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The Truth About Money with Bruce Weinstein

The Truth About Money with Bruce Weinstein

De : 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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    Épisodes
    • Does Retirement Cost More?

      Does Retirement Cost More?
      Feb 20 2026

      In this episode of The Truth About Money, Jackie Selby and Bruce Weinstein discuss the often unexpected costs associated with retirement. They explore common misconceptions about retirement expenses, the importance of planning for long-term care, and the role of annuities in retirement income. The conversation emphasizes the need for personalized financial planning and the psychological aspects of managing retirement funds. Listeners are encouraged to focus on their own financial needs while also considering their legacy and the impact of their spending habits on their retirement plans.

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

      https://www.premierswplanning.com/

      See omnystudio.com/listener for privacy information.
      Afficher plus Afficher moins
      54 min
    • Inflation Strategies

      Inflation Strategies
      Feb 13 2026

      In this episode, Bruce Weinstein, and Phil Bodine discuss the impact of inflation on retirement strategies, the importance of understanding different rates of return, and the complexities of social security and Medicare. They emphasize the need for customized financial strategies to navigate the uncertainties of retirement planning and wealth management.

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

      https://www.premierswplanning.com/

      See omnystudio.com/listener for privacy information.
      Afficher plus Afficher moins
      55 min
    • Planning Your Retirement

      Planning Your Retirement
      Feb 6 2026

      In this episode, Jackie Selby and Bruce Weinstein discuss the complexities of retirement planning in 2026, emphasizing the importance of strategic investment, risk management, and estate planning. They explore how to navigate market dynamics, the significance of creating a sustainable income, and the need to address inflation in retirement budgeting. The conversation also highlights the balance between legacy wishes and family expectations, providing insights into effective financial planning for a secure future.

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

      https://www.premierswplanning.com/

      See omnystudio.com/listener for privacy information.
      Afficher plus Afficher moins
      54 min
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