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The Truth About Money with Bruce & Tim

By: Bruce Weinstein & Tim Travis
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  • Summary

  • Bruce Weinstein, Tim Travis, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show 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.

    Tim Travis is a veteran deep value investor and money manager with extensive experience in traditional investments, such as stocks and bonds, and deep value investing.

    Tim Travis is the Founder and CEO of T&T Capital Management which is a Registered Investment Advisor located in Coto de Caza, California that focuses on providing deep value investment strategies to institutions, families, and individuals across the globe.

    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.
    2024 Broadcasting Experts, LLC
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Episodes
  • Ch-ch-ch-ch-Changes

    Ch-ch-ch-ch-Changes
    Jul 26 2024

    In this episode of The Truth About Money, Bruce Weinstein and Tim Travis discuss unexpected changes in retirement and the importance of considering factors beyond money, such as health and social life. They emphasize the need for a comfortable routine and the challenges of adapting to change. The hosts also discuss the importance of staying active and maintaining a social life in retirement. They highlight the need for a comprehensive retirement plan that includes budgeting, income strategies, and risk management. Additionally, they discuss the evolution of retirement planning and the options available today.

    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.
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    48 mins
  • Creating an Estate Plan is Essential.

    Creating an Estate Plan is Essential.
    Jul 19 2024

    In this conversation, Bruce Weinstein and Tim Travis discuss the importance of estate planning and debunk the world's worst retirement planning advice. They emphasize the need for a comprehensive estate plan, including appointing a trusted trustee and ensuring that your trust owns your business. They also highlight the importance of powers of attorney and caution against leaving a trust as the beneficiary of an IRA or 401k. The conversation then shifts to the topic of bad retirement planning advice, such as assuming you'll spend less in retirement and dipping into your retirement account for emergencies. They also debunk the idea that a specific amount of money is needed for retirement and instead focus on creating a sustainable income plan. They discuss the flaws of the 60-40 stock-bond blueprint and recommend a more flexible approach to asset allocation. They also highlight the importance of experience and a holistic approach when choosing a financial advisor.

    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.
    Show more Show less
    49 mins
  • Ch-ch-ch-ch-Changes

    Ch-ch-ch-ch-Changes
    Jul 12 2024

    Retirement is all about change and how we adjust to those changes. In this conversation, Jackie Selby and Tim Travis discuss the unexpected changes that retirement brings, including changes in daily routine, social life, and health. They emphasize the importance of planning for retirement and finding new passions and activities to stay active and engaged. They also discuss the impact of healthcare costs and the need for proper insurance and financial planning. The conversation concludes with a discussion on managing risk in retirement and making smart investment decisions.

    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.
    Show more Show less
    49 mins
Economics
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