Inflation, Shrinkflation. and Stagflation
In this episode of 'The Truth About Money', hosts Bruce Weinstein and Tim Travis discuss the ongoing challenges of inflation, the importance of proactive financial planning, and effective investment strategies in a volatile market. They emphasize the need for individuals to reassess their financial…
Investing in Retirement
In this episode of 'The Truth About Money', hosts Bruce Weinstein and Tim Travis discuss the critical importance of longevity in financial planning, the risks associated with market fluctuations, and the need for a comprehensive strategy to ensure financial security in retirement. They emphasize th…
Finding the Right Financial Advisor
In this episode of The Truth About Money, the hosts discuss the critical steps in finding the right financial advisor, the importance of understanding advisor fees, and the necessity of comprehensive financial planning. They emphasize the need for clients to feel comfortable with their advisors and…
Financial Red Flags
In this episode of 'The Truth About Money' Bruce Weinstein, and Tim Travis discuss the current economic landscape, focusing on inflation, potential downturns, and the importance of financial planning. They emphasize the need for vigilance in identifying financial red flags and the significance of f…
10,000 Baby Boomers Retire Each Day
The conversation explores the significant impact of the retirement of baby boomers on social security, Medicare, and the broader economy. The hosts discuss the challenges retirees face, including potential changes to benefits, the importance of personal pension plans, and strategies for financial p…
Meet Mr and MS A. Boomer.
This conversation explores the significant changes in retirement planning over the past two decades, focusing on the shift from defined benefit plans to defined contribution plans, the impact of automatic enrollment features, changes in required minimum distributions, and the role of annuities in r…
Retirement Tips
In this episode of 'Truth About Money', the hosts discuss essential tips for retirement planning, emphasizing the importance of financial management, understanding market dynamics, and the implications of the Secure Act 2.0. They also explore tax strategies for business owners, the complexities of …
Retirement Savings: 8 Outcomes When You Begin Saving in Your 50s.
In this conversation, Bruce Weinstein, and Tim Travis discuss the importance of starting retirement savings in your 50s, the implications of social security and Medicare, and strategies for maximizing retirement income. They emphasize the significance of catch-up contributions, the risks associate…
Surprise! You'e Retired!
In this episode of 'The Truth About Money', the hosts discuss the various surprises that can arise during retirement, particularly focusing on long-term care, Medicare, and the financial implications of healthcare costs. They emphasize the importance of planning for unexpected expenses, such as inf…
It's Not Your Father's Retirement
The conversation explores the significant changes in retirement planning over the past two decades, emphasizing the shift from defined benefit plans to defined contribution plans like 401(k)s. The hosts discuss the importance of understanding Medicare and healthcare costs in retirement, the necessi…