The Truth About Money with Bruce Weinstein
Bruce Weinstein and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (800) 796-9912. Bruce Weinstein is President and Founder of Premier Southwest Planning Group who specializes in personal finance and estate strategies. The goal of Premier Southwest's process is to help maximize your wealth and help you work towards financial security for you, your family or your small business. They believe whether you are seeking financial security as an individual, a family, or a business, you need the personal financial planning process to help you work towards achieving your financial plan. We take pride in veering away from the latest Wall Street fads and instead maintain an iron-clad focus on deep value investing. We practice long-term investing. We never get blinded by the amount we can earn from an investment, and we mitigate risk by first focusing on how much we could lose. We measure risks in absolutes, as opposed to relatives. If the market is has turned away from our favor and we can’t find good investment opportunities, we would rather sit on cash than make poor investment choices. This is how we not only build wealth, but also how we protect wealth.
Episodes
In this episode, Bruce Weinstein and Jackie Selby explore critical financial planning topics including pension options, long-term care, life insurance, and Medicare. They provide practical advice to help listeners make informed decisions about their retirement and insurance strategies. Call Bruce at 800-796-9912 or click here for a free, no cost appointment!
See omnystudio.com/listener for privacy information.
In this episode, Bruce Weinstein discusses the complexities of inheriting IRAs, tax strategies, and retirement planning essentials, providing valuable insights for those planning their financial future.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
In this episode, Bruce Weinstein discusses the complexities of Medicare, Medigap, and insurance planning for retirees, emphasizing the importance of timing and understanding coverage options to protect your retirement savings.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
In this episode, Bruce Weinstein from Premier Southwest Planning Group discusses the importance of proper insurance planning, claim documentation, and understanding different financial products to secure your retirement and protect your assets.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
In this episode of The Truth About Money Show, Jackie Selby and Bruce Weinstein explore the complexities of insurance costs in retirement, including Medicare, car, home, and life insurance. They provide practical advice on managing premiums, understanding policy options, and planning for long-term care to secure financial stability.
Reach out to Bruce at (800) 796-9912 or
In this episode, Bruce Weinstein and Jackie Selby discuss critical financial planning topics including long-term care, dementia risk, estate planning, and retirement income strategies. Learn how to protect your assets and plan for a secure future.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
In this episode, Bruce Weinstein and Jackie Selby discuss essential retirement planning topics including income strategies, Social Security, Medicare, and long-term care. They emphasize the importance of proactive planning to ensure financial security and peace of mind in retirement.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
In this episode, Bruce Weinstein discusses essential questions retirees should ask their advisors, how to evaluate retirement strategies, and the importance of personalized planning to ensure financial security in retirement.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
Bruce Weinstein from Premier Southwest Planning Group discusses retirement income strategies, annuities, Medicare options, and long-term care planning to help listeners secure their financial future.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
In this episode,Bruce Weinstein discusses key strategies for retirement planning, tax optimization, and managing inherited IRAs. Learn how to make your money work for you and avoid common pitfalls in retirement savings.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
In this episode, Bruce Weinstein discusses the critical aspects of retirement planning, focusing on healthcare, insurance, and managing expenses to ensure a secure and enjoyable retirement. Learn practical strategies to address common pitfalls and protect your financial future.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
This episode explores the complexities of annuities, long-term care, and retirement planning, providing valuable insights for retirees and those approaching retirement. Hosted by Jackie Selby with expert Bruce Weinstein, it covers how to create reliable income streams, the importance of proper planning, and strategies to protect assets.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio...
Bruce Weinstein discusses the importance of comprehensive financial planning, including insurance, Medicare, long-term care, and investment strategies, emphasizing proactive measures to secure your financial future.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
This episode explores the impact of current oil prices, geopolitical tensions, and economic strategies on retirement planning and investments. Bruce Weinstein shares insights on market trends, asset allocation, estate planning, and how to protect and grow your wealth in uncertain times.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
This episode explores the nuances of retirement planning, emphasizing the importance of purpose, asset protection, tax strategies, and the emotional aspects of retirement. Hosted by Jackie Selby with expert Bruce Weinstein, it offers practical advice for achieving a fulfilling retirement.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
This episode explores critical aspects of estate planning, wealth transfer, and retirement strategies. Bruce Weinstein shares insights on managing legacy, insurance, and tax implications to secure your family's future.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
Bruce Weinstein shares expert insights on retirement planning, asset protection, and navigating the complexities of Medicare and taxes. Learn practical strategies to secure your financial future and avoid common pitfalls in retirement.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
This episode features Bruce Weinstein from Premier Southwest Planning Group discussing retirement planning strategies for Gen X and baby boomers, including tax-efficient investing, long-term care insurance, and estate planning. Learn how to optimize your finances for a secure and enjoyable retirement.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
This episode covers essential retirement planning strategies, including debt management, investment options, and Medicare choices, to help listeners prepare for a secure and enjoyable retirement.
Reach out to Bruce at (800) 796-9912 or
https://www.premierswplanning.com/
See omnystudio.com/listener for privacy information.
In this episode of 'The Truth About Money,' Jackie Selby and Bruce Weinstein discuss the critical aspects of retirement planning, focusing on strategic tax planning, Social Security taxation, healthcare costs, and common retirement concerns. They emphasize the importance of understanding RMDs, the implications of Social Security taxation, and the need for a comprehensive financial plan that addresses healthcare expenses and p...
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