Premier Southwest Planning Group

06/10/2026

Long-term care is often overlooked but it can have a significant impact on your savings, your family, and your future. On Bruce Weinstein's radio show, he discusses why proactive planning, including long-term care strategies and asset protection, can help create a stronger retirement plan and potentially prevent difficult financial decisions later in life.

For more insights and real conversations about money, tune in to “The Truth About Money” every Saturday from 7–8 a.m. on KTAR 92.3 FM in Phoenix, or listen here: https://bit.ly/3SLCZBa

Long-term care is often overlooked but it can have a significant im...

06/09/2026

Many retirees focus on growing their savings, but the real question is: how will those assets create reliable income throughout retirement? On Bruce Weinstein's radio show, he discusses how guaranteed income strategies, including annuities, can play an important role in helping retirees navigate market uncertainty and create a more sustainable income stream for the future.

For more insights and real conversations about money, tune in to “The Truth About Money” every Saturday from 7–8 a.m. on KTAR 92.3 FM in Phoenix, or listen here: https://bit.ly/3SLCZBa

Many retirees focus on growing their savings, but the real question...

06/08/2026

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.

The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.

The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy. Contact our team today for a review of your plan. (480) 621-3646.

https://yhoo.it/4tW6SQV

06/05/2026

We know that Medicare decisions can feel overwhelming, especially when you are approaching retirement and trying to understand premiums, supplemental coverage, IRMAA charges, and your healthcare options before the age of 65. Bruce Weinstein helps break down some of the most common Medicare and retirement healthcare questions to help you better understand the choices available to you.

For more insights and real conversations about money, tune in to “The Truth About Money” every Saturday from 7–8 a.m. on KTAR 92.3 FM in Phoenix, or listen here: https://bit.ly/3SLCZBa

We know that Medicare decisions can feel overwhelming, especially w...

06/04/2026

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:

🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Laguna Beach, California – Coastal hikes, art festivals, and oceanfront dining.
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.

Check out the rest of the list here: https://bit.ly/4tY5k8Y

06/02/2026

Long-term care planning has changed significantly over the years, and many newer strategies now offer flexibility, guaranteed premiums, and additional benefits that traditional policies did not. In this conversation, Bruce Weinstein discusses why planning early matters, how long-term care costs can impact retirement, and why transferring certain risks may help protect your financial future.

For more insights and real conversations about money, tune in to “The Truth About Money” every Saturday from 7–8 a.m. on KTAR 92.3 FM in Phoenix, or listen here: https://bit.ly/3SLCZBa

Long-term care planning has changed significantly over the years, a...

06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us at (480) 621-3646!

05/28/2026

Bruce Weinstein explains on his radio show why trusts, business succession planning, LLC ownership, and asset protection strategies all play an important role in a complete retirement and estate plan. It’s important to make sure your business can continue operating the way you intended, while also protecting assets for your spouse, children, and future generations. A strong plan should account for as many details as possible.

For more insights and real conversations about money, tune in to “The Truth About Money” every Saturday from 7–8 a.m. on KTAR 92.3 FM in Phoenix, or listen here: https://bit.ly/3SLCZBa

Weinstein explains on his radio show why trusts, business successio...

05/27/2026

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. (480) 621-3646. Let’s keep thriving together!🏃‍♂️

05/26/2026

Our latest newsletter shares two new blog articles and some important news on the SECURE 2.0 Act. If you haven't already, sign up for our monthly newsletter to stay in the loop when it comes to growing your financial knowledge.

Don’t Take The Bait: How To Spot A Phishing Scam Before It’s Too Late: https://bit.ly/4tSPZFU
Travel Tips You Didn’t Know You Needed: https://bit.ly/4nKb0B1