Free guide from Ask the Planman

What’s YourWin Wednesday?

One Wednesday. One Win. A Better Financial Future.

You don’t need a financial overhaul to feel more in control of your money. What you need is one small step, taken consistently. This free guide gives you 150 of them.

  • 150 small wins across ten areas of your financial life
  • A twelve-week path for anyone who isn’t sure where to start
  • A new win in your inbox every Wednesday

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ASK THE PLANMAN
What’s Your
Win Wednesday?
One Wednesday. One Win. A Better Financial Future.
Inside the guide

Small steps that leave you better off than you were on Tuesday

Some wins save you money. Others protect your family, shrink a debt, or finally put an important document where your loved ones can find it. A few won’t involve money at all, because sometimes the biggest win is peace of mind.

150

Wins you can actually do

Most take less than an hour, and many take less than fifteen minutes.

12

Weeks to get started

A ready-made path that walks you through your first three months, one Wednesday at a time.

1

Place to track your progress

A simple log to record each win and see how far you’ve come.

Ten areas of your financial life

Start wherever you need it most

You don’t need to go in order, and you don’t need to do them all. Pick the win that speaks to you this week and check it off.

01

Quick Wins

02

Insurance

03

Emergency Preparedness

04

Credit and Debt

05

Savings and Budgeting

06

Retirement Planning

07

Family and Legacy

08

Smart Spending

09

Fraud and Identity Protection

10

The Bigger Picture

How it works

One win, every Wednesday

1

Tune in Tuesday

Every Tuesday night at 8:30 PM Eastern on Ask the Planman, Bruce shares the week’s win and why it matters.

2

Take action Wednesday

Do the week’s win, or choose any win in the guide that fits your life right now, and check it off.

3

Share your win

Tell Bruce what you accomplished. Your win could be featured on an upcoming episode of the show.

Meet The Planman

Bruce M. Weinstein

Bruce is a licensed insurance broker and author with more than forty years of experience in insurance and retirement protection. Through Planman Insurance and his radio show, Ask the Planman, he helps families protect what matters and prepare for the retirement they want.

He is also the author of Solving for X: The Retirement Equation Nobody Taught You.

“Small steps taken consistently will carry you much farther than big plans that never get started.”

Bruce M. Weinstein, The Planman
Your first win starts here

Get your free Wednesday Wins guide

Download all 150 wins today, then pick one and get it done this Wednesday.

Send Me My Wins
What’s Your Win Wednesday? is provided for general educational purposes only and is not financial, investment, tax, or legal advice. Bruce M. Weinstein is a licensed insurance broker and does not provide investment, tax, or legal advice. Everyone’s situation is different, so consider speaking with a qualified professional before making financial decisions. © 2026 Planman Insurance. All rights reserved.