EPISODE · Sep 6, 2024 · 48 MIN
Retirement Like a Champion
from The Truth About Money with Bruce Weinstein · host Bruce Weinstein
The hosts discuss retirement planning and relate it to football. They emphasize the importance of having a solid team of professionals, including a money manager, trust or attorney, and CPA. They also discuss the need for flexibility in retirement plans and the importance of making adjustments. They mention the upcoming Super Bowl party and the success of last year's party. They talk about the importance of tax planning and strategizing, as well as the impact of interest rates on investments. They also highlight the psychological barriers to spending in retirement and the need for strategies to create income streams. The conversation touches on topics such as long-term care, the accumulation mindset, social security claiming strategies, and the benefits of guaranteed income streams. They also address economic conditions, inflation, and the importance of protecting and growing retirement savings. The conversation concludes with advice for individuals at different stages of retirement planning 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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Retirement Like a Champion
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