The Truth About Money with Bruce Weinstein
The Truth About Money with Bruce Weinstein
Playlist by The Truth About Money with Bruce WeinsteinBruce 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 …103 clip(s) in playlist
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
From Saving to Spending
In this episode, Bruce and Jackie discuss the complexities of retirement income planning, emphasizing the importance of creating a dependable income stream without depleting savings too quickly. He explores various strategies, including the 4% rule, long-term care insurance, and the significance of…
53:32
Get a Grip! Taxes in Retirement.
In this episode of the Truth About Money Show, Bruce Weinstein and Jackie Selby discuss the complexities of financial planning, focusing on retirement strategies, market volatility, long-term care insurance, stealth taxes, and the importance of having a solid financial advisor. They emphasize the n…
54:09
Retirement...a Fresh Start
In this episode of the Truth About Money, Bruce Weinstein, and Jackie Selby discuss the evolving concept of retirement as a fresh start rather than an end. They emphasize the importance of shifting from an accumulation mindset to a distribution strategy, especially in light of current market valuat…
54:38
Putting it All Together
In this episode, Bruce Weinstein discusses the intricacies of retirement planning, emphasizing the importance of integrating various financial strategies to ensure a comfortable retirement. He highlights the significance of understanding taxes related to retirement accounts, managing lifestyle and …
54:15
When the Paycheck Stops
In this conversation, Jackie Selby and Bruce Weinstein discuss the often misunderstood financial realities of retirement, emphasizing the importance of proper planning for healthcare costs, taxes, and estate management. They explore the common misconception that expenses will decrease in retirement…
54:22
Smart Tax Strategies
In this conversation,Jackie Selby and Bruce Weinstein discuss effective strategies for managing taxes and planning for retirement. They cover topics such as Roth conversions, Social Security benefits, the implications of annuities, and the importance of estate planning. The discussion emphasizes th…
54:29