Episodi

  • Promises Need Receipts
    Jul 3 2026

    In this episode, Bruce Weinstein discusses essential questions retirees should ask their advisors, how to evaluate retirement strategies, and the importance of personalized planning to ensure financial security in retirement.

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

    https://www.premierswplanning.com/

    See omnystudio.com/listener for privacy information.

    Mostra di più Mostra meno
    54 min
  • The Paycheck Rehearsal
    Jul 10 2026

    In this episode, Bruce Weinstein and Jackie Selby discuss essential retirement planning topics including income strategies, Social Security, Medicare, and long-term care. They emphasize the importance of proactive planning to ensure financial security and peace of mind in retirement.

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

    https://www.premierswplanning.com/

    See omnystudio.com/listener for privacy information.

    Mostra di più Mostra meno
    53 min
  • The Longevity Test
    Jul 17 2026

    In this episode, Bruce Weinstein and Jackie Selby discuss critical financial planning topics including long-term care, dementia risk, estate planning, and retirement income strategies. Learn how to protect your assets and plan for a secure future.

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

    https://www.premierswplanning.com/

    See omnystudio.com/listener for privacy information.

    Mostra di più Mostra meno
    54 min
  • The Premium Stack Shock
    Jul 31 2026

    In this episode of The Truth About Money Show, Jackie Selby and Bruce Weinstein explore the complexities of insurance costs in retirement, including Medicare, car, home, and life insurance. They provide practical advice on managing premiums, understanding policy options, and planning for long-term care to secure financial stability.

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

    https://www.premierswplanning.com/

    See omnystudio.com/listener for privacy information.

    Mostra di più Mostra meno
    50 min
  • The Claim-Ready Household
    Aug 7 2026

    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.

    Mostra di più Mostra meno
    54 min
  • The Income Floor Test
    Jun 26 2026

    Bruce Weinstein from Premier Southwest Planning Group discusses retirement income strategies, annuities, Medicare options, and long-term care planning to help listeners secure their financial future.

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

    https://www.premierswplanning.com/

    See omnystudio.com/listener for privacy information.

    Mostra di più Mostra meno
    53 min
  • The Quiet Tax Window
    Jun 25 2026

    In this episode,Bruce Weinstein discusses key strategies for retirement planning, tax optimization, and managing inherited IRAs. Learn how to make your money work for you and avoid common pitfalls in retirement savings.

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

    https://www.premierswplanning.com/

    See omnystudio.com/listener for privacy information.

    Mostra di più Mostra meno
    51 min