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The Truth About Money with Bruce Weinstein

The Truth About Money with Bruce Weinstein

Hosted by Bruce Weinstein

BusinessInterviews guests

Episodes

100

Latest episode

Oct 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent
November 7, 202655 min

Retirement Insurance Choices Can Change Your Flexibility

An income choice that looks secure can have trade-offs for the rest of your plan. Bruce Weinstein and Jackie Selby discuss insurance, healthcare costs and family considerations, with a look at the tax decisions surrounding Roth conversions. Call 800-796-9912 to discuss your retirement questions with Premier Southwest Planning Group. The Truth About Money with Bruce Weinstein . See omnystudio.com/listener for privacy information.

October 31, 202655 min

Medicare, Caregiving and the Family Decisions Behind Retirement

Bruce Weinstein and Jackie Selby discuss retirement choices that reach beyond an investment account, from housing costs and Medicare questions to family caregiving. Bruce shares a family example that brings special-needs planning and the coordination of money and trusts into the conversation. Call 800-796-9912 to discuss your retirement questions with Premier Southwest Planning Group. The Truth About Money with Bruce Weinstein . See omnystudio.com/listener for privacy information.

October 24, 202655 min

Annuity Choices, Survivor Income and Your Retirement Plan

An income choice that works for one person may leave a surviving spouse with a very different retirement. Bruce Weinstein and Jackie Selby compare single-life and joint-life annuity options, discuss what to consider with 401(k) savings, and weigh the financial tradeoffs of downsizing a home. To discuss your retirement plan with Bruce, call 800-796-9912 or visit Premier Southwest Planning Group . Premier Southwest Planning Group, LLC is a registered investment advisor. This program is intended for informational purposes only and is not intended to be investment advice. Views expressed are subject to change based on market and other conditions. See omnystudio.com/listener for privacy information.

October 9, 202652 min

Importance of Life Insurance in Estate Planning.

Bruce Weinstein shares expert insights on life insurance, long-term care, and retirement planning, helping listeners make informed financial decisions. Call Bruce at 800-796-9912! See omnystudio.com/listener for privacy information.

October 1, 202653 min

The Importance of Liquidity in Retirement Planning.

Bruce Weinstein of Premier Southwest Planning Group discusses the complexities of annuities, long-term care, and asset protection strategies for retirees. This episode offers valuable insights into making informed financial decisions to secure your future. Call Bruce for a one-on-one 800-796-9912. See omnystudio.com/listener for privacy information.

September 25, 202653 min

The Role of Insurance in Creating Certainty!

In this episode, Bruce Weinstein and Jackie Selby discuss essential financial planning topics for retirees, including insurance, annuities, life insurance, and strategies to create reliable income streams. Learn how to protect your assets and ensure a secure retirement. Call Bruce Weinstein anytime for a no-cost one-on-one. 800-796-9912 or click HERE. See omnystudio.com/listener for privacy information.

September 18, 202653 min

Financial Planning for Retirement and Estate.

In this episode, Bruce Weinstein and Jackie Selby explore critical financial planning topics including pension options, long-term care, life insurance, and Medicare. They provide practical advice to help listeners make informed decisions about their retirement and insurance strategies. Call Bruce at 800-796-9912 or click here for a free, no cost appointment! See omnystudio.com/listener for privacy information.

August 21, 202652 min

Inheriting IRA's

In this episode, Bruce Weinstein discusses the complexities of inheriting IRAs, tax strategies, and retirement planning essentials, providing valuable insights for those planning their financial future. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/ See omnystudio.com/listener for privacy information.

August 14, 202653 min

The Medigap Doorway

In this episode, Bruce Weinstein discusses the complexities of Medicare, Medigap, and insurance planning for retirees, emphasizing the importance of timing and understanding coverage options to protect your retirement savings. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/ See omnystudio.com/listener for privacy information.

August 7, 202654 min

The Claim-Ready Household

In this episode, Bruce Weinstein from Premier Southwest Planning Group discusses the importance of proper insurance planning, claim documentation, and understanding different financial products to secure your retirement and protect your assets. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/ See omnystudio.com/listener for privacy information.

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