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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
  • You Need Professional (Financial) Help

    You Need Professional (Financial) Help
    May 3 2024

    The conversation discusses common concerns, misconceptions, and myths preventing people from seeking financial advice. It emphasizes the importance of starting the conversation and not being embarrassed about financial knowledge. The hosts address the misconception that financial advisors are expensive and explain the different fee structures. They also highlight the need for estate planning and the benefits of catch-up contributions and HSAs. The conversation then shifts to strategies for enhancing financial readiness for retirement, including reassessing asset allocation, paying off high-interest debt, and exploring retirement income options. The hosts offer free consultations and income planning for the next five callers. In this conversation, Bruce Weinstein, and Tim Travis discuss various aspects of retirement planning. They cover topics such as social security, healthcare costs, taxes, long-term care, inflation, and saving for retirement. The hosts emphasize the importance of comprehensive financial planning and making informed decisions to ensure a comfortable retirement.

    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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    50 mins
  • The Most Searched Financial Planning Questions

    The Most Searched Financial Planning Questions
    Apr 26 2024

    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 discuss various financial topics, including simplifying life, claiming Social Security, setting up investments, and dealing with inflation. The conversation concludes with an invitation for listeners to schedule a consultation to review their financial situation.

    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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    49 mins
  • The Cold, Hard Truth of Your Financial Situation

    The Cold, Hard Truth of Your Financial Situation
    Apr 19 2024

    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 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
    48 mins
Economics
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