Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
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 |