Latest / Cash Flow Conversations for Founders
1. The top 2 problems Bruce Weinstein sees for pre-retirees
🎙️ Cash Flow Conversations | The Top 2 Problems Bruce Weinstein Sees for Pre-Retirees
In this episode of Cash Flow Conversations, Matt Love sits down with Bruce Weinstein of Southwest Planning Group and his daughter, Skylar Weinstein, to discuss retirement planning, income strategies, and the common assumptions that can derail a retirement plan.
Bruce shares decades of experience helping clients create retirement income and reveals the two biggest mistakes he consistently sees pre-retirees make.
✅ Why focusing on retirement income matters more than simply accumulating assets
✅ The risks of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.