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 social security, and the significance of couples managing finances together. The conversation aims to empower listeners with knowledge and actionable advice to enhance their financial well-being. In this conversation, Jackie Selby discusses the importance of communication between spouses regarding financial goals, the necessity of planning for long-term care and dementia, and the critical role of estate planning. He emphasizes the need for conservative investment strategies as individuals approach retirement, the challenges facing Social Security, and strategies to maximize retirement income streams. The discussion highlights the importance of proactive financial planning and the value of working with financial advisors to navigate these complex issues.



Reach out to Bruce & Tim at (800) 796-9912 or 

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

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 social security, and the significance of couples managing finances together. The conversation aims to empower listeners with knowledge and actionable advice to enhance their financial well-being. In this conversation, Jackie Selby discusses the importance of communication between spouses regarding financial goals, the necessity of planning for long-term care and dementia, and the critical role of estate planning. He emphasizes the need for conservative investment strategies as individuals approach retirement, the challenges facing Social Security, and strategies to maximize retirement income streams. The discussion highlights the importance of proactive financial planning and the value of working with financial advisors to navigate these complex issues.
 
Reach out to Bruce &amp; Tim at (800) 796-9912 or 
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>
<a href="https://www.ttvalueinvesting.com/">https://www.ttvalueinvesting.com/</a>

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.

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&amp;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.

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