The Truth About Money with Bruce Weinstein

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 to Bruce at (800) 796-9912 or  https://www.premierswplanning.com/ See omnystudio.com/li...

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.premierswplanning.com/ See omnystudio.com/listener for privacy information.

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/     See omnystudio.com/listener for privacy information.

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/ See omnystudio.com/listener for privacy information.

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 Bruce at (800) 796-9912 or  https://www.premierswplanning.com/ See omnystudio.com/listener for p...

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 planning, and strategies to protect assets.   Reach out to Bruce at (800) 796-9912 or  https://...

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/ See omnystudio.com/listener for privacy information.

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 out to Bruce at (800) 796-9912 or  https://www.premierswplanning.com/ See omnystudio.com/liste...

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 out to Bruce at (800) 796-9912 or  https://www.premierswplanning.com/ See omnystudio.com/lis...

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/ See omnystudio.com/listener for privacy information.

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.premierswplanning.com/   See omnystudio.com/listener for privacy information.

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 retirement. Reach out to Bruce at (800) 796-9912 or  https://www.premierswplanning.com/ See omnystudio.c...

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/ See omnystudio.com/listener for privacy information.

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 implications of Social Security taxation, and the need for a comprehensive financial plan that...

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 conversation emphasizes the need for personalized financial planning and the psychological aspects of...

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 uncertainties of retirement planning and wealth management.   Reach out to Bruce at (800) 796-9912...

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 the need to address inflation in retirement budgeting. The conversation also highlights the balance be...

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 signific...

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....

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 finan...

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. Additi...

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/   See omnystudio.com/listener for privacy information.

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...

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 conversati...

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...