



Are World Events Effecting Your Retirement Plan
This episode explores the impact of current oil prices, geopolitical tensions, and economic strategies on retirement planning and investments. Bruce Weinstein shares insights on market trends, asset allocation, estate planning, and how to protect and grow your wealth in uncertain times. Reach o…

The Perfect Plan ?
This episode explores the nuances of retirement planning, emphasizing the importance of purpose, asset protection, tax strategies, and the emotional aspects of retirement. Hosted by Jackie Selby with expert Bruce Weinstein, it offers practical advice for achieving a fulfilling retirement. Reach…

You Built Wealth, What's Next?
This episode explores critical aspects of estate planning, wealth transfer, and retirement strategies. Bruce Weinstein shares insights on managing legacy, insurance, and tax implications to secure your family's future. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/

The Retirement Red Zone
Bruce Weinstein shares expert insights on retirement planning, asset protection, and navigating the complexities of Medicare and taxes. Learn practical strategies to secure your financial future and avoid common pitfalls in retirement. Reach out to Bruce at (800) 796-9912 or https://www.premi…

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…

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/

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…

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 …

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…

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…