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 retirement income needs, and planning for healthcare costs. The discussion also covers the significance of trusts in estate planning, navigating insurance and liability, and the impact of taxes on retirement planning. Additionally, they address how to adjust financial plans based on lifestyle changes and the challenges of managing company stock in retirement.

 

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

https://www.premierswplanning.com/

In this conversation, Jackie Selby&nbsp; 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 retirement income needs, and planning for healthcare costs. The discussion also covers the significance of trusts in estate planning, navigating insurance and liability, and the impact of taxes on retirement planning. Additionally, they address how to adjust financial plans based on lifestyle changes and the challenges of managing company stock in retirement.
&nbsp;
Reach out to Bruce at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>

Planing To Retire This Year?

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 adventures, understanding financial preparedness, and the economic factors that can impact retirement. The conversation also covers investment strategies, navigating Medicare options, and the pros and cons of home ownership versus renting in retirement. Finally, they address tax strategies for retirement income, encouraging listeners to take proactive steps in their financial planning.

 

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

https://www.premierswplanning.com/

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 adventures, understanding financial preparedness, and the economic factors that can impact retirement. The conversation also covers investment strategies, navigating Medicare options, and the pros and cons of home ownership versus renting in retirement. Finally, they address tax strategies for retirement income, encouraging listeners to take proactive steps in their financial planning.
&nbsp;
Reach out to Bruce at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>

Your Bucket List 

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 higher-risk assets like stocks and bonds. Bruce emphasizes the need for a balanced approach to financial planning, particularly in the current economic climate where inflation and market volatility pose significant risks to retirement savings. He shares insights on various investment strategies that can minimize risk while maximizing returns, including the use of ETFs and money market accounts that offer competitive interest rates without the volatility of traditional stock investments.

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

https://www.premierswplanning.com/

 

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 higher-risk assets like stocks and bonds. Bruce emphasizes the need for a balanced approach to financial planning, particularly in the current economic climate where inflation and market volatility pose significant risks to retirement savings. He shares insights on various investment strategies that can minimize risk while maximizing returns, including the use of ETFs and money market accounts that offer competitive interest rates without the volatility of traditional stock investments.
Reach out to Bruce at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>
&nbsp;

Saving vs. Investing

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, the role of post-retirement employment, and strategies for coordinating multiple income streams. Additionally, it addresses succession planning for family businesses and the importance of having a good advisor to navigate these challenges.

 

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

https://www.premierswplanning.com/

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, the role of post-retirement employment, and strategies for coordinating multiple income streams. Additionally, it addresses succession planning for family businesses and the importance of having a good advisor to navigate these challenges.
&nbsp;
Reach out to Bruce at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>

What If Your Retirement Comes Early

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.premierswplanning.com/

 

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&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>
&nbsp;

Re-Think How You Save

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 asset protection, and strategies for managing debt. The conversation also covers the role of Social Security in retirement income, the pros and cons of paying off a mortgage, and how to leverage life insurance for real estate investments. Additionally, they delve into tax benefits associated with real estate and life insurance, the creation of passive income streams, and effective withdrawal strategies for retirement accounts.

 

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

https://www.premierswplanning.com/

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 asset protection, and strategies for managing debt. The conversation also covers the role of Social Security in retirement income, the pros and cons of paying off a mortgage, and how to leverage life insurance for real estate investments. Additionally, they delve into tax benefits associated with real estate and life insurance, the creation of passive income streams, and effective withdrawal strategies for retirement accounts.
&nbsp;
Reach out to Bruce at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>

When Can You Retire?

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 of legacy planning, and the necessity of involving family members in these discussions. The conversation also covers retirement planning, including the impact of Required Minimum Distributions (RMDs) and the importance of having multiple income streams in retirement. Additionally, they touch on long-term care solutions and the role of insurance in protecting assets and ensuring a comfortable retirement.

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

https://www.premierswplanning.com/

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 of legacy planning, and the necessity of involving family members in these discussions. The conversation also covers retirement planning, including the impact of Required Minimum Distributions (RMDs) and the importance of having multiple income streams in retirement. Additionally, they touch on long-term care solutions and the role of insurance in protecting assets and ensuring a comfortable retirement.
Reach out to Bruce at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>

Legacy Planning 

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 can create their own private pension plans to ensure financial security in retirement.

 

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

https://www.premierswplanning.com/

 

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 can create their own private pension plans to ensure financial security in retirement.
&nbsp;
Reach out to Bruce at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>
&nbsp;

Your Own Pension 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 missteps. Today we’re unpacking how
asset allocation, emotional discipline, and a solid strategy can help you stay the course
when markets get shaky.

 

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

https://www.premierswplanning.com/

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 &mdash; or already there &mdash; the market feels more personal. Your working years are winding down, and you can&rsquo;t afford major missteps. Today we&rsquo;re unpacking how asset allocation, emotional discipline, and a solid strategy can help you stay the course when markets get shaky.
&nbsp;
Reach out to Bruce at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>

Roller Coaster Plan???

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 financial assets into a comprehensive plan and addresses common concerns about financial institutions and market volatility. The conversation also includes listener questions about navigating retirement planning amidst changing circumstances.

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

https://www.premierswplanning.com/

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 financial assets into a comprehensive plan and addresses common concerns about financial institutions and market volatility. The conversation also includes listener questions about navigating retirement planning amidst changing circumstances.
Reach out to Bruce at (800) 796-9912 or&nbsp;
<a href="https://www.premierswplanning.com/">https://www.premierswplanning.com/</a>

Is today’s AI surge the next dot-com bubble

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 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.

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 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 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.
We take pride in veering away from the latest Wall Street fads and instead maintain an iron-clad focus on deep value investing.&nbsp; We practice long-term investing.&nbsp; 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.&nbsp; We measure risks in absolutes, as opposed to relatives.&nbsp; If the market is has turned away from our favor and we can&rsquo;t find good investment opportunities, we would rather sit on cash than make poor investment choices.&nbsp; This is how we not only build wealth, but also how we protect wealth.

The Truth About Money with Bruce Weinstein

Social links:

Follow the podcast:

109 clip(s)