The Truth About Money with Bruce & Tim
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 sa…Social links:
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Regain Control of Your Financial Future
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…
47:01
You Need Professional (Financial) Help
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 expen…
49:30
The Most Searched Financial Planning Questions
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 treat…
49:28
The Cold, Hard Truth of Your Financial Situation
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 pla…
48:24
Get Professional Help!
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 40…
49:56
Get a Plan!
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 …
50:08
More Than Just a Dream
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 S…
50:44
Peak 65 is Here
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 i…
49:55
Financial Do's and Don't From Your Favorite Sitcoms
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 …
49:40
What's the Plan?
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 wel…
49:36