The Truth About Money with Bruce WeinsteinThe Truth About Money with Bruce Weinstein

Retirement...a Fresh Start

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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 l 
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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 valuations. The conversation covers essential topics such as planning for income streams, understanding long-term care, and navigating financial support for adult children. The hosts also explore various savings options for grandchildren, including 529 plans and the importance of setting boundaries in financial support. Overall, the episode provides valuable insights into effective financial planning for retirement and beyond.

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

https://www.premierswplanning.com/

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  1. The Truth About Money with Bruce Weinstein

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The Truth About Money with Bruce Weinstein

Bruce Weinstein and the team bring everything you need to know about retirement and income planning  
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