『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.

2025 Broadcasting Experts, LLC 経済学
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  • Six Boomer Missteps

    Six Boomer Missteps
    2025/07/03

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    54 分
  • Big Beautiful Bill

    Big Beautiful Bill
    2025/06/27

    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 planning, the political ramifications of the bill, and the growing concern among Americans about outliving their savings. In this conversation, he discusses the complexities of retirement planning, focusing on the transition from pensions to personal savings, the rising costs of healthcare, and the implications of IRMA on Medicare premiums. He emphasizes the importance of creating guaranteed income streams and shares real-life stories that highlight the necessity of financial planning. The discussion also covers the role of life insurance as an asset and the strategies for making the death benefit beneficial for retirees.

    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
  • Working Beyond 65

    Working Beyond 65
    2025/06/13

    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 the significance of understanding the truth about money management. In this conversation ,they discuss essential financial strategies for retirement, focusing on managing money, social security timing, long-term care considerations, adjusting retirement budgets, and balancing inheritance with personal financial needs. He emphasizes the importance of understanding withdrawal rates, the impact of market fluctuations, and the necessity of having a solid financial plan to ensure a comfortable retirement.

    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

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