In this conversation, Bruce Weinstein and Tim Travis discuss various financial topics, including regaining control of one's financial future, dealing with financial insecurity, and planning for retirement. They emphasize the importance of developing a strategy to achieve financial goals and finding peace of mind. The conversation also touches on the impact of the economy, inflation, and interest rates on financial security. They provide insights into investing in bonds and the benefits of long-term care insurance. The hosts offer free consultations to help individuals optimize their portfolios and plan for retirement.

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

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

See omnystudio.com/listener for privacy information.

The conversation discusses common concerns, misconceptions, and myths preventing people from seeking financial advice. It emphasizes the importance of starting the conversation and not being embarrassed about financial knowledge. The hosts address the misconception that financial advisors are expensive and explain the different fee structures. They also highlight the need for estate planning and the benefits of catch-up contributions and HSAs. The conversation then shifts to strategies for enhancing financial readiness for retirement, including reassessing asset allocation, paying off high-interest debt, and exploring retirement income options. The hosts offer free consultations and income planning for the next five callers. In this conversation, Bruce Weinstein, and Tim Travis discuss various aspects of retirement planning. They cover topics such as social security, healthcare costs, taxes, long-term care, inflation, and saving for retirement. The hosts emphasize the importance of comprehensive financial planning and making informed decisions to ensure a comfortable retirement.

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

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

See omnystudio.com/listener for privacy information.

In this conversation, Bruce Weinstein and Tim Travis discuss various financial planning topics and answer commonly searched questions. They explain the role of a financial advisor and the different types available. They also discuss how financial advisors are compensated and the importance of treating your investment portfolio like a business. The conversation touches on the benefits of insurance products, such as annuities, and the value of diversification. The hosts offer a free income plan and encourage listeners to reach out for personalized advice. In this conversation, Bruce and Tim discuss various financial topics, including simplifying life, claiming Social Security, setting up investments, and dealing with inflation. The conversation concludes with an invitation for listeners to schedule a consultation to review their financial situation.

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

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

See omnystudio.com/listener for privacy information.

The Truth About Money with Bruce Weinstein and Tim Travis discusses harsh retirement planning truths and the importance of being the CEO of your own retirement. They emphasize the need to prepare for bear markets and manage risk, as well as the challenges of saving for retirement through a 401k plan. The hosts also discuss the importance of understanding Social Security benefits and the impact of claiming at the wrong time. They highlight the concept of return on investment and the value of working with a financial advisor to optimize investment strategies and navigate complex financial decisions.

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

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

See omnystudio.com/listener for privacy information.

The conversation discusses common reasons why people resist working with a financial professional and explains how a financial advisor can help. The main themes include the benefits of working with a financial advisor, the importance of retirement planning, the limitations of relying solely on a 401k, the need for asset protection, and the role of insurance in financial planning. In this conversation, Bruce Weinstein and Tim Travis discuss the importance of asset protection and long-term care coverage. They emphasize the need for proper insurance coverage to protect against potential accidents and illnesses. The hosts also discuss the risks associated with investing in tech stocks and the importance of diversification. They conclude by addressing questions about long-term care insurance and the benefits of term insurance and whole life insurance.

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

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

See omnystudio.com/listener for privacy information.

On this episode, Bruce Weinstein and Tim Travis discuss retirement planning and the importance of having a safety net. They emphasize the need for diversification in 401k plans and the benefits of self-directed plans. The hosts share a case study on diversification and hedging strategies to reduce risk. They also discuss the changing landscape of retirement and the challenges faced by individuals today. The episode concludes with an offer for a free consultation and financial analysis for listeners. The conversation covers various investment strategies for boosting income and retirement, including real estate, tax-efficient investments, small business ventures, and annuities. Overall, the conversation highlights the need for comprehensive retirement planning that considers factors like social security, risk management, fees, taxes, and legacy planning.

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

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

See omnystudio.com/listener for privacy information.

The conversation discusses various aspects of retirement planning, including the importance of having a written plan, the misconception that retirement can happen earlier than expected, the difference between distribution and accumulation, the need to plan for a long retirement, and the impact of Social Security on retirement income. The conversation also explores the concept of decumulation as the new accumulation, dispels retirement myths, and highlights the importance of tax minimization strategies and understanding stock market returns and home appreciation rates in retirement planning. The conversation covers downsizing and taxes, the myth that you can't afford to save for retirement, rolling retirement accounts into an IRA, what happens to annuities after death, and preparing for retirement at 52.

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

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

See omnystudio.com/listener for privacy information.

This conversation discusses various aspects of retirement planning and financial security. It includes quotes from unconventional sources, such as George Foreman and Chris Rock, that provide insights into retirement income and options. The importance of setting savings goals early and creating an income plan for retirement is emphasized. Starting a business in retirement is also explored, highlighting the tax advantages and flexibility it offers. The conversation touches on catch-up contributions, legal documents for estate planning, and the need to be prepared for retirement in your 50s. The episode concludes with a discussion on centralized digital currency and the importance of financial planning services. In this conversation, Jackie, Bruce and Tim discuss various aspects of retirement planning and financial management.

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

https://www.premierswplanning.com/

https://www.ttvalueinvesting.com/

See omnystudio.com/listener for privacy information.