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
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...
In this episode of The Truth About Money, Jackie Selby and Bruce Weinstein discuss the often unexpected costs associated with retirement. They explore common misconceptions about retirement expenses, the importance of planning for long-term care, and the role of annuities in retirement income. The conversation emphasizes the need for personalized financial planning and the psychological aspects of managing retirement funds. Listene...
In this episode, Bruce Weinstein, and Phil Bodine discuss the impact of inflation on retirement strategies, the importance of understanding different rates of return, and the complexities of social security and Medicare. They emphasize the need for customized financial strategies to navigate the uncertainties of retirement planning and wealth management.
Reach out to Bruce at (800) 796-9912 or
In this episode, Jackie Selby and Bruce Weinstein discuss the complexities of retirement planning in 2026, emphasizing the importance of strategic investment, risk management, and estate planning. They explore how to navigate market dynamics, the significance of creating a sustainable income, and the need to address inflation in retirement budgeting. The conversation also highlights the balance between legacy wishes and family expe...
In this conversation, Jackie Selby and Bruce Weinstein discuss the increasing trend of Americans planning to retire in the near future. They explore essential steps for preparing financially and mentally for retirement, emphasizing the importance of having a solid financial plan, understanding retirement income needs, and planning for healthcare costs. The discussion also covers the significance of trusts in estate planning, ...
In this episode of 'The Truth About Money,' Jackie Selby and Bruce Weinstein discuss the significance of having a bucket list for retirement, emphasizing that retirement planning is not just about financial numbers but also about fulfilling life goals. They explore the importance of planning for adventures, understanding financial preparedness, and the economic factors that can impact retirement. The conversation also covers invest...
In this episode of "The Truth About Money," host Jackie Selby engages with Bruce Weinstein from Premier Southwest Planning Group to discuss the critical distinctions between saving and investing. They explore the importance of knowing when to save money in low-risk accounts versus when to invest in higher-risk assets like stocks and bonds. Bruce emphasizes the need for a balanced approach to financial planning, particularly in the ...
This conversation explores the complexities of unplanned early retirement, emphasizing the need for financial preparedness, understanding social security benefits, and the importance of alternative income sources. The discussion also covers the impact of market volatility on retirement planning, the role of post-retirement employment, and strategies for coordinating multiple income streams. Additionally, it addresses succession pla...
With interest‑rate cuts on the horizon and savings rates still stuck in the slow
lane, retirees and pre‑retirees face a turning point: now may be the time to rethink how
you save, where you invest, and how you draw income 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 of The Truth About Money, Bruce Weinstein, and Jackie Selby discuss the feasibility of retiring in three years or less. They explore the financial implications of early retirement, including the significant costs associated with health insurance, the importance of life insurance for asset protection, and strategies for managing debt. The conversation also covers the role of Social Security in retirement income, the ...
In this episode of The Truth About Money, Jackie Selby and Bruce Weinstein discuss the importance of financial legacy planning, estate planning, and the need for families to communicate about their financial futures. They explore the significance of updating wills and trusts, the tax implications of legacy planning, and the necessity of involving family members in these discussions. The conversation also covers retirement planning,...
In this conversation, Bruce Weinstein discusses the importance of creating sustainable income for retirement, emphasizing the need for adequate financial planning and the use of various investment products. He explains the role of actuarial science in understanding pension plans and how individuals can create their own private pension plans to ensure financial security in retirement.
Reach out to Bruce at (800) 796-9912 or&n...
Whether a serious correction is on the horizon or just another bump in the road, it pays
to know how market swings can impact your retirement. For those approaching
retirement — or already there — the market feels more personal. Your working years
are winding down, and you can’t afford major missteps. Today we’re unpacking how
asset allocation, emotional discipline, and a solid strategy can help ...
In this episode of 'The Truth About Money', Bruce Weinstein discusses the current financial landscape, focusing on the impact of AI on the stock market, the importance of income planning, and the role of insurance in retirement strategies. He emphasizes the need for individuals to integrate their financial assets into a comprehensive plan and addresses common concerns about financial institutions and market volatility. The conversa...
In this episode, Bruce and Jackie discuss the complexities of retirement income planning, emphasizing the importance of creating a dependable income stream without depleting savings too quickly. He explores various strategies, including the 4% rule, long-term care insurance, and the significance of layering income sources for stability. The conversation also addresses healthcare gaps for early retirees, the impact of family changes...
In this episode of the Truth About Money Show, Bruce Weinstein and Jackie Selby discuss the complexities of financial planning, focusing on retirement strategies, market volatility, long-term care insurance, stealth taxes, and the importance of having a solid financial advisor. They emphasize the need for proactive planning to navigate healthcare costs and the implications of RMDs on retirement income. The conversation also touches...
In this episode of the Truth About Money, Bruce Weinstein, and Jackie Selby discuss the evolving concept of retirement as a fresh start rather than an end. They emphasize the importance of shifting from an accumulation mindset to a distribution strategy, especially in light of current market valuations. The conversation covers essential topics such as planning for income streams, understanding long-term care, and navigating financi...
In this episode, Bruce Weinstein discusses the intricacies of retirement planning, emphasizing the importance of integrating various financial strategies to ensure a comfortable retirement. He highlights the significance of understanding taxes related to retirement accounts, managing lifestyle and inflation, and addressing long-term care and estate planning. Bruce provides insights on how to maximize income during retirement while ...
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