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 latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (800) 796-9912. Bruce Weinstein is President and Founder of Premier Southwest Planning Group who specializes in personal finance and estate strategies. The goal of Premier Southwest's process is to help maximize your wealth and help you work towards financial security for you, your family or your small business. They believe whether you are seeking financial security as an individual, a family, or a business, you need the personal financial planning process to help you work towards achieving your financial plan. We take pride in veering away from the latest Wall Street fads and instead maintain an iron-clad focus on deep value investing. We practice long-term investing. We never get blinded by the amount we can earn from an investment, and we mitigate risk by first focusing on how much we could lose. We measure risks in absolutes, as opposed to relatives. If the market is has turned away from our favor and we can’t find good investment opportunities, we would rather sit on cash than make poor investment choices. This is how we not only build wealth, but also how we protect wealth.
Episodes
Retirement is often envisioned as a well-orchestrated finale to a long career. However, for many, it arrives unexpectedly. According to the 2024 Retirement Confidence Survey, 58% of retirees retired earlier than expected, frequently due to health complications or employment disruptions . In this discussion, we'll delve into the challenges of sudden retirement and outline steps to regain control and confidence in your financial futu...
In this episode, Bruce Weinstein, and Jackie Selby delve into the implications of the recently discussed 'Big Beautiful Bill' and its potential effects on retirement planning, tax credits, and future generations. They explore the provisions of the bill, including tax-deferred contributions for newborns, the importance of compound interest, and the nuances of tax credits versus deductions. The conversation also touches on estate pla...
This conversation explores the evolving landscape of retirement, emphasizing the increasing number of Americans working beyond age 65 and the implications for financial planning. The discussion highlights the importance of sustainable income, effective income planning, and the role of 401(k) plans and Roth conversions in building a comprehensive retirement strategy. The hosts stress the need for personalized financial services and ...
In this episode,Jackie Selby and Bruce Weinstein discuss the evolving landscape of retirement, focusing on the challenges retirees face today, including inflation, healthcare costs, and the importance of financial planning. They emphasize the need for sustainable withdrawal strategies and the impact of long-term care expenses on retirement savings. The conversation also touches on the significance of finding purpose in retirement a...
n this episode of 'The Truth About Money', Bruce Weinstein discusses the evolving landscape of retirement planning, emphasizing the shift from traditional pensions to income streams. He highlights the increasing healthcare costs retirees face and the importance of understanding retirement income numbers. The conversation also covers catch-up contributions for those over 50 and the trend of phased retirement, where individuals gradu...
In this episode of The Truth About Money Jackie Selby and Bruce Weinstein discuss critical retirement investment mistakes that seniors should avoid. They emphasize the importance of understanding asset allocation and risk tolerance as one ages, highlighting the dangers of being overly conservative with investments. The conversation also covers the significance of diversification, particularly through REITs and ETFs, and the necessi...
In this episode of 'The Truth About Money,' Bruce Weinstein and Jackie Selby explore various economic indicators that hint at the state of the economy, including the quirky 'lipstick index.' They discuss the implications of consumer behavior during economic downturns and how retirees can prepare for potential financial challenges. The conversation also touches on inflation's impact on retirement planning and the changing dynamics o...
In this episode, Jackie Selby, Bruce Weinstein, and Tim Travis discuss essential strategies for building a future-proof retirement plan. They emphasize the importance of adaptability in the face of market volatility, the creation of personal pension plans, and the significant costs associated with healthcare in retirement. The conversation also covers maximizing social security benefits, understanding Medicare options, and leveragi...
This conversation delves into the critical aspects of cash flow management in retirement, emphasizing the importance of understanding income sources and budgeting. The hosts discuss behavioral finance, highlighting how biases can affect financial decision-making and the significance of avoiding procrastination in financial planning. They stress the need for personalized financial strategies to ensure a secure retirement and the val...
In this episode of The Truth About Money Jackie Selby, Bruce Weinstein, and Tim Travis discuss the current market volatility and how it presents opportunities for savvy investors. They emphasize the importance of understanding one's portfolio, strategic investment moves like selling put options, and the necessity of long-term care insurance in retirement planning. The conversation also covers the timing of social security benefits,...
In this episode, the hosts discuss common financial planning assumptions that can negatively impact retirement. They emphasize the importance of understanding retirement age, the 4% withdrawal rule, and the necessity of having a solid financial plan. The conversation also touches on the evolving nature of work and retirement, the significance of long-term care insurance, and the need for proactive financial management to ensure a c...
In this episode, Jackie Selby and Tim Travis discuss the current state of the stock market, emphasizing the return of volatility and the implications of recent tariff policies. They explore investment strategies suitable for bear markets, the importance of risk management, and how to identify opportunities amidst market downturns. The conversation also touches on the emotional aspects of investing and the need for a comprehen...
In this episode of The Truth About Money, the hosts discuss the implications of AI in financial planning, emphasizing the irreplaceable human element in providing personalized financial advice. They explore the challenges faced by unprepared retirees relying solely on social security and the dangers of overconfidence in investing, particularly in single stocks. The conversation highlights the importance of financial literacy, perso...
In this episode of The Truth About Money Jackie Selby Bruce Weinstein, and Tim Travis discuss essential guidelines for retirement planning. They emphasize the importance of understanding expenses, the need for a diversified investment strategy, and the significance of preparing for market volatility. The conversation also highlights the personal nature of financial planning and the necessity of having a supportive advisor to naviga...
In this episode of 'The Truth About Money', hosts Bruce Weinstein and Tim Travis discuss the complexities of retirement planning, emphasizing the importance of personalized financial advice over AI solutions. They explore the significant costs associated with healthcare and long-term care, the necessity of tax strategies, and the impact of market volatility on investments. The conversation highlights the need for comprehensive plan...
In this episode, Jackie Selby and Bruce Weinstein discuss the importance of financial health for retirees, identifying common financial diseases that can impact retirement planning. They emphasize the need for regular reviews of financial plans, the significance of maximizing social security benefits, and the creation of a comprehensive financial strategy to ensure long-term stability and wealth management. In this conversation, th...
The conversation explores the various phases of retirement as described by Dr. Riley Moynes, emphasizing the psychological aspects and financial planning necessary for each stage. The hosts discuss the importance of enjoying the go-go years, navigating feelings of loss in the slow-go years, experimenting with new activities in the trial and error phase, and preparing for unexpected challenges in retirement. They also highlight the ...
In this episode of The Truth About Money, the hosts discuss essential lessons learned from historical monarchs regarding wealth management and retirement planning. They emphasize the importance of protecting one's assets, planning for long-term care, and creating a comprehensive estate plan. The conversation also highlights the significance of having a robust retirement strategy that includes multiple income streams and effective r...
In this episode of 'The Truth About Money', hosts Bruce Weinstein and Tim Travis discuss the impact of market volatility on retirement savings and the importance of having a solid financial plan. They emphasize the need for calm during market downturns, the creation of multiple income streams, and proactive financial planning. The conversation also touches on the significance of starting with the end in mind when planning for retir...
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