The Truth About Money with Bruce & Tim
Bruce Weinstein, Tim Travis, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show 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. Tim Travis is a veteran deep value investor and money manager with extensive experience in traditional investments, such as stocks and bonds, and deep value investing. Tim Travis is the Founder and CEO of T&T Capital Management which is a Registered Investment Advisor located in Coto de Caza, California that focuses on providing deep value investment strategies to institutions, families, and individuals across the globe. 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 conversation, Bruce Weinstein and Tim Travis discuss various financial topics, including regaining control of one's financial future, dealing with financial insecurity, and planning for retirement. They emphasize the importance of developing a strategy to achieve financial goals and finding peace of mind. The conversation also touches on the impact of the economy, inflation, and interest rates on financial security. They pr...
The conversation discusses common concerns, misconceptions, and myths preventing people from seeking financial advice. It emphasizes the importance of starting the conversation and not being embarrassed about financial knowledge. The hosts address the misconception that financial advisors are expensive and explain the different fee structures. They also highlight the need for estate planning and the benefits of catch-up contributio...
In this conversation, Bruce Weinstein and Tim Travis discuss various financial planning topics and answer commonly searched questions. They explain the role of a financial advisor and the different types available. They also discuss how financial advisors are compensated and the importance of treating your investment portfolio like a business. The conversation touches on the benefits of insurance products, such as annuities, and th...
The Truth About Money with Bruce Weinstein and Tim Travis discusses harsh retirement planning truths and the importance of being the CEO of your own retirement. They emphasize the need to prepare for bear markets and manage risk, as well as the challenges of saving for retirement through a 401k plan. The hosts also discuss the importance of understanding Social Security benefits and the impact of claiming at the wrong time. They hi...
The conversation discusses common reasons why people resist working with a financial professional and explains how a financial advisor can help. The main themes include the benefits of working with a financial advisor, the importance of retirement planning, the limitations of relying solely on a 401k, the need for asset protection, and the role of insurance in financial planning. In this conversation, Bruce Weinstein and Tim Travis...
On this episode, Bruce Weinstein and Tim Travis discuss retirement planning and the importance of having a safety net. They emphasize the need for diversification in 401k plans and the benefits of self-directed plans. The hosts share a case study on diversification and hedging strategies to reduce risk. They also discuss the changing landscape of retirement and the challenges faced by individuals today. The episode concludes with a...
The conversation discusses various aspects of retirement planning, including the importance of having a written plan, the misconception that retirement can happen earlier than expected, the difference between distribution and accumulation, the need to plan for a long retirement, and the impact of Social Security on retirement income. The conversation also explores the concept of decumulation as the new accumulation, dispels retirem...
This conversation discusses various aspects of retirement planning and financial security. It includes quotes from unconventional sources, such as George Foreman and Chris Rock, that provide insights into retirement income and options. The importance of setting savings goals early and creating an income plan for retirement is emphasized. Starting a business in retirement is also explored, highlighting the tax advantages and flexibi...
In this episode: financial planning missteps from Hollywood and classic TV shows. Bruce and Tim also explain the benefits of annuities and address common concerns and misconceptions about the available products. They conclude by offering a no-cost financial consultation to listeners.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
In this episode of The Truth About Money, Bruce Weinstein and Tim Travis discuss and emphasize the importance of factors such as time horizon, expected retirement age, and realistic expectations for retirement expenses. They discuss the need for portfolio diversification and risk management, as well as the importance of reducing expenses before retirement. Bruce and Tim offer free consultations for portfolio analysis to help indivi...
The conversation explores the concept of creating buckets for retirement needs and wants, as well as utilizing small businesses for additional income. The show includes information on financial services for different financial situations, the importance of long-term care insurance, different types of long-term care policies, saving for retirement and sustainable withdrawal rates, and more!
This conversation discusses various aspects of retirement income taxation and planning. It covers topics such as traditional IRAs, 401Ks, and 403Bs, the tax advantages of Roth IRAs, the taxation of Social Security benefits, pensions, and annuities. The conversation also explores the importance of working with a fiduciary financial professional and the potential pitfalls of market volatility, interest rates, and healthcare costs in ...
On today’s show Truth About Money with Bruce and Tim we take a look at retirement one year later. You may need to make a few adjustments. Also, getting to retirement is as much about spending as it is about saving. We’ll explain and we'll answer questions from listeners.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
https://www.ttvalueinvesting.com/
See omnystudio.com/listener for privacy i...
We often hear we need to save ‘X’ amount of money to successfully retire. Having enough money is important but it doesn’t matter if you have tons of money it still won’t make you happy.On today’s show Truth About Money with Bruce and Tim we’ll outline several ways to help you achieve that too. In addition, we’ll answer questions from listeners.
Reach out to Bruce Weinstein & Tim Travis or call (800) 796-9912.
See omnystud...
On today’s show Truth About Money with Bruce and Tim they'll talk about those first years of retirement, shall we? They basically lay the groundwork for your financial future, and today we’ll dive into the typical money challenges you might run into during that first 10-year stretch. Plus, we’ll give you some tips on how to tackle them and make sure you have the awesome retirement you've been dreaming of.
Reach out to Bruce &...
Finance experts say there are a handful of retirement distribution strategies that can be used to stretch money further for a long retirement, and these can be combined and changed over time. On today’s show Truth About Money with Bruce and Tim they'll help you make smart decisions about withdrawing those hard earned dollars.
Reach out to Bruce & Tim at (800) 796-9912 or
Cash flow in retirement is a critical factor that can determine your financial freedom during your golden years. On today’s show Truth About Money with Bruce and Tim they’ll provide some key considerations for understanding the importance of cash flow in retirement. In addition they’ll dig into behavioral finance.
Reach out to Bruce & Tim at (800) 796-9912 or
Remember the game “Two Truths and a Lie”? Well on today’s show Truth About Money with Bruce and Tim we have created our own version of it called Two Retirement Truths and a Lie. We’ll find out how much you know or don’t know about planning for retirement. That and more on today's show.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
For many, 65 was the ‘magic number’ for retirement.On today’s show Truth About Money with Bruce and Tim we’ll highlight why it’s hard to retire at 65 and offer some tips to help get you to retirement on your terms. Also, seven solid financial moves you to make when you are ready to retire.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
https://www.ttvalueinvesting.com/
On today’s show Truth About Money with Bruce Weinstein and Tim Travis they’ll discuss why you need a Retirement “Check up”. In addition, making sure you retire with clear goals.
Reach out to Bruce & Tim at (800) 796-9912 or
https://www.premierswplanning.com/
https://www.ttvalueinvesting.com/
See omnystudio.com/listener for privacy information.
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