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:
Financial Planning for Retirement and Estate.
In this episode, Bruce Weinstein and Jackie Selby explore critical financial planning topics including pension options, long-term care, life insurance, and Medicare. They provide practical advice to help listeners make informed decisions about their retirement and insurance strategies. Call Bruce …
53:09
Inheriting IRA's
In this episode, Bruce Weinstein discusses the complexities of inheriting IRAs, tax strategies, and retirement planning essentials, providing valuable insights for those planning their financial future. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/
52:20
The Medigap Doorway
In this episode, Bruce Weinstein discusses the complexities of Medicare, Medigap, and insurance planning for retirees, emphasizing the importance of timing and understanding coverage options to protect your retirement savings. Reach out to Bruce at (800) 796-9912 or https://www.premierswplann…
53:51
The Claim-Ready Household
In this episode, Bruce Weinstein from Premier Southwest Planning Group discusses the importance of proper insurance planning, claim documentation, and understanding different financial products to secure your retirement and protect your assets. Reach out to Bruce at (800) 796-9912 or https://…
54:15
The Premium Stack Shock
In this episode of The Truth About Money Show, Jackie Selby and Bruce Weinstein explore the complexities of insurance costs in retirement, including Medicare, car, home, and life insurance. They provide practical advice on managing premiums, understanding policy options, and planning for long-term …
50:02
The Longevity Test
In this episode, Bruce Weinstein and Jackie Selby discuss critical financial planning topics including long-term care, dementia risk, estate planning, and retirement income strategies. Learn how to protect your assets and plan for a secure future. Reach out to Bruce at (800) 796-9912 or https…
54:12
The Paycheck Rehearsal
In this episode, Bruce Weinstein and Jackie Selby discuss essential retirement planning topics including income strategies, Social Security, Medicare, and long-term care. They emphasize the importance of proactive planning to ensure financial security and peace of mind in retirement. Reach out…
53:18
Promises Need Receipts
In this episode, Bruce Weinstein discusses essential questions retirees should ask their advisors, how to evaluate retirement strategies, and the importance of personalized planning to ensure financial security in retirement. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanni…
53:43
The Income Floor Test
Bruce Weinstein from Premier Southwest Planning Group discusses retirement income strategies, annuities, Medicare options, and long-term care planning to help listeners secure their financial future. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/
52:54
The Quiet Tax Window
In this episode,Bruce Weinstein discusses key strategies for retirement planning, tax optimization, and managing inherited IRAs. Learn how to make your money work for you and avoid common pitfalls in retirement savings. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/
50:47