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The Truth About Money with Bruce Weinstein
Bruce Weinstein
99 episodes
3 days ago
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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Business
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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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Business
Episodes (20/99)
The Truth About Money with Bruce Weinstein
From Saving to Spending
3 days ago
53 minutes

The Truth About Money with Bruce Weinstein
Get a Grip! Taxes in Retirement.
1 week ago
54 minutes

The Truth About Money with Bruce Weinstein
Retirement...a Fresh Start
3 weeks ago
54 minutes

The Truth About Money with Bruce Weinstein
Putting it All Together
1 month ago
54 minutes

The Truth About Money with Bruce Weinstein
When the Paycheck Stops
1 month ago
54 minutes

The Truth About Money with Bruce Weinstein
Smart Tax Strategies
1 month ago
54 minutes

The Truth About Money with Bruce Weinstein
What You Need to Know About RMD's
1 month ago
54 minutes

The Truth About Money with Bruce Weinstein
Two Biggest Threats to Your Retirement
1 month ago
53 minutes

The Truth About Money with Bruce Weinstein
Keep Your Retirement Thriving
2 months ago
53 minutes

The Truth About Money with Bruce Weinstein
Upgrade Your Annuity
2 months ago
54 minutes

The Truth About Money with Bruce Weinstein
Retirement Today
2 months ago
54 minutes

The Truth About Money with Bruce Weinstein
Tax Smart Withdrawals
2 months ago
53 minutes

The Truth About Money with Bruce Weinstein
Investing in Equities
3 months ago
53 minutes

The Truth About Money with Bruce Weinstein
Finding the Right Financial Advisor
3 months ago
52 minutes

The Truth About Money with Bruce Weinstein
Financial Blindspots
3 months ago
54 minutes

The Truth About Money with Bruce Weinstein
The Reality of Early Retirement
3 months ago
54 minutes

The Truth About Money with Bruce Weinstein
Six Boomer Missteps
4 months ago
54 minutes

The Truth About Money with Bruce Weinstein
Big Beautiful Bill
4 months ago
54 minutes

The Truth About Money with Bruce Weinstein
Working Beyond 65
4 months ago
53 minutes

The Truth About Money with Bruce Weinstein
What's on Your Mind?
5 months ago
53 minutes

The Truth About Money with Bruce Weinstein
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.