Episodes
100
Latest episode
Jun 2026
Language
EN-US
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.
In this episode, Bruce Weinstein discusses the critical aspects of retirement planning, focusing on healthcare, insurance, and managing expenses to ensure a secure and enjoyable retirement. Learn practical strategies to address common pitfalls and protect your financial future. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/See omnystudio.com/listener for privacy information.
This episode explores the complexities of annuities, long-term care, and retirement planning, providing valuable insights for retirees and those approaching retirement. Hosted by Jackie Selby with expert Bruce Weinstein, it covers how to create reliable income streams, the importance of proper planning, and strategies to protect assets. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/ See omnystudio.com/listener for privacy information.
Bruce Weinstein discusses the importance of comprehensive financial planning, including insurance, Medicare, long-term care, and investment strategies, emphasizing proactive measures to secure your financial future. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/See omnystudio.com/listener for privacy information.
This episode explores the impact of current oil prices, geopolitical tensions, and economic strategies on retirement planning and investments. Bruce Weinstein shares insights on market trends, asset allocation, estate planning, and how to protect and grow your wealth in uncertain times. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/See omnystudio.com/listener for privacy information.
This episode explores the nuances of retirement planning, emphasizing the importance of purpose, asset protection, tax strategies, and the emotional aspects of retirement. Hosted by Jackie Selby with expert Bruce Weinstein, it offers practical advice for achieving a fulfilling retirement. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/See omnystudio.com/listener for privacy information.
This episode explores critical aspects of estate planning, wealth transfer, and retirement strategies. Bruce Weinstein shares insights on managing legacy, insurance, and tax implications to secure your family's future. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/See omnystudio.com/listener for privacy information.
Bruce Weinstein shares expert insights on retirement planning, asset protection, and navigating the complexities of Medicare and taxes. Learn practical strategies to secure your financial future and avoid common pitfalls in retirement. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/ See omnystudio.com/listener for privacy information.
This episode features Bruce Weinstein from Premier Southwest Planning Group discussing retirement planning strategies for Gen X and baby boomers, including tax-efficient investing, long-term care insurance, and estate planning. Learn how to optimize your finances for a secure and enjoyable retirement. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/See omnystudio.com/listener for privacy information.
This episode covers essential retirement planning strategies, including debt management, investment options, and Medicare choices, to help listeners prepare for a secure and enjoyable retirement. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/See omnystudio.com/listener for privacy information.
In this episode of 'The Truth About Money,' Jackie Selby and Bruce Weinstein discuss the critical aspects of retirement planning, focusing on strategic tax planning, Social Security taxation, healthcare costs, and common retirement concerns. They emphasize the importance of understanding RMDs, the implications of Social Security taxation, and the need for a comprehensive financial plan that addresses healthcare expenses and potential long-term care needs. The conversation highlights the necessity of proactive financial strategies to ensure a secure and enjoyable retirement. Reach out to Bruce at (800) 796-9912 or https://www.premierswplanning.com/See omnystudio.com/listener for privacy information.
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