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.

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.

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.

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.

In this conversation, Jackie Selby  and Bruce Weinstein discuss the increasing trend of Americans planning to retire in the near future. They explore essential steps for preparing financially and mentally for retirement, emphasizing the importance of having a solid financial plan, understanding retirement income needs, and planning for healthcare costs. The discussion also covers the significance of trusts in estate planning, navigating insurance and liability, and the impact of taxes on retirement planning. Additionally, they address how to adjust financial plans based on lifestyle changes and the challenges of managing company stock in 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 significance of having a bucket list for retirement, emphasizing that retirement planning is not just about financial numbers but also about fulfilling life goals. They explore the importance of planning for adventures, understanding financial preparedness, and the economic factors that can impact retirement. The conversation also covers investment strategies, navigating Medicare options, and the pros and cons of home ownership versus renting in retirement. Finally, they address tax strategies for retirement income, encouraging listeners to take proactive steps in their financial planning.

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," host Jackie Selby engages with Bruce Weinstein from Premier Southwest Planning Group to discuss the critical distinctions between saving and investing. They explore the importance of knowing when to save money in low-risk accounts versus when to invest in higher-risk assets like stocks and bonds. Bruce emphasizes the need for a balanced approach to financial planning, particularly in the current economic climate where inflation and market volatility pose significant risks to retirement savings. He shares insights on various investment strategies that can minimize risk while maximizing returns, including the use of ETFs and money market accounts that offer competitive interest rates without the volatility of traditional stock investments.

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

https://www.premierswplanning.com/

See omnystudio.com/listener for privacy information.

This conversation explores the complexities of unplanned early retirement, emphasizing the need for financial preparedness, understanding social security benefits, and the importance of alternative income sources. The discussion also covers the impact of market volatility on retirement planning, the role of post-retirement employment, and strategies for coordinating multiple income streams. Additionally, it addresses succession planning for family businesses and the importance of having a good advisor to navigate these challenges.

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

https://www.premierswplanning.com/

See omnystudio.com/listener for privacy information.

With interest‑rate cuts on the horizon and savings rates still stuck in the slow
lane, retirees and pre‑retirees face a turning point: now may be the time to rethink how
you save, where you invest, and how you draw income in 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, Bruce Weinstein, and Jackie Selby discuss the feasibility of retiring in three years or less. They explore the financial implications of early retirement, including the significant costs associated with health insurance, the importance of life insurance for asset protection, and strategies for managing debt. The conversation also covers the role of Social Security in retirement income, the pros and cons of paying off a mortgage, and how to leverage life insurance for real estate investments. Additionally, they delve into tax benefits associated with real estate and life insurance, the creation of passive income streams, and effective withdrawal strategies for retirement accounts.

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

https://www.premierswplanning.com/

See omnystudio.com/listener for privacy information.