The Truth About Money with Bruce Weinstein
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 …Social links:
What Should Gen X be Doing
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 retireme…
53:33
Retire Early… or Not?
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/
54:30
A 30 Year Retirement Tax Plan
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…
53:20
Does Retirement Cost More?
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 …
53:57
Inflation Strategies
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 un…
54:53
Planning Your Retirement
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 t…
53:37
Planing To Retire This Year?
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 ret…
54:23
Your Bucket List
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 ad…
53:27
Saving vs. Investing
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…
53:07
What If Your Retirement Comes Early
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, th…
54:03