using an annuity? Should I convert my term life insurance policy to a whole life one?

We all want to make the best decision for our personal needs. Which, of course, comes with all these pressing questions. It’s important to know exactly where you currently are in your financial journey as well as your end goals for your investments.

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Text PLANMAN to (321) 421-5213

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

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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✅“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
planman.tv

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