In this conversation, Bruce Weinstein and Tim Travis discuss various financial planning topics and answer commonly searched questions. They explain the role of a financial advisor and the different types available. They also discuss how financial advisors are compensated and the importance of treating your investment portfolio like a business. The conversation touches on the benefits of insurance products, such as annuities, and the value of diversification. The hosts offer a free income plan and encourage listeners to reach out for personalized advice. In this conversation, Bruce and Tim disc ..read more

The Truth About Money with Bruce Weinstein and Tim Travis discusses harsh retirement planning truths and the importance of being the CEO of your own retirement. They emphasize the need to prepare for bear markets and manage risk, as well as the challenges of saving for retirement through a 401k plan. The hosts also discuss the importance of understanding Social Security benefits and the impact of claiming at the wrong time. They highlight the concept of return on investment and the value of working with a financial advisor to optimize investment strategies and navigate complex financial decisi ..read more

The conversation discusses common reasons why people resist working with a financial professional and explains how a financial advisor can help. The main themes include the benefits of working with a financial advisor, the importance of retirement planning, the limitations of relying solely on a 401k, the need for asset protection, and the role of insurance in financial planning. In this conversation, Bruce Weinstein and Tim Travis discuss the importance of asset protection and long-term care coverage. They emphasize the need for proper insurance coverage to protect against potential accidents ..read more

On this episode, Bruce Weinstein and Tim Travis discuss retirement planning and the importance of having a safety net. They emphasize the need for diversification in 401k plans and the benefits of self-directed plans. The hosts share a case study on diversification and hedging strategies to reduce risk. They also discuss the changing landscape of retirement and the challenges faced by individuals today. The episode concludes with an offer for a free consultation and financial analysis for listeners. The conversation covers various investment strategies for boosting income and retirement, inclu ..read more

The conversation discusses various aspects of retirement planning, including the importance of having a written plan, the misconception that retirement can happen earlier than expected, the difference between distribution and accumulation, the need to plan for a long retirement, and the impact of Social Security on retirement income. The conversation also explores the concept of decumulation as the new accumulation, dispels retirement myths, and highlights the importance of tax minimization strategies and understanding stock market returns and home appreciation rates in retirement planning. Th ..read more

This conversation discusses various aspects of retirement planning and financial security. It includes quotes from unconventional sources, such as George Foreman and Chris Rock, that provide insights into retirement income and options. The importance of setting savings goals early and creating an income plan for retirement is emphasized. Starting a business in retirement is also explored, highlighting the tax advantages and flexibility it offers. The conversation touches on catch-up contributions, legal documents for estate planning, and the need to be prepared for retirement in your 50s. The ..read more

In this episode of The Truth About Money, Bruce Weinstein and Tim Travis discuss and emphasize the importance of factors such as time horizon, expected retirement age, and realistic expectations for retirement expenses. They discuss the need for portfolio diversification and risk management, as well as the importance of reducing expenses before retirement. Bruce and Tim offer free consultations for portfolio analysis to help individuals optimize their investment strategies. Reach out to Bruce & Tim at (800) 796-9912 or  https://www.premierswplanning.com/ https://www.ttvalueinvesting.c ..read more

The conversation explores the concept of creating buckets for retirement needs and wants, as well as utilizing small businesses for additional income. The show includes information on financial services for different financial situations, the importance of long-term care insurance, different types of long-term care policies, saving for retirement and sustainable withdrawal rates, and more!   Reach out to Bruce & Tim at (800) 796-9912 or Premier Southwest Planning T & T Capital Management     See omnystudio.com/listener for privacy information ..read more

We often hear we need to save ‘X’ amount of money to successfully retire. Having enough money is important but it doesn’t matter if you have tons of money it still won’t make you happy.On today’s show Truth About Money with Bruce and Tim we’ll outline several ways to help you achieve that too. In addition, we’ll answer questions from listeners. Reach out to Bruce Weinstein & Tim Travis or call (800) 796-9912.     See omnystudio.com/listener for privacy information ..read more

On today’s show Truth About Money  with Bruce and Tim they'll  talk about those first years of retirement, shall we? They basically lay the groundwork for your financial future, and today we’ll dive into the typical money challenges you might run into during that first 10-year stretch. Plus, we’ll give you some tips on how to tackle them and make sure you have the awesome retirement you've been dreaming of. Reach out to Bruce & Tim at (800) 796-9912 or  https://www.premierswplanning.com/ https://www.ttvalueinvesting.com/ See omnystudio.com/listener for privacy information ..read more