Retire Right Radio with Paul Roberts
Retire Right Radio with Paul Roberts
There are few things more important than ensuring you and your family have a strong financial plan that will help enable you to have more confidence in your retirement strategy. On Retire Right Radio, Paul Roberts helps listeners understand their finances and future, create a financial strategy to help pursue a secure and comfortable life and work toward financial security and independence.Social links:
The New Retirement
Retirement has undergone significant changes in recent years, and this episode of Retire Right Radio explores the good, the bad, and the ugly of these changes. The conversation covers topics such as the SECURE Act, RMDs, Social Security full retirement age, contribution limits, and the elimination …
53:59
Elections and the Economy
Weston Lindemann discusses the impact of election years on investing and the importance of cutting through fear mongering and misinformation. He emphasizes the need for proper planning and allocation of investments to navigate the volatility of election years. Additionally, the conversation delves …
53:54
Retirement Planning by the Months
Weston Lindeman discusses what individuals should consider in their financial lives on a month-by-month basis. He covers topics such as creating a financial plan in January, fine-tuning the plan in February, Medicare options in March, taxes and RMDs in April, annual reviews in May, mid-year adjustm…
53:20
Which Percent Withdrawal Rate?
The conversation covers two main themes: understanding financial and economic stories and retirement planning rules and exceptions. Weston Lindeman discusses the confusion surrounding monetary policy and the government's role in printing money and borrowing. He also explores the 4% rule for retir…
53:48
Retirement-The Broad View
On this episode of Retire Right Radio, Weston Lindemann discusses the retirement crisis, the future of Social Security, and the importance of retirement planning. He addresses concerns about not having enough money for retirement and offers actionable steps to improve retirement savings. Lindemann …
53:35
Phases of Retirement
The main theme of the conversation is retirement planning and the misconceptions surrounding it. The first chapter explores the challenges of retirement planning in a complex world, including the impact of inflation on income needs. Weston also discusses the importance of considering different phas…
54:02
Financial Commandments
Weston Lindemann runs through commandments of the financial world including not gambling with investments, doing your due diligence, diversifying, and a balance of offensive and defensive investing. Reach Roberts Wealth Management at 800-891-8680. Roberts Wealth Management
53:38
New & Old Retirement Tips
In this episode of Retire Right Radio, Weston Lindemann discusses various retirement planning opportunities and strategies. He highlights the changes brought about by the Secure Act and Secure Act 2.0, such as the availability of Roth accounts as emergency funds and the benefits of Roth contributio…
52:43
Retirement Rules of Thumb
In this episode of Retire Right Radio, Weston Lindemann discusses the outdated retirement rules of thumb and offers proactive planning strategies for a secure retirement. He challenges the 60-40 stock bond rule, highlighting how bonds can also suffer losses during market downturns. Weston emphasize…
53:08
The New Retirement
Dealing with change is often difficult. On today's show, Weston Lindemann discusses how retirement planning has evolved over the past 20 years. He highlights the top 10 changes in retirement and emphasizes the need for strategic planning in today's complex world. Additionally, Lindemann discusses t…
52:22