Premier Southwest Planning Group

08/07/2026

Looking for financial insights you can apply to your own life? Tune in to "The Truth About Money" with Bruce Weinstein as he discusses retirement planning, market trends, and the financial topics that matter most. Listen every Saturday from 7:00–8:00 AM on KTAR 92.3 FM in Phoenix, or catch up on past episodes here: https://bit.ly/3SLCZBa

08/06/2026

Do you know when you should start taking Social Security? Many people treat it as a simple age or birthday decision, but the timing can have a lasting impact on your retirement income strategy. In this discussion, we explore why there isn't a one-size-fits-all answer, it's more important to understand your unique financial situation first.

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

Do you know when you should start taking Social Security? Many peop...

08/04/2026

August is Back-to-School Month, and it's time to prepare for the school year ahead while reviewing your financial plan for education-related expenses. Whether you're helping pay for your children's or grandchildren's school supplies, tuition, or future college costs, our team is here to help you build a strategy that fits into your overall financial plan. Contact us at (480) 621-3646!

08/03/2026

In this week's discussion, we explore how your savings, insurance deductibles and overall financial strategy can work together instead of separately. Learn why taking a coordinated approach to your finances may help you get more value from the money you already have.

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

In this week's discussion, we explore how your savings, insurance d...

08/01/2026

Happy National Planner Day!📅 Today is all about celebrating the power of planning and the clarity that comes from having a roadmap to your goals.

Whether you rely on a physical planner to stay organized or you're looking for guidance from a financial planner like us, having a strategy in place can help you stay focused. Contact us today, and let's create a plan together! (480) 621-3646.

07/30/2026

It's important to consider your savings, taxes, retirement goals, and overall financial strategy before deciding when to claim Social Security. Remember, it's about more than just your monthly benefit. Make sure your claiming strategy fits into your overall retirement plan.

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

It's important to consider your savings, taxes, retirement goals, a...

07/29/2026

Nearly 3 in 10 Americans in their 50s still don’t have a retirement account, pensions are pretty much a thing of the past, and even those who have retirement accounts or pensions may be facing savings that fall short of what’s needed to sustain their lifestyle. We’re more than halfway through 2026, and if you haven’t started building or reviewing your retirement strategy, now is the time to act. Catch-up contributions, employer matches, and smart planning moves can still make a meaningful difference. Contact our team today to get started. (480) 621-3646.

Federal data show how many Americans nearing retirement may not have the financial resources they’ll need later in life, raising concerns about long-term financial security.

07/28/2026

Check out our two latest blog articles from our July newsletter!

How To Beat The Heat This Summer: https://bit.ly/4yBk543
Why Smart Shoppers Love July: https://bit.ly/4pBMW4b

Stay up to date on financial topics every season!

07/27/2026

Factors like employment status, life expectancy, spousal benefits, healthcare needs, and other retirement income sources can all play a role in determining when it may make sense to claim your Social Security benefits. A personalized retirement strategy can help you make more informed decisions, so every part of your retirement plan is tailored to your unique financial situation.

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

Factors like employment status, life expectancy, spousal benefits, ...

07/24/2026

Claiming Social Security isn't as simple as waiting as long as possible. While delaying benefits can increase your monthly payment, the right time to claim depends on your overall financial picture, retirement goals, and how you plan to use your retirement income.

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

Claiming Social Security isn't as simple as waiting as long as poss...