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:
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
Re-Think How You Save
With interest‑rate cuts on the horizon and savings rates still stuck in the slow lane, retirees and pre‑retirees face a turning point: now may be the time to rethink how you save, where you invest, and how you draw income in retirement. Reach out to Bruce at (800) 796-9912 or https://www.premier…
54:40
When Can You Retire?
In this episode of The Truth About Money, Bruce Weinstein, and Jackie Selby discuss the feasibility of retiring in three years or less. They explore the financial implications of early retirement, including the significant costs associated with health insurance, the importance of life insurance for…
51:56
Legacy Planning
In this episode of The Truth About Money, Jackie Selby and Bruce Weinstein discuss the importance of financial legacy planning, estate planning, and the need for families to communicate about their financial futures. They explore the significance of updating wills and trusts, the tax implications o…
52:54
Your Own Pension Plan
In this conversation, Bruce Weinstein discusses the importance of creating sustainable income for retirement, emphasizing the need for adequate financial planning and the use of various investment products. He explains the role of actuarial science in understanding pension plans and how individuals…
51:52
Roller Coaster Plan???
Whether a serious correction is on the horizon or just another bump in the road, it pays to know how market swings can impact your retirement. For those approaching retirement — or already there — the market feels more personal. Your working years are winding down, and you can’t afford major misste…
54:17
Is today’s AI surge the next dot-com bubble
In this episode of 'The Truth About Money', Bruce Weinstein discusses the current financial landscape, focusing on the impact of AI on the stock market, the importance of income planning, and the role of insurance in retirement strategies. He emphasizes the need for individuals to integrate their f…
54:11