Procrastination, I’ll Do It Later

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. The conversation covers downsizing and taxes, the myth that you can't afford to save for retirement, rolling retirement accounts into an IRA, what happens to annuities after death, and preparing for retirement at 52.

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.

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 episode concludes with a discussion on centralized digital currency and the importance of financial planning services. In this conversation, Jackie, Bruce and Tim  discuss various aspects of retirement planning and financial management. 

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.

In this episode:  financial planning missteps from Hollywood and classic TV shows.  Bruce and Tim also explain the benefits of annuities and address common concerns and misconceptions about the available products. They conclude by offering a no-cost financial consultation to listeners. 

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.

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.com/

See omnystudio.com/listener for privacy information.

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

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This conversation discusses various aspects of retirement income taxation and planning. It covers topics such as traditional IRAs, 401Ks, and 403Bs, the tax advantages of Roth IRAs, the taxation of Social Security benefits, pensions, and annuities. The conversation also explores the importance of working with a fiduciary financial professional and the potential pitfalls of market volatility, interest rates, and healthcare costs in retirement. It emphasizes the need for careful planning to avoid early withdrawal penalties, Medicare late enrollment penalties, and required minimum distribution penalties. Lastly, the conversation highlights the significance of understanding and managing investment fees. 

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.

On today’s show Truth About Money with Bruce and Tim we take a look at retirement one year later. You may need to make a few adjustments. Also, getting to retirement is as much about spending as it is about saving. We’ll explain and we'll answer questions from listeners.

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.

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.

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.

Finance experts say there are a handful of retirement distribution strategies that can be used to stretch money further for a long retirement, and these can be combined and changed over time. On today’s show Truth About Money with Bruce and Tim they'll  help you make smart decisions about withdrawing those hard earned dollars. 

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.