# Bruce Helmer

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Ask Bruce and Peg Anything

Hosts Bruce Helmer and Peg Webb open the lines to listener questions.

Are "Trump Accounts" Game Changers for new parents?

Our friend Bruce Helmer from The Wealth Enhancement Group, joined Vineeta with reaction to the new accounts that went live over the weekend!

How to Plan for and Set a Travel Budget

For many retirees, travel is a top priority. On this week's episode, hosts Bruce Helmer and Peg Webb take on how to create lasting memories and meaningful experiences without adding financial stress.

Bruce Helmer with more on Trump accounts and when is it safe to retire?

There is an article at Yahoo Finance on the ‘5 Key Levels of Income in Retirement’ where it discusses the level of comfort and safety that boomers have with retirement. We also follow up on a conversation from last week with further developments on Trump accounts with the host of ‘Your Money’ on Su…

Ask Bruce Anything

In this listener-driven episode of the Your Money Radio Show, Bruce Helmer, founder of Wealth Enhancement, answers a wide range of audience questions covering retirement accounts, Roth IRAs, Social Security, and working with a financial advisor. Bruce explains how financial advisors are compensated…

Pre-Retirement Cash Flow Management Planning

This episode of the Your Money Radio Show focuses on retirement planning and the transition from earning a paycheck to creating sustainable retirement income. Bruce Helmer, founder of Wealth Enhancement and financial advisor, explains how individuals can estimate retirement expenses, identify relia…

Life Insurance: What Do You Really Need?

The Your Money Radio Show focuses on the role of life insurance in comprehensive financial planning and why it is often an overlooked part of protecting loved ones and building a long-term financial strategy. With Bruce Helmer joined by host Susie Jones, the discussion explores how life insurance c…

10 Smart Moves Before Retirement

On this episode of the Your Money Radio Show, Bruce Helmer, joined by guest host Josh Wheeler, explores 10 smart moves to make before retirement and explains how thoughtful preparation can help retirees feel more confident about their financial future. Listeners will learn why retirement should be …

First Dollar Survey Results

The Your Money Radio Show explores how parents and grandparents can help young people build financial literacy and stronger money habits. Bruce Helmer and Peg Webb discuss findings from Wealth Enhancement’s First Dollar Survey, including concerns about impulse purchases, overspending, budgeting, on…

Ask Bruce and Peg Anything

The Your Money Radio Show takes listener questions on retirement planning, taxes, insurance, and investment management. Bruce Helmer and Peg Webb explain inherited IRA distribution rules, including the SECURE Act’s 10-year rule, and clarify why required minimum distributions cannot be converted dir…