The Truth About Money with Bruce Weinstein

By Bruce Weinstein

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Episodes: 100

Description

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.


Episode Date
Importance of Life Insurance in Estate Planning.
Oct 09, 2026
The Importance of Liquidity in Retirement Planning.
Oct 01, 2026
The Role of Insurance in Creating Certainty!
Sep 25, 2026
Financial Planning for Retirement and Estate.
Sep 18, 2026
Inheriting IRA's
Aug 21, 2026
The Medigap Doorway
Aug 14, 2026
The Claim-Ready Household
Aug 07, 2026
The Premium Stack Shock
Jul 31, 2026
The Longevity Test
Jul 17, 2026
The Paycheck Rehearsal
Jul 10, 2026
Promises Need Receipts
Jul 03, 2026
The Income Floor Test
Jun 26, 2026
The Quiet Tax Window
Jun 25, 2026
The Retirement Date Domino
Jun 12, 2026
Annuities Are Back
Jun 05, 2026
The Protected Paycheck
May 29, 2026
Are World Events Effecting Your Retirement Plan
May 15, 2026
The Perfect Plan ?
May 08, 2026
You Built Wealth, What's Next?
May 01, 2026
The Retirement Red Zone
Apr 10, 2026
What Should Gen X be Doing
Mar 20, 2026
Retire Early… or Not?
Mar 13, 2026
A 30 Year Retirement Tax Plan
Feb 27, 2026
Does Retirement Cost More?
Feb 20, 2026
Inflation Strategies
Feb 13, 2026
Planning Your Retirement
Feb 06, 2026
Planing To Retire This Year?
Jan 30, 2026
Your Bucket List
Jan 23, 2026
Saving vs. Investing
Jan 16, 2026
What If Your Retirement Comes Early
Jan 09, 2026
Re-Think How You Save
Dec 26, 2025
When Can You Retire?
Dec 12, 2025
Legacy Planning
Dec 05, 2025
Your Own Pension Plan
Nov 21, 2025
Roller Coaster Plan???
Nov 14, 2025
Is today’s AI surge the next dot-com bubble
Nov 07, 2025
From Saving to Spending
Oct 31, 2025
Get a Grip! Taxes in Retirement.
Oct 24, 2025
Retirement...a Fresh Start
Oct 10, 2025
Putting it All Together
Oct 03, 2025
When the Paycheck Stops
Sep 26, 2025
Smart Tax Strategies
Sep 19, 2025
What You Need to Know About RMD's
Sep 12, 2025
Two Biggest Threats to Your Retirement
Sep 05, 2025
Keep Your Retirement Thriving
Aug 29, 2025
Upgrade Your Annuity
Aug 22, 2025
Retirement Today
Aug 15, 2025
Tax Smart Withdrawals
Aug 08, 2025
Investing in Equities
Aug 01, 2025
Finding the Right Financial Advisor
Jul 25, 2025
Financial Blindspots
Jul 18, 2025
The Reality of Early Retirement
Jul 12, 2025
Six Boomer Missteps
Jul 03, 2025
Big Beautiful Bill
Jun 27, 2025
Working Beyond 65
Jun 13, 2025
What's on Your Mind?
Jun 06, 2025
How Retirement Planning Has Changed
May 30, 2025
Investment Mistakes
May 23, 2025
Economic Indicators
May 16, 2025
Future-Proof Your Retirement
May 09, 2025
Cash Flow is King!
May 02, 2025
Volatile Markets
Apr 25, 2025
Six Financial Planning Assumptions
Apr 18, 2025
Market Volatility
Apr 11, 2025
AI vs Humans!
Apr 04, 2025
Saving For Retirement
Mar 28, 2025
Saving For Retirement
Mar 21, 2025
Your Financial Health
Mar 14, 2025
The Three Phases of Retirement
Mar 07, 2025
Retire Like Royalty
Feb 28, 2025
Keeping Your Nest Egg Intact
Feb 21, 2025
Retirement Planning Missteps
Feb 14, 2025
The Impact of Financial Crisses
Feb 07, 2025
10,000 Baby. Boomers a Day!!
Jan 31, 2025
Five Steps to Retirement Planning
Jan 24, 2025
Inflation, Shrinkflation, and Stagflation
Jan 17, 2025
Roth or Not to Roth
Jan 03, 2025
Lessons From Warren Buffett's Investors Playbook
Dec 27, 2024
Inflation, Shrinkflation. and Stagflation
Dec 20, 2024
Investing in Retirement
Dec 13, 2024
Finding the Right Financial Advisor
Dec 06, 2024
Financial Red Flags
Nov 30, 2024
10,000 Baby Boomers Retire Each Day
Nov 15, 2024
Meet Mr and MS A. Boomer.
Nov 08, 2024
Retirement Tips
Nov 01, 2024
Retirement Savings: 8 Outcomes When You Begin Saving in Your 50s.
Oct 25, 2024
Surprise! You'e Retired!
Oct 18, 2024
It's Not Your Father's Retirement
Oct 11, 2024
Inflation: Five Important Questions
Oct 04, 2024
Investing In an Election Year
Sep 27, 2024
Fve Important Questions About Inflation
Sep 20, 2024
Some Thing to Consider Before You Retire
Sep 13, 2024
Retirement Like a Champion
Sep 06, 2024
Fretting Over Your Nest Egg
Aug 30, 2024
Retirement Saving Strategies
Aug 23, 2024
Dangerous Social Media Financial Advice
Aug 16, 2024
Your Retirement Checklist
Aug 09, 2024
Misconceptions About Retirement
Aug 02, 2024
Ch-ch-ch-ch-Changes
Jul 26, 2024
Creating an Estate Plan is Essential.
Jul 19, 2024