



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…

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…

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…

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/

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/

The Retirement Date Domino
In this episode, Bruce Weinstein discusses the critical aspects of retirement planning, focusing on healthcare, insurance, and managing expenses to ensure a secure and enjoyable retirement. Learn practical strategies to address common pitfalls and protect your financial future. Reach out to Bru…

Annuities Are Back
This episode explores the complexities of annuities, long-term care, and retirement planning, providing valuable insights for retirees and those approaching retirement. Hosted by Jackie Selby with expert Bruce Weinstein, it covers how to create reliable income streams, the importance of proper plan…

The Protected Paycheck
Bruce Weinstein discusses the importance of comprehensive financial planning, including insurance, Medicare, long-term care, and investment strategies, emphasizing proactive measures to secure your financial future. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/

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…