『The Truth About Money with Bruce Weinstein』のカバーアート

The Truth About Money with Bruce Weinstein

The Truth About Money with Bruce Weinstein

著者: Bruce Weinstein
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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.

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  • What You Need to Know About RMD's
    2025/09/12

    Required Minimum Distributions (RMDs) aren’t just about taking money out of your
    retirement accounts—they can also trigger a domino effect. One you might not see
    coming? Bigger Medicare premiums. Another? Less of your legacy reaching your heirs
    the way you intended.
    And here's the kicker: You can follow all the rules, never miss a deadline, and still end
    up paying more in healthcare costs and taxes just because of when and how your
    RMDs hit. But with some smart planning, you can take control of the narrative—and
    avoid those expensive surprises.

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

    https://www.premierswplanning.com/

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    54 分
  • Two Biggest Threats to Your Retirement
    2025/09/05

    Retirement isn’t a finish line—it’s a launchpad. And like any big launch, timing and
    preparation are everything. But let’s be honest… there’s a lot of noise out there. From
    watercooler myths about taxes to one-size-fits-all rules about when to walk away, it's
    easy to build your future on shaky assumptions.
    Today, we’re breaking down two of the most important retirement questions:
    ● What’s real—and what’s just financial folklore?
    ● And how do you know when it’s truly time to say, “I’m done”?

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

    https://www.premierswplanning.com/

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    53 分
  • Keep Your Retirement Thriving
    2025/08/29

    Kiplinger recently highlighted their “Golden Rules” for a richer retirement—principles
    that mix time-tested financial wisdom with modern realities. The core ideas haven’t
    changed: stay invested, protect your health, secure steady income, and live with
    purpose. But in 2025’s unique economic climate, how we follow those rules matters
    more than ever. Let’s unpack them—and turn “stay invested” into a concrete strategy
    you can use right now

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

    https://www.premierswplanning.com/

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    54 分
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