The Truth About Money with Bruce Weinstein cover art

All Episodes

The Truth About Money with Bruce Weinstein — 109 episodes

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Title
1

Promises Need Receipts

2

The Income Floor Test

3

The Quiet Tax Window

4

The Retirement Date Domino

5

Annuities Are Back

6

The Protected Paycheck

7

Are World Events Effecting Your Retirement Plan

8

The Perfect Plan ?

9

You Built Wealth, What's Next?

10

The Retirement Red Zone

11

What Should Gen X be Doing

12

Retire Early… or Not?

13

A 30 Year Retirement Tax Plan

14

Does Retirement Cost More?

15

Inflation Strategies

16

Planning Your Retirement

17

Planing To Retire This Year?

18

Your Bucket List

19

Saving vs. Investing

20

What If Your Retirement Comes Early

21

Re-Think How You Save

22

When Can You Retire?

23

Legacy Planning

24

Your Own Pension Plan

25

Roller Coaster Plan???

26

Is today’s AI surge the next dot-com bubble

27

From Saving to Spending

28

Get a Grip! Taxes in Retirement.

29

Retirement...a Fresh Start

30

Putting it All Together

31

When the Paycheck Stops

32

Smart Tax Strategies

33

What You Need to Know About RMD's

34

Two Biggest Threats to Your Retirement

35

Keep Your Retirement Thriving

36

Upgrade Your Annuity

37

Retirement Today

38

Tax Smart Withdrawals

39

Investing in Equities

40

Finding the Right Financial Advisor

41

Financial Blindspots

42

The Reality of Early Retirement

43

Six Boomer Missteps

44

Big Beautiful Bill

45

Working Beyond 65

46

What's on Your Mind?

47

How Retirement Planning Has Changed

48

Investment Mistakes

49

Economic Indicators

50

Future-Proof Your Retirement

51

Cash Flow is King!

52

Volatile Markets

53

Six Financial Planning Assumptions

54

Market Volatility

55

AI vs Humans!

56

Saving For Retirement

57

Saving For Retirement

58

Your Financial Health

59

The Three Phases of Retirement

60

Retire Like Royalty

61

Keeping Your Nest Egg Intact

62

Retirement Planning Missteps

63

The Impact of Financial Crisses

64

10,000 Baby. Boomers a Day!!

65

Five Steps to Retirement Planning

66

Inflation, Shrinkflation, and Stagflation

67

Roth or Not to Roth

68

Lessons From Warren Buffett's Investors Playbook

69

Inflation, Shrinkflation. and Stagflation

70

Investing in Retirement

71

Finding the Right Financial Advisor

72

Financial Red Flags

73

10,000 Baby Boomers Retire Each Day

74

Meet Mr and MS A. Boomer.

75

Retirement Tips

76

Retirement Savings: 8 Outcomes When You Begin Saving in Your 50s.

77

Surprise! You'e Retired!

78

It's Not Your Father's Retirement

79

Inflation: Five Important Questions

80

Investing In an Election Year

81

Fve Important Questions About Inflation

82

Some Thing to Consider Before You Retire

83

Retirement Like a Champion

84

Fretting Over Your Nest Egg

85

Retirement Saving Strategies

86

Dangerous Social Media Financial Advice

87

Your Retirement Checklist

88

Misconceptions About Retirement

89

Ch-ch-ch-ch-Changes

90

Creating an Estate Plan is Essential.

91

Ch-ch-ch-ch-Changes

92

What Are the Rules!

93

Retirement Without Regrets?

94

It's Risky Business!

95

You Need Professional Help!

96

A Retirement Preparedness Checklist

97

Worst Financial Planning Advice on Social Media,

98

Protecting Your Portfolio

99

Regain Control of Your Financial Future

100

You Need Professional (Financial) Help

101

The Most Searched Financial Planning Questions

102

The Cold, Hard Truth of Your Financial Situation

103

Get Professional Help!

104

Get a Plan!

105

More Than Just a Dream

106

Peak 65 is Here

107

Financial Do's and Don't From Your Favorite Sitcoms

108

What's the Plan?

109

Cover Your Bases, and Don't Strike Out.